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, Q2 2021
Institutional positions in Root, Inc. as of Jun 30, 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
- 95
- +22 vs. Q1 2021
- Shares held
- 61.4M
- +11.0M (+21.9%) vs. Q1 2021
- Total value
- $663.9M
- +$23.0M (+3.6%) vs. Q1 2021
- New holders
- 39
- 25 more added
- Sold out
- 17
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 160 | $527.7M |
| Q1 2026 | 149 | $429.2M |
| Q4 2025 | 171 | $741.8M |
| Q3 2025 | 182 | $848.5M |
| Q2 2025 | 204 | $1.21B |
| Q1 2025 | 178 | $1.05B |
| Q4 2024 | 129 | $535.4M |
| Q3 2024 | 103 | $279.4M |
| Q2 2024 | 99 | $375.2M |
| Q1 2024 | 87 | $372.5M |
| Q4 2023 | 65 | $63.1M |
| Q3 2023 | 59 | $56.1M |
| Q2 2023 | 63 | $50.8M |
| Q1 2023 | 71 | $28.1M |
| Q4 2022 | 89 | $29.3M |
| Q3 2022 | 95 | $50.3M |
| Q2 2022 | 119 | $126.3M |
| Q1 2022 | 113 | $197.5M |
| Q4 2021 | 110 | $302.4M |
| Q3 2021 | 99 | $304.4M |
| Q2 2021 | 95 | $663.9M |
| Q1 2021 | 73 | $640.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 9,259,259 | $100.2M | 0.69% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 9,259,259 | $100.2M | 1.29% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,680,141 | $61.5M | 0.00% | +3,499,493+160.5% | Added |
| Credit Suisse AG | 5,248,869 | $56.8M | 0.04% | +2,614,547+99.2% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 4,548,046 | $49.2M | 0.19% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,106,976 | $33.6M | 0.06% | 00.0% | Unchanged |
| Valiant Capital Management, L.P. | 2,916,200 | $31.6M | 2.65% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,734,500 | $29.6M | 0.06% | +2,734,500 | New |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,600,000 | $28.1M | 0.29% | 00.0% | Unchanged |
| MIG Capital, LLC | 1,585,011 | $17.1M | 1.52% | +1,984+0.1% | Added |
| GAM Holding AG | 1,295,613 | $14.0M | 0.61% | +754,650+139.5% | Added |
| Centerbridge Partners, L.P. | 1,249,564 | $13.5M | 1.24% | −680,200−35.2% | Reduced |
| State of Tennessee, Treasury Department | 1,222,055 | $13.2M | 0.05% | +1,222,055 | New |
| BlackRock Inc. | 941,015 | $10.2M | 0.00% | +282,650+42.9% | Added |
| Nuveen Asset Management, LLC | 911,606 | $9.86M | 0.00% | −172,343−15.9% | Reduced |
| Formula Growth Ltd | 850,000 | $9.20M | 1.27% | +173,656+25.7% | Added |
| Morgan Stanley | 641,794 | $6.94M | 0.00% | +65,777+11.4% | Added |
| Susquehanna International Group, LLP | 587,135 | $6.35M | 0.01% | −309,493−34.5% | Reduced |
| Geode Capital Management, LLC | 548,789 | $5.94M | 0.00% | +292,331+114.0% | Added |
| Atom Investors LP | 510,642 | $5.53M | 1.15% | −375,334−42.4% | Reduced |
| Goldman Sachs Group Inc | 500,081 | $5.41M | 0.00% | +440,322+736.8% | Added |
| Wells Fargo & Company | 366,104 | $3.96M | 0.00% | −425,149−53.7% | Reduced |
| Alyeska Investment Group, L.P. | 341,815 | $3.70M | 0.04% | +200,000+141.0% | Added |
| Price T Rowe Associates Inc | 316,079 | $3.42M | 0.00% | +316,079 | New |
| Balyasny Asset Management LLC | 312,007 | $3.38M | 0.02% | −80,224−20.5% | Reduced |
| Charles Schwab Investment Management Inc | 259,438 | $2.81M | 0.00% | +133,239+105.6% | Added |
| Sculptor Capital LP | 227,351 | $2.46M | 0.02% | +12,213+5.7% | Added |
| HarbourVest Partners LLC | 204,314 | $2.21M | 0.21% | +204,314 | New |
| Tudor Investment Corp Et Al | 198,342 | $2.15M | 0.04% | +123,342+164.5% | Added |
| Adams Street Partners LLC | 189,647 | $2.05M | 0.43% | +189,647 | New |
| PEAK6 Investments LLC | 188,443 | $2.04M | 0.05% | +2,884+1.6% | Added |
| State Street Corp | 183,142 | $1.98M | 0.00% | +162,942+806.6% | Added |
| Trinity Financial Advisors LLC | 180,151 | $1.95M | 1.36% | +180,151 | New |
| Mission Creek Capital Partners, Inc. | 170,264 | $1.84M | 0.30% | +170,264 | New |
| Boston Family Office LLC | 169,308 | $1.83M | 0.13% | +169,308 | New |
| Jane Street Group, LLC | 163,768 | $1.77M | 0.00% | +163,768 | New |
| UBS Group AG | 134,684 | $1.46M | 0.00% | +114,604+570.7% | Added |
| Northern Trust Corp | 103,767 | $1.12M | 0.00% | +52,998+104.4% | Added |
| Group One Trading, L.P. | 95,823 | $1.04M | 0.02% | +23,176+31.9% | Added |
| Wolverine Trading, LLC | 92,055 | $994.0K | 0.03% | +57,092+163.3% | Added |
| GWM Asset Management Ltd | 89,000 | $963.0K | 0.40% | +89,000 | New |
| Simplex Trading, LLC | 79,174 | $856.0K | 0.03% | +79,174 | New |
| Hamilton Lane Advisors LLC | 74,916 | $811.0K | 0.25% | +74,916 | New |
| Squarepoint Ops LLC | 71,800 | $777.0K | 0.01% | +800+1.1% | Added |
| Cutler Group LP | 66,404 | $718.0K | 0.05% | −11,577−14.8% | Reduced |
| Algert Global LLC | 65,110 | $704.0K | 0.24% | +65,110 | New |
| D. E. Shaw & Co., Inc. | 62,677 | $678.0K | 0.00% | +62,677 | New |
| BP PLC | 61,255 | $663.0K | 0.03% | +61,255 | New |
| Voloridge Investment Management, LLC | 53,726 | $581.0K | 0.00% | +53,726 | New |
| Truist Financial Corp | 46,275 | $500.0K | 0.00% | +22,875+97.8% | Added |
| JPMorgan Chase & Co | 43,691 | $472.0K | 0.00% | +6,440+17.3% | Added |
| Point Break Capital Management, LLC | 39,779 | $430.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 35,291 | $382.0K | 0.00% | +35,291 | New |
| Tower Research Capital LLC (TRC) | 28,491 | $308.0K | 0.01% | +28,491 | New |
| Bluefin Capital Management, LLC | 27,986 | $303.0K | 0.02% | +27,986 | New |
| HAP Trading, LLC | 27,637 | $299.0K | 0.02% | +27,637 | New |
| Citadel Advisors LLC | 26,622 | $288.0K | 0.00% | +26,622 | New |
| Seven Eight Capital, LP | 25,806 | $279.0K | 0.04% | −4,094−13.7% | Reduced |
| Millennium Management LLC | 22,702 | $246.0K | 0.00% | +22,702 | New |
| ExodusPoint Capital Management, LP | 22,378 | $242.0K | 0.00% | +22,378 | New |
| Kestra Advisory Services, LLC | 22,143 | $240.0K | 0.00% | +22,143 | New |
| Cetera Advisor Networks LLC | 22,032 | $238.0K | 0.00% | +22,032 | New |
| Global Endowment Management, LP | 21,000 | $227.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,200 | $219.0K | 0.00% | +4,523+28.9% | Added |
| Stifel Financial Corp | 19,625 | $212.0K | 0.00% | −3,125−13.7% | Reduced |
| Trexquant Investment LP | 17,717 | $192.0K | 0.02% | +17,717 | New |
| Cubist Systematic Strategies, LLC | 17,652 | $191.0K | 0.00% | +17,652 | New |
| Quantbot Technologies LP | 16,944 | $183.0K | 0.01% | +16,944 | New |
| Stratos Wealth Partners, LTD. | 15,200 | $164.0K | 0.00% | 00.0% | Unchanged |
| Canal Insurance CO | 15,000 | $162.0K | 0.06% | +7,500+100.0% | Added |
| Advisor Group Holdings, Inc. | 14,450 | $156.0K | 0.00% | +6,648+85.2% | Added |
| Bank of New York Mellon Corp | 14,244 | $154.0K | 0.00% | −1,126−7.3% | Reduced |
| 9258 Wealth Management, LLC | 14,000 | $151.0K | 0.04% | +14,000 | New |
| LPL Financial LLC | 12,125 | $131.0K | 0.00% | +12,125 | New |
| Citigroup Inc | 11,767 | $127.0K | 0.00% | −140,062−92.2% | Reduced |
| Gsa Capital Partners LLP | 10,513 | $114.0K | 0.01% | +10,513 | New |
| Dimension Capital Management LLC | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 11,650 | $96.0K | 0.03% | −31,231−72.8% | Reduced |
| State of Wyoming | 3,248 | $35.0K | 0.02% | +3,248 | New |
| SRS Capital Advisors, Inc. | 2,500 | $27.0K | 0.00% | +2,500 | New |
| Federation des caisses Desjardins du Quebec | 1,800 | $19.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,722 | $19.0K | 0.00% | +1,722 | New |
| Bank of America Corp | 1,705 | $18.0K | 0.00% | −7,085−80.6% | Reduced |
| First Manhattan Co | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 618 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 650 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 500 | $5.00K | 0.00% | +500 | New |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| JJJ Advisors Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Asset Dedication, LLC | 100 | $1.00K | 0.00% | +100 | New |
| FMR LLC | 1 | $0 | 0.00% | −394−99.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10 | $0 | 0.00% | +10 | New |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −687,347−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −481,379−100.0% | Sold out |
| Tygh Capital Management, Inc. | 0 | $0 | 0.00% | −222,681−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −109,238−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −107,572−100.0% | Sold out |