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