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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, Q2 2026

Institutional positions in Roku, Inc as of Jun 30, 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
787
+98 vs. Q1 2026
Shares held
114.2M
+2.06M (+1.8%) vs. Q1 2026
Total value
$15.7B
+$5.14B (+48.4%) vs. Q1 2026
New holders
207
231 more added
Sold out
109
245 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 787 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 heldQ2 2026: $15.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Roku, Inc; share changes are against Q1 2026.

Institutions holding ROKU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Financial Group, LLC15,719$2.17M0.04%−8,000−33.7%Reduced
New York Life Investment Management LLC16,014$2.21M0.02%−217−1.3%Reduced
Accurate Wealth Management, LLC15,780$2.22M0.21%+894+6.0%Added
Jane Street Group, LLC16,540$2.28M0.00%−700,931−97.7%Reduced
Asset Management One Co.,Ltd.16,775$2.32M0.01%+7,875+88.5%Added
RSM US Wealth Management LLC16,840$2.33M0.03%+12,053+251.8%Added
Merit Financial Group, LLC16,879$2.33M0.01%−2,503−12.9%Reduced
Bailard, Inc.16,898$2.33M0.05%−1,326−7.3%Reduced
Smith Group Asset Management, LLC17,143$2.37M0.10%+1,121+7.0%Added
Coppell Advisory Solutions LLC34,364$2.37M0.70%+34,364New
Custom Index Systems, LLC17,292$2.39M0.86%+13,157+318.2%Added
McDonald Partners LLC18,025$2.49M0.60%−225−1.2%Reduced
JustInvest LLC18,068$2.50M0.02%+2,694+17.5%Added
Lazard Asset Management LLC18,843$2.60M0.00%−77,361−80.4%Reduced
MML Investors Services, LLC19,014$2.63M0.01%+6,037+46.5%Added
Mint Tower Capital Management B.V.19,558$2.70M0.32%+19,558New
Wakefield Asset Management LLLP19,642$2.71M0.61%+19,642New
Utah Retirement Systems19,754$2.73M0.03%−1,099−5.3%Reduced
O'Shaughnessy Asset Management, LLC20,123$2.78M0.01%+10,629+112.0%Added
Next Century Growth Investors LLC20,254$2.80M0.15%−50.0%Reduced
Pictet Asset Management Holding SA20,331$2.81M0.00%−215−1.0%Reduced
Teacher Retirement System of Texas20,556$2.84M0.01%−4,077−16.6%Reduced
Davy Global Fund Management Ltd20,810$2.87M0.18%−94,080−81.9%Reduced
Diversified Trust Co20,906$2.89M0.05%+51+0.2%Added
Strategic Global Advisors, LLC21,552$2.98M0.42%+662+3.2%Added
Cinctive Capital Management LP21,891$3.02M0.12%+21,891New
Susquehanna Portfolio Strategies, LLC21,949$3.03M0.05%+4,478+25.6%Added
Deutsche Bank AG22,006$3.04M0.00%−21,814−49.8%Reduced
Engineers Gate Manager LP22,466$3.10M0.04%−81,900−78.5%Reduced
Alpine Global Management, LLC22,500$3.11M0.51%+22,500New
Bank of Hawaii22,835$3.15M0.16%+3,616+18.8%Added
Omers Administration Corp23,000$3.18M0.02%−3,439−13.0%Reduced
Verity Asset Management, Inc.23,611$3.26M1.23%−1,020−4.1%Reduced
Quantbot Technologies LP23,820$3.29M0.13%+11,165+88.2%Added
Ameritas Investment Partners, Inc.24,144$3.34M0.09%+24,144New
Kennondale Capital Management LLC24,557$3.39M2.26%00.0%Unchanged
Stifel Financial Corp25,063$3.46M0.00%−12,966−34.1%Reduced
ABLE Financial Group, LLC25,090$3.47M0.58%+2,018+8.7%Added
TCW Group Inc25,586$3.53M0.02%−9,291−26.6%Reduced
Hantz Financial Services, Inc.25,634$3.54M0.05%+25,632+1,281,600.0%Added
Wealth Enhancement Advisory Services, LLC28,039$3.55M0.01%−8,604−23.5%Reduced
Truist Financial Corp25,758$3.56M0.00%+2,858+12.5%Added
Bridgewater Associates, LP25,812$3.57M0.01%−168,656−86.7%Reduced
Ausdal Financial Partners, Inc.26,431$3.65M0.14%−42,894−61.9%Reduced
Two Sigma Securities, LLC26,690$3.69M0.32%+26,690New
Vestmark Advisory Solutions, Inc.27,007$3.73M0.04%−63,108−70.0%Reduced
Oregon Public Employees Retirement Fund27,100$3.74M0.04%+27,100New
New Mexico Educational Retirement Board27,200$3.76M0.09%+27,200New
Summit Trail Advisors, LLC27,290$3.77M0.05%+235+0.9%Added
Xponance, Inc.27,516$3.80M0.02%+16,131+141.7%Added
Fortress Investment Group LLC28,600$3.95M0.74%+28,600New
Polymer Capital Management (US) LLC28,608$3.95M0.59%+28,608New
New York State Teachers Retirement System28,707$3.97M0.01%+28,707New
Northwestern Mutual Wealth Management Co28,900$3.99M0.00%−473,029−94.2%Reduced
Fifth Third Bancorp29,049$4.01M0.01%+26,115+890.1%Added
Thrivent Financial for Lutherans29,133$4.02M0.01%+22,060+311.9%Added
Northwestern Mutual Investment Management Company, LLC29,512$4.08M0.05%+29,512New
Occudo Quantitative Strategies LP29,621$4.09M0.22%−50,093−62.8%Reduced
American Century Companies Inc29,752$4.11M0.00%−53,064−64.1%Reduced
Vestcor Inc30,259$4.18M0.10%+25,000+475.4%Added
IHT Wealth Management, LLC30,601$4.23M0.09%−662−2.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,408$4.34M0.02%+31,408New
CAPROCK Group, Inc.31,889$4.41M0.08%+16,783+111.1%Added
KLP Kapitalforvaltning AS32,300$4.46M0.01%+3,400+11.8%Added
Virginia Retirement Systems Et Al32,390$4.47M0.03%+440+1.4%Added
Vanguard Investments Australia, Ltd.33,055$4.57M0.01%00.0%Unchanged
State of Michigan Retirement System33,783$4.67M0.02%+33,783New
Polar Asset Management Partners Inc.34,628$4.78M0.09%+34,628New
Colony Group, LLC35,621$4.92M0.01%+4,959+16.2%Added
Oak Thistle LLC35,705$4.93M0.48%+26,494+287.6%Added
Arizona State Retirement System36,069$4.98M0.03%+142+0.4%Added
Yousif Capital Management, LLC36,117$4.99M0.06%+36,117New
Maven Securities LTD36,998$5.11M0.35%+36,998New
Nordea Investment Management AB37,509$5.15M0.00%+26,135+229.8%Added
Mercer Global Advisors Inc37,771$5.22M0.01%+3,206+9.3%Added
Louisiana State Employees Retirement System38,400$5.30M0.08%+38,400New
Nomura Asset Management International Inc.39,980$5.52M0.01%−30,177−43.0%Reduced
Macquarie Group Ltd40,145$5.55M0.02%+165+0.4%Added
Advisory Services Network, LLC40,274$5.56M0.06%+527+1.3%Added
Governors Lane LP40,700$5.62M0.56%+40,700New
Teachers Retirement System of the State of Kentucky41,000$5.66M0.04%+41,000New
Handelsbanken Fonder AB41,400$5.72M0.02%+4,600+12.5%Added
Kintayl Capital LP41,984$5.80M2.79%+41,984New
Credit Industriel Et Commercial42,140$5.82M0.63%+42,140New
Voya Investment Management LLC42,311$5.84M0.01%−1,769−4.0%Reduced
State of New Jersey Common Pension Fund D42,641$5.89M0.02%−3,820−8.2%Reduced
XTX Topco Ltd42,682$5.90M0.08%+35,009+456.3%Added
Point72 Asset Management, L.P.43,201$5.97M0.01%+43,201New
Natixis Advisors, L.P.43,373$5.99M0.01%+43,373New
Capula Management Ltd44,000$6.08M0.03%+11,310+34.6%Added
Blair William & Co44,530$6.15M0.02%−1,054−2.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main44,867$6.20M0.00%−38,663−46.3%Reduced
P Schoenfeld Asset Management LP45,500$6.29M3.74%+45,500New
Danske Bank A/S46,788$6.46M0.01%+46,588+23,294.0%Added
Cetera Investment Advisers47,575$6.57M0.01%−12,158−20.4%Reduced
Mutual of America Capital Management LLC48,737$6.73M0.07%+48,737New
Boothbay Fund Management, LLC49,296$6.81M0.13%+49,296New
CWA Asset Management Group, LLC49,694$6.86M0.21%+49,694New
State of Tennessee, Treasury Department50,000$6.91M0.02%+50,000New
Vanguard Global Advisers, LLC50,796$7.02M0.00%−2,430−4.6%Reduced