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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −394−99.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10 | $0 | 0.00% | +10 | New |
| West Oak Capital, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Asset Dedication, LLC | 100 | $1.00K | 0.00% | +100 | New |
| First Command Bank | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $4.00K | 0.00% | +400 | New |
| Wolff Wiese Magana LLC | 500 | $5.00K | 0.00% | +500 | New |
| Gradient Investments LLC | 618 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 650 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,705 | $18.0K | 0.00% | −7,085−80.6% | Reduced |
| Advisory Services Network, LLC | 1,722 | $19.0K | 0.00% | +1,722 | New |
| Federation des caisses Desjardins du Quebec | 1,800 | $19.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,500 | $27.0K | 0.00% | +2,500 | New |
| State of Wyoming | 3,248 | $35.0K | 0.02% | +3,248 | New |
| Element Pointe Advisors, LLC | 11,650 | $96.0K | 0.03% | −31,231−72.8% | Reduced |
| Dimension Capital Management LLC | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,513 | $114.0K | 0.01% | +10,513 | New |
| Citigroup Inc | 11,767 | $127.0K | 0.00% | −140,062−92.2% | Reduced |
| LPL Financial LLC | 12,125 | $131.0K | 0.00% | +12,125 | New |
| 9258 Wealth Management, LLC | 14,000 | $151.0K | 0.04% | +14,000 | New |
| Bank of New York Mellon Corp | 14,244 | $154.0K | 0.00% | −1,126−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,450 | $156.0K | 0.00% | +6,648+85.2% | Added |
| Canal Insurance CO | 15,000 | $162.0K | 0.06% | +7,500+100.0% | Added |
| Stratos Wealth Partners, LTD. | 15,200 | $164.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16,944 | $183.0K | 0.01% | +16,944 | New |
| Cubist Systematic Strategies, LLC | 17,652 | $191.0K | 0.00% | +17,652 | New |
| Trexquant Investment LP | 17,717 | $192.0K | 0.02% | +17,717 | New |
| Stifel Financial Corp | 19,625 | $212.0K | 0.00% | −3,125−13.7% | Reduced |
| Royal Bank of Canada | 20,200 | $219.0K | 0.00% | +4,523+28.9% | Added |
| Global Endowment Management, LP | 21,000 | $227.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 22,032 | $238.0K | 0.00% | +22,032 | New |
| Kestra Advisory Services, LLC | 22,143 | $240.0K | 0.00% | +22,143 | New |
| ExodusPoint Capital Management, LP | 22,378 | $242.0K | 0.00% | +22,378 | New |
| Millennium Management LLC | 22,702 | $246.0K | 0.00% | +22,702 | New |
| Seven Eight Capital, LP | 25,806 | $279.0K | 0.04% | −4,094−13.7% | Reduced |
| Citadel Advisors LLC | 26,622 | $288.0K | 0.00% | +26,622 | New |
| HAP Trading, LLC | 27,637 | $299.0K | 0.02% | +27,637 | New |
| Bluefin Capital Management, LLC | 27,986 | $303.0K | 0.02% | +27,986 | New |
| Tower Research Capital LLC (TRC) | 28,491 | $308.0K | 0.01% | +28,491 | New |
| Raymond James & Associates | 35,291 | $382.0K | 0.00% | +35,291 | New |
| Point Break Capital Management, LLC | 39,779 | $430.0K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 43,691 | $472.0K | 0.00% | +6,440+17.3% | Added |
| Truist Financial Corp | 46,275 | $500.0K | 0.00% | +22,875+97.8% | Added |
| Voloridge Investment Management, LLC | 53,726 | $581.0K | 0.00% | +53,726 | New |
| BP PLC | 61,255 | $663.0K | 0.03% | +61,255 | New |
| D. E. Shaw & Co., Inc. | 62,677 | $678.0K | 0.00% | +62,677 | New |
| Algert Global LLC | 65,110 | $704.0K | 0.24% | +65,110 | New |
| Cutler Group LP | 66,404 | $718.0K | 0.05% | −11,577−14.8% | Reduced |
| Squarepoint Ops LLC | 71,800 | $777.0K | 0.01% | +800+1.1% | Added |
| Hamilton Lane Advisors LLC | 74,916 | $811.0K | 0.25% | +74,916 | New |
| Simplex Trading, LLC | 79,174 | $856.0K | 0.03% | +79,174 | New |
| GWM Asset Management Ltd | 89,000 | $963.0K | 0.40% | +89,000 | New |
| Wolverine Trading, LLC | 92,055 | $994.0K | 0.03% | +57,092+163.3% | Added |
| Group One Trading, L.P. | 95,823 | $1.04M | 0.02% | +23,176+31.9% | Added |
| Northern Trust Corp | 103,767 | $1.12M | 0.00% | +52,998+104.4% | Added |
| UBS Group AG | 134,684 | $1.46M | 0.00% | +114,604+570.7% | Added |
| Jane Street Group, LLC | 163,768 | $1.77M | 0.00% | +163,768 | New |
| Boston Family Office LLC | 169,308 | $1.83M | 0.13% | +169,308 | New |
| Mission Creek Capital Partners, Inc. | 170,264 | $1.84M | 0.30% | +170,264 | New |
| Trinity Financial Advisors LLC | 180,151 | $1.95M | 1.36% | +180,151 | New |
| State Street Corp | 183,142 | $1.98M | 0.00% | +162,942+806.6% | Added |
| PEAK6 Investments LLC | 188,443 | $2.04M | 0.05% | +2,884+1.6% | Added |
| Adams Street Partners LLC | 189,647 | $2.05M | 0.43% | +189,647 | New |
| Tudor Investment Corp Et Al | 198,342 | $2.15M | 0.04% | +123,342+164.5% | Added |
| HarbourVest Partners LLC | 204,314 | $2.21M | 0.21% | +204,314 | New |
| Sculptor Capital LP | 227,351 | $2.46M | 0.02% | +12,213+5.7% | Added |
| Charles Schwab Investment Management Inc | 259,438 | $2.81M | 0.00% | +133,239+105.6% | Added |
| Balyasny Asset Management LLC | 312,007 | $3.38M | 0.02% | −80,224−20.5% | Reduced |
| Price T Rowe Associates Inc | 316,079 | $3.42M | 0.00% | +316,079 | New |
| Alyeska Investment Group, L.P. | 341,815 | $3.70M | 0.04% | +200,000+141.0% | Added |
| Wells Fargo & Company | 366,104 | $3.96M | 0.00% | −425,149−53.7% | Reduced |
| Goldman Sachs Group Inc | 500,081 | $5.41M | 0.00% | +440,322+736.8% | Added |
| Atom Investors LP | 510,642 | $5.53M | 1.15% | −375,334−42.4% | Reduced |
| Geode Capital Management, LLC | 548,789 | $5.94M | 0.00% | +292,331+114.0% | Added |
| Susquehanna International Group, LLP | 587,135 | $6.35M | 0.01% | −309,493−34.5% | Reduced |
| Morgan Stanley | 641,794 | $6.94M | 0.00% | +65,777+11.4% | Added |
| Formula Growth Ltd | 850,000 | $9.20M | 1.27% | +173,656+25.7% | Added |
| Nuveen Asset Management, LLC | 911,606 | $9.86M | 0.00% | −172,343−15.9% | Reduced |
| BlackRock Inc. | 941,015 | $10.2M | 0.00% | +282,650+42.9% | Added |
| State of Tennessee, Treasury Department | 1,222,055 | $13.2M | 0.05% | +1,222,055 | New |
| Centerbridge Partners, L.P. | 1,249,564 | $13.5M | 1.24% | −680,200−35.2% | Reduced |
| GAM Holding AG | 1,295,613 | $14.0M | 0.61% | +754,650+139.5% | Added |
| MIG Capital, LLC | 1,585,011 | $17.1M | 1.52% | +1,984+0.1% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,600,000 | $28.1M | 0.29% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,734,500 | $29.6M | 0.06% | +2,734,500 | New |
| Valiant Capital Management, L.P. | 2,916,200 | $31.6M | 2.65% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,106,976 | $33.6M | 0.06% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 4,548,046 | $49.2M | 0.19% | 00.0% | Unchanged |
| Credit Suisse AG | 5,248,869 | $56.8M | 0.04% | +2,614,547+99.2% | Added |
| Vanguard Group Inc | 5,680,141 | $61.5M | 0.00% | +3,499,493+160.5% | Added |
| 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 |
| 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 |