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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 2024

Institutional positions in Roku, Inc as of Mar 31, 2024. 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
575
−21 vs. Q4 2023
Shares held
100.5M
−4.65M (−4.4%) vs. Q4 2023
Total value
$6.55B
−$3.08B (−32.0%) vs. Q4 2023
New holders
83
207 more added
Sold out
104
182 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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 2024: 575 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 2024: $6.55B
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 2024

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q4 2023.

Institutions holding ROKU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC13,365,701$871.0M0.06%+2,444,450+22.4%Added
ARK Investment Management LLCSuperinvestorARK Invest12,556,647$818.3M5.67%+3,027,775+31.8%Added
Vanguard Group Inc11,946,605$778.6M0.02%+92,658+0.8%Added
Sumitomo Mitsui Trust Holdings, Inc.7,349,067$478.9M0.33%+1,457,925+24.7%Added
BlackRock Inc.7,269,752$473.8M0.01%+319,905+4.6%Added
Nikko Asset Management Americas, Inc.7,091,891$462.1M4.59%+1,455,408+25.8%Added
Baillie Gifford & Co3,068,814$200.0M0.16%−6,017−0.2%Reduced
State Street Corp2,573,557$167.7M0.01%+23,117+0.9%Added
Geode Capital Management, LLC2,061,232$134.1M0.01%+80,714+4.1%Added
Voya Investment Management LLC2,010,307$131.0M0.13%+1,743,428+653.3%Added
Morgan Stanley1,460,874$95.2M0.01%−144,148−9.0%Reduced
Renaissance Technologies LLC1,287,000$83.9M0.13%−469,800−26.7%Reduced
Millennium Management LLC1,107,325$72.2M0.06%+36,064+3.4%Added
Norges Bank950,618$62.0M0.01%−35,487−3.6%Reduced
Charles Schwab Investment Management Inc885,759$57.7M0.01%+20,630+2.4%Added
Capital Fund Management S.A.817,804$53.3M0.65%+169,296+26.1%Added
Squarepoint Ops LLC797,543$52.0M0.21%+433,224+118.9%Added
Dimensional Fund Advisors LP647,633$42.2M0.01%+80,593+14.2%Added
Northern Trust Corp620,607$40.4M0.01%−33,967−5.2%Reduced
Spyglass Capital Management LLC594,042$38.7M2.58%−24,195−3.9%Reduced
Qube Research & Technologies Ltd578,507$37.7M0.07%−1,361,974−70.2%Reduced
JPMorgan Chase & Co554,900$36.2M0.00%+273,399+97.1%Added
Sessa Capital IM, L.P.552,616$36.0M1.40%+552,616New
Citadel Advisors LLC526,488$34.3M0.03%−359,481−40.6%Reduced
Nuveen Asset Management, LLC495,979$32.3M0.01%+48,920+10.9%Added
Connor, Clark & Lunn Investment Management Ltd.492,811$32.1M0.14%−95,457−16.2%Reduced
Bank of New York Mellon Corp475,868$31.0M0.01%−145,502−23.4%Reduced
D. E. Shaw & Co., Inc.431,449$28.1M0.04%−3,191,892−88.1%Reduced
UBS Group AG421,915$27.5M0.01%+341,697+426.0%Added
Jane Street Group, LLC413,550$27.0M0.03%−188,200−31.3%Reduced
Bank of America Corp412,206$26.9M0.00%+163,536+65.8%Added
Hyperion Asset Management Ltd383,154$25.0M1.05%+14,647+4.0%Added
Swiss National Bank374,600$24.4M0.02%−13,400−3.5%Reduced
Barclays PLC369,081$24.1M0.01%+76,443+26.1%Added
Antipodes Partners Ltd359,328$23.4M0.74%−197,393−35.5%Reduced
UBS Asset Management Americas Inc346,492$22.6M0.01%+559+0.2%Added
Canada Pension Plan Investment Board342,400$22.3M0.02%+198,600+138.1%Added
Worldquant Millennium Advisors LLC332,267$21.7M0.27%+86,477+35.2%Added
Invesco Ltd.331,721$21.6M0.00%−3,768−1.1%Reduced
Cubist Systematic Strategies, LLC326,295$21.3M0.24%−106,298−24.6%Reduced
Vestmark Advisory Solutions, Inc.319,199$20.8M0.90%+137,957+76.1%Added
Legal & General Group Plc305,757$19.9M0.01%−14,189−4.4%Reduced
Goldman Sachs Group Inc302,438$19.7M0.00%−147,049−32.7%Reduced
Gilder Gagnon Howe & Co LLC279,014$18.2M0.23%−4,627−1.6%Reduced
Point72 Asset Management, L.P.263,588$17.2M0.05%+263,588New
BNP Paribas Arbitrage, SA258,726$16.9M0.02%−351,076−57.6%Reduced
Deutsche Bank AG228,972$14.9M0.01%−41,196−15.2%Reduced
Two Sigma Investments, LP223,858$14.6M0.04%−1,167,337−83.9%Reduced
California Public Employees Retirement System215,892$14.1M0.01%−3,101−1.4%Reduced
Fiera Capital Corp215,621$14.1M0.04%+2,258+1.1%Added
Susquehanna International Group, LLP205,583$13.4M0.02%−229,831−52.8%Reduced
Jacobs Levy Equity Management, Inc199,911$13.0M0.06%+152,719+323.6%Added
Oakmont Corp199,804$13.0M3.19%00.0%Unchanged
California State Teachers Retirement System197,106$12.8M0.02%+2,190+1.1%Added
Cypress Funds LLC191,851$12.5M1.34%−70,000−26.7%Reduced
Two Sigma Advisers, LP186,100$12.1M0.03%−2,022,200−91.6%Reduced
Trexquant Investment LP174,169$11.4M0.23%−14,507−7.7%Reduced
Aquatic Capital Management LLC166,500$10.9M0.35%−57,600−25.7%Reduced
Empirical Capital Management, LLC160,969$10.5M8.51%+1,400+0.9%Added
Acadian Asset Management LLC157,409$10.3M0.04%+155,032+6,522.2%Added
Nomura Holdings Inc155,758$10.2M0.08%+135,943+686.1%Added
State Board of Administration of Florida Retirement System151,267$9.96M0.02%+11,336+8.1%Added
Rhumbline Advisers146,098$9.52M0.01%+667+0.5%Added
Advisor Group Holdings, Inc.144,689$9.43M0.02%+2,678+1.9%Added
Banco Bilbao Vizcaya Argentaria, S.A.143,406$9.35M0.11%−128,622−47.3%Reduced
New York State Common Retirement Fund140,912$9.18M0.01%−12,601−8.2%Reduced
Andra AP-fonden135,700$8.84M0.16%+46,100+51.5%Added
LPL Financial LLC129,899$8.47M0.00%+6,617+5.4%Added
Credit Suisse AG128,234$8.36M0.01%−8,678−6.3%Reduced
GTS Securities LLC126,761$8.26M0.22%+126,761New
Hampton Road Capital Management LP121,645$7.93M1.05%+121,645New
EULAV Asset Management121,000$7.89M0.22%+45,000+59.2%Added
Raymond James Financial Services Advisors, Inc.110,029$7.17M0.01%−15,289−12.2%Reduced
Wolverine Trading, LLC109,191$7.12M0.07%+37,363+52.0%Added
Assenagon Asset Management S.A.108,580$7.08M0.02%−162,308−59.9%Reduced
Optiver Holding B.V.108,379$7.06M0.29%+108,379New
Robeco Institutional Asset Management B.V.105,222$6.86M0.01%+79,651+311.5%Added
RedJay Asset Management Inc.105,000$6.84M4.25%+67,000+176.3%Added
Bank of Montreal98,164$6.40M0.00%−202,386−67.3%Reduced
Ensign Peak Advisors, Inc97,093$6.33M0.01%+9,808+11.2%Added
Amundi105,185$6.17M0.00%−429,084−80.3%Reduced
Envestnet Asset Management Inc91,614$5.97M0.00%+20,791+29.4%Added
Vontobel Holding Ltd.89,928$5.86M0.05%+12,022+15.4%Added
Twin Tree Management, LP85,483$5.57M0.13%−200,478−70.1%Reduced
Crawford Fund Management, LLC85,106$5.55M4.33%+85,106New
Alliancebernstein L.P.83,554$5.45M0.00%+12,849+18.2%Added
Tudor Investment Corp Et Al83,372$5.43M0.07%−54,176−39.4%Reduced
Teachers Retirement System of the State of Kentucky82,121$5.35M0.05%+3,400+4.3%Added
Engineers Gate Manager LP81,365$5.30M0.14%+12,474+18.1%Added
Kodai Capital Management LP81,113$5.29M0.12%+81,113New
Royal Bank of Canada79,639$5.19M0.00%+8,004+11.2%Added
Citigroup Inc78,903$5.14M0.01%+25,280+47.1%Added
Wells Fargo & Company77,722$5.07M0.00%+4,083+5.5%Added
Bayesian Capital Management, LP75,600$4.93M0.47%+23,200+44.3%Added
Franklin Resources Inc75,135$4.90M0.00%+69,107+1,146.4%Added
Firsthand Capital Management, Inc.75,000$4.89M7.96%−115,000−60.5%Reduced
Warther Private Wealth, LLC73,677$4.80M2.14%+73,677New
State of New Jersey Common Pension Fund D72,379$4.72M0.01%00.0%Unchanged
Price T Rowe Associates Inc71,174$4.64M0.00%+3,104+4.6%Added
HSBC Holdings PLC67,351$4.39M0.00%−240,397−78.1%Reduced