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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 17 sales; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; 3 superinvestors hold it, including ARK Invest and Duquesne Family Office.

13F holders, Q4 2022

Institutional positions in Roku, Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
499
−40 vs. Q3 2022
Shares held
98.2M
+3.05M (+3.2%) vs. Q3 2022
Total value
$4.00B
−$1.37B (−25.5%) vs. Q3 2022
New holders
75
158 more added
Sold out
115
174 more reduced

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ROKU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 499 institutions
Q1 2021: 819 institutionsQ2 2021: 874 institutionsQ3 2021: 827 institutionsQ4 2021: 792 institutionsQ1 2022: 652 institutionsQ2 2022: 601 institutionsQ3 2022: 554 institutionsQ4 2022: 499 institutionsQ1 2023: 538 institutionsQ2 2023: 520 institutionsQ3 2023: 542 institutionsQ4 2023: 605 institutionsQ1 2024: 575 institutionsQ2 2024: 538 institutionsQ3 2024: 543 institutionsQ4 2024: 558 institutionsQ1 2025: 593 institutionsQ2 2025: 569 institutionsQ3 2025: 611 institutionsQ4 2025: 707 institutionsQ1 2026: 697 institutionsQ2 2026: 787 institutions
Value heldQ4 2022: $4.00B
Q1 2021: $26.6BQ2 2021: $38.6BQ3 2021: $26.1BQ4 2021: $21.2BQ1 2022: $11.7BQ2 2022: $7.74BQ3 2022: $5.46BQ4 2022: $4.00BQ1 2023: $6.59BQ2 2023: $6.34BQ3 2023: $6.88BQ4 2023: $9.63BQ1 2024: $6.55BQ2 2024: $6.15BQ3 2024: $7.96BQ4 2024: $8.00BQ1 2025: $7.71BQ2 2025: $9.57BQ3 2025: $11.1BQ4 2025: $12.1BQ1 2026: $10.7BQ2 2026: $15.7B
Institutions holding ROKU and their total value by quarter
QuarterHoldersValue
Q2 2026787$15.7B
Q1 2026697$10.7B
Q4 2025707$12.1B
Q3 2025611$11.1B
Q2 2025569$9.57B
Q1 2025593$7.71B
Q4 2024558$8.00B
Q3 2024543$7.96B
Q2 2024538$6.15B
Q1 2024575$6.55B
Q4 2023605$9.63B
Q3 2023542$6.88B
Q2 2023520$6.34B
Q1 2023538$6.59B
Q4 2022499$4.00B
Q3 2022554$5.46B
Q2 2022601$7.74B
Q1 2022652$11.7B
Q4 2021792$21.2B
Q3 2021827$26.1B
Q2 2021874$38.6B
Q1 2021819$26.6B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q3 2022.

Institutions holding ROKU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest12,114,981$493.1M4.27%+197,115+1.7%Added
Vanguard Group Inc11,160,020$454.2M0.01%+262,920+2.4%Added
Sumitomo Mitsui Trust Holdings, Inc.7,847,444$319.4M0.25%+444,022+6.0%Added
Nikko Asset Management Americas, Inc.7,511,858$305.5M4.40%+442,525+6.3%Added
BlackRock Inc.6,164,206$250.9M0.01%−585,745−8.7%Reduced
Baillie Gifford & Co3,405,500$138.6M0.14%−2,109−0.1%Reduced
D. E. Shaw & Co., Inc.2,951,154$120.1M0.20%+2,870,083+3,540.2%Added
FMR LLC2,938,021$119.6M0.01%−4,205,201−58.9%Reduced
Renaissance Technologies LLC2,550,167$103.8M0.14%+169,172+7.1%Added
State Street Corp2,296,761$93.5M0.01%−88,501−3.7%Reduced
Marshall Wace, LLP1,963,896$79.9M0.21%+1,674,747+579.2%Added
Voya Investment Management LLC1,945,781$79.2M0.09%+18,023+0.9%Added
Voloridge Investment Management, LLC1,858,370$75.6M0.42%+39,056+2.1%Added
Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management1,677,711$68.3M9.93%+182,849+12.2%Added
Geode Capital Management, LLC1,673,758$68.0M0.01%+73,547+4.6%Added
Wellington Management Group LLP1,498,753$61.0M0.01%−225,366−13.1%Reduced
Agf Management Ltd1,330,379$54.1M0.39%+1,330,379New
Morgan Stanley1,171,344$47.7M0.01%+241,622+26.0%Added
Two Sigma Investments, LP1,160,656$47.2M0.15%+599,737+106.9%Added
Antipodes Partners Ltd981,612$40.0M1.43%+453,787+86.0%Added
Norges Bank801,270$32.6M0.01%−65,759−7.6%Reduced
Goldman Sachs Group Inc777,556$31.6M0.01%−783,600−50.2%Reduced
Charles Schwab Investment Management Inc760,827$31.0M0.01%+51,923+7.3%Added
BNP Paribas Arbitrage, SA727,382$29.6M0.07%+80,813+12.5%Added
Northern Trust Corp696,692$28.4M0.01%+10,970+1.6%Added
Man Group plc667,483$27.2M0.10%+653,759+4,763.6%Added
Two Sigma Advisers, LP632,600$25.7M0.07%+400,200+172.2%Added
Spyglass Capital Management LLC612,096$24.9M2.00%+15,786+2.6%Added
Qube Research & Technologies Ltd589,492$24.0M0.14%+536,780+1,018.3%Added
Legal & General Group Plc578,104$23.5M0.01%−17,975−3.0%Reduced
Susquehanna International Group, LLP566,866$23.1M0.05%−664,974−54.0%Reduced
Twin Tree Management, LP535,719$21.8M0.67%+244,461+83.9%Added
Millennium Management LLC531,147$21.6M0.02%+465,184+705.2%Added
Oakmont Corp508,200$20.7M3.31%−27,498−5.1%Reduced
Swiss National Bank490,700$20.0M0.01%−28,648−5.5%Reduced
Squarepoint Ops LLC486,961$19.8M0.15%+209,797+75.7%Added
Citadel Advisors LLC479,798$19.5M0.02%+465,330+3,216.3%Added
Gilder Gagnon Howe & Co LLC476,101$19.4M0.36%−167,410−26.0%Reduced
Nuveen Asset Management, LLC475,342$19.3M0.01%+29,370+6.6%Added
Bank of New York Mellon Corp467,426$19.0M0.00%−5,469−1.2%Reduced
Cubist Systematic Strategies, LLC425,117$17.3M0.15%+112,627+36.0%Added
Bank of Montreal416,938$17.0M0.01%+338,597+432.2%Added
UBS Asset Management Americas Inc368,480$15.0M0.01%−5,960−1.6%Reduced
Jane Street Group, LLC359,962$14.7M0.03%−72,071−16.7%Reduced
Amundi296,342$14.5M0.01%−787,069−72.6%Reduced
Capital Fund Management S.A.333,522$13.6M0.30%−99,706−23.0%Reduced
Barclays PLC291,800$11.9M0.01%−29,746−9.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.273,156$11.1M0.06%+90,808+49.8%Added
Cypress Funds LLC261,851$10.7M1.86%00.0%Unchanged
Hyperion Asset Management Ltd254,424$10.4M0.67%−366,561−59.0%Reduced
UBS Group AG245,989$10.0M0.00%−83,296−25.3%Reduced
Firsthand Capital Management, Inc.241,000$9.81M11.45%00.0%Unchanged
Bank of America Corp222,915$9.07M0.00%−49,771−18.3%Reduced
California Public Employees Retirement System220,440$8.97M0.01%−25,560−10.4%Reduced
Credit Suisse AG217,416$8.85M0.01%+26,587+13.9%Added
California State Teachers Retirement System202,416$8.24M0.01%+4,770+2.4%Added
Federated Hermes, Inc.196,399$7.99M0.02%+192,707+5,219.6%Added
Invesco Ltd.184,686$7.52M0.00%−58,493−24.1%Reduced
Two Sigma Securities, LLC181,422$7.38M1.05%+109,945+153.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.175,737$7.08M0.10%+17,011+10.7%Added
Aviva PLC164,889$6.71M0.03%+85,610+108.0%Added
Citigroup Inc162,235$6.60M0.01%−240,604−59.7%Reduced
State Board of Administration of Florida Retirement System154,177$6.28M0.02%−990−0.6%Reduced
Rhumbline Advisers136,799$5.57M0.01%+11,087+8.8%Added
Dimensional Fund Advisors LP136,416$5.55M0.00%+7,985+6.2%Added
New York State Common Retirement Fund131,927$5.37M0.01%−235−0.2%Reduced
Advisor Group Holdings, Inc.119,657$4.87M0.01%+14,656+14.0%Added
Lombard Odier Asset Management (USA) Corp117,379$4.78M0.78%+117,379New
HSBC Holdings PLC115,945$4.67M0.01%−140,346−54.8%Reduced
LPL Financial LLC109,792$4.47M0.00%−6,309−5.4%Reduced
Teachers Retirement System of the State of Kentucky109,469$4.46M0.05%00.0%Unchanged
Daiwa Securities Group Inc.12,254$4.37M0.03%+400+3.4%Added
Deutsche Bank AG101,477$4.13M0.00%−31,768−23.8%Reduced
Balyasny Asset Management LLC100,691$4.10M0.01%+100,691New
Aquatic Capital Management LLC97,600$3.97M0.29%−20,500−17.4%Reduced
HighTower Advisors, LLC88,472$3.60M0.01%+75,258+569.5%Added
Forsta Ap-Fonden85,700$3.49M0.04%+45,000+110.6%Added
Quinn Opportunity Partners LLC85,322$3.47M0.43%+7,150+9.1%Added
Marex Group plc83,648$3.40M0.48%+83,648New
Twinbeech Capital LP79,560$3.24M0.06%+79,560New
State of New Jersey Common Pension Fund D78,338$3.19M0.01%+3,857+5.2%Added
Susquehanna Fundamental Investments, LLC78,017$3.18M0.05%+10,806+16.1%Added
EULAV Asset Management78,000$3.17M0.14%−13,000−14.3%Reduced
Wells Fargo & Company75,242$3.06M0.00%−59,100−44.0%Reduced
Hampton Road Capital Management LP74,314$3.02M1.12%+18,375+32.8%Added
Raymond James Financial Services Advisors, Inc.74,269$3.02M0.01%−17,732−19.3%Reduced
Korea Investment CORP69,552$2.83M0.01%+28,295+68.6%Added
Price T Rowe Associates Inc69,487$2.83M0.00%−53,388−43.4%Reduced
Mitsubishi UFJ Trust & Banking Corp68,166$2.77M0.01%+1,267+1.9%Added
PEAK6 Investments LLC65,190$2.65M0.15%+55,524+574.4%Added
Blueshift Asset Management, LLC64,699$2.63M1.22%−43,968−40.5%Reduced
Royal Bank of Canada63,894$2.60M0.00%−44,403−41.0%Reduced
Vontobel Holding Ltd.66,966$2.60M0.03%+20,560+44.3%Added
AQR Capital Management LLC64,768$2.58M0.01%−814−1.2%Reduced
Public Employees Retirement System of Ohio62,614$2.55M0.01%+2,098+3.5%Added
State of Wisconsin Investment Board61,213$2.49M0.01%−7,180−10.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.61,210$2.48M0.01%+7,580+14.1%Added
Atlas Venture Advisors, Inc.57,707$2.35M0.81%00.0%Unchanged
Holocene Advisors, LP56,655$2.31M0.01%+17,914+46.2%Added
Blair William & Co56,625$2.30M0.01%−58,273−50.7%Reduced