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.
| 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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 119,226 | $11.3M | 0.05% | −55,299−31.7% | Reduced |
| Ardmore Road Asset Management LP | 120,000 | $11.4M | 0.75% | +67,870+130.2% | Added |
| Allspring Global Investments Holdings, LLC | 121,785 | $11.6M | 0.02% | −3,848−3.1% | Reduced |
| Zacks Investment Management | 124,445 | $11.8M | 0.09% | +4,185+3.5% | Added |
| Davidson Kempner Capital Management LP | 125,000 | $11.8M | 0.21% | +125,000 | New |
| M&G Plc | 127,026 | $12.1M | 0.06% | +127,026 | New |
| Algert Global LLC | 143,600 | $13.6M | 0.20% | −10,136−6.6% | Reduced |
| SG Americas Securities, LLC | 149,670 | $14.2M | 0.02% | +53,731+56.0% | Added |
| California State Teachers Retirement System | 151,085 | $14.3M | 0.02% | +27,567+22.3% | Added |
| Bank of Nova Scotia | 151,178 | $14.3M | 0.03% | +45,610+43.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,039 | $15.1M | 0.03% | +29,885+23.0% | Added |
| J. Goldman & Co LP | 183,934 | $17.4M | 0.81% | +76,742+71.6% | Added |
| Bridgewater Associates, LP | 194,468 | $18.4M | 0.08% | −18,570−8.7% | Reduced |
| Beck Bode, LLC | 194,570 | $18.4M | 3.12% | −1,411−0.7% | Reduced |
| FIL Ltd | 197,130 | $18.7M | 0.01% | −20,078−9.2% | Reduced |
| Panagora Asset Management Inc | 198,625 | $18.8M | 0.07% | +137,498+224.9% | Added |
| LPL Financial LLC | 199,739 | $18.9M | 0.01% | +4,476+2.3% | Added |
| Royal Bank of Canada | 200,961 | $19.0M | 0.00% | −26,378−11.6% | Reduced |
| Crawford Fund Management, LLC | 202,800 | $19.2M | 6.26% | +139,740+221.6% | Added |
| JPMorgan Chase & Co | 223,612 | $19.7M | 0.00% | +127,063+131.6% | Added |
| Meridiem Capital Partners LP | 221,159 | $20.9M | 1.38% | +144,855+189.8% | Added |
| Benchstone Capital Management LP | 222,735 | $21.1M | 2.45% | +222,735 | New |
| Envestnet Asset Management Inc | 225,588 | $21.3M | 0.01% | −6,587−2.8% | Reduced |
| Balyasny Asset Management LLC | 228,587 | $21.6M | 0.04% | −1,388,449−85.9% | Reduced |
| Invesco Ltd. | 234,457 | $22.2M | 0.00% | +29,342+14.3% | Added |
| Glenmede Trust Co NA | 245,468 | $23.2M | 0.11% | +169,960+225.1% | Added |
| Swiss National Bank | 258,800 | $24.5M | 0.01% | +2,000+0.8% | Added |
| California Public Employees Retirement System | 260,774 | $24.7M | 0.02% | +33,593+14.8% | Added |
| Barclays PLC | 261,387 | $24.7M | 0.01% | +134,835+106.5% | Added |
| Gilder Gagnon Howe & Co LLC | 272,337 | $25.8M | 0.31% | −208,962−43.4% | Reduced |
| Trexquant Investment LP | 279,755 | $26.5M | 0.19% | −58,223−17.2% | Reduced |
| UBS Asset Management Americas Inc | 298,679 | $28.3M | 0.01% | +3,127+1.1% | Added |
| Capital Fund Management S.A. | 329,672 | $31.2M | 0.28% | +86,625+35.6% | Added |
| Empirical Capital Management, LLC | 345,661 | $32.7M | 19.59% | +81,000+30.6% | Added |
| Victory Capital Management Inc | 347,225 | $32.9M | 0.02% | +81,794+30.8% | Added |
| Sessa Capital IM, L.P. | 350,000 | $33.1M | 0.63% | 00.0% | Unchanged |
| SEI Investments Co | 350,045 | $33.1M | 0.03% | +50,118+16.7% | Added |
| Millennium Management LLC | 355,668 | $33.7M | 0.03% | −902,296−71.7% | Reduced |
| Walleye Capital LLC | 362,062 | $34.3M | 0.21% | −207,681−36.5% | Reduced |
| Rockefeller Capital Management L.P. | 367,552 | $34.8M | 0.06% | +80,831+28.2% | Added |
| Bank of New York Mellon Corp | 388,680 | $36.8M | 0.01% | −47,984−11.0% | Reduced |
| Raymond James Financial Inc | 393,870 | $37.1M | 0.01% | +329,070+507.8% | Added |
| Allianz Asset Management GmbH | 392,274 | $37.1M | 0.04% | +17,032+4.5% | Added |
| Junto Capital Management LP | 402,630 | $38.1M | 0.81% | +402,630 | New |
| D. E. Shaw & Co., Inc. | 410,949 | $38.9M | 0.03% | −1,092,086−72.7% | Reduced |
| Canada Pension Plan Investment Board | 415,100 | $39.3M | 0.03% | +77,900+23.1% | Added |
| Federated Hermes, Inc. | 436,377 | $41.3M | 0.07% | +287,586+193.3% | Added |
| Ameriprise Financial Inc | 443,999 | $42.0M | 0.01% | −5,161−1.1% | Reduced |
| Ossiam | 461,127 | $43.6M | 0.77% | 00.0% | Unchanged |
| Alua Capital Management LP | 474,200 | $44.9M | 4.90% | +474,200 | New |
| UBS Group AG | 496,165 | $46.9M | 0.01% | −1,132−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 501,929 | $47.5M | 0.03% | +33,925+7.2% | Added |
| Russell Investments Group, Ltd. | 579,077 | $53.7M | 0.06% | +83,330+16.8% | Added |
| Nuveen, LLC | 571,310 | $54.1M | 0.01% | +56,580+11.0% | Added |
| Quantinno Capital Management LP | 585,447 | $55.4M | 0.09% | +170,648+41.1% | Added |
| Price T Rowe Associates Inc | 623,288 | $59.0M | 0.01% | −397,629−38.9% | Reduced |
| Woodline Partners LP | 624,059 | $59.0M | 0.22% | +162,118+35.1% | Added |
| Man Group plc | 654,173 | $61.9M | 0.13% | +362,989+124.7% | Added |
| Susquehanna International Group, LLP | 686,045 | $64.9M | 0.08% | +109,304+19.0% | Added |
| Northern Trust Corp | 686,658 | $65.0M | 0.01% | +25,837+3.9% | Added |
| Jane Street Group, LLC | 717,471 | $67.9M | 0.07% | −449,632−38.5% | Reduced |
| Holocene Advisors, LP | 743,529 | $70.4M | 0.17% | −8,430−1.1% | Reduced |
| Amundi | 747,891 | $70.8M | 0.02% | +471,234+170.3% | Added |
| Dimensional Fund Advisors LP | 750,581 | $71.0M | 0.01% | +22,657+3.1% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 750,190 | $71.0M | 2.42% | +167,210+28.7% | Added |
| Robeco Institutional Asset Management B.V. | 759,009 | $71.8M | 0.10% | +327,698+76.0% | Added |
| Vanguard Fiduciary Trust Co | 815,019 | $77.1M | 0.02% | +815,019 | New |
| Janus Henderson Group PLC | 834,619 | $79.0M | 0.04% | +775,861+1,320.4% | Added |
| Goldman Sachs Group Inc | 954,524 | $90.3M | 0.01% | +492,756+106.7% | Added |
| Charles Schwab Investment Management Inc | 955,925 | $90.4M | 0.01% | +52,787+5.8% | Added |
| Tremblant Capital Group | 961,220 | $91.0M | 2.93% | −28,898−2.9% | Reduced |
| Marshall Wace, LLP | 998,619 | $94.5M | 0.10% | +468,603+88.4% | Added |
| Bank of America Corp | 1,082,755 | $102.5M | 0.01% | +56,893+5.5% | Added |
| Assenagon Asset Management S.A. | 1,162,051 | $110.0M | 0.18% | +230,398+24.7% | Added |
| Westfield Capital Management Co LP | 1,178,219 | $111.5M | 0.47% | +65,741+5.9% | Added |
| Two Sigma Investments, LP | 1,188,031 | $112.4M | 0.09% | −652,226−35.4% | Reduced |
| Citadel Advisors LLC | 1,280,965 | $121.2M | 0.09% | +684,038+114.6% | Added |
| Qube Research & Technologies Ltd | 1,333,685 | $126.2M | 0.18% | +64,456+5.1% | Added |
| BNP Paribas Arbitrage, SA | 1,400,958 | $132.6M | 0.09% | +591,584+73.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,472,268 | $139.3M | 0.59% | −37,418−2.5% | Reduced |
| Renaissance Technologies LLC | 1,565,100 | $148.1M | 0.23% | +290,200+22.8% | Added |
| Fred Alger Management, LLC | 1,591,123 | $150.6M | 0.66% | +169,683+11.9% | Added |
| Morgan Stanley | 1,730,796 | $163.8M | 0.01% | +485,494+39.0% | Added |
| AQR Capital Management LLC | 1,782,733 | $164.4M | 0.08% | −1,077,416−37.7% | Reduced |
| Squarepoint Ops LLC | 1,777,966 | $168.2M | 0.36% | +461,119+35.0% | Added |
| Nikko Asset Management Americas, Inc. | 1,848,889 | $174.9M | 2.47% | −1,092,615−37.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,874,369 | $177.4M | 0.11% | −1,094,883−36.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,038,347 | $192.9M | 0.10% | +1,419,772+229.5% | Added |
| State Street Corp | 2,262,711 | $214.1M | 0.01% | +46,474+2.1% | Added |
| Schroder Investment Management Group | 2,308,014 | $218.4M | 0.18% | +2,308,014 | New |
| Acadian Asset Management LLC | 2,521,078 | $238.5M | 0.34% | +350,457+16.1% | Added |
| Geode Capital Management, LLC | 2,780,900 | $263.5M | 0.02% | +316,770+12.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,820,405 | $361.5M | 2.81% | −2,061,333−35.0% | Reduced |
| Vanguard Capital Management LLC | 5,876,046 | $556.0M | 0.01% | +5,876,046 | New |
| Vanguard Portfolio Management LLC | 6,458,259 | $611.1M | 0.03% | +6,458,259 | New |
| BlackRock, Inc. | 7,426,295 | $702.7M | 0.01% | +483,241+7.0% | Added |
| FMR LLC | 17,011,060 | $1.61B | 0.08% | +3,331,410+24.4% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,529,800−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −577,646−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −343,044−100.0% | Sold out |