Roku, Inc
ROKU- Exchange
- Nasdaq
- Industry
- Cable & Other Pay Television Services
- SEC CIK
- 0001428439
In the last 90 days, Roku, Inc insiders filed 0 open-market purchases and 15 sales; 791 institutions reported holding it in 13F filings for Q2 2026, worth $15.8B in total; 3 superinvestors hold it, including ARK Invest and Duquesne Family Office.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $13.6M in total
- 15
- 13F holdersQ2 2026, +97 vs. previous quarter
- 791
- 13F valueReported value at the end of Q2 2026
- $15.8B
- Superinvestors holdingAt the end of Q2 2026
- 3
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $4.74B
- +15.2% year over year
- Net income, FY2025
- $88.4M
- No comparable prior period
- Free cash flow, FY2025
- $478.4M
- +124.6% year over year
- Revenue, Q3 FY2026
- $1.50B
- +24.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $88.4M (1.9% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 9.49M
- Shares sold short
- Change
- −265.3K
- −2.7% vs. previous
- Days to cover
- 3.14
- At average daily volume
Superinvestors holding ROKU, Q2 2026
Go to the superinvestors tab3 superinvestors report holding Roku, Inc on Form 13F. Percentages are the stock's share of each portfolio.
Duquesne Family Office
Stanley Druckenmiller
0.6%
Roku, Inc's share of the portfolio
- Shares
- 184,055
- Value
- $25.4M
| Superinvestor | Weight | Value |
|---|---|---|
| Soros Fund Management | 0.3% | $21.5M |
Latest insider trades
See all insider tradesOpen-market purchases and sales by Roku, Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2026 (view filing)6:38 PM ET | Nov 2 | 1 day | Banks Matthew C.VP, CAO | SSaleClass A Common Stock | −552 | $157.44 | −$86.9K | −7.3%7.02K after | 10b5-1 |
| Nov 3, 2026 (view filing)6:15 PM ET | Nov 2 | 1 day | Hunt Neil DDirector | SSaleClass A Common Stock | −2.00K | $156.17 | −$312.3K | −17.2%9.63K after | 3 lots10b5-1 |
| Oct 19, 2026 (view filing)4:58 PM ET | Oct 15 | 4 days | Jedda DanCFO & COO | SSaleClass A Common Stock | −7.00K | $152.84 | −$1.07M | −9.4%67.8K after | 10b5-1 |
| Oct 7, 2026 (view filing)5:14 PM ET | Oct 5 | 2 days | Collier CharlesPresident, Roku Media | SSaleClass A Common Stock | −20.5K | $151.63 | −$3.11M | −47.5%22.7K after | 4 lots10b5-1 |
| Oct 5, 2026 (view filing)6:12 PM ET | Oct 1 | 4 days | Banks Matthew C.VP, CAO | SSaleClass A Common Stock | −554 | $152.21 | −$84.3K | −6.8%7.57K after | 10b5-1 |
| Oct 5, 2026 (view filing)6:10 PM ET | Oct 1 | 4 days | Hunt Neil DDirector | SSaleClass A Common Stock | −2.00K | $151.09 | −$302.2K | −17.2%9.63K after | 2 lots10b5-1 |
| Sep 16, 2026 (view filing)6:01 PM ET | Sep 15 | 1 day | Jedda DanCFO & COO | SSaleClass A Common Stock | −7.00K | $156.81 | −$1.10M | −8.6%74.8K after | 10b5-1 |
| Sep 9, 2026 (view filing)5:44 PM ET | Sep 4 | 5 days | Collier CharlesPresident, Roku Media | SSaleClass A Common Stock | −20.5K | $156.99 | −$3.22M | −47.5%22.7K after | 4 lots10b5-1 |
| Sep 3, 2026 (view filing)7:46 PM ET | Sep 2 | 1 day | Handman Christopher T.SVP & General Counsel | SSaleClass A Common Stock | −3.00K | $155.64 | −$466.8K | −25.0%9.00K after | 10b5-1 |
| Sep 3, 2026 (view filing)7:45 PM ET | Sep 2 | 1 day | Fuchsberg GilbertPresident, Subscriptions | SSaleClass A Common Stock | −4.82K | $155.64 | −$750.8K | −10.7%40.2K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 791 holdersThe largest institutional positions in Roku, Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,381,980 | $1.85B | 0.03% | +5,955,685+80.2% | Added |
| Vanguard Capital Management LLC | 5,926,115 | $818.6M | 0.02% | +50,069+0.9% | Added |
| Vanguard Portfolio Management LLC | 5,875,815 | $811.7M | 0.04% | −582,444−9.0% | Reduced |
| FMR LLC | 5,310,616 | $733.6M | 0.03% | −11,700,444−68.8% | Reduced |
| Pentwater Capital Management LP | 4,325,000 | $597.5M | 4.77% | +4,325,000 | New |
| State Street Corp | 4,115,278 | $568.5M | 0.02% | +1,852,567+81.9% | Added |
| Balyasny Asset Management LLC | 3,147,789 | $434.8M | 0.80% | +2,919,202+1,277.1% | Added |
| Geode Capital Management, LLC | 3,064,548 | $424.0M | 0.02% | +283,648+10.2% | Added |
| Goldman Sachs Group Inc | 2,649,231 | $366.0M | 0.04% | +1,694,707+177.5% | Added |
| Schroder Investment Management Group | 2,072,383 | $286.3M | 0.20% | −235,631−10.2% | Reduced |
Holders of 5% or more of ROKU
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Roku, Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G | 9.70%12.8M shares | +4.70 ppfrom 5.00% | Apr 25, 20252 filings | Jul 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.26%6.88M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in ROKU6 members of Congress reported 27 trades in Roku, Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 19, 2023 |  Daniel S. Goldman House · NY | Buy | $15K-$50K |
| Mar 4, 2022 |  James R. Langevin House · RI | Buy | $1K-$15K |
| Jun 10, 2021 | James R. Langevin House · RI | Sell | $1K-$15K |
| Jun 10, 2021 | James R. Langevin House · RI | Buy | $1K-$15K |
| May 13, 2021 | James R. Langevin House · RI | Sell | $1K-$15K |
House · NY · May 19, 2023
Buy$15K-$50K
House · RI · Mar 4, 2022
Buy$1K-$15K
House · RI · Jun 10, 2021
Sell$1K-$15K
House · RI · Jun 10, 2021
Buy$1K-$15K
House · RI · May 13, 2021
Sell$1K-$15K