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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, Q2 2023

Institutional positions in Root, Inc. as of Jun 30, 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
63
−8 vs. Q1 2023
Shares held
5.68M
−540.4K (−8.7%) vs. Q1 2023
Total value
$50.8M
+$22.7M (+81.0%) vs. Q1 2023
New holders
18
9 more added
Sold out
26
19 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 63 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 heldQ2 2023: $50.8M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2023.

Institutions holding ROOT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc2$180.00%00.0%Unchanged
Barclays PLC5$450.00%−4,033−99.9%Reduced
IFP Advisors, Inc4$770.00%+4New
First Command Bank11$980.00%00.0%Unchanged
First Command Financial Services, Inc.11$980.00%00.0%Unchanged
JPMorgan Chase & Co24$2150.00%−6,040−99.6%Reduced
Gradient Investments LLC34$3040.00%00.0%Unchanged
Nisa Investment Advisors, LLC35$3130.00%+21+150.0%Added
Wolff Wiese Magana LLC40$3580.00%00.0%Unchanged
New York State Common Retirement Fund62$5540.00%−5,516−98.9%Reduced
Russell Investments Group, Ltd.72$6440.00%+72New
Avion Wealth213$1.00K0.00%+213New
The PNC Financial Services Group, Inc.300$2.68K0.00%+46+18.1%Added
CarsonAllaria Wealth Management, Ltd.322$2.88K0.00%+322New
Capital Advisors, Ltd. LLC308$3.00K0.00%+230+294.9%Added
Federation des caisses Desjardins du Quebec410$3.67K0.00%00.0%Unchanged
FNY Investment Advisers, LLC525$4.00K0.01%+525New
Huntington National Bank501$4.47K0.00%+501New
Deutsche Bank AG689$6.16K0.00%−8,740−92.7%Reduced
SRS Capital Advisors, Inc.800$7.15K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.867$7.75K0.00%−5−0.6%Reduced
Wells Fargo & Company1,247$11.1K0.00%−1,548−55.4%Reduced
Federated Hermes, Inc.1,326$11.9K0.00%−413−23.7%Reduced
Royal Bank of Canada1,603$14.0K0.00%+389+32.0%Added
Clear Street Markets LLC2,000$18.0K0.01%+2,000New
Bank of America Corp2,192$19.6K0.00%−10,446−82.7%Reduced
Schonfeld Strategic Advisors LLC2,400$21.5K0.00%+2,400New
FMR LLC2,710$24.2K0.00%−2,112−43.8%Reduced
Simplex Trading, LLC3,718$33.0K0.00%+2,413+184.9%Added
Rhumbline Advisers4,644$41.5K0.00%−7,275−61.0%Reduced
UBS Group AG6,491$58.0K0.00%+4,596+242.5%Added
Raymond James Financial Services Advisors, Inc.10,079$90.1K0.00%+10,079New
CIBC Asset Management Inc10,430$93.2K0.00%00.0%Unchanged
Price T Rowe Associates Inc12,305$111.0K0.00%−5,690−31.6%Reduced
Northern Trust Corp12,508$111.8K0.00%−47,215−79.1%Reduced
Occudo Quantitative Strategies LP12,962$115.9K0.01%+12,962New
Tower Research Capital LLC (TRC)15,218$136.0K0.00%+12,296+420.8%Added
Qube Research & Technologies Ltd17,417$155.7K0.00%+17,417New
Dimensional Fund Advisors LP18,486$165.3K0.00%+18,486New
Squarepoint Ops LLC21,437$191.6K0.00%+21,437New
Redpoint Management, LLC21,694$193.9K0.03%00.0%Unchanged
HST Ventures, LLC24,410$218.2K0.11%−2,490−9.3%Reduced
HRT Financial LP29,841$266.0K0.00%+29,841New
State Street Corp37,272$333.2K0.00%−104,503−73.7%Reduced
Bullfrog Capital GP, Ltd.43,107$385.4K0.19%00.0%Unchanged
Morgan Stanley60,378$539.8K0.00%+7,882+15.0%Added
Invesco Ltd.60,921$544.6K0.00%−3,719−5.8%Reduced
Hudson Bay Capital Management LP70,614$631.3K0.01%+70,614New
Geode Capital Management, LLC77,734$694.9K0.00%−82,217−51.4%Reduced
GMT Capital Corp79,815$713.5K0.03%00.0%Unchanged
Millennium Management LLC97,311$870.0K0.00%+97,311New
BlackRock Inc.121,407$1.09M0.00%−387,625−76.1%Reduced
Susquehanna International Group, LLP128,789$1.15M0.00%+84,720+192.2%Added
Gsa Capital Partners LLP133,613$1.20M0.12%+133,613New
Alyeska Investment Group, L.P.146,937$1.31M0.01%+146,937New
Dragoneer Investment Group, LLC154,320$1.38M0.03%00.0%Unchanged
Renaissance Technologies LLC181,316$1.62M0.00%−18,372−9.2%Reduced
Galileo (PTC) Ltd252,669$2.26M0.05%00.0%Unchanged
Vanguard Group Inc372,064$3.33M0.00%−32,368−8.0%Reduced
Schusterman Interests, LLC486,111$4.35M6.70%00.0%Unchanged
Silver Lake Group, L.L.C.514,403$4.60M0.03%00.0%Unchanged
SVB Financial Group783,012$7.00M13.23%00.0%Unchanged
Ribbit Capital GP IV, Ltd.1,638,196$14.6M100.00%00.0%Unchanged
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)0$00.00%−138,977−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−76,943−100.0%Sold out
Credit Suisse AG0$00.00%−33,779−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−30,166−100.0%Sold out
Trexquant Investment LP0$00.00%−28,631−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−26,107−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−23,897−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−23,669−100.0%Sold out
G2 Capital Management, LLC0$00.00%−21,225−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−19,169−100.0%Sold out
Corton Capital Inc.0$00.00%−13,084−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−11,639−100.0%Sold out
Delphia (USA) Inc.0$00.00%−10,606−100.0%Sold out
Trinity Financial Advisors LLC0$00.00%−10,191−100.0%Sold out
State of Wyoming0$00.00%−5,255−100.0%Sold out
American International Group, Inc.0$00.00%−3,805−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−3,778−100.0%Sold out
California State Teachers Retirement System0$00.00%−2,931−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,323−100.0%Sold out
Amalgamated Bank0$00.00%−810−100.0%Sold out
Legal & General Group Plc0$00.00%−648−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−581−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
West Branch Capital LLC0$00.00%−56−100.0%Sold out
Citadel Advisors LLC0$00.00%−15−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−5−100.0%Sold out