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, Q1 2022
Institutional positions in Root, Inc. as of Mar 31, 2022. 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
- 113
- +4 vs. Q4 2021
- Shares held
- 100.3M
- +2.73M (+2.8%) vs. Q4 2021
- Total value
- $197.5M
- −$104.9M (−34.7%) vs. Q4 2021
- New holders
- 26
- 34 more added
- Sold out
- 22
- 25 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | −18,997−100.0% | Reduced |
| Rockefeller Capital Management L.P. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 100 | $0 | 0.00% | +100 | New |
| American Portfolios Advisors | 300 | $591 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 750 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 618 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 | 493 | $1.00K | 0.00% | +268+119.1% | Added |
| Wolff Wiese Magana LLC | 1,500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3,202 | $6.00K | 0.00% | +608+23.4% | Added |
| The PNC Financial Services Group, Inc. | 3,800 | $8.00K | 0.00% | +3,800 | New |
| SRS Capital Advisors, Inc. | 5,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,080 | $12.0K | 0.00% | +106+1.8% | Added |
| Tower Research Capital LLC (TRC) | 7,157 | $14.0K | 0.00% | +254+3.7% | Added |
| Dimension Capital Management LLC | 10,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 10,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 10,000 | $20.0K | 0.00% | +10,000 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $20.0K | 0.01% | +10,000 | New |
| Raymond James & Associates | 11,086 | $22.0K | 0.00% | +11,086 | New |
| Sciencast Management LP | 12,200 | $23.0K | 0.01% | +12,200 | New |
| CIBC Asset Management Inc | 12,837 | $25.0K | 0.00% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 12,600 | $25.0K | 0.07% | +12,600 | New |
| Kestra Advisory Services, LLC | 13,293 | $26.0K | 0.00% | −1,000−7.0% | Reduced |
| Teacher Retirement System of Texas | 14,735 | $29.0K | 0.00% | +3,546+31.7% | Added |
| Legal & General Group Plc | 15,373 | $30.0K | 0.00% | +4,326+39.2% | Added |
| Cedar Brook Financial Partners, LLC | 15,306 | $30.0K | 0.01% | +15,306 | New |
| Stratos Wealth Partners, LTD. | 15,900 | $31.0K | 0.00% | +200+1.3% | Added |
| Diametric Capital, LP | 16,358 | $32.0K | 0.02% | +16,358 | New |
| Alpine Global Management, LLC | 16,578 | $33.0K | 0.01% | −27,144−62.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,400 | $34.3K | 0.00% | +4,400+33.8% | Added |
| Arizona State Retirement System | 19,699 | $39.0K | 0.00% | +4,333+28.2% | Added |
| FNY Investment Advisers, LLC | 21,000 | $41.0K | 0.04% | +20,000+2,000.0% | Added |
| Walleye Capital LLC | 22,004 | $43.0K | 0.00% | +22,004 | New |
| Barclays PLC | 22,710 | $45.0K | 0.00% | +22,710 | New |
| Citigroup Inc | 23,102 | $46.0K | 0.00% | −16,028−41.0% | Reduced |
| Deuterium Capital Management, LLC | 25,000 | $49.0K | 0.06% | +25,000 | New |
| Old Mission Capital LLC | 26,093 | $51.0K | 0.00% | +26,093 | New |
| Cutler Group LP | 26,860 | $52.0K | 0.00% | −11,668−30.3% | Reduced |
| Advisor Group Holdings, Inc. | 27,595 | $54.0K | 0.00% | +6,050+28.1% | Added |
| Royal Bank of Canada | 28,294 | $55.0K | 0.00% | +11,294+66.4% | Added |
| Bank of New York Mellon Corp | 29,396 | $58.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,994 | $59.0K | 0.00% | −1,183,832−97.5% | Reduced |
| Canal Insurance CO | 30,000 | $59.0K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 29,821 | $59.0K | 0.00% | +3,485+13.2% | Added |
| Bank of America Corp | 30,505 | $60.0K | 0.00% | +3,092+11.3% | Added |
| Jump Financial, LLC | 34,644 | $69.0K | 0.00% | −71,756−67.4% | Reduced |
| Clear Street Markets LLC | 36,000 | $71.0K | 0.02% | +36,000 | New |
| Point Break Capital Management, LLC | 39,779 | $78.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 41,032 | $81.0K | 0.00% | +16,878+69.9% | Added |
| EPIQ Capital Group, LLC | 42,200 | $83.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 48,126 | $94.8K | 0.03% | −5,401−10.1% | Reduced |
| Simplex Trading, LLC | 61,271 | $120.0K | 0.00% | −36,860−37.6% | Reduced |
| UBS Asset Management Americas Inc | 61,100 | $120.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 61,955 | $122.0K | 0.00% | +13,729+28.5% | Added |
| Dynamic Technology Lab Private Ltd | 64,602 | $128.0K | 0.02% | −379,575−85.5% | Reduced |
| SNS Financial Group, LLC | 70,000 | $138.0K | 0.02% | +70,000 | New |
| Parallax Volatility Advisers, L.P. | 94,552 | $186.0K | 0.00% | +94,552 | New |
| Squarepoint Ops LLC | 107,669 | $212.0K | 0.00% | +107,669 | New |
| Graham Capital Management, L.P. | 110,658 | $217.0K | 0.01% | +110,658 | New |
| Ergoteles LLC | 114,800 | $226.0K | 0.01% | +114,800 | New |
| Ieq Capital, LLC | 117,197 | $231.0K | 0.01% | −7,143−5.7% | Reduced |
| Jane Street Group, LLC | 130,272 | $257.0K | 0.00% | −218,783−62.7% | Reduced |
| UBS Group AG | 146,294 | $288.0K | 0.00% | −59,834−29.0% | Reduced |
| Tudor Investment Corp Et Al | 151,507 | $298.0K | 0.01% | −23,304−13.3% | Reduced |
| Qube Research & Technologies Ltd | 153,714 | $303.0K | 0.00% | −131,473−46.1% | Reduced |
| Wolverine Trading, LLC | 149,134 | $315.0K | 0.01% | +149,134 | New |
| Price T Rowe Associates Inc | 170,600 | $336.0K | 0.00% | +56,000+48.9% | Added |
| Swiss National Bank | 172,300 | $339.0K | 0.00% | +46,600+37.1% | Added |
| Trinity Financial Advisors LLC | 189,511 | $373.0K | 0.23% | +3,920+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 190,800 | $376.0K | 0.01% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 204,314 | $402.0K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 214,027 | $421.0K | 0.00% | −2,068−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 217,076 | $428.0K | 0.01% | +78,320+56.4% | Added |
| Citadel Advisors LLC | 228,424 | $450.0K | 0.00% | −274,669−54.6% | Reduced |
| Truist Financial Corp | 238,175 | $469.0K | 0.00% | +60,131+33.8% | Added |
| Invesco Ltd. | 242,242 | $477.0K | 0.00% | +242,242 | New |
| Sculptor Capital LP | 248,751 | $490.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 331,475 | $653.0K | 0.00% | +47,744+16.8% | Added |
| G2 Capital Management, LLC | 382,063 | $753.0K | 0.32% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 421,653 | $831.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 469,200 | $924.0K | 0.00% | +469,200 | New |
| Charles Schwab Investment Management Inc | 479,313 | $945.0K | 0.00% | +2,587+0.5% | Added |
| Goldman Sachs Group Inc | 497,906 | $981.0K | 0.00% | +461,428+1,264.9% | Added |
| Formula Growth Ltd | 567,323 | $1.12M | 0.21% | −17,677−3.0% | Reduced |
| HST Ventures, LLC | 586,962 | $1.16M | 0.94% | +419,850+251.2% | Added |
| Caption Management, LLC | 598,802 | $1.18M | 0.08% | +478,802+399.0% | Added |
| Cubist Systematic Strategies, LLC | 625,623 | $1.23M | 0.01% | +397,654+174.4% | Added |
| JPMorgan Chase & Co | 632,854 | $1.25M | 0.00% | −499,743−44.1% | Reduced |
| QVIDTVM Management LLC | 716,637 | $1.41M | 0.76% | +105,000+17.2% | Added |
| Morgan Stanley | 756,758 | $1.49M | 0.00% | −729,137−49.1% | Reduced |
| Geode Capital Management, LLC | 784,821 | $1.55M | 0.00% | −167,451−17.6% | Reduced |
| Two Sigma Investments, LP | 923,083 | $1.82M | 0.01% | +416,894+82.4% | Added |
| Full18 Capital LLC | 1,045,955 | $2.00M | 0.46% | +1,045,955 | New |
| HRT Financial LP | 1,065,556 | $2.10M | 0.01% | +669,368+169.0% | Added |
| Two Sigma Advisers, LP | 1,087,900 | $2.14M | 0.01% | +967,600+804.3% | Added |
| Balyasny Asset Management LLC | 1,123,439 | $2.21M | 0.01% | −710,062−38.7% | Reduced |
| Twenty Acre Capital LP | 1,197,095 | $2.36M | 1.84% | +1,197,095 | New |
| D. E. Shaw & Co., Inc. | 1,297,472 | $2.56M | 0.00% | +878,971+210.0% | Added |