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 2023
Institutional positions in Root, Inc. as of Mar 31, 2023. 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
- 71
- −18 vs. Q4 2022
- Shares held
- 6.22M
- −313.7K (−4.8%) vs. Q4 2022
- Total value
- $28.1M
- −$1.28M (−4.4%) vs. Q4 2022
- New holders
- 8
- 16 more added
- Sold out
- 26
- 23 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $7.39M | 100.00% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $3.53M | 6.76% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 514,403 | $2.32M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 509,032 | $2.30M | 0.00% | −1,975−0.4% | Reduced |
| Schusterman Interests, LLC | 486,111 | $2.19M | 3.41% | 00.0% | Unchanged |
| Vanguard Group Inc | 404,432 | $1.82M | 0.00% | +816+0.2% | Added |
| Galileo (PTC) Ltd | 252,669 | $1.14M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 199,688 | $901.0K | 0.00% | −26,352−11.7% | Reduced |
| Geode Capital Management, LLC | 159,951 | $721.4K | 0.00% | +14,141+9.7% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $696.0K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 141,775 | $639.4K | 0.00% | +14,754+11.6% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 138,977 | $626.8K | 0.01% | 00.0% | Unchanged |
| GMT Capital Corp | 79,815 | $360.0K | 0.01% | +79,815 | New |
| Balyasny Asset Management LLC | 76,943 | $347.0K | 0.00% | −10,997−12.5% | Reduced |
| Invesco Ltd. | 64,640 | $291.5K | 0.00% | +45,642+240.2% | Added |
| Northern Trust Corp | 59,723 | $269.4K | 0.00% | −2,875−4.6% | Reduced |
| Morgan Stanley | 52,496 | $236.8K | 0.00% | −1,078−2.0% | Reduced |
| Susquehanna International Group, LLP | 44,069 | $198.8K | 0.00% | +44,069 | New |
| Bullfrog Capital GP, Ltd. | 43,107 | $194.4K | 0.12% | 00.0% | Unchanged |
| Credit Suisse AG | 33,779 | $152.3K | 0.00% | +1,214+3.7% | Added |
| Johnson Investment Counsel Inc | 30,166 | $136.0K | 0.00% | +30,166 | New |
| Trexquant Investment LP | 28,631 | $129.1K | 0.00% | −6,673−18.9% | Reduced |
| HST Ventures, LLC | 26,900 | $121.3K | 0.06% | −5,709−17.5% | Reduced |
| Charles Schwab Investment Management Inc | 26,107 | $117.7K | 0.00% | +10.0% | Added |
| Bank of New York Mellon Corp | 23,897 | $107.8K | 0.00% | +100.0% | Added |
| Nuveen Asset Management, LLC | 23,669 | $107.0K | 0.00% | −423−1.8% | Reduced |
| Redpoint Management, LLC | 21,694 | $97.8K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 21,225 | $95.7K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,169 | $86.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17,995 | $82.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,084 | $59.0K | 0.04% | +1,294+11.0% | Added |
| Bank of America Corp | 12,638 | $57.0K | 0.00% | −1,574−11.1% | Reduced |
| Rhumbline Advisers | 11,919 | $54.0K | 0.00% | −244−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 11,639 | $52.5K | 0.00% | −67,432−85.3% | Reduced |
| Delphia (USA) Inc. | 10,606 | $47.8K | 0.06% | −224−2.1% | Reduced |
| CIBC Asset Management Inc | 10,430 | $47.0K | 0.00% | +10,430 | New |
| Trinity Financial Advisors LLC | 10,191 | $46.0K | 0.03% | −113−1.1% | Reduced |
| Deutsche Bank AG | 9,429 | $42.5K | 0.00% | −14,890−61.2% | Reduced |
| JPMorgan Chase & Co | 6,064 | $27.0K | 0.00% | +1,648+37.3% | Added |
| New York State Common Retirement Fund | 5,578 | $25.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,255 | $23.7K | 0.01% | +5,255 | New |
| FMR LLC | 4,822 | $21.7K | 0.00% | +4,495+1,374.6% | Added |
| Barclays PLC | 4,038 | $18.2K | 0.00% | +1,954+93.8% | Added |
| American International Group, Inc. | 3,805 | $17.2K | 0.00% | +134+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,778 | $17.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,931 | $13.2K | 0.00% | −166−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,922 | $13.0K | 0.00% | −12,176−80.6% | Reduced |
| Wells Fargo & Company | 2,795 | $12.6K | 0.00% | +2,556+1,069.5% | Added |
| UBS Group AG | 1,895 | $8.55K | 0.00% | −6,002−76.0% | Reduced |
| Federated Hermes, Inc. | 1,739 | $7.84K | 0.00% | +117+7.2% | Added |
| Royal Bank of Canada | 1,214 | $6.00K | 0.00% | −971−44.4% | Reduced |
| Group One Trading, L.P. | 1,323 | $5.97K | 0.00% | −2,588−66.2% | Reduced |
| Simplex Trading, LLC | 1,305 | $5.00K | 0.00% | −2,896−68.9% | Reduced |
| Amalgamated Bank | 810 | $4.00K | 0.00% | −172−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 872 | $3.93K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $3.61K | 0.00% | +500+166.7% | Added |
| Legal & General Group Plc | 648 | $2.93K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 581 | $2.62K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 410 | $1.85K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 254 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $451 | 0.00% | +68+212.5% | Added |
| West Branch Capital LLC | 56 | $253 | 0.00% | +56 | New |
| Wolff Wiese Magana LLC | 40 | $181 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $153 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15 | $68 | 0.00% | −7,179−99.8% | Reduced |
| First Command Bank | 11 | $50 | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 11 | $50 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $23 | 0.00% | +5 | New |
| Citigroup Inc | 2 | $9 | 0.00% | −52−96.3% | Reduced |
| Nisa Investment Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 78 | $0 | 0.00% | +78 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −46,627−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −43,437−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −34,886−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −21,989−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −20,536−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,504−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,639−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,685−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,458−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −13,630−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,682−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,152−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −12,024−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,726−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5−100.0% | Sold out |