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 2022
Institutional positions in Root, Inc. as of Dec 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
- 89
- −5 vs. Q3 2022
- Shares held
- 6.53M
- +1.79M (+37.7%) vs. Q3 2022
- Total value
- $29.3M
- −$8.07M (−21.6%) vs. Q3 2022
- New holders
- 21
- 17 more added
- Sold out
- 26
- 30 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $7.36M | 13.47% | +1,638,196 | New |
| SVB Financial Group | 783,012 | $3.52M | 9.61% | +783,012 | New |
| Silver Lake Group, L.L.C. | 514,403 | $2.31M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 511,007 | $2.29M | 0.00% | +35,338+7.4% | Added |
| Schusterman Interests, LLC | 486,111 | $2.18M | 4.54% | 00.0% | Unchanged |
| Vanguard Group Inc | 403,616 | $1.81M | 0.00% | +2,560+0.6% | Added |
| Galileo (PTC) Ltd | 252,669 | $1.13M | 0.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 226,040 | $1.01M | 0.00% | +40,447+21.8% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $692.9K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 145,810 | $654.0K | 0.00% | +16,603+12.8% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 138,977 | $624.0K | 0.01% | −5,466−3.8% | Reduced |
| State Street Corp | 127,021 | $570.3K | 0.00% | −14,565−10.3% | Reduced |
| Balyasny Asset Management LLC | 87,940 | $394.8K | 0.00% | −57,710−39.6% | Reduced |
| D. E. Shaw & Co., Inc. | 79,071 | $355.0K | 0.00% | −56,801−41.8% | Reduced |
| Northern Trust Corp | 62,598 | $281.1K | 0.00% | −2,154−3.3% | Reduced |
| Morgan Stanley | 53,574 | $240.5K | 0.00% | +5,168+10.7% | Added |
| Jacobs Levy Equity Management, Inc | 46,627 | $209.4K | 0.00% | −2,704−5.5% | Reduced |
| AQR Capital Management LLC | 43,437 | $195.0K | 0.00% | +32,076+282.3% | Added |
| Bullfrog Capital GP, Ltd. | 43,107 | $193.6K | 0.14% | −54,336−55.8% | Reduced |
| Sculptor Capital LP | 39,500 | $177.4K | 0.00% | +39,500 | New |
| Trexquant Investment LP | 35,304 | $158.5K | 0.00% | −13,130−27.1% | Reduced |
| Occudo Quantitative Strategies LP | 34,886 | $156.6K | 0.02% | −16,950−32.7% | Reduced |
| HST Ventures, LLC | 32,609 | $146.4K | 0.10% | 00.0% | Unchanged |
| Credit Suisse AG | 32,565 | $146.2K | 0.00% | −9,726−23.0% | Reduced |
| Charles Schwab Investment Management Inc | 26,106 | $117.2K | 0.00% | +9,051+53.1% | Added |
| Deutsche Bank AG | 24,319 | $109.2K | 0.00% | −4,689−16.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,200 | $108.7K | 0.00% | −17,000−41.3% | Reduced |
| Nuveen Asset Management, LLC | 24,092 | $108.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,887 | $107.3K | 0.00% | −405−1.7% | Reduced |
| State of Tennessee, Treasury Department | 23,425 | $105.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,989 | $98.0K | 0.00% | +21,989 | New |
| Redpoint Management, LLC | 21,694 | $97.4K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 21,225 | $95.3K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,536 | $92.2K | 0.00% | +20,536 | New |
| Two Sigma Investments, LP | 20,504 | $92.1K | 0.00% | −59,057−74.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,169 | $86.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 18,998 | $85.3K | 0.00% | −280−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 18,639 | $83.7K | 0.01% | +18,639 | New |
| Price T Rowe Associates Inc | 17,995 | $81.0K | 0.00% | +17,995 | New |
| Tower Research Capital LLC (TRC) | 15,098 | $68.0K | 0.00% | −1,412−8.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,685 | $66.0K | 0.01% | +14,685 | New |
| Virtu Financial LLC | 14,458 | $65.0K | 0.01% | +14,458 | New |
| Bank of America Corp | 14,212 | $63.8K | 0.00% | +4,709+49.6% | Added |
| Meeder Asset Management Inc | 13,630 | $61.2K | 0.01% | +13,630 | New |
| Jane Street Group, LLC | 12,789 | $57.4K | 0.00% | +12,789 | New |
| Ameriprise Financial Inc | 12,682 | $57.0K | 0.00% | −400−3.1% | Reduced |
| Rhumbline Advisers | 12,163 | $55.0K | 0.00% | +474+4.1% | Added |
| Squarepoint Ops LLC | 12,152 | $54.6K | 0.00% | +12,152 | New |
| Public Employees Retirement System of Ohio | 12,024 | $54.0K | 0.00% | −2,729−18.5% | Reduced |
| Corton Capital Inc. | 11,790 | $52.9K | 0.04% | +11,790 | New |
| Two Sigma Advisers, LP | 11,726 | $52.6K | 0.00% | −21,583−64.8% | Reduced |
| Delphia (USA) Inc. | 10,830 | $48.6K | 0.06% | +10,830 | New |
| Trinity Financial Advisors LLC | 10,304 | $46.3K | 0.03% | −204−1.9% | Reduced |
| UBS Group AG | 7,897 | $35.5K | 0.00% | +4,533+134.8% | Added |
| Citadel Advisors LLC | 7,194 | $32.3K | 0.00% | −20,750−74.3% | Reduced |
| New York State Common Retirement Fund | 5,578 | $25.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,416 | $20.0K | 0.00% | +212+5.0% | Added |
| Simplex Trading, LLC | 4,201 | $18.0K | 0.00% | −7,925−65.4% | Reduced |
| Group One Trading, L.P. | 3,911 | $17.6K | 0.00% | +3,911 | New |
| Allspring Global Investments Holdings, LLC | 3,778 | $17.0K | 0.00% | +3,778 | New |
| American International Group, Inc. | 3,671 | $16.5K | 0.00% | −13−0.4% | Reduced |
| California State Teachers Retirement System | 3,097 | $13.9K | 0.00% | −4,045−56.6% | Reduced |
| Royal Bank of Canada | 2,185 | $10.0K | 0.00% | +1,176+116.6% | Added |
| Barclays PLC | 2,084 | $9.36K | 0.00% | +1,755+533.4% | Added |
| STRS Ohio | 1,805 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,622 | $7.28K | 0.00% | +759+87.9% | Added |
| Amalgamated Bank | 982 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 581 | $3.13K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 872 | $3.00K | 0.00% | −224−20.4% | Reduced |
| Legal & General Group Plc | 648 | $2.91K | 0.00% | −1,172−64.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 410 | $1.84K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 327 | $1.47K | 0.00% | +138+73.0% | Added |
| SRS Capital Advisors, Inc. | 300 | $1.35K | 0.00% | +23+8.3% | Added |
| The PNC Financial Services Group, Inc. | 254 | $1.14K | 0.00% | +44+21.0% | Added |
| Wells Fargo & Company | 239 | $1.07K | 0.00% | −112−31.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 180 | $808 | 0.00% | +180 | New |
| Glassman Wealth Services | 82 | $368 | 0.00% | +82 | New |
| Citigroup Inc | 54 | $242 | 0.00% | −180−76.9% | Reduced |
| Wolff Wiese Magana LLC | 40 | $180 | 0.00% | −43−51.8% | Reduced |
| Gradient Investments LLC | 34 | $153 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 32 | $144 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 26 | $117 | 0.00% | +26 | New |
| Advisory Services Network, LLC | 21 | $94 | 0.00% | +21 | New |
| Focused Wealth Management, Inc | 15 | $67 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 133 | $0 | 0.00% | −62−31.8% | Reduced |
| Rockefeller Capital Management L.P. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $0 | 0.00% | +14 | New |
| First Command Bank | 11 | – | – | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 11 | – | – | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −178,808−100.0% | Sold out |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −94,098−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −79,820−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −63,900−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −45,250−100.0% | Sold out |
| QVIDTVM Management LLC | 0 | $0 | 0.00% | −39,813−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,372−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,241−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,339−100.0% | Sold out |