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, Q3 2021
Institutional positions in Root, Inc. as of Sep 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
- 99
- +4 vs. Q2 2021
- Shares held
- 57.7M
- −3.71M (−6.0%) vs. Q2 2021
- Total value
- $304.4M
- −$359.5M (−54.2%) vs. Q2 2021
- New holders
- 31
- 37 more added
- Sold out
- 27
- 14 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 9,259,259 | $48.8M | 0.30% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 9,259,259 | $48.8M | 0.64% | 00.0% | Unchanged |
| Vanguard Group Inc | 7,660,860 | $40.4M | 0.00% | +1,980,719+34.9% | Added |
| Soviero Asset Management, LP | 4,100,000 | $21.6M | 4.32% | +4,100,000 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,684,455 | $19.4M | 0.04% | +577,479+18.6% | Added |
| Credit Suisse AG | 3,220,775 | $17.0M | 0.01% | −2,028,094−38.6% | Reduced |
| Valiant Capital Management, L.P. | 2,916,200 | $15.4M | 1.64% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,600,000 | $13.7M | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,039,341 | $10.7M | 0.01% | +1,452,206+247.3% | Added |
| BlackRock Inc. | 1,245,948 | $6.57M | 0.00% | +304,933+32.4% | Added |
| Jane Street Group, LLC | 976,526 | $5.15M | 0.01% | +812,758+496.3% | Added |
| GMT Capital Corp | 941,839 | $4.96M | 0.44% | +941,839 | New |
| Morgan Stanley | 888,143 | $4.68M | 0.00% | +246,349+38.4% | Added |
| Formula Growth Ltd | 855,000 | $4.51M | 0.66% | +5,000+0.6% | Added |
| JPMorgan Chase & Co | 681,175 | $3.59M | 0.00% | +637,484+1,459.1% | Added |
| Geode Capital Management, LLC | 677,416 | $3.57M | 0.00% | +128,627+23.4% | Added |
| Group One Trading, L.P. | 626,013 | $3.30M | 0.07% | +530,190+553.3% | Added |
| Atom Investors LP | 488,115 | $2.57M | 0.50% | −22,527−4.4% | Reduced |
| Goodnow Investment Group, LLC | 440,000 | $2.32M | 0.19% | +440,000 | New |
| Charles Schwab Investment Management Inc | 417,765 | $2.20M | 0.00% | +158,327+61.0% | Added |
| Bank of Montreal | 374,800 | $1.99M | 0.00% | +374,800 | New |
| Balyasny Asset Management LLC | 331,974 | $1.75M | 0.01% | +19,967+6.4% | Added |
| SG Americas Securities, LLC | 260,631 | $1.37M | 0.01% | +260,631 | New |
| Sculptor Capital LP | 248,751 | $1.31M | 0.01% | +21,400+9.4% | Added |
| Simplex Trading, LLC | 110,639 | $1.10M | 0.04% | +31,465+39.7% | Added |
| State Street Corp | 206,342 | $1.09M | 0.00% | +23,200+12.7% | Added |
| HarbourVest Partners LLC | 204,314 | $1.08M | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 198,328 | $1.04M | 0.00% | +63,644+47.3% | Added |
| Trinity Financial Advisors LLC | 185,826 | $979.0K | 0.65% | +5,675+3.2% | Added |
| Cutler Group LP | 185,286 | $976.0K | 0.07% | +118,882+179.0% | Added |
| Citadel Advisors LLC | 181,356 | $956.0K | 0.00% | +154,734+581.2% | Added |
| Squarepoint Ops LLC | 163,758 | $863.0K | 0.01% | +91,958+128.1% | Added |
| Northern Trust Corp | 151,994 | $801.0K | 0.00% | +48,227+46.5% | Added |
| Tudor Investment Corp Et Al | 150,000 | $790.0K | 0.02% | −48,342−24.4% | Reduced |
| Boston Family Office LLC | 137,961 | $727.0K | 0.05% | −31,347−18.5% | Reduced |
| Truist Financial Corp | 137,417 | $724.0K | 0.00% | +91,142+197.0% | Added |
| Millennium Management LLC | 102,721 | $541.0K | 0.00% | +80,019+352.5% | Added |
| Wolverine Trading, LLC | 100,273 | $527.0K | 0.01% | +8,218+8.9% | Added |
| Jump Financial, LLC | 99,409 | $524.0K | 0.04% | +99,409 | New |
| Ieq Capital, LLC | 94,322 | $497.0K | 0.01% | +94,322 | New |
| GWM Asset Management Ltd | 89,000 | $469.0K | 0.29% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 79,224 | $418.0K | 0.08% | +79,224 | New |
| D. E. Shaw & Co., Inc. | 60,187 | $317.0K | 0.00% | −2,490−4.0% | Reduced |
| Bank of America Corp | 57,051 | $300.0K | 0.00% | +55,346+3,246.1% | Added |
| Trexquant Investment LP | 55,987 | $295.0K | 0.02% | +38,270+216.0% | Added |
| Walleye Trading LLC | 51,562 | $272.0K | 0.01% | +51,562 | New |
| EPIQ Capital Group, LLC | 42,200 | $222.0K | 0.02% | +42,200 | New |
| Paloma Partners Management Co | 40,168 | $212.0K | 0.01% | +40,168 | New |
| Point Break Capital Management, LLC | 39,779 | $210.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 38,041 | $200.0K | 0.00% | −150,402−79.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,961 | $163.0K | 0.00% | +30,961 | New |
| Canal Insurance CO | 30,000 | $158.0K | 0.05% | +15,000+100.0% | Added |
| Bank of New York Mellon Corp | 29,396 | $155.0K | 0.00% | +15,152+106.4% | Added |
| Wells Fargo & Company | 26,948 | $143.0K | 0.00% | −339,156−92.6% | Reduced |
| Royal Bank of Canada | 23,000 | $121.0K | 0.00% | +2,800+13.9% | Added |
| Citigroup Inc | 22,325 | $118.0K | 0.00% | +10,558+89.7% | Added |
| LPL Financial LLC | 20,459 | $108.0K | 0.00% | +8,334+68.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 20,216 | $107.0K | 0.00% | +20,216 | New |
| Capstone Investment Advisors, LLC | 19,986 | $105.0K | 0.00% | +19,986 | New |
| Two Sigma Securities, LLC | 19,409 | $102.0K | 0.02% | +19,409 | New |
| Advisor Group Holdings, Inc. | 18,925 | $101.0K | 0.00% | +4,475+31.0% | Added |
| Kestra Advisory Services, LLC | 18,793 | $99.0K | 0.00% | −3,350−15.1% | Reduced |
| Raymond James & Associates | 16,896 | $89.0K | 0.00% | −18,395−52.1% | Reduced |
| Stifel Financial Corp | 15,850 | $84.0K | 0.00% | −3,775−19.2% | Reduced |
| Stratos Wealth Partners, LTD. | 15,500 | $82.0K | 0.00% | +300+2.0% | Added |
| Algert Global LLC | 15,440 | $81.0K | 0.01% | −49,670−76.3% | Reduced |
| Belvedere Trading LLC | 16,063 | $80.0K | 0.02% | +16,063 | New |
| 9258 Wealth Management, LLC | 14,000 | $74.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,639 | $67.0K | 0.00% | +12,639 | New |
| Delta Investment Management, LLC | 12,500 | $66.0K | 0.02% | +12,500 | New |
| XTX Topco Ltd | 11,941 | $63.0K | 0.02% | +11,941 | New |
| Cetera Advisor Networks LLC | 11,500 | $61.0K | 0.00% | −10,532−47.8% | Reduced |
| Versor Investments LP | 10,800 | $57.0K | 0.00% | +10,800 | New |
| CIBC Asset Management Inc | 10,426 | $55.0K | 0.00% | +10,426 | New |
| Dimension Capital Management LLC | 10,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 10,000 | $53.0K | 0.01% | +10,000 | New |
| Samson Rock Capital LLP | 10,002 | $53.0K | 0.03% | +10,002 | New |
| Federation des caisses Desjardins du Quebec | 6,400 | $33.7K | 0.00% | +4,600+255.6% | Added |
| SRS Capital Advisors, Inc. | 5,000 | $26.0K | 0.00% | +2,500+100.0% | Added |
| Jefferies Group LLC | 4,500 | $23.7K | 0.00% | +4,500 | New |
| CenterStar Asset Management, LLC | – | $18.0K | 0.01% | – | New |
| Steward Partners Investment Advisory, LLC | 2,000 | $11.0K | 0.00% | +2,000 | New |
| State of Wyoming | 1,931 | $10.0K | 0.01% | −1,317−40.5% | Reduced |
| Wolff Wiese Magana LLC | 1,500 | $8.00K | 0.01% | +1,000+200.0% | Added |
| Psagot Investment House Ltd. | 934 | $5.00K | 0.00% | +934 | New |
| Psagot Value Holdings Ltd. / (Israel) | 934 | $5.00K | 0.00% | +934 | New |
| Tower Research Capital LLC (TRC) | 500 | $3.00K | 0.00% | −27,991−98.2% | Reduced |
| First Manhattan Co | 750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 618 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 650 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $1.00K | 0.00% | +50+50.0% | Added |
| Asset Dedication, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 127 | $1.00K | 0.00% | +127 | New |
| Graves-Light Private Wealth Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 50 | $0 | 0.00% | +50 | New |
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | +100 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −4,548,046−100.0% | Sold out |