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 2026
Institutional positions in Roku, Inc as of Mar 31, 2026. 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
- 697
- −3 vs. Q4 2025
- Shares held
- 113.1M
- +15.7M (+16.1%) vs. Q4 2025
- Total value
- $10.7B
- +$130.3M (+1.2%) vs. Q4 2025
- New holders
- 112
- 267 more added
- Sold out
- 115
- 202 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 17,011,060 | $1.61B | 0.08% | +3,331,410+24.4% | Added |
| BlackRock, Inc. | 7,426,295 | $702.7M | 0.01% | +483,241+7.0% | Added |
| Vanguard Portfolio Management LLC | 6,458,259 | $611.1M | 0.03% | +6,458,259 | New |
| Vanguard Capital Management LLC | 5,876,046 | $556.0M | 0.01% | +5,876,046 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,820,405 | $361.5M | 2.81% | −2,061,333−35.0% | Reduced |
| Geode Capital Management, LLC | 2,780,900 | $263.5M | 0.02% | +316,770+12.9% | Added |
| Acadian Asset Management LLC | 2,521,078 | $238.5M | 0.34% | +350,457+16.1% | Added |
| Schroder Investment Management Group | 2,308,014 | $218.4M | 0.18% | +2,308,014 | New |
| State Street Corp | 2,262,711 | $214.1M | 0.01% | +46,474+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 2,038,347 | $192.9M | 0.10% | +1,419,772+229.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,874,369 | $177.4M | 0.11% | −1,094,883−36.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,848,889 | $174.9M | 2.47% | −1,092,615−37.1% | Reduced |
| Squarepoint Ops LLC | 1,777,966 | $168.2M | 0.36% | +461,119+35.0% | Added |
| AQR Capital Management LLC | 1,782,733 | $164.4M | 0.08% | −1,077,416−37.7% | Reduced |
| Morgan Stanley | 1,730,796 | $163.8M | 0.01% | +485,494+39.0% | Added |
| Fred Alger Management, LLC | 1,591,123 | $150.6M | 0.66% | +169,683+11.9% | Added |
| Renaissance Technologies LLC | 1,565,100 | $148.1M | 0.23% | +290,200+22.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,472,268 | $139.3M | 0.59% | −37,418−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,400,958 | $132.6M | 0.09% | +591,584+73.1% | Added |
| Qube Research & Technologies Ltd | 1,333,685 | $126.2M | 0.18% | +64,456+5.1% | Added |
| Citadel Advisors LLC | 1,280,965 | $121.2M | 0.09% | +684,038+114.6% | Added |
| Two Sigma Investments, LP | 1,188,031 | $112.4M | 0.09% | −652,226−35.4% | Reduced |
| Westfield Capital Management Co LP | 1,178,219 | $111.5M | 0.47% | +65,741+5.9% | Added |
| Assenagon Asset Management S.A. | 1,162,051 | $110.0M | 0.18% | +230,398+24.7% | Added |
| Bank of America Corp | 1,082,755 | $102.5M | 0.01% | +56,893+5.5% | Added |
| Marshall Wace, LLP | 998,619 | $94.5M | 0.10% | +468,603+88.4% | Added |
| Tremblant Capital Group | 961,220 | $91.0M | 2.93% | −28,898−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 955,925 | $90.4M | 0.01% | +52,787+5.8% | Added |
| Goldman Sachs Group Inc | 954,524 | $90.3M | 0.01% | +492,756+106.7% | Added |
| Janus Henderson Group PLC | 834,619 | $79.0M | 0.04% | +775,861+1,320.4% | Added |
| Vanguard Fiduciary Trust Co | 815,019 | $77.1M | 0.02% | +815,019 | New |
| Robeco Institutional Asset Management B.V. | 759,009 | $71.8M | 0.10% | +327,698+76.0% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 750,190 | $71.0M | 2.42% | +167,210+28.7% | Added |
| Dimensional Fund Advisors LP | 750,581 | $71.0M | 0.01% | +22,657+3.1% | Added |
| Amundi | 747,891 | $70.8M | 0.02% | +471,234+170.3% | Added |
| Holocene Advisors, LP | 743,529 | $70.4M | 0.17% | −8,430−1.1% | Reduced |
| Jane Street Group, LLC | 717,471 | $67.9M | 0.07% | −449,632−38.5% | Reduced |
| Northern Trust Corp | 686,658 | $65.0M | 0.01% | +25,837+3.9% | Added |
| Susquehanna International Group, LLP | 686,045 | $64.9M | 0.08% | +109,304+19.0% | Added |
| Man Group plc | 654,173 | $61.9M | 0.13% | +362,989+124.7% | Added |
| Woodline Partners LP | 624,059 | $59.0M | 0.22% | +162,118+35.1% | Added |
| Price T Rowe Associates Inc | 623,288 | $59.0M | 0.01% | −397,629−38.9% | Reduced |
| Quantinno Capital Management LP | 585,447 | $55.4M | 0.09% | +170,648+41.1% | Added |
| Nuveen, LLC | 571,310 | $54.1M | 0.01% | +56,580+11.0% | Added |
| Russell Investments Group, Ltd. | 579,077 | $53.7M | 0.06% | +83,330+16.8% | Added |
| Northwestern Mutual Wealth Management Co | 501,929 | $47.5M | 0.03% | +33,925+7.2% | Added |
| UBS Group AG | 496,165 | $46.9M | 0.01% | −1,132−0.2% | Reduced |
| Alua Capital Management LP | 474,200 | $44.9M | 4.90% | +474,200 | New |
| Ossiam | 461,127 | $43.6M | 0.77% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 443,999 | $42.0M | 0.01% | −5,161−1.1% | Reduced |
| Federated Hermes, Inc. | 436,377 | $41.3M | 0.07% | +287,586+193.3% | Added |
| Canada Pension Plan Investment Board | 415,100 | $39.3M | 0.03% | +77,900+23.1% | Added |
| D. E. Shaw & Co., Inc. | 410,949 | $38.9M | 0.03% | −1,092,086−72.7% | Reduced |
| Junto Capital Management LP | 402,630 | $38.1M | 0.81% | +402,630 | New |
| Allianz Asset Management GmbH | 392,274 | $37.1M | 0.04% | +17,032+4.5% | Added |
| Raymond James Financial Inc | 393,870 | $37.1M | 0.01% | +329,070+507.8% | Added |
| Bank of New York Mellon Corp | 388,680 | $36.8M | 0.01% | −47,984−11.0% | Reduced |
| Rockefeller Capital Management L.P. | 367,552 | $34.8M | 0.06% | +80,831+28.2% | Added |
| Walleye Capital LLC | 362,062 | $34.3M | 0.21% | −207,681−36.5% | Reduced |
| Millennium Management LLC | 355,668 | $33.7M | 0.03% | −902,296−71.7% | Reduced |
| SEI Investments Co | 350,045 | $33.1M | 0.03% | +50,118+16.7% | Added |
| Sessa Capital IM, L.P. | 350,000 | $33.1M | 0.63% | 00.0% | Unchanged |
| Victory Capital Management Inc | 347,225 | $32.9M | 0.02% | +81,794+30.8% | Added |
| Empirical Capital Management, LLC | 345,661 | $32.7M | 19.59% | +81,000+30.6% | Added |
| Capital Fund Management S.A. | 329,672 | $31.2M | 0.28% | +86,625+35.6% | Added |
| UBS Asset Management Americas Inc | 298,679 | $28.3M | 0.01% | +3,127+1.1% | Added |
| Trexquant Investment LP | 279,755 | $26.5M | 0.19% | −58,223−17.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 272,337 | $25.8M | 0.31% | −208,962−43.4% | Reduced |
| Barclays PLC | 261,387 | $24.7M | 0.01% | +134,835+106.5% | Added |
| California Public Employees Retirement System | 260,774 | $24.7M | 0.02% | +33,593+14.8% | Added |
| Swiss National Bank | 258,800 | $24.5M | 0.01% | +2,000+0.8% | Added |
| Glenmede Trust Co NA | 245,468 | $23.2M | 0.11% | +169,960+225.1% | Added |
| Invesco Ltd. | 234,457 | $22.2M | 0.00% | +29,342+14.3% | Added |
| Balyasny Asset Management LLC | 228,587 | $21.6M | 0.04% | −1,388,449−85.9% | Reduced |
| Envestnet Asset Management Inc | 225,588 | $21.3M | 0.01% | −6,587−2.8% | Reduced |
| Benchstone Capital Management LP | 222,735 | $21.1M | 2.45% | +222,735 | New |
| Meridiem Capital Partners LP | 221,159 | $20.9M | 1.38% | +144,855+189.8% | Added |
| JPMorgan Chase & Co | 223,612 | $19.7M | 0.00% | +127,063+131.6% | Added |
| Crawford Fund Management, LLC | 202,800 | $19.2M | 6.26% | +139,740+221.6% | Added |
| Royal Bank of Canada | 200,961 | $19.0M | 0.00% | −26,378−11.6% | Reduced |
| LPL Financial LLC | 199,739 | $18.9M | 0.01% | +4,476+2.3% | Added |
| Panagora Asset Management Inc | 198,625 | $18.8M | 0.07% | +137,498+224.9% | Added |
| FIL Ltd | 197,130 | $18.7M | 0.01% | −20,078−9.2% | Reduced |
| Beck Bode, LLC | 194,570 | $18.4M | 3.12% | −1,411−0.7% | Reduced |
| Bridgewater Associates, LP | 194,468 | $18.4M | 0.08% | −18,570−8.7% | Reduced |
| J. Goldman & Co LP | 183,934 | $17.4M | 0.81% | +76,742+71.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,039 | $15.1M | 0.03% | +29,885+23.0% | Added |
| Bank of Nova Scotia | 151,178 | $14.3M | 0.03% | +45,610+43.2% | Added |
| California State Teachers Retirement System | 151,085 | $14.3M | 0.02% | +27,567+22.3% | Added |
| SG Americas Securities, LLC | 149,670 | $14.2M | 0.02% | +53,731+56.0% | Added |
| Algert Global LLC | 143,600 | $13.6M | 0.20% | −10,136−6.6% | Reduced |
| M&G Plc | 127,026 | $12.1M | 0.06% | +127,026 | New |
| Davidson Kempner Capital Management LP | 125,000 | $11.8M | 0.21% | +125,000 | New |
| Zacks Investment Management | 124,445 | $11.8M | 0.09% | +4,185+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 121,785 | $11.6M | 0.02% | −3,848−3.1% | Reduced |
| Ardmore Road Asset Management LP | 120,000 | $11.4M | 0.75% | +67,870+130.2% | Added |
| Ieq Capital, LLC | 119,226 | $11.3M | 0.05% | −55,299−31.7% | Reduced |
| Vanguard Asset Management, Ltd | 117,520 | $11.1M | 0.01% | +117,520 | New |
| Rhumbline Advisers | 115,938 | $11.0M | 0.01% | −9,935−7.9% | Reduced |
| State of Wisconsin Investment Board | 115,458 | $10.9M | 0.03% | −4,641−3.9% | Reduced |