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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, Q4 2021

Institutional positions in Root, Inc. as of Dec 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
110
+12 vs. Q3 2021
Shares held
97.5M
+39.9M (+69.2%) vs. Q3 2021
Total value
$302.4M
−$2.04M (−0.7%) vs. Q3 2021
New holders
45
28 more added
Sold out
33
18 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 110 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 heldQ4 2021: $302.4M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2021.

Institutions holding ROOT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ribbit Capital GP IV, Ltd.29,487,539$91.4M54.83%+29,487,539New
Vanguard Group Inc9,380,816$29.1M0.00%+1,719,956+22.5%Added
Silver Lake Group, L.L.C.9,259,259$28.7M0.14%00.0%Unchanged
Schusterman Interests, LLC8,750,000$27.1M11.71%+8,750,000New
Renaissance Technologies LLC4,423,900$13.7M0.02%+4,423,900New
Millennium Management LLC4,013,645$12.4M0.01%+3,910,924+3,807.3%Added
Credit Suisse AG3,719,456$11.5M0.01%+498,681+15.5%Added
Dragoneer Investment Group, LLC2,777,778$8.61M0.10%−6,481,481−70.0%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)2,600,000$8.06M0.12%00.0%Unchanged
Balyasny Asset Management LLC1,833,501$5.68M0.02%+1,501,527+452.3%Added
Bullfrog Capital GP, Ltd.1,753,976$5.44M1.22%+1,753,976New
Morgan Stanley1,485,895$4.61M0.00%+597,752+67.3%Added
BlackRock Inc.1,423,391$4.41M0.00%+177,443+14.2%Added
Ensign Peak Advisors, Inc1,348,709$4.18M0.01%+1,348,709New
Susquehanna International Group, LLP1,213,826$3.76M0.01%−825,515−40.5%Reduced
JPMorgan Chase & Co1,132,597$3.51M0.00%+451,422+66.3%Added
Geode Capital Management, LLC952,272$2.95M0.00%+274,856+40.6%Added
Soviero Asset Management, LP900,000$2.79M0.66%−3,200,000−78.0%Reduced
Exelon Corp632,480$1.96M1.43%+632,480New
QVIDTVM Management LLC611,637$1.90M1.08%+611,637New
Formula Growth Ltd585,000$1.81M0.32%−270,000−31.6%Reduced
Two Sigma Investments, LP506,189$1.57M0.00%+506,189New
Citadel Advisors LLC503,093$1.56M0.00%+321,737+177.4%Added
Charles Schwab Investment Management Inc476,726$1.48M0.00%+58,961+14.1%Added
Dynamic Technology Lab Private Ltd444,177$1.38M0.15%+444,177New
State of Tennessee, Treasury Department421,653$1.31M0.00%+421,653New
D. E. Shaw & Co., Inc.418,501$1.30M0.00%+358,314+595.3%Added
HRT Financial LP396,188$1.23M0.01%+396,188New
G2 Capital Management, LLC382,063$1.18M0.44%+382,063New
Jane Street Group, LLC349,055$1.08M0.00%−627,471−64.3%Reduced
Qube Research & Technologies Ltd285,187$884.0K0.01%+285,187New
Paloma Partners Management Co284,379$882.0K0.03%+244,211+608.0%Added
State Street Corp283,731$880.0K0.00%+77,389+37.5%Added
Sculptor Capital LP248,751$771.0K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC227,969$707.0K0.01%+227,969New
Northern Trust Corp216,095$670.0K0.00%+64,101+42.2%Added
Virtu Financial LLC213,283$661.0K0.07%+213,283New
Point72 Asset Management, L.P.210,400$652.0K0.00%+210,400New
UBS Group AG206,128$638.0K0.00%+7,800+3.9%Added
HarbourVest Partners LLC204,314$633.0K0.08%00.0%Unchanged
Susquehanna Fundamental Investments, LLC190,800$591.0K0.02%+190,800New
Trinity Financial Advisors LLC185,591$575.0K0.34%−235−0.1%Reduced
Truist Financial Corp178,044$552.0K0.00%+40,627+29.6%Added
Tudor Investment Corp Et Al174,811$542.0K0.01%+24,811+16.5%Added
HST Ventures, LLC167,112$518.0K0.48%+167,112New
Group One Trading, L.P.148,697$461.0K0.01%−477,316−76.2%Reduced
ExodusPoint Capital Management, LP138,756$430.0K0.01%+138,756New
Swiss National Bank125,700$390.0K0.00%+125,700New
Ieq Capital, LLC124,340$385.0K0.01%+30,018+31.8%Added
Two Sigma Advisers, LP120,300$373.0K0.00%+120,300New
Caption Management, LLC120,000$372.0K0.02%+120,000New
Price T Rowe Associates Inc114,600$355.0K0.00%+114,600New
Jump Financial, LLC106,400$330.0K0.02%+6,991+7.0%Added
Simplex Trading, LLC98,131$304.0K0.01%−12,508−11.3%Reduced
Engineers Gate Manager LP65,612$203.0K0.01%+65,612New
UBS Asset Management Americas Inc61,100$189.4K0.00%+61,100New
Exane Derivatives53,527$165.9K0.04%+53,527New
California State Teachers Retirement System48,226$150.0K0.00%+48,226New
Alpine Global Management, LLC43,722$136.0K0.02%+43,722New
EPIQ Capital Group, LLC42,200$131.0K0.02%00.0%Unchanged
Point Break Capital Management, LLC39,779$123.0K0.01%00.0%Unchanged
Citigroup Inc39,130$121.0K0.00%+16,805+75.3%Added
Cutler Group LP38,528$119.0K0.01%−146,758−79.2%Reduced
Goldman Sachs Group Inc36,478$113.0K0.00%+36,478New
Canal Insurance CO30,000$93.0K0.03%00.0%Unchanged
Bank of New York Mellon Corp29,396$91.0K0.00%00.0%Unchanged
Bank of America Corp27,413$85.0K0.00%−29,638−52.0%Reduced
Schonfeld Strategic Advisors LLC26,336$81.0K0.00%−4,625−14.9%Reduced
Parametrica Management Ltd25,264$78.0K0.08%+25,264New
Bayesian Capital Management, LP25,300$78.0K0.02%+25,300New
Walleye Trading LLC24,154$75.0K0.00%−27,408−53.2%Reduced
LPL Financial LLC23,070$72.0K0.00%+2,611+12.8%Added
Two Sigma Securities, LLC21,483$67.0K0.01%+2,074+10.7%Added
Advisor Group Holdings, Inc.21,545$66.0K0.00%+2,620+13.8%Added
FMR LLC19,000$59.0K0.00%+19,000New
Bluefin Capital Management, LLC18,388$57.0K0.00%+18,388New
Royal Bank of Canada17,000$53.0K0.00%−6,000−26.1%Reduced
Stratos Wealth Partners, LTD.15,700$49.0K0.00%+200+1.3%Added
Arizona State Retirement System15,366$48.0K0.00%+15,366New
Kestra Advisory Services, LLC14,293$44.0K0.00%−4,500−23.9%Reduced
Stifel Financial Corp14,000$43.0K0.00%−1,850−11.7%Reduced
9258 Wealth Management, LLC14,000$43.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec13,000$40.3K0.00%+6,600+103.1%Added
CIBC Asset Management Inc12,837$40.0K0.00%+2,411+23.1%Added
Gsa Capital Partners LLP11,958$37.0K0.00%+11,958New
Teacher Retirement System of Texas11,189$35.0K0.00%+11,189New
Legal & General Group Plc11,047$34.0K0.00%+11,047New
PEAK6 Investments LLC10,675$33.0K0.00%−27,366−71.9%Reduced
Delta Investment Management, LLC10,000$31.0K0.01%−2,500−20.0%Reduced
Dimension Capital Management LLC10,000$31.0K0.01%00.0%Unchanged
Probity Advisors, Inc.10,019$31.0K0.01%+10,019New
Tower Research Capital LLC (TRC)6,903$21.0K0.00%+6,403+1,280.6%Added
Wells Fargo & Company5,974$18.0K0.00%−20,974−77.8%Reduced
SRS Capital Advisors, Inc.5,000$16.0K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)2,594$8.00K0.00%+1,660+177.7%Added
Dark Forest Capital Management LP1,785$6.00K0.00%+1,785New
Wolff Wiese Magana LLC1,500$5.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC1,000$3.00K0.00%+1,000New
First Manhattan Co750$2.00K0.00%00.0%Unchanged
Gradient Investments LLC618$2.00K0.00%00.0%Unchanged