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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, Q1 2023

Institutional positions in Roku, Inc as of Mar 31, 2023. 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
538
+48 vs. Q4 2022
Shares held
99.5M
+1.38M (+1.4%) vs. Q4 2022
Total value
$6.59B
+$2.59B (+64.7%) vs. Q4 2022
New holders
119
163 more added
Sold out
71
153 more reduced

9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 538 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 heldQ1 2023: $6.59B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q4 2022.

Institutions holding ROKU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest12,483,431$821.7M5.65%+368,450+3.0%Added
Vanguard Group Inc11,180,254$735.9M0.02%+20,234+0.2%Added
Sumitomo Mitsui Trust Holdings, Inc.7,546,846$496.7M0.37%−300,598−3.8%Reduced
Nikko Asset Management Americas, Inc.7,238,692$468.9M5.40%−273,166−3.6%Reduced
BlackRock Inc.5,881,105$387.1M0.01%−283,101−4.6%Reduced
FMR LLC4,782,318$314.8M0.03%+1,844,297+62.8%Added
Baillie Gifford & Co3,399,626$223.8M0.20%−5,874−0.2%Reduced
D. E. Shaw & Co., Inc.3,357,066$221.0M0.36%+405,912+13.8%Added
Marshall Wace, LLP2,729,534$179.7M0.44%+765,638+39.0%Added
Two Sigma Investments, LP2,481,384$163.3M0.48%+1,320,728+113.8%Added
State Street Corp2,318,362$152.6M0.01%+21,601+0.9%Added
Two Sigma Advisers, LP2,300,300$151.4M0.39%+1,667,700+263.6%Added
Wellington Management Group LLP1,801,071$118.5M0.02%+302,318+20.2%Added
Geode Capital Management, LLC1,728,790$113.6M0.01%+55,032+3.3%Added
Voloridge Investment Management, LLC1,557,584$102.5M0.51%−300,786−16.2%Reduced
Agf Management Ltd1,465,530$96.5M0.66%+135,151+10.2%Added
Morgan Stanley1,353,670$89.1M0.01%+182,326+15.6%Added
Millennium Management LLC1,200,468$79.0M0.09%+669,321+126.0%Added
Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management1,162,463$76.5M8.68%−515,248−30.7%Reduced
Spyglass Capital Management LLC928,408$61.1M4.61%+316,312+51.7%Added
Norges Bank854,340$56.2M0.01%+53,070+6.6%Added
Antipodes Partners Ltd836,624$55.1M1.91%−144,988−14.8%Reduced
Charles Schwab Investment Management Inc785,272$51.7M0.02%+24,445+3.2%Added
Citadel Advisors LLC779,392$51.3M0.06%+299,594+62.4%Added
Capital Fund Management S.A.756,423$49.8M0.98%+422,901+126.8%Added
Man Group plc–$45.6M0.16%––
Northern Trust Corp650,825$42.8M0.01%−45,867−6.6%Reduced
Renaissance Technologies LLC562,143$37.0M0.05%−1,988,024−78.0%Reduced
Nuveen Asset Management, LLC555,282$36.5M0.01%+79,940+16.8%Added
Connor, Clark & Lunn Investment Management Ltd.510,005$33.6M0.18%+236,849+86.7%Added
Oakmont Corp508,200$33.4M4.48%00.0%Unchanged
Swiss National Bank482,200$31.7M0.02%−8,500−1.7%Reduced
BNP Paribas Arbitrage, SA462,363$30.4M0.07%−265,019−36.4%Reduced
Bank of New York Mellon Corp459,230$30.2M0.01%−8,196−1.8%Reduced
Bank of Montreal414,342$27.9M0.02%−2,596−0.6%Reduced
Goldman Sachs Group Inc413,171$27.2M0.01%−364,385−46.9%Reduced
Legal & General Group Plc412,248$27.1M0.01%−165,856−28.7%Reduced
J. Goldman & Co LP396,306$26.1M1.51%+396,306New
Jane Street Group, LLC375,616$24.7M0.04%+15,654+4.3%Added
UBS Group AG350,222$23.1M0.01%+104,233+42.4%Added
Voya Investment Management LLC346,291$22.8M0.02%−1,599,490−82.2%Reduced
UBS Asset Management Americas Inc332,895$21.9M0.01%−35,585−9.7%Reduced
Bank of America Corp298,100$19.6M0.00%+75,185+33.7%Added
Gilder Gagnon Howe & Co LLC296,843$19.5M0.32%−179,258−37.7%Reduced
Barclays PLC264,232$17.4M0.02%−27,568−9.4%Reduced
Cypress Funds LLC261,851$17.2M2.43%00.0%Unchanged
Simplex Trading, LLC241,991$15.9M0.72%+207,373+599.0%Added
Dimensional Fund Advisors LP237,622$15.6M0.01%+101,206+74.2%Added
Susquehanna International Group, LLP230,029$15.1M0.02%−336,837−59.4%Reduced
Hyperion Asset Management Ltd220,724$14.5M0.76%−33,700−13.2%Reduced
Worldquant Millennium Advisors LLC218,693$14.4M0.27%+218,693New
Firsthand Capital Management, Inc.210,000$13.8M15.01%−31,000−12.9%Reduced
Invesco Ltd.209,875$13.8M0.00%+25,189+13.6%Added
Berkshire Capital Holdings Inc207,940$13.7M6.12%+207,930+2,079,300.0%Added
Qube Research & Technologies Ltd206,898$13.6M0.08%−382,594−64.9%Reduced
California State Teachers Retirement System201,764$13.3M0.02%−652−0.3%Reduced
Aquatic Capital Management LLC197,800$13.0M0.81%+100,200+102.7%Added
California Public Employees Retirement System185,730$12.2M0.01%−34,710−15.7%Reduced
Squarepoint Ops LLC173,565$11.4M0.08%−313,396−64.4%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.171,595$11.1M0.14%−4,142−2.4%Reduced
Credit Suisse AG165,258$10.9M0.01%−52,158−24.0%Reduced
Aviva PLC161,639$10.6M0.05%−3,250−2.0%Reduced
AQR Capital Management LLC169,695$10.6M0.02%+104,927+162.0%Added
State Board of Administration of Florida Retirement System151,267$9.96M0.02%−2,910−1.9%Reduced
Rhumbline Advisers138,610$9.12M0.01%+1,811+1.3%Added
New York State Common Retirement Fund135,935$8.95M0.01%+4,008+3.0%Added
Jacobs Levy Equity Management, Inc134,332$8.84M0.05%+134,332New
Raymond James Financial Services Advisors, Inc.133,516$8.79M0.02%+59,247+79.8%Added
Advisor Group Holdings, Inc.121,394$7.99M0.02%+1,737+1.5%Added
Cubist Systematic Strategies, LLC118,295$7.79M0.07%−306,822−72.2%Reduced
Deutsche Bank AG110,911$7.30M0.00%+9,434+9.3%Added
Teachers Retirement System of the State of Kentucky110,497$7.27M0.07%+1,028+0.9%Added
Twin Tree Management, LP109,921$7.24M0.20%−425,798−79.5%Reduced
LPL Financial LLC105,938$6.97M0.01%−3,854−3.5%Reduced
Citigroup Inc92,574$6.09M0.01%−69,661−42.9%Reduced
Assenagon Asset Management S.A.92,387$6.08M0.02%+92,387New
Contour Asset Management LLC89,000$5.86M0.34%+89,000New
HighTower Advisors, LLC88,531$5.85M0.01%+59+0.1%Added
EULAV Asset Management87,000$5.73M0.23%+9,000+11.5%Added
Amundi93,114$5.71M0.00%−203,228−68.6%Reduced
Daiwa Securities Group Inc.12,464$5.63M0.04%+210+1.7%Added
Schonfeld Strategic Advisors LLC84,800$5.58M0.05%+67,912+402.1%Added
HSBC Holdings PLC80,677$5.28M0.01%−35,268−30.4%Reduced
Susquehanna Fundamental Investments, LLC78,017$5.14M0.12%00.0%Unchanged
State of New Jersey Common Pension Fund D76,440$5.03M0.02%−1,898−2.4%Reduced
Trexquant Investment LP75,523$4.97M0.14%+75,523New
Mitsubishi UFJ Trust & Banking Corp70,724$4.66M0.01%+2,558+3.8%Added
CTC LLC75,407$4.65M0.15%+75,407New
UBS Oconnor LLC70,000$4.61M0.11%+70,000New
PFS Investments Inc.70,881$4.54M0.08%+37,127+110.0%Added
Vontobel Holding Ltd.67,047$4.41M0.04%+81+0.1%Added
State of Wisconsin Investment Board64,589$4.25M0.01%+3,376+5.5%Added
Wells Fargo & Company64,533$4.25M0.00%−10,709−14.2%Reduced
Tower Research Capital LLC (TRC)62,780$4.13M0.13%+40,101+176.8%Added
Marex Group plc61,957$4.08M0.54%−21,691−25.9%Reduced
Royal Bank of Canada61,630$4.06M0.00%−2,264−3.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.61,577$4.05M0.01%+367+0.6%Added
Public Employees Retirement System of Ohio60,803$4.00M0.02%−1,811−2.9%Reduced
Blueshift Asset Management, LLC60,765$4.00M1.67%−3,934−6.1%Reduced
Tudor Investment Corp Et Al59,181$3.90M0.07%+11,894+25.2%Added