What smart money is saying about LendingTree
No fund has written a full thesis on LendingTree in our archive, but 1 fund letter reports a position in it, most recently Schafer Cullen Small Cap Value Equity in December 2025.
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Position history
Every position in LendingTree on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- December 2025
Listed in Schafer Cullen Small Cap Value Equity’s reported holdings.
LendingTree
Also mentioned · 1
These funds discuss LendingTree as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedWilkins Investment Counsel SummerJune 2026
“Lower-income households are leaning more heavily on alternative financing mechanisms, such as buy-now-pay-later (BNPL) programs. According to a LendingTree survey, nearly half of BNPL borrowers paid late on an installment loan in the past year, up from about a third two years earlier.”
LendingTree
Read the letters behind these LendingTree positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
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