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Livermore
Livermore
ZHEN

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 2022

Institutional positions in Root, Inc. as of Sep 30, 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
95
−22 vs. Q2 2022
Shares held
6.39M
+2.13M (+49.9%) vs. Q2 2022Converted for a 1-for-18 split
Total value
$50.3M
−$40.9M (−44.9%) vs. Q2 2022
New holders
17
30 more added
Sold out
39
30 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 95 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 heldQ3 2022: $50.3M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2022.

Institutions holding ROOT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming1$00.00%−749−99.9%ReducedConverted for a 1-for-18 split
Gradient Investments LLC34$00.00%−0−1.0%ReducedConverted for a 1-for-18 split
Ten Capital Wealth Advisors, LLC32$00.00%+5+16.8%AddedConverted for a 1-for-18 split
First Manhattan Co41$00.00%−1−1.6%ReducedConverted for a 1-for-18 split
JJJ Advisors Inc.16$00.00%−1−4.0%ReducedConverted for a 1-for-18 split
Rockefeller Capital Management L.P.5$00.00%−1−10.0%ReducedConverted for a 1-for-18 split
Lazard Asset Management LLC6$00.00%+6New
Focused Wealth Management, Inc15$00.00%+15New
EverSource Wealth Advisors, LLC59$00.00%+59New
Bogart Wealth, LLC8$00.00%+8New
Cutler Group LP195$1.00K0.00%−1,070−84.6%ReducedConverted for a 1-for-18 split
FMR LLC189$1.00K0.00%+111+141.6%AddedConverted for a 1-for-18 split
Wolff Wiese Magana LLC83$1.00K0.00%00.0%UnchangedConverted for a 1-for-18 split
Psagot Value Holdings Ltd. / (Israel)72$1.00K0.00%+9+13.8%AddedConverted for a 1-for-18 split
Citigroup Inc234$2.00K0.00%−381−61.9%ReducedConverted for a 1-for-18 split
SRS Capital Advisors, Inc.277$2.00K0.00%00.0%UnchangedConverted for a 1-for-18 split
The PNC Financial Services Group, Inc.210$2.00K0.00%−1−0.5%ReducedConverted for a 1-for-18 split
Evoke Wealth, LLC247$2.00K0.00%+247New
Barclays PLC329$3.00K0.00%−1,194−78.4%ReducedConverted for a 1-for-18 split
Wells Fargo & Company351$3.00K0.00%−103−22.8%ReducedConverted for a 1-for-18 split
Federation des caisses Desjardins du Quebec410$3.23K0.00%00.0%UnchangedConverted for a 1-for-18 split
Ameritas Investment Partners, Inc.581$4.00K0.00%00.0%UnchangedConverted for a 1-for-18 split
Caption Management, LLC591$5.00K0.00%−13,715−95.9%ReducedConverted for a 1-for-18 split
Point72 Hong Kong Ltd583$5.00K0.00%+415+246.6%AddedConverted for a 1-for-18 split
Federated Hermes, Inc.863$7.00K0.00%+863New
Parallax Volatility Advisers, L.P.954$8.00K0.00%−8,923−90.3%ReducedConverted for a 1-for-18 split
Advisor Group Holdings, Inc.1,096$8.00K0.00%−247−18.4%ReducedConverted for a 1-for-18 split
Royal Bank of Canada1,009$8.00K0.00%−257−20.3%ReducedConverted for a 1-for-18 split
Amalgamated Bank982$8.00K0.00%00.0%UnchangedConverted for a 1-for-18 split
STRS Ohio1,805$14.0K0.00%00.0%UnchangedConverted for a 1-for-18 split
Legal & General Group Plc1,820$15.0K0.00%−414−18.5%ReducedConverted for a 1-for-18 split
Cubist Systematic Strategies, LLC2,245$18.0K0.00%+2,241+62,069.2%AddedConverted for a 1-for-18 split
UBS Group AG3,364$26.0K0.00%−5,377−61.5%ReducedConverted for a 1-for-18 split
American International Group, Inc.3,684$29.0K0.00%+52+1.4%AddedConverted for a 1-for-18 split
JPMorgan Chase & Co4,204$33.0K0.00%+27+0.7%AddedConverted for a 1-for-18 split
New York State Common Retirement Fund5,578$44.0K0.00%+61+1.1%AddedConverted for a 1-for-18 split
FNY Investment Advisers, LLC5,800$45.0K0.03%+5,783+34,700.0%AddedConverted for a 1-for-18 split
California State Teachers Retirement System7,142$56.0K0.00%−67−0.9%ReducedConverted for a 1-for-18 split
Bank of America Corp9,503$74.0K0.00%+8,226+644.2%AddedConverted for a 1-for-18 split
Trinity Financial Advisors LLC10,508$83.0K0.06%−98−0.9%ReducedConverted for a 1-for-18 split
Susquehanna Fundamental Investments, LLC10,600$84.0K0.00%+10,600New
Swiss National Bank11,122$88.0K0.00%00.0%UnchangedConverted for a 1-for-18 split
Truist Financial Corp11,339$89.0K0.00%−532−4.5%ReducedConverted for a 1-for-18 split
AQR Capital Management LLC11,361$90.0K0.00%+11,361New
Rhumbline Advisers11,689$92.0K0.00%+595+5.4%AddedConverted for a 1-for-18 split
Simplex Trading, LLC12,126$95.0K0.00%+2,160+21.7%AddedConverted for a 1-for-18 split
ExodusPoint Capital Management, LP12,241$96.0K0.00%+10,459+586.9%AddedConverted for a 1-for-18 split
Ameriprise Financial Inc13,082$103.0K0.00%+13,082New
BNP Paribas Arbitrage, SA13,885$109.4K0.00%+13,885New
Public Employees Retirement System of Ohio14,753$116.0K0.00%+14,753New
Tower Research Capital LLC (TRC)16,510$130.0K0.00%+11,984+264.7%AddedConverted for a 1-for-18 split
Charles Schwab Investment Management Inc17,055$135.0K0.00%−33,936−66.6%ReducedConverted for a 1-for-18 split
Engineers Gate Manager LP19,150$151.0K0.01%+15,823+475.6%AddedConverted for a 1-for-18 split
Mirae Asset Global Investments Co., Ltd.19,169$151.0K0.00%+19,169New
Invesco Ltd.19,278$152.0K0.00%−877−4.4%ReducedConverted for a 1-for-18 split
G2 Capital Management, LLC21,225$167.0K0.08%00.0%UnchangedConverted for a 1-for-18 split
Redpoint Management, LLC21,694$171.0K0.06%−4,374−16.8%ReducedConverted for a 1-for-18 split
State of Tennessee, Treasury Department23,425$185.0K0.00%00.0%UnchangedConverted for a 1-for-18 split
Nuveen Asset Management, LLC24,092$190.0K0.00%−6,567−21.4%ReducedConverted for a 1-for-18 split
Bank of New York Mellon Corp24,292$191.0K0.00%+4,463+22.5%AddedConverted for a 1-for-18 split
Citadel Advisors LLC27,944$220.0K0.00%+15,092+117.4%AddedConverted for a 1-for-18 split
Deutsche Bank AG29,008$229.0K0.00%+25,339+690.7%AddedConverted for a 1-for-18 split
HST Ventures, LLC32,609$257.0K0.17%00.0%UnchangedConverted for a 1-for-18 split
Two Sigma Advisers, LP33,309$262.0K0.00%−17,763−34.8%ReducedConverted for a 1-for-18 split
Susquehanna International Group, LLP39,372$310.0K0.00%+12,138+44.6%AddedConverted for a 1-for-18 split
QVIDTVM Management LLC39,813$314.0K0.21%00.0%UnchangedConverted for a 1-for-18 split
Schonfeld Strategic Advisors LLC41,200$325.0K0.00%+25,839+168.2%AddedConverted for a 1-for-18 split
Credit Suisse AG42,291$333.0K0.00%−6,359−13.1%ReducedConverted for a 1-for-18 split
Dimensional Fund Advisors LP45,250$357.0K0.00%+45,250New
Morgan Stanley48,406$381.0K0.00%+32,044+195.8%AddedConverted for a 1-for-18 split
Trexquant Investment LP48,434$382.0K0.01%+48,434New
Jacobs Levy Equity Management, Inc49,331$389.0K0.00%+49,331New
Occudo Quantitative Strategies LP51,836$408.0K0.03%+51,836New
Point72 Asset Management, L.P.63,900$504.0K0.00%−29,050−31.3%ReducedConverted for a 1-for-18 split
Northern Trust Corp64,752$510.0K0.00%−504−0.8%ReducedConverted for a 1-for-18 split
Two Sigma Investments, LP79,561$627.0K0.00%+40,186+102.1%AddedConverted for a 1-for-18 split
GMT Capital Corp79,820$629.0K0.04%00.0%UnchangedConverted for a 1-for-18 split
Twenty Acre Capital LP94,098$741.0K0.84%+1,237+1.3%AddedConverted for a 1-for-18 split
Bullfrog Capital GP, Ltd.97,443$768.0K0.45%00.0%UnchangedConverted for a 1-for-18 split
Geode Capital Management, LLC129,207$1.02M0.00%+1,691+1.3%AddedConverted for a 1-for-18 split
D. E. Shaw & Co., Inc.135,872$1.07M0.00%+108,105+389.3%AddedConverted for a 1-for-18 split
State Street Corp141,586$1.12M0.00%+1,288+0.9%AddedConverted for a 1-for-18 split
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)144,443$1.14M0.03%00.0%UnchangedConverted for a 1-for-18 split
Balyasny Asset Management LLC145,650$1.15M0.00%+16,341+12.6%AddedConverted for a 1-for-18 split
Dragoneer Investment Group, LLC154,320$1.22M0.03%00.0%UnchangedConverted for a 1-for-18 split
Millennium Management LLC178,808$1.41M0.00%+57,133+47.0%AddedConverted for a 1-for-18 split
Renaissance Technologies LLC185,593$1.46M0.00%−22,851−11.0%ReducedConverted for a 1-for-18 split
Galileo (PTC) Ltd252,669$1.99M0.07%00.0%UnchangedConverted for a 1-for-18 split
Vanguard Group Inc401,056$3.16M0.00%+113,363+39.4%AddedConverted for a 1-for-18 split
BlackRock Inc.475,669$3.75M0.00%+4,362+0.9%AddedConverted for a 1-for-18 split
Schusterman Interests, LLC486,111$3.83M3.45%00.0%UnchangedConverted for a 1-for-18 split
Silver Lake Group, L.L.C.514,403$4.05M0.04%00.0%UnchangedConverted for a 1-for-18 split
Ribbit Capital IV, L.P.1,638,196$12.9M21.83%+1,638,196New
First Command Bank11––−0−1.0%ReducedConverted for a 1-for-18 split
First Command Financial Services, Inc.11––−0−1.0%ReducedConverted for a 1-for-18 split
Formula Growth Ltd0$00.00%−26,111−100.0%Sold outConverted for a 1-for-18 split
Sculptor Capital LP0$00.00%−13,820−100.0%Sold outConverted for a 1-for-18 split
Wolverine Trading, LLC0$00.00%−13,394−100.0%Sold outConverted for a 1-for-18 split
Qube Research & Technologies Ltd0$00.00%−10,483−100.0%Sold outConverted for a 1-for-18 split
WMS Partners, LLC0$00.00%−9,606−100.0%Sold outConverted for a 1-for-18 split