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 |
|---|---|---|---|---|---|
| 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 |
| Focused Wealth Management, Inc | 15 | $67 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 21 | $94 | 0.00% | +21 | New |
| Ellevest, Inc. | 26 | $117 | 0.00% | +26 | New |
| Ten Capital Wealth Advisors, LLC | 32 | $144 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $153 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $180 | 0.00% | −43−51.8% | Reduced |
| Citigroup Inc | 54 | $242 | 0.00% | −180−76.9% | Reduced |
| Glassman Wealth Services | 82 | $368 | 0.00% | +82 | New |
| Steward Partners Investment Advisory, LLC | 180 | $808 | 0.00% | +180 | New |
| Wells Fargo & Company | 239 | $1.07K | 0.00% | −112−31.9% | Reduced |
| The PNC Financial Services Group, Inc. | 254 | $1.14K | 0.00% | +44+21.0% | Added |
| SRS Capital Advisors, Inc. | 300 | $1.35K | 0.00% | +23+8.3% | Added |
| FMR LLC | 327 | $1.47K | 0.00% | +138+73.0% | Added |
| Federation des caisses Desjardins du Quebec | 410 | $1.84K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 648 | $2.91K | 0.00% | −1,172−64.4% | Reduced |
| Advisor Group Holdings, Inc. | 872 | $3.00K | 0.00% | −224−20.4% | Reduced |
| Ameritas Investment Partners, Inc. | 581 | $3.13K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 982 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,622 | $7.28K | 0.00% | +759+87.9% | Added |
| STRS Ohio | 1,805 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,084 | $9.36K | 0.00% | +1,755+533.4% | Added |
| Royal Bank of Canada | 2,185 | $10.0K | 0.00% | +1,176+116.6% | Added |
| California State Teachers Retirement System | 3,097 | $13.9K | 0.00% | −4,045−56.6% | Reduced |
| American International Group, Inc. | 3,671 | $16.5K | 0.00% | −13−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,778 | $17.0K | 0.00% | +3,778 | New |
| Group One Trading, L.P. | 3,911 | $17.6K | 0.00% | +3,911 | New |
| Simplex Trading, LLC | 4,201 | $18.0K | 0.00% | −7,925−65.4% | Reduced |
| JPMorgan Chase & Co | 4,416 | $20.0K | 0.00% | +212+5.0% | Added |
| New York State Common Retirement Fund | 5,578 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,194 | $32.3K | 0.00% | −20,750−74.3% | Reduced |
| UBS Group AG | 7,897 | $35.5K | 0.00% | +4,533+134.8% | Added |
| Trinity Financial Advisors LLC | 10,304 | $46.3K | 0.03% | −204−1.9% | Reduced |
| Delphia (USA) Inc. | 10,830 | $48.6K | 0.06% | +10,830 | New |
| Two Sigma Advisers, LP | 11,726 | $52.6K | 0.00% | −21,583−64.8% | Reduced |
| Corton Capital Inc. | 11,790 | $52.9K | 0.04% | +11,790 | New |
| Public Employees Retirement System of Ohio | 12,024 | $54.0K | 0.00% | −2,729−18.5% | Reduced |
| Squarepoint Ops LLC | 12,152 | $54.6K | 0.00% | +12,152 | New |
| Rhumbline Advisers | 12,163 | $55.0K | 0.00% | +474+4.1% | Added |
| Ameriprise Financial Inc | 12,682 | $57.0K | 0.00% | −400−3.1% | Reduced |
| Jane Street Group, LLC | 12,789 | $57.4K | 0.00% | +12,789 | New |
| Meeder Asset Management Inc | 13,630 | $61.2K | 0.01% | +13,630 | New |
| Bank of America Corp | 14,212 | $63.8K | 0.00% | +4,709+49.6% | Added |
| Virtu Financial LLC | 14,458 | $65.0K | 0.01% | +14,458 | New |
| Dynamic Technology Lab Private Ltd | 14,685 | $66.0K | 0.01% | +14,685 | New |
| Tower Research Capital LLC (TRC) | 15,098 | $68.0K | 0.00% | −1,412−8.6% | Reduced |
| Price T Rowe Associates Inc | 17,995 | $81.0K | 0.00% | +17,995 | New |
| Landscape Capital Management, L.L.C. | 18,639 | $83.7K | 0.01% | +18,639 | New |
| Invesco Ltd. | 18,998 | $85.3K | 0.00% | −280−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,169 | $86.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,504 | $92.1K | 0.00% | −59,057−74.2% | Reduced |
| Goldman Sachs Group Inc | 20,536 | $92.2K | 0.00% | +20,536 | New |
| G2 Capital Management, LLC | 21,225 | $95.3K | 0.03% | 00.0% | Unchanged |
| Redpoint Management, LLC | 21,694 | $97.4K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,989 | $98.0K | 0.00% | +21,989 | New |
| State of Tennessee, Treasury Department | 23,425 | $105.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,887 | $107.3K | 0.00% | −405−1.7% | Reduced |
| Nuveen Asset Management, LLC | 24,092 | $108.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 24,200 | $108.7K | 0.00% | −17,000−41.3% | Reduced |
| Deutsche Bank AG | 24,319 | $109.2K | 0.00% | −4,689−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 26,106 | $117.2K | 0.00% | +9,051+53.1% | Added |
| Credit Suisse AG | 32,565 | $146.2K | 0.00% | −9,726−23.0% | Reduced |
| HST Ventures, LLC | 32,609 | $146.4K | 0.10% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 34,886 | $156.6K | 0.02% | −16,950−32.7% | Reduced |
| Trexquant Investment LP | 35,304 | $158.5K | 0.00% | −13,130−27.1% | Reduced |
| Sculptor Capital LP | 39,500 | $177.4K | 0.00% | +39,500 | New |
| Bullfrog Capital GP, Ltd. | 43,107 | $193.6K | 0.14% | −54,336−55.8% | Reduced |
| AQR Capital Management LLC | 43,437 | $195.0K | 0.00% | +32,076+282.3% | Added |
| Jacobs Levy Equity Management, Inc | 46,627 | $209.4K | 0.00% | −2,704−5.5% | Reduced |
| Morgan Stanley | 53,574 | $240.5K | 0.00% | +5,168+10.7% | Added |
| Northern Trust Corp | 62,598 | $281.1K | 0.00% | −2,154−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 79,071 | $355.0K | 0.00% | −56,801−41.8% | Reduced |
| Balyasny Asset Management LLC | 87,940 | $394.8K | 0.00% | −57,710−39.6% | Reduced |
| State Street Corp | 127,021 | $570.3K | 0.00% | −14,565−10.3% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 138,977 | $624.0K | 0.01% | −5,466−3.8% | Reduced |
| Geode Capital Management, LLC | 145,810 | $654.0K | 0.00% | +16,603+12.8% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $692.9K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 226,040 | $1.01M | 0.00% | +40,447+21.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $1.13M | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 403,616 | $1.81M | 0.00% | +2,560+0.6% | Added |
| Schusterman Interests, LLC | 486,111 | $2.18M | 4.54% | 00.0% | Unchanged |
| BlackRock Inc. | 511,007 | $2.29M | 0.00% | +35,338+7.4% | Added |
| Silver Lake Group, L.L.C. | 514,403 | $2.31M | 0.02% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $3.52M | 9.61% | +783,012 | New |
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $7.36M | 13.47% | +1,638,196 | 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 |