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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 1,833,501 | $5.68M | 0.02% | +1,501,527+452.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,600,000 | $8.06M | 0.12% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 2,777,778 | $8.61M | 0.10% | −6,481,481−70.0% | Reduced |
| Credit Suisse AG | 3,719,456 | $11.5M | 0.01% | +498,681+15.5% | Added |
| Millennium Management LLC | 4,013,645 | $12.4M | 0.01% | +3,910,924+3,807.3% | Added |
| Renaissance Technologies LLC | 4,423,900 | $13.7M | 0.02% | +4,423,900 | New |
| Schusterman Interests, LLC | 8,750,000 | $27.1M | 11.71% | +8,750,000 | New |
| Silver Lake Group, L.L.C. | 9,259,259 | $28.7M | 0.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,380,816 | $29.1M | 0.00% | +1,719,956+22.5% | Added |
| Ribbit Capital GP IV, Ltd. | 29,487,539 | $91.4M | 54.83% | +29,487,539 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −3,684,455−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −2,916,200−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −941,839−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −488,115−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −374,800−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −260,631−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −163,758−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −137,961−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −100,273−100.0% | Sold out |
| GWM Asset Management Ltd | 0 | $0 | 0.00% | −89,000−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −79,224−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,987−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −20,216−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −19,986−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,896−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −15,440−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −16,063−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,639−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,941−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |