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 2025
Institutional positions in Roku, Inc as of Dec 31, 2025. 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
- 707
- +106 vs. Q3 2025
- Shares held
- 111.2M
- +58.4K (+0.1%) vs. Q3 2025
- Total value
- $12.1B
- +$934.9M (+8.4%) vs. Q3 2025
- New holders
- 161
- 238 more added
- Sold out
- 55
- 181 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 697 | $10.7B |
| Q4 2025 | 707 | $12.1B |
| Q3 2025 | 611 | $11.1B |
| Q2 2025 | 569 | $9.57B |
| Q1 2025 | 593 | $7.71B |
| Q4 2024 | 558 | $8.00B |
| Q3 2024 | 543 | $7.96B |
| Q2 2024 | 538 | $6.15B |
| Q1 2024 | 575 | $6.55B |
| Q4 2023 | 605 | $9.63B |
| Q3 2023 | 542 | $6.88B |
| Q2 2023 | 520 | $6.34B |
| Q1 2023 | 538 | $6.59B |
| Q4 2022 | 499 | $4.00B |
| Q3 2022 | 554 | $5.46B |
| Q2 2022 | 601 | $7.74B |
| Q1 2022 | 652 | $11.7B |
| Q4 2021 | 792 | $21.2B |
| Q3 2021 | 827 | $26.1B |
| Q2 2021 | 874 | $38.6B |
| Q1 2021 | 819 | $26.6B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13,679,650 | $1.48B | 0.08% | −5,618,290−29.1% | Reduced |
| Vanguard Group Inc | 12,987,786 | $1.41B | 0.02% | −10,888−0.1% | Reduced |
| BlackRock, Inc. | 6,943,054 | $753.3M | 0.01% | +140,121+2.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,881,738 | $638.1M | 4.24% | −1,470,118−20.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,969,252 | $322.1M | 0.19% | −719,366−19.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,941,504 | $318.8M | 3.68% | −720,814−19.7% | Reduced |
| AQR Capital Management LLC | 2,860,149 | $310.3M | 0.16% | +274,024+10.6% | Added |
| Geode Capital Management, LLC | 2,464,130 | $267.4M | 0.02% | +168,214+7.3% | Added |
| State Street Corp | 2,216,237 | $240.4M | 0.01% | −24,234−1.1% | Reduced |
| Acadian Asset Management LLC | 2,170,621 | $235.5M | 0.39% | −99,097−4.4% | Reduced |
| Two Sigma Investments, LP | 1,840,257 | $199.6M | 0.30% | −332,947−15.3% | Reduced |
| Balyasny Asset Management LLC | 1,617,036 | $175.4M | 0.33% | +1,465,213+965.1% | Added |
| Two Sigma Advisers, LP | 1,529,800 | $166.0M | 0.32% | −52,000−3.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,509,686 | $163.8M | 0.63% | +12,705+0.8% | Added |
| D. E. Shaw & Co., Inc. | 1,503,035 | $163.1M | 0.12% | −213,601−12.4% | Reduced |
| Fred Alger Management, LLC | 1,421,440 | $154.2M | 0.60% | +1,401,664+7,087.7% | Added |
| Squarepoint Ops LLC | 1,316,847 | $142.9M | 0.29% | +176,411+15.5% | Added |
| Renaissance Technologies LLC | 1,274,900 | $138.3M | 0.21% | +52,200+4.3% | Added |
| Qube Research & Technologies Ltd | 1,269,229 | $137.7M | 0.20% | +816,660+180.4% | Added |
| Millennium Management LLC | 1,257,964 | $136.5M | 0.10% | +855,668+212.7% | Added |
| Morgan Stanley | 1,245,302 | $135.1M | 0.01% | +269,957+27.7% | Added |
| Jane Street Group, LLC | 1,167,103 | $126.6M | 0.15% | +65,478+5.9% | Added |
| Westfield Capital Management Co LP | 1,112,478 | $120.7M | 0.50% | +9,990+0.9% | Added |
| Bank of America Corp | 1,025,862 | $111.3M | 0.01% | −243,328−19.2% | Reduced |
| Price T Rowe Associates Inc | 1,020,917 | $110.8M | 0.01% | +561,666+122.3% | Added |
| Tremblant Capital Group | 990,118 | $107.4M | 2.74% | +607,727+158.9% | Added |
| Assenagon Asset Management S.A. | 931,653 | $101.1M | 0.15% | +590,286+172.9% | Added |
| Charles Schwab Investment Management Inc | 903,138 | $98.0M | 0.02% | −1,578−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 882,915 | $95.8M | 0.27% | +699,336+380.9% | Added |
| Norges Bank | 855,449 | $92.8M | 0.01% | +855,449 | New |
| BNP Paribas Arbitrage, SA | 809,374 | $87.8M | 0.06% | +115,435+16.6% | Added |
| Holocene Advisors, LP | 751,959 | $81.6M | 0.17% | −898,489−54.4% | Reduced |
| Dimensional Fund Advisors LP | 727,924 | $79.0M | 0.02% | +13,099+1.8% | Added |
| Northern Trust Corp | 660,821 | $71.7M | 0.01% | −16,845−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 618,575 | $67.1M | 0.04% | +576,863+1,383.0% | Added |
| Citadel Advisors LLC | 596,927 | $64.8M | 0.04% | −568,396−48.8% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 582,980 | $63.2M | 1.50% | −239,455−29.1% | Reduced |
| Artisan Partners Limited Partnership | 577,646 | $62.7M | 0.10% | +21,773+3.9% | Added |
| Susquehanna International Group, LLP | 576,741 | $62.6M | 0.09% | +299,955+108.4% | Added |
| Walleye Capital LLC | 569,743 | $61.8M | 0.35% | +507,563+816.3% | Added |
| Marshall Wace, LLP | 530,016 | $57.5M | 0.06% | −879,318−62.4% | Reduced |
| Nuveen, LLC | 514,730 | $55.8M | 0.01% | −738−0.1% | Reduced |
| Russell Investments Group, Ltd. | 495,747 | $54.1M | 0.06% | −28,146−5.4% | Reduced |
| UBS Group AG | 497,297 | $54.0M | 0.01% | −225,864−31.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 481,299 | $52.2M | 0.55% | −484,412−50.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 468,004 | $50.8M | 0.03% | +4,113+0.9% | Added |
| Woodline Partners LP | 461,941 | $50.1M | 0.19% | +74,309+19.2% | Added |
| Goldman Sachs Group Inc | 461,768 | $50.1M | 0.01% | −46,490−9.1% | Reduced |
| Ossiam | 461,127 | $50.0M | 1.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 449,160 | $48.7M | 0.01% | +11,455+2.6% | Added |
| Bank of New York Mellon Corp | 436,664 | $47.4M | 0.01% | −32,979−7.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 431,311 | $46.8M | 0.07% | +138,427+47.3% | Added |
| Quantinno Capital Management LP | 414,799 | $45.0M | 0.09% | +179,251+76.1% | Added |
| Allianz Asset Management GmbH | 375,242 | $40.7M | 0.05% | +320,578+586.5% | Added |
| Schonfeld Strategic Advisors LLC | 361,751 | $39.2M | 0.20% | +332,020+1,116.7% | Added |
| Sessa Capital IM, L.P. | 350,000 | $38.0M | 0.75% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 343,044 | $37.2M | 0.13% | −1,062−0.3% | Reduced |
| Trexquant Investment LP | 337,978 | $36.7M | 0.33% | +90,248+36.4% | Added |
| Canada Pension Plan Investment Board | 337,200 | $36.6M | 0.02% | +59,100+21.3% | Added |
| Hudson Bay Capital Management LP | 323,326 | $35.1M | 0.20% | −8,288−2.5% | Reduced |
| SEI Investments Co | 299,927 | $32.5M | 0.03% | +133,847+80.6% | Added |
| UBS Asset Management Americas Inc | 295,552 | $32.1M | 0.01% | +2,625+0.9% | Added |
| Man Group plc | 291,184 | $31.6M | 0.06% | −335,983−53.6% | Reduced |
| Franklin Resources Inc | 290,963 | $31.6M | 0.01% | +74,006+34.1% | Added |
| Rockefeller Capital Management L.P. | 286,721 | $31.1M | 0.06% | +2,221+0.8% | Added |
| Amundi | 276,657 | $30.0M | 0.01% | +190,010+219.3% | Added |
| Victory Capital Management Inc | 265,431 | $28.8M | 0.02% | +250,539+1,682.4% | Added |
| Empirical Capital Management, LLC | 264,661 | $28.7M | 18.87% | 00.0% | Unchanged |
| Maplelane Capital, LLC | 257,000 | $27.9M | 1.59% | +257,000 | New |
| Swiss National Bank | 256,800 | $27.9M | 0.02% | +5,700+2.3% | Added |
| Engineers Gate Manager LP | 253,191 | $27.5M | 0.33% | +228,648+931.6% | Added |
| Capital Fund Management S.A. | 243,047 | $26.4M | 0.25% | −209,184−46.3% | Reduced |
| Envestnet Asset Management Inc | 232,175 | $25.2M | 0.01% | +5,308+2.3% | Added |
| Royal Bank of Canada | 227,339 | $24.7M | 0.00% | +2,638+1.2% | Added |
| California Public Employees Retirement System | 227,181 | $24.6M | 0.01% | +1000.0% | Added |
| FIL Ltd | 217,208 | $23.6M | 0.02% | −14,682−6.3% | Reduced |
| Bridgewater Associates, LP | 213,038 | $23.1M | 0.08% | +3,730+1.8% | Added |
| Invesco Ltd. | 205,115 | $22.3M | 0.00% | +13,111+6.8% | Added |
| Beck Bode, LLC | 195,981 | $21.3M | 3.54% | −9,939−4.8% | Reduced |
| LPL Financial LLC | 195,263 | $21.2M | 0.01% | +32,074+19.7% | Added |
| Point72 Asset Management, L.P. | 192,620 | $20.9M | 0.03% | +192,620 | New |
| Interval Partners, LP | 189,327 | $20.5M | 0.48% | +189,327 | New |
| Davy Global Fund Management Ltd | 183,325 | $19.9M | 1.37% | +1,870+1.0% | Added |
| Driehaus Capital Management LLC | 179,485 | $19.5M | 0.13% | +179,485 | New |
| Ieq Capital, LLC | 174,525 | $18.9M | 0.06% | −14,496−7.7% | Reduced |
| Jain Global LLC | 167,616 | $18.2M | 0.18% | +143,334+590.3% | Added |
| Algert Global LLC | 153,736 | $16.7M | 0.26% | −59,365−27.9% | Reduced |
| Federated Hermes, Inc. | 148,791 | $16.1M | 0.03% | +118,246+387.1% | Added |
| Legal & General Group Plc | 136,876 | $14.8M | 0.00% | −50,370−26.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 135,848 | $14.7M | 0.20% | −11,344−7.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 130,154 | $14.1M | 0.04% | −126,245−49.2% | Reduced |
| Tudor Investment Corp Et Al | 128,185 | $13.9M | 0.08% | −104,560−44.9% | Reduced |
| Barclays PLC | 126,552 | $13.7M | 0.01% | +24,735+24.3% | Added |
| Allspring Global Investments Holdings, LLC | 125,633 | $13.7M | 0.02% | −26,277−17.3% | Reduced |
| Rhumbline Advisers | 125,873 | $13.7M | 0.01% | +7,959+6.7% | Added |
| California State Teachers Retirement System | 123,518 | $13.4M | 0.01% | +1,009+0.8% | Added |
| Wells Fargo & Company | 123,217 | $13.4M | 0.00% | +31,380+34.2% | Added |
| Zacks Investment Management | 120,260 | $13.0M | 0.10% | +1,153+1.0% | Added |
| State of Wisconsin Investment Board | 120,099 | $13.0M | 0.03% | −5,806−4.6% | Reduced |
| EULAV Asset Management | 118,000 | $12.8M | 0.34% | −16,000−11.9% | Reduced |