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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 78 | $0 | 0.00% | +78 | New |
| Citigroup Inc | 2 | $9 | 0.00% | −52−96.3% | Reduced |
| International Assets Investment Management, LLC | 5 | $23 | 0.00% | +5 | New |
| First Command Bank | 11 | $50 | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 11 | $50 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15 | $68 | 0.00% | −7,179−99.8% | Reduced |
| Gradient Investments LLC | 34 | $153 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $181 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 56 | $253 | 0.00% | +56 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $451 | 0.00% | +68+212.5% | Added |
| The PNC Financial Services Group, Inc. | 254 | $1.15K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 410 | $1.85K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 581 | $2.62K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 648 | $2.93K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $3.61K | 0.00% | +500+166.7% | Added |
| Advisor Group Holdings, Inc. | 872 | $3.93K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 810 | $4.00K | 0.00% | −172−17.5% | Reduced |
| Simplex Trading, LLC | 1,305 | $5.00K | 0.00% | −2,896−68.9% | Reduced |
| Group One Trading, L.P. | 1,323 | $5.97K | 0.00% | −2,588−66.2% | Reduced |
| Royal Bank of Canada | 1,214 | $6.00K | 0.00% | −971−44.4% | Reduced |
| Federated Hermes, Inc. | 1,739 | $7.84K | 0.00% | +117+7.2% | Added |
| UBS Group AG | 1,895 | $8.55K | 0.00% | −6,002−76.0% | Reduced |
| Wells Fargo & Company | 2,795 | $12.6K | 0.00% | +2,556+1,069.5% | Added |
| Tower Research Capital LLC (TRC) | 2,922 | $13.0K | 0.00% | −12,176−80.6% | Reduced |
| California State Teachers Retirement System | 2,931 | $13.2K | 0.00% | −166−5.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,778 | $17.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,805 | $17.2K | 0.00% | +134+3.7% | Added |
| Barclays PLC | 4,038 | $18.2K | 0.00% | +1,954+93.8% | Added |
| FMR LLC | 4,822 | $21.7K | 0.00% | +4,495+1,374.6% | Added |
| State of Wyoming | 5,255 | $23.7K | 0.01% | +5,255 | New |
| New York State Common Retirement Fund | 5,578 | $25.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,064 | $27.0K | 0.00% | +1,648+37.3% | Added |
| Deutsche Bank AG | 9,429 | $42.5K | 0.00% | −14,890−61.2% | Reduced |
| Trinity Financial Advisors LLC | 10,191 | $46.0K | 0.03% | −113−1.1% | Reduced |
| CIBC Asset Management Inc | 10,430 | $47.0K | 0.00% | +10,430 | New |
| Delphia (USA) Inc. | 10,606 | $47.8K | 0.06% | −224−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 11,639 | $52.5K | 0.00% | −67,432−85.3% | Reduced |
| Rhumbline Advisers | 11,919 | $54.0K | 0.00% | −244−2.0% | Reduced |
| Bank of America Corp | 12,638 | $57.0K | 0.00% | −1,574−11.1% | Reduced |
| Corton Capital Inc. | 13,084 | $59.0K | 0.04% | +1,294+11.0% | Added |
| Price T Rowe Associates Inc | 17,995 | $82.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,169 | $86.5K | 0.00% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 21,225 | $95.7K | 0.04% | 00.0% | Unchanged |
| Redpoint Management, LLC | 21,694 | $97.8K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,669 | $107.0K | 0.00% | −423−1.8% | Reduced |
| Bank of New York Mellon Corp | 23,897 | $107.8K | 0.00% | +100.0% | Added |
| Charles Schwab Investment Management Inc | 26,107 | $117.7K | 0.00% | +10.0% | Added |
| HST Ventures, LLC | 26,900 | $121.3K | 0.06% | −5,709−17.5% | Reduced |
| Trexquant Investment LP | 28,631 | $129.1K | 0.00% | −6,673−18.9% | Reduced |
| Johnson Investment Counsel Inc | 30,166 | $136.0K | 0.00% | +30,166 | New |
| Credit Suisse AG | 33,779 | $152.3K | 0.00% | +1,214+3.7% | Added |
| Bullfrog Capital GP, Ltd. | 43,107 | $194.4K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,069 | $198.8K | 0.00% | +44,069 | New |
| Morgan Stanley | 52,496 | $236.8K | 0.00% | −1,078−2.0% | Reduced |
| Northern Trust Corp | 59,723 | $269.4K | 0.00% | −2,875−4.6% | Reduced |
| Invesco Ltd. | 64,640 | $291.5K | 0.00% | +45,642+240.2% | Added |
| Balyasny Asset Management LLC | 76,943 | $347.0K | 0.00% | −10,997−12.5% | Reduced |
| GMT Capital Corp | 79,815 | $360.0K | 0.01% | +79,815 | New |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 138,977 | $626.8K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 141,775 | $639.4K | 0.00% | +14,754+11.6% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $696.0K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 159,951 | $721.4K | 0.00% | +14,141+9.7% | Added |
| Renaissance Technologies LLC | 199,688 | $901.0K | 0.00% | −26,352−11.7% | Reduced |
| Galileo (PTC) Ltd | 252,669 | $1.14M | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 404,432 | $1.82M | 0.00% | +816+0.2% | Added |
| Schusterman Interests, LLC | 486,111 | $2.19M | 3.41% | 00.0% | Unchanged |
| BlackRock Inc. | 509,032 | $2.30M | 0.00% | −1,975−0.4% | Reduced |
| Silver Lake Group, L.L.C. | 514,403 | $2.32M | 0.02% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $3.53M | 6.76% | 00.0% | Unchanged |
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $7.39M | 100.00% | 00.0% | Unchanged |
| 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 |