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; 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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,860,149 | $310.3M | 0.16% | +274,024+10.6% | Added |
| Nikko Asset Management Americas, Inc. | 2,941,504 | $318.8M | 3.68% | −720,814−19.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,969,252 | $322.1M | 0.19% | −719,366−19.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,881,738 | $638.1M | 4.24% | −1,470,118−20.0% | Reduced |
| BlackRock, Inc. | 6,943,054 | $753.3M | 0.01% | +140,121+2.1% | Added |
| Vanguard Group Inc | 12,987,786 | $1.41B | 0.02% | −10,888−0.1% | Reduced |
| FMR LLC | 13,679,650 | $1.48B | 0.08% | −5,618,290−29.1% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −88,268−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −46,799−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,146−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −31,623−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −20,827−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,990−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,552−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −8,171−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,237−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Prudent Man Investment Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bryce Point Capital, LLC | – | – | – | – | Not filed |
| Clare Market Investments LLC | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Lion Street Advisors, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |