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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 117,452 | $12.7M | 0.02% | +4,758+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,459 | $12.6M | 0.28% | +87,997+309.2% | Added |
| Kessler Investment Group, LLC | 116,444 | $12.6M | 5.32% | +1,917+1.7% | Added |
| State Board of Administration of Florida Retirement System | 114,902 | $12.5M | 0.02% | −2,740−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 110,871 | $12.0M | 0.02% | −5,545−4.8% | Reduced |
| J. Goldman & Co LP | 107,192 | $11.6M | 0.45% | +43,791+69.1% | Added |
| Bank of Nova Scotia | 105,568 | $11.5M | 0.02% | +105,568 | New |
| Contrarius Group Holdings Ltd | 104,002 | $11.3M | 0.55% | −25,513−19.7% | Reduced |
| IMC-Chicago, LLC | 102,852 | $11.2M | 0.20% | +2,133+2.1% | Added |
| Shellback Capital, LP | 102,474 | $11.1M | 1.06% | +102,474 | New |
| BCJ Capital Management, LLC | 99,478 | $10.8M | 0.63% | +11,161+12.6% | Added |
| Public Employees Retirement System of Ohio | 97,890 | $10.6M | 0.03% | +2,715+2.9% | Added |
| JPMorgan Chase & Co | 96,549 | $10.5M | 0.00% | −148,548−60.6% | Reduced |
| Gotham Asset Management, LLC | 96,291 | $10.4M | 0.04% | +50,038+108.2% | Added |
| SG Americas Securities, LLC | 95,939 | $10.4M | 0.01% | +93,912+4,633.1% | Added |
| STRS Ohio | 95,087 | $10.3M | 0.04% | +65,005+216.1% | Added |
| Worldquant Millennium Advisors LLC | 90,824 | $9.85M | 0.04% | +26,267+40.7% | Added |
| First Trust Advisors LP | 90,391 | $9.81M | 0.01% | +143+0.2% | Added |
| Verition Fund Management LLC | 89,805 | $9.74M | 0.05% | −81,203−47.5% | Reduced |
| Winton Group Ltd | 87,765 | $9.52M | 0.33% | +87,765 | New |
| ExodusPoint Capital Management, LP | 84,813 | $9.20M | 0.10% | +35,368+71.5% | Added |
| Jupiter Asset Management Ltd | 84,177 | $9.13M | 0.07% | −64,386−43.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 83,653 | $9.08M | 0.28% | −45,422−35.2% | Reduced |
| Optiver Holding B.V. | 76,593 | $8.31M | 0.15% | +76,593 | New |
| Meridiem Capital Partners LP | 76,304 | $8.28M | 0.52% | +76,304 | New |
| Walleye Trading LLC | 76,214 | $8.27M | 0.13% | +558+0.7% | Added |
| Mariner, LLC | 75,345 | $8.19M | 0.01% | +17,280+29.8% | Added |
| Glenmede Trust Co NA | 75,508 | $8.19M | 0.04% | +75,508 | New |
| Firsthand Capital Management, Inc. | 75,000 | $8.14M | 15.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 73,112 | $7.93M | 0.01% | −32,583−30.8% | Reduced |
| Highland Capital Management, LLC | 70,499 | $7.65M | 0.38% | −9,602−12.0% | Reduced |
| Nomura Asset Management International Inc. | 70,326 | $7.63M | 0.01% | +70,326 | New |
| CWM, LLC | 70,198 | $7.62M | 0.02% | −13,812−16.4% | Reduced |
| Ausdal Financial Partners, Inc. | 67,609 | $7.33M | 0.34% | +17,835+35.8% | Added |
| Empowered Funds, LLC | 67,199 | $7.29M | 0.12% | +63,840+1,900.6% | Added |
| Agf Management Ltd | 66,488 | $7.21M | 0.03% | −83,542−55.7% | Reduced |
| New York State Common Retirement Fund | 65,863 | $7.15M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 64,887 | $7.04M | 0.00% | +15,048+30.2% | Added |
| Raymond James Financial Inc | 64,800 | $7.03M | 0.00% | +3,384+5.5% | Added |
| Quantbot Technologies LP | 63,176 | $6.85M | 0.23% | +12,411+24.4% | Added |
| Polar Asset Management Partners Inc. | 63,100 | $6.85M | 0.14% | −69,637−52.5% | Reduced |
| Crawford Fund Management, LLC | 63,060 | $6.84M | 2.19% | −35,597−36.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,915 | $6.73M | 0.01% | +3,553+6.1% | Added |
| Panagora Asset Management Inc | 61,127 | $6.63M | 0.02% | +61,127 | New |
| Atika Capital Management LLC | 61,000 | $6.62M | 0.92% | −72,000−54.1% | Reduced |
| Janus Henderson Group PLC | 58,758 | $6.37M | 0.00% | +2,600+4.6% | Added |
| Prudential Financial Inc | 57,907 | $6.28M | 0.01% | +49,285+571.6% | Added |
| Atlas Venture Advisors, Inc. | 57,707 | $6.26M | 3.27% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 56,411 | $6.12M | 0.07% | +56,411 | New |
| Dark Forest Capital Management LP | 54,602 | $5.92M | 0.27% | −23,468−30.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 54,562 | $5.92M | 0.05% | −2,428−4.3% | Reduced |
| Treasurer of the State of North Carolina | 53,999 | $5.86M | 0.02% | −3,950−6.8% | Reduced |
| Alliancebernstein L.P. | 52,891 | $5.74M | 0.00% | +372+0.7% | Added |
| Twinbeech Capital LP | 52,600 | $5.71M | 0.41% | +52,600 | New |
| Cetera Investment Advisers | 52,331 | $5.68M | 0.01% | −116−0.2% | Reduced |
| Ardmore Road Asset Management LP | 52,130 | $5.66M | 0.43% | −187,870−78.3% | Reduced |
| Sciencast Management LP | 51,988 | $5.64M | 0.78% | +51,988 | New |
| Creative Planning | 51,504 | $5.59M | 0.00% | +9,350+22.2% | Added |
| Citigroup Inc | 50,912 | $5.52M | 0.00% | +17,642+53.0% | Added |
| ING Groep NV | 50,800 | $5.51M | 0.03% | +50,800 | New |
| Blair William & Co | 50,448 | $5.47M | 0.01% | +5,433+12.1% | Added |
| Moore Capital Management, LP | 50,151 | $5.44M | 0.11% | −74,824−59.9% | Reduced |
| Natixis | 48,869 | $5.30M | 0.02% | +48,844+195,376.0% | Added |
| Hillsdale Investment Management Inc. | 47,980 | $5.21M | 0.14% | +9,480+24.6% | Added |
| Illinois Municipal Retirement Fund | 47,642 | $5.17M | 0.06% | +12,243+34.6% | Added |
| Convergence Investment Partners, LLC | 47,527 | $5.16M | 1.03% | +22,640+91.0% | Added |
| State of New Jersey Common Pension Fund D | 46,461 | $5.04M | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 45,571 | $4.94M | 0.05% | +14,454+46.5% | Added |
| Maytus Capital Management, LLC | 44,000 | $4.77M | 1.13% | +44,000 | New |
| Voya Investment Management LLC | 43,227 | $4.69M | 0.00% | +4,838+12.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,038 | $4.53M | 0.01% | −190.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,303 | $4.48M | 0.01% | +4,916+13.5% | Added |
| Advisory Services Network, LLC | 40,898 | $4.44M | 0.06% | −238−0.6% | Reduced |
| Capelight Capital Asset Management LP | 40,000 | $4.34M | 4.30% | +40,000 | New |
| Ensign Peak Advisors, Inc | 39,504 | $4.29M | 0.01% | −9,539−19.5% | Reduced |
| Mercer Global Advisors Inc | 39,147 | $4.25M | 0.01% | +3,879+11.0% | Added |
| Deutsche Bank AG | 38,257 | $4.15M | 0.00% | −12,652−24.9% | Reduced |
| Occudo Quantitative Strategies LP | 37,899 | $4.11M | 0.28% | +22,484+145.9% | Added |
| Handelsbanken Fonder AB | 36,800 | $3.99M | 0.01% | −1,700−4.4% | Reduced |
| TCW Group Inc | 36,678 | $3.98M | 0.03% | −1,395−3.7% | Reduced |
| Arizona State Retirement System | 36,137 | $3.92M | 0.02% | −2,177−5.7% | Reduced |
| Qsemble Capital Management, LP | 35,894 | $3.89M | 0.32% | +35,894 | New |
| Lido Advisors, LLC | 38,559 | $3.86M | 0.02% | +53+0.1% | Added |
| Prospera Financial Services Inc | 35,371 | $3.84M | 0.06% | +31,561+828.4% | Added |
| Principal Financial Group Inc | 34,351 | $3.73M | 0.00% | +29,742+645.3% | Added |
| Asset Management One Co.,Ltd. | 32,725 | $3.64M | 0.01% | +28,333+645.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 33,400 | $3.62M | 0.01% | +33,400 | New |
| Crossmark Global Holdings, Inc. | 33,347 | $3.62M | 0.05% | +3,418+11.4% | Added |
| Caisse de Depot Et Placement du Quebec | 33,259 | $3.61M | 0.01% | −57,268−63.3% | Reduced |
| Teacher Retirement System of Texas | 32,956 | $3.58M | 0.01% | −9,288−22.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,002 | $3.47M | 0.17% | +8,754+37.7% | Added |
| IHT Wealth Management, LLC | 31,616 | $3.43M | 0.08% | −2,669−7.8% | Reduced |
| Marex Group plc | 29,868 | $3.24M | 0.04% | −14,460−32.6% | Reduced |
| Colony Group, LLC | 29,785 | $3.23M | 0.00% | +13,614+84.2% | Added |
| Hidden Lake Asset Management LP | 29,675 | $3.22M | 1.75% | +29,675 | New |
| Virginia Retirement Systems Et Al | 29,150 | $3.16M | 0.02% | −4,950−14.5% | Reduced |
| HighTower Advisors, LLC | 29,122 | $3.16M | 0.00% | −2,618−8.2% | Reduced |
| KLP Kapitalforvaltning AS | 28,900 | $3.14M | 0.01% | +1,900+7.0% | Added |
| PDT Partners, LLC | 28,890 | $3.13M | 0.20% | −8,809−23.4% | Reduced |
| Benjamin Edwards Inc | 28,281 | $3.07M | 0.03% | −7,070−20.0% | Reduced |