ROOT — ROOT INC
As of Q2 2026, 31 SEC-registered investment managers reported holding ROOT (ROOT INC) in their latest 13F filings, with a combined reported value of $190.89M across 3.54M shares. That is -5.0% by share count (-188.15K shares) versus the previous quarter, while reported value moved +19.9%. Ownership is concentrated: the five largest holders account for 65.5% of reported value and the top ten for 83.9%.
Compared with the prior quarter, 4 opened new positions, 17 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ROOT is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 1.15M | $64.27M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 723.12K | $52.23M | 0.00% | Hold |
| Tiger Global Management history | Q3 2021 | 3.68M | $19.42M | 0.04% | New |
| Geode Capital Management history | Q2 2026 | 345.38K | $19.32M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 343.10K | $19.19M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 245.28K | $13.72M | 0.02% | Add |
| Dragoneer Investment Group history | Q2 2026 | 154.32K | $8.63M | 0.64% | Hold |
| Morgan Stanley history | Q2 2026 | 148.22K | $8.29M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 144.31K | $8.07M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 120.33K | $6.73M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 109.27K | $6.11M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 105.52K | $5.90M | 0.00% | Reduce |
| Principal Global Investors history | Q4 2025 | 66.91K | $4.83M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 82.83K | $4.63M | 0.00% | Add |
| Maverick Capital history | Q4 2025 | 63.23K | $4.57M | 0.05% | New |
| Capital Research Global Investors history | Q2 2026 | 77.53K | $4.34M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 59.70K | $3.34M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 53.26K | $2.98M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 48.37K | $2.70M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 43.70K | $2.44M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.50K sh · $1.30M
- Balyasny Asset Management 7.64K sh · $427.34K
- Point72 Asset Management 7.54K sh · $421.58K
- D. E. Shaw & Co 6.00K sh · $335.52K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 5.07K sh · $223.80K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 654.47K | 686.62K | 644.39K | 744.27K | 922.39K | 1.05M | 1.05M | 1.15M |
| Geode Capital Management | 677.42K | 952.27K | 784.82K | 2.30M | 129.21K | 145.81K | 159.95K | 77.73K | 81.16K | 86.28K | 84.19K | 192.46K | 190.47K | 190.65K | 197.85K | 234.72K | 298.73K | 310.97K | 319.53K | 345.38K |
| Citadel Advisors | 713.86K | 1.09M | 733.22K | 733.94K | 54.18K | 43.83K | 65.70K | 80.64K | 124.50K | 121.35K | 327.64K | 327.32K | 422.91K | 461.54K | 543.71K | 570.75K | 440.47K | 355.88K | 305.85K | 343.10K |
| Renaissance Technologies | — | 4.42M | 3.97M | 3.75M | 185.59K | 226.04K | 199.69K | 181.32K | 171.82K | 210.98K | 237.22K | 201.02K | 185.82K | 263.51K | 419.51K | 406.31K | 333.62K | 251.98K | 238.78K | 245.28K |
| Dragoneer Investment Group | 9.26M | 2.78M | 2.78M | 2.78M | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K |
| Morgan Stanley | 888.14K | 1.49M | 756.76K | 294.52K | 48.41K | 53.57K | 52.50K | 60.38K | 49.55K | 54.00K | 54.52K | 347.21K | 206.81K | 185.47K | 96.95K | 205.65K | 225.51K | 159.03K | 141.08K | 148.22K |
| Goldman Sachs Group | — | 36.48K | 497.91K | 14.33K | — | 20.54K | — | — | 13.75K | 16.45K | 46.29K | 25.23K | 30.93K | 64.02K | 34.47K | 87.47K | 73.33K | 170.48K | 149.32K | 144.31K |
| Northern Trust Corp | 151.99K | 216.09K | 214.03K | 1.17M | 64.75K | 62.60K | 59.72K | 12.51K | 17.23K | 28.63K | 15.38K | 21.14K | 70.55K | 75.16K | 75.65K | 91.33K | 106.95K | 106.10K | 109.41K | 120.33K |
| Charles Schwab Investment Management | 417.76K | 476.73K | 479.31K | 917.84K | 17.05K | 26.11K | 26.11K | — | — | — | 5.67K | 26.08K | 25.78K | 25.58K | 24.29K | 31.22K | 109.33K | 111.31K | 107.69K | 109.27K |
| Bank of America Corp | 77.05K | 47.41K | 30.50K | 22.98K | 9.50K | 14.21K | 12.64K | 2.19K | 482 | 7.51K | 21.50K | 12.36K | 48.57K | 58.60K | 73.78K | 32.71K | 93.29K | 139.64K | 127.58K | 105.52K |
| UBS Group AG | 198.33K | 206.13K | 146.29K | 157.33K | 3.36K | 7.90K | 1.90K | 6.49K | 157 | 2.26K | 31.76K | 7.90K | 24.50K | 114.34K | 147.17K | 48.45K | 228.74K | 137.83K | 58.16K | 82.83K |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 368.91K | 496.60K | 496.60K | 654.25K | 477.12K | 77.53K |
| Citigroup Inc | 22.32K | 39.13K | 23.10K | 11.06K | 234 | 54 | 2 | 2 | 4.37K | 41.17K | 16.69K | 1.88K | 6.25K | 7.33K | 8.50K | 44.48K | 61.48K | 62.10K | 61.20K | 59.70K |
| Two Sigma Investments | 56.40K | 506.19K | 923.08K | 708.76K | 79.56K | 20.50K | — | — | — | 62.29K | 30.09K | 17.59K | 14.05K | 8.54K | — | — | — | — | 30.43K | 53.26K |
| Marshall Wace | — | — | — | — | — | — | — | — | 13.51K | — | 330.25K | 198.21K | 291.91K | 60.18K | 17.53K | 29.81K | 49.74K | 107.61K | 15.88K | 48.37K |
| Millennium Management | 102.72K | 4.01M | 5.15M | 2.19M | 178.81K | — | — | 97.31K | 75.00K | 25.45K | 87.01K | — | 25.91K | 20.05K | 12.90K | 36.98K | 25.09K | 220.81K | 148.74K | 43.70K |
| AQR Capital Management | — | — | — | — | 11.36K | 43.44K | — | — | — | — | — | — | 26.14K | 4.60K | 10.23K | 12.15K | 12.21K | 10.28K | 21.29K | 42.80K |
| BNY Mellon | 29.40K | 29.40K | 29.40K | 356.93K | 24.29K | 23.89K | 23.90K | — | — | — | — | 24.80K | 17.97K | 24.44K | 29.71K | 34.27K | 37.02K | 41.60K | 36.14K | 39.09K |
| JPMorgan Chase & Co | 1.31M | 1.30M | 632.85K | 75.18K | 4.20K | 4.52K | 62.72K | 17.32K | 17.32K | 32.70K | 27.73K | 114.23K | 105.48K | 78.32K | 5.91K | 28.91K | 5.95K | 6.94K | — | 22.50K |
| Deutsche Bank AG | — | — | — | 66.04K | 29.01K | 24.32K | 9.43K | 689 | 479 | 479 | 479 | 4.12K | 5.30K | 7.82K | 7.62K | 8.07K | 9.04K | 10.22K | 11.37K | 14.19K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details