Skip to main content
Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ1 2026: 697 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 2026: $10.7B
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 2026

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q4 2025.

Institutions holding ROKU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.2$00.00%00.0%Unchanged
Toth Financial Advisory Corp1$950.00%00.0%Unchanged
3 Factor Indexing, LLC1$950.00%+1New
Raffa Wealth Management, LLC2$1890.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$1890.00%00.0%Unchanged
Key Financial Inc2$1890.00%00.0%Unchanged
Caitlin John, LLC2$1890.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$1900.00%00.0%Unchanged
Dunhill Financial, LLC2$2470.00%−1−33.3%Reduced
Prestige Wealth Management Group LLC3$2840.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2840.00%+1+50.0%Added
Leo H. Evart, Inc.3$2840.00%+3New
Ravenstone Capital Management Inc.4$3780.00%00.0%Unchanged
Evelyn Partners Investment Management LLP4$3780.00%+4New
Quaker Wealth Management, LLC4$3790.00%00.0%Unchanged
American Capital Advisory, LLC4$3790.00%+3+300.0%Added
Atlantic Private Wealth, LLC5$4730.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$4740.00%00.0%Unchanged
Kilter Group LLC5$4740.00%+5New
ORG Wealth Partners, LLC6$5670.00%00.0%Unchanged
MV Capital Management, Inc.6$5680.00%+1+20.0%Added
Fortitude Family Office, LLC7$6620.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$6620.00%+3+75.0%Added
Bell Investment Advisors, Inc8$7570.00%−51−86.4%Reduced
TFC Financial Management8$7570.00%00.0%Unchanged
Westend Capital Management, LLC8$7570.00%+8New
Cornerstone Financial Management LLC9$8520.00%00.0%Unchanged
Roxbury Financial LLC9$8520.00%+9New
Cornerstone Planning Group LLC7$8710.00%+3+75.0%Added
Abound Wealth Management10$9090.00%+8+400.0%Added
Kayne Anderson Rudnick Investment Management LLC10$9460.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$9460.00%00.0%Unchanged
Westside Investment Management, Inc.10$9460.00%00.0%Unchanged
Lloyd Advisory Services, LLC.10$9460.00%+10New
Kingdom Financial Group LLC.10$9460.00%+10New
Tradewinds Capital Management, LLC10$9470.00%00.0%Unchanged
Private Wealth Management Group, LLC10$9470.00%00.0%Unchanged
Winthrop Capital Management, LLC12$1.00K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC11$1.04K0.00%00.0%Unchanged
Proathlete Wealth Management LLC12$1.14K0.00%00.0%Unchanged
Hughes Financial Services, LLC12$1.14K0.00%+4+50.0%Added
My Portfolio Guide, LLC12$1.14K0.00%+12New
Archer Investment Corp13$1.23K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC13$1.23K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC13$1.23K0.00%+13New
South State Corp.13$1.23K0.00%00.0%Unchanged
PayPay Securities Corp11$1.23K0.04%−1−8.3%Reduced
JFS Wealth Advisors, LLC14$1.32K0.00%−485−97.2%Reduced
Rachor Investment Advisory Services, LLC14$1.32K0.00%−1−6.7%Reduced
Sunrise Financial Services, LLC14$1.32K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC15$1.42K0.00%00.0%Unchanged
Hoey Investments, Inc16$1.51K0.00%00.0%Unchanged
Signature Equity Partners, LLC16$1.51K0.00%+6+60.0%Added
UMA Financial Services, Inc.17$1.61K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$1.61K0.00%+11+183.3%Added
Intentional Wealth Strategies, LLC17$1.61K0.00%+17New
Bare Financial Services, Inc19$1.80K0.00%+7+58.3%Added
1620 Investment Advisors, Inc.20$1.89K0.00%00.0%Unchanged
City State Bank20$1.89K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$1.90K0.00%00.0%Unchanged
Torren Management, LLC21$1.99K0.00%−150−87.7%Reduced
First Command Advisory Services, Inc.21$1.99K0.00%+21New
Bessemer Group Inc18$2.00K0.00%00.0%Unchanged
IMA Wealth, Inc.22$2.08K0.00%−1−4.3%Reduced
Cromwell Holdings LLC24$2.27K0.00%+4+20.0%Added
Umb Bank N A25$2.37K0.00%+3+13.6%Added
Curio Wealth, LLC26$2.46K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc27$2.56K0.00%−10−27.0%Reduced
Retirement Wealth Solutions LLC29$2.74K0.00%+13+81.3%Added
Strategic Wealth Partners, Ltd.30$2.84K0.00%−44−59.5%Reduced
N.E.W. Advisory Services LLC30$2.84K0.00%+30New
Operose Advisors LLC30$2.84K0.00%+30New
Capital Analysts, LLC33$3.00K0.00%00.0%Unchanged
JPL Wealth Management, LLC32$3.03K0.00%+32New
Thurston, Springer, Miller, Herd & Titak, Inc.33$3.12K0.00%00.0%Unchanged
Atlantic Trust, LLC33$3.12K0.00%−1−2.9%Reduced
Sachetta, LLC33$3.12K0.00%+3+10.0%Added
Southern Michigan Bank & Trust35$3.31K0.00%+35New
GHP Investment Advisors, Inc.37$3.50K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.38$3.60K0.00%00.0%Unchanged
RWM Asset Management, LLC38$3.60K0.00%+38New
PFS Partners, LLC39$3.69K0.00%00.0%Unchanged
Trust Co40$3.79K0.00%00.0%Unchanged
Islay Capital Management, LLC40$3.79K0.00%00.0%Unchanged
RMG Wealth Management LLC30$3.84K0.00%00.0%Unchanged
Copia Wealth Management42$3.97K0.00%+38+950.0%Added
Missouri Trust & Investment Co45$4.26K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd46$4.35K0.00%00.0%Unchanged
Dogwood Wealth Management LLC50$4.73K0.00%00.0%Unchanged
Hurley Capital, LLC55$5.20K0.00%00.0%Unchanged
MTM Investment Management, LLC55$5.20K0.00%00.0%Unchanged
Anfield Capital Management, LLC55$5.20K0.00%+55New
NBC Securities, Inc.58$5.49K0.00%+58New
CVA Family Office, LLC60$5.68K0.00%+5+9.1%Added
Mather Group, LLC.62$5.84K0.00%+62New
Spire Wealth Management65$6.15K0.00%00.0%Unchanged
Gen-Wealth Partners Inc65$6.15K0.00%00.0%Unchanged
Brown Brothers Harriman & Co68$6.43K0.00%00.0%Unchanged
Assetmark, Inc69$6.53K0.00%−6−8.0%Reduced
Caldwell Sutter Capital, Inc.70$6.62K0.00%−30−30.0%Reduced