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Root, Inc.

ROOT
Exchange
Nasdaq
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001788882

No open-market purchases or sales by Root, Inc. insiders were filed in the last 90 days; 160 institutions reported holding it in 13F filings for Q2 2026, worth $527.7M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Root, Inc. as of Mar 31, 2021. 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
73
No complete 13F data for Q4 2020
Shares held
50.3M
No complete 13F data for Q4 2020
Total value
$640.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ROOT 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 2021: 73 institutions
Q1 2021: 73 institutionsQ2 2021: 95 institutionsQ3 2021: 99 institutionsQ4 2021: 110 institutionsQ1 2022: 113 institutionsQ2 2022: 119 institutionsQ3 2022: 95 institutionsQ4 2022: 89 institutionsQ1 2023: 71 institutionsQ2 2023: 63 institutionsQ3 2023: 59 institutionsQ4 2023: 65 institutionsQ1 2024: 87 institutionsQ2 2024: 99 institutionsQ3 2024: 103 institutionsQ4 2024: 129 institutionsQ1 2025: 178 institutionsQ2 2025: 204 institutionsQ3 2025: 182 institutionsQ4 2025: 171 institutionsQ1 2026: 149 institutionsQ2 2026: 160 institutions
Value heldQ1 2021: $640.9M
Q1 2021: $640.9MQ2 2021: $663.9MQ3 2021: $304.4MQ4 2021: $302.4MQ1 2022: $197.5MQ2 2022: $126.3MQ3 2022: $50.3MQ4 2022: $29.3MQ1 2023: $28.1MQ2 2023: $50.8MQ3 2023: $56.1MQ4 2023: $63.1MQ1 2024: $372.5MQ2 2024: $375.2MQ3 2024: $279.4MQ4 2024: $535.4MQ1 2025: $1.05BQ2 2025: $1.21BQ3 2025: $848.5MQ4 2025: $741.8MQ1 2026: $429.2MQ2 2026: $527.7M
Institutions holding ROOT and their total value by quarter
QuarterHoldersValue
Q2 2026160$527.7M
Q1 2026149$429.2M
Q4 2025171$741.8M
Q3 2025182$848.5M
Q2 2025204$1.21B
Q1 2025178$1.05B
Q4 2024129$535.4M
Q3 2024103$279.4M
Q2 202499$375.2M
Q1 202487$372.5M
Q4 202365$63.1M
Q3 202359$56.1M
Q2 202363$50.8M
Q1 202371$28.1M
Q4 202289$29.3M
Q3 202295$50.3M
Q2 2022119$126.3M
Q1 2022113$197.5M
Q4 2021110$302.4M
Q3 202199$304.4M
Q2 202195$663.9M
Q1 202173$640.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Root, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ROOT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Bank200$3.00K0.00%––
First Command Financial Services, Inc.200$3.00K0.00%––
JJJ Advisors Inc.300$4.00K0.00%––
FMR LLC395$5.00K0.00%––
Gradient Investments LLC618$8.00K0.00%––
IFP Advisors, Inc650$8.00K0.00%––
First Manhattan Co750$9.00K0.00%––
Federation des caisses Desjardins du Quebec1,800$22.9K0.00%––
Canal Insurance CO7,500$95.0K0.04%––
Advisor Group Holdings, Inc.7,802$100.0K0.00%––
Bank of America Corp8,790$112.0K0.00%––
Bank of Montreal9,700$120.0K0.00%––
Dimension Capital Management LLC10,000$127.0K0.03%––
Creative Planning10,087$128.0K0.00%––
Engineers Gate Manager LP13,300$169.0K0.01%––
LMR Partners LLP14,226$181.0K0.00%––
Stratos Wealth Partners, LTD.15,200$193.0K0.01%––
Bank of New York Mellon Corp15,370$195.0K0.00%––
Royal Bank of Canada15,677$199.0K0.00%––
Laurion Capital Management LP18,000$229.0K0.00%––
Caption Management, LLC20,000$255.0K0.03%––
UBS Group AG20,080$256.0K0.00%––
State Street Corp20,200$257.0K0.00%––
Global Endowment Management, LP21,000$267.0K0.02%––
Stifel Financial Corp22,750$290.0K0.00%––
Truist Financial Corp23,400$298.0K0.00%––
MCF Advisors LLC30,200$384.0K0.04%––
Avidian Wealth Solutions, LLC31,179$397.0K0.03%––
Cowen and Company, LLC32,100$409.0K0.03%––
Wolverine Trading, LLC34,963$456.0K0.01%––
Seven Eight Capital, LP29,900$470.0K0.11%––
JPMorgan Chase & Co37,251$474.0K0.00%––
Point Break Capital Management, LLC39,779$506.0K0.04%––
Pentwater Capital Management LP40,000$509.0K0.01%––
Element Pointe Advisors, LLC42,881$545.0K0.18%––
Northern Trust Corp50,769$646.0K0.00%––
California Public Employees Retirement System52,996$675.0K0.00%––
Goldman Sachs Group Inc59,759$761.0K0.00%––
Squarepoint Ops LLC71,000$904.0K0.01%––
Group One Trading, L.P.72,647$925.0K0.02%––
Tudor Investment Corp Et Al75,000$955.0K0.02%––
Cutler Group LP77,981$992.0K0.08%––
Schonfeld Strategic Advisors LLC81,500$1.04M0.01%––
Gillson Capital LP107,572$1.37M0.12%––
Virtu Financial LLC109,238$1.39M0.10%––
Charles Schwab Investment Management Inc126,199$1.61M0.00%––
Alyeska Investment Group, L.P.141,815$1.80M0.02%––
Citigroup Inc151,829$1.93M0.00%––
PEAK6 Investments LLC185,559$2.36M0.06%––
Sculptor Capital LP215,138$2.74M0.02%––
Tygh Capital Management, Inc.222,681$2.83M0.40%––
Geode Capital Management, LLC256,458$3.26M0.00%––
Balyasny Asset Management LLC392,231$4.99M0.03%––
American Century Companies Inc481,379$6.13M0.00%––
GAM Holding AG540,963$6.89M0.32%––
Morgan Stanley576,017$7.33M0.00%––
BlackRock Inc.658,365$8.38M0.00%––
Formula Growth Ltd676,344$8.61M1.24%––
Durable Capital Partners LP687,347$8.75M0.07%––
Wells Fargo & Company791,253$10.1M0.00%––
Atom Investors LP885,976$11.3M2.08%––
Susquehanna International Group, LLP896,628$11.4M0.01%––
Nuveen Asset Management, LLC1,083,949$13.8M0.00%––
MIG Capital, LLC1,583,027$20.2M1.99%––
Centerbridge Partners, L.P.1,929,764$24.6M2.28%––
Vanguard Group Inc2,180,648$27.8M0.00%––
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)2,600,000$33.1M0.33%––
Credit Suisse AG2,634,322$33.5M0.02%––
Valiant Capital Management, L.P.2,916,200$37.1M3.18%––
Tiger Global Management LLCSuperinvestorTiger Global Management3,106,976$39.6M0.09%––
Coatue Management LLCSuperinvestorCoatue Management4,548,046$57.9M0.32%––
Silver Lake Group, L.L.C.9,259,259$117.9M1.17%––
Dragoneer Investment Group, LLC9,259,259$117.9M1.69%––