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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $0 | 0.00% | +100 | New |
| Reilly Financial Advisors, LLC | 100 | $0 | 0.00% | +100 | New |
| American Portfolios Advisors | 300 | $930 | 0.00% | +300 | New |
| JJJ Advisors Inc. | 300 | $1.00K | 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 |
| Ten Capital Wealth Advisors, LLC | 225 | $1.00K | 0.00% | +225 | New |
| First Manhattan Co | 750 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 618 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 500 | $2.00K | 0.00% | +500 | New |
| FNY Investment Advisers, LLC | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Wolff Wiese Magana LLC | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,785 | $6.00K | 0.00% | +1,785 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,594 | $8.00K | 0.00% | +1,660+177.7% | Added |
| SRS Capital Advisors, Inc. | 5,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,974 | $18.0K | 0.00% | −20,974−77.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,903 | $21.0K | 0.00% | +6,403+1,280.6% | Added |
| Delta Investment Management, LLC | 10,000 | $31.0K | 0.01% | −2,500−20.0% | Reduced |
| Dimension Capital Management LLC | 10,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 10,019 | $31.0K | 0.01% | +10,019 | New |
| PEAK6 Investments LLC | 10,675 | $33.0K | 0.00% | −27,366−71.9% | Reduced |
| Legal & General Group Plc | 11,047 | $34.0K | 0.00% | +11,047 | New |
| Teacher Retirement System of Texas | 11,189 | $35.0K | 0.00% | +11,189 | New |
| Gsa Capital Partners LLP | 11,958 | $37.0K | 0.00% | +11,958 | New |
| CIBC Asset Management Inc | 12,837 | $40.0K | 0.00% | +2,411+23.1% | Added |
| Federation des caisses Desjardins du Quebec | 13,000 | $40.3K | 0.00% | +6,600+103.1% | Added |
| Stifel Financial Corp | 14,000 | $43.0K | 0.00% | −1,850−11.7% | Reduced |
| 9258 Wealth Management, LLC | 14,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,293 | $44.0K | 0.00% | −4,500−23.9% | Reduced |
| Arizona State Retirement System | 15,366 | $48.0K | 0.00% | +15,366 | New |
| Stratos Wealth Partners, LTD. | 15,700 | $49.0K | 0.00% | +200+1.3% | Added |
| Royal Bank of Canada | 17,000 | $53.0K | 0.00% | −6,000−26.1% | Reduced |
| Bluefin Capital Management, LLC | 18,388 | $57.0K | 0.00% | +18,388 | New |
| FMR LLC | 19,000 | $59.0K | 0.00% | +19,000 | New |
| Advisor Group Holdings, Inc. | 21,545 | $66.0K | 0.00% | +2,620+13.8% | Added |
| Two Sigma Securities, LLC | 21,483 | $67.0K | 0.01% | +2,074+10.7% | Added |
| LPL Financial LLC | 23,070 | $72.0K | 0.00% | +2,611+12.8% | Added |
| Walleye Trading LLC | 24,154 | $75.0K | 0.00% | −27,408−53.2% | Reduced |
| Parametrica Management Ltd | 25,264 | $78.0K | 0.08% | +25,264 | New |
| Bayesian Capital Management, LP | 25,300 | $78.0K | 0.02% | +25,300 | New |
| Schonfeld Strategic Advisors LLC | 26,336 | $81.0K | 0.00% | −4,625−14.9% | Reduced |
| Bank of America Corp | 27,413 | $85.0K | 0.00% | −29,638−52.0% | Reduced |
| Bank of New York Mellon Corp | 29,396 | $91.0K | 0.00% | 00.0% | Unchanged |
| Canal Insurance CO | 30,000 | $93.0K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 36,478 | $113.0K | 0.00% | +36,478 | New |
| Cutler Group LP | 38,528 | $119.0K | 0.01% | −146,758−79.2% | Reduced |
| Citigroup Inc | 39,130 | $121.0K | 0.00% | +16,805+75.3% | Added |
| Point Break Capital Management, LLC | 39,779 | $123.0K | 0.01% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 42,200 | $131.0K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 43,722 | $136.0K | 0.02% | +43,722 | New |
| California State Teachers Retirement System | 48,226 | $150.0K | 0.00% | +48,226 | New |
| Exane Derivatives | 53,527 | $165.9K | 0.04% | +53,527 | New |
| UBS Asset Management Americas Inc | 61,100 | $189.4K | 0.00% | +61,100 | New |
| Engineers Gate Manager LP | 65,612 | $203.0K | 0.01% | +65,612 | New |
| Simplex Trading, LLC | 98,131 | $304.0K | 0.01% | −12,508−11.3% | Reduced |
| Jump Financial, LLC | 106,400 | $330.0K | 0.02% | +6,991+7.0% | Added |
| Price T Rowe Associates Inc | 114,600 | $355.0K | 0.00% | +114,600 | New |
| Caption Management, LLC | 120,000 | $372.0K | 0.02% | +120,000 | New |
| Two Sigma Advisers, LP | 120,300 | $373.0K | 0.00% | +120,300 | New |
| Ieq Capital, LLC | 124,340 | $385.0K | 0.01% | +30,018+31.8% | Added |
| Swiss National Bank | 125,700 | $390.0K | 0.00% | +125,700 | New |
| ExodusPoint Capital Management, LP | 138,756 | $430.0K | 0.01% | +138,756 | New |
| Group One Trading, L.P. | 148,697 | $461.0K | 0.01% | −477,316−76.2% | Reduced |
| HST Ventures, LLC | 167,112 | $518.0K | 0.48% | +167,112 | New |
| Tudor Investment Corp Et Al | 174,811 | $542.0K | 0.01% | +24,811+16.5% | Added |
| Truist Financial Corp | 178,044 | $552.0K | 0.00% | +40,627+29.6% | Added |
| Trinity Financial Advisors LLC | 185,591 | $575.0K | 0.34% | −235−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 190,800 | $591.0K | 0.02% | +190,800 | New |
| HarbourVest Partners LLC | 204,314 | $633.0K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 206,128 | $638.0K | 0.00% | +7,800+3.9% | Added |
| Point72 Asset Management, L.P. | 210,400 | $652.0K | 0.00% | +210,400 | New |
| Virtu Financial LLC | 213,283 | $661.0K | 0.07% | +213,283 | New |
| Northern Trust Corp | 216,095 | $670.0K | 0.00% | +64,101+42.2% | Added |
| Cubist Systematic Strategies, LLC | 227,969 | $707.0K | 0.01% | +227,969 | New |
| Sculptor Capital LP | 248,751 | $771.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 283,731 | $880.0K | 0.00% | +77,389+37.5% | Added |
| Paloma Partners Management Co | 284,379 | $882.0K | 0.03% | +244,211+608.0% | Added |
| Qube Research & Technologies Ltd | 285,187 | $884.0K | 0.01% | +285,187 | New |
| Jane Street Group, LLC | 349,055 | $1.08M | 0.00% | −627,471−64.3% | Reduced |
| G2 Capital Management, LLC | 382,063 | $1.18M | 0.44% | +382,063 | New |
| HRT Financial LP | 396,188 | $1.23M | 0.01% | +396,188 | New |
| D. E. Shaw & Co., Inc. | 418,501 | $1.30M | 0.00% | +358,314+595.3% | Added |
| State of Tennessee, Treasury Department | 421,653 | $1.31M | 0.00% | +421,653 | New |
| Dynamic Technology Lab Private Ltd | 444,177 | $1.38M | 0.15% | +444,177 | New |
| Charles Schwab Investment Management Inc | 476,726 | $1.48M | 0.00% | +58,961+14.1% | Added |
| Citadel Advisors LLC | 503,093 | $1.56M | 0.00% | +321,737+177.4% | Added |
| Two Sigma Investments, LP | 506,189 | $1.57M | 0.00% | +506,189 | New |
| Formula Growth Ltd | 585,000 | $1.81M | 0.32% | −270,000−31.6% | Reduced |
| QVIDTVM Management LLC | 611,637 | $1.90M | 1.08% | +611,637 | New |
| Exelon Corp | 632,480 | $1.96M | 1.43% | +632,480 | New |
| Soviero Asset Management, LP | 900,000 | $2.79M | 0.66% | −3,200,000−78.0% | Reduced |
| Geode Capital Management, LLC | 952,272 | $2.95M | 0.00% | +274,856+40.6% | Added |
| JPMorgan Chase & Co | 1,132,597 | $3.51M | 0.00% | +451,422+66.3% | Added |
| Susquehanna International Group, LLP | 1,213,826 | $3.76M | 0.01% | −825,515−40.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,348,709 | $4.18M | 0.01% | +1,348,709 | New |
| BlackRock Inc. | 1,423,391 | $4.41M | 0.00% | +177,443+14.2% | Added |
| Morgan Stanley | 1,485,895 | $4.61M | 0.00% | +597,752+67.3% | Added |
| Bullfrog Capital GP, Ltd. | 1,753,976 | $5.44M | 1.22% | +1,753,976 | New |