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, Q3 2023
Institutional positions in Root, Inc. as of Sep 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
- 59
- −2 vs. Q2 2023
- Shares held
- 5.90M
- +222.9K (+3.9%) vs. Q2 2023
- Total value
- $56.1M
- +$5.36M (+10.5%) vs. Q2 2023
- New holders
- 11
- 11 more added
- Sold out
- 13
- 16 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $15.6M | 100.00% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $7.45M | 14.01% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 514,403 | $4.89M | 0.03% | 00.0% | Unchanged |
| Schusterman Interests, LLC | 486,111 | $4.62M | 6.78% | 00.0% | Unchanged |
| Vanguard Group Inc | 389,434 | $3.70M | 0.00% | +17,370+4.7% | Added |
| Cannell Capital LLC | 293,923 | $2.80M | 0.65% | +293,923 | New |
| Galileo (PTC) Ltd | 252,669 | $2.40M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 171,816 | $1.63M | 0.00% | −9,500−5.2% | Reduced |
| Dragoneer Investment Group, LLC | 154,320 | $1.47M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 138,319 | $1.32M | 0.00% | +138,319 | New |
| Gsa Capital Partners LLP | 132,387 | $1.26M | 0.11% | −1,226−0.9% | Reduced |
| Susquehanna International Group, LLP | 127,505 | $1.21M | 0.00% | −1,284−1.0% | Reduced |
| BlackRock Inc. | 115,220 | $1.10M | 0.00% | −6,187−5.1% | Reduced |
| Geode Capital Management, LLC | 81,164 | $772.1K | 0.00% | +3,430+4.4% | Added |
| GMT Capital Corp | 79,815 | $759.0K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 75,002 | $713.3K | 0.00% | −22,309−22.9% | Reduced |
| Invesco Ltd. | 61,401 | $583.9K | 0.00% | +480+0.8% | Added |
| Morgan Stanley | 49,550 | $471.2K | 0.00% | −10,828−17.9% | Reduced |
| Bullfrog Capital GP, Ltd. | 43,107 | $409.9K | 0.22% | 00.0% | Unchanged |
| HST Ventures, LLC | 42,573 | $404.9K | 0.15% | +18,163+74.4% | Added |
| State Street Corp | 40,372 | $383.9K | 0.00% | +3,100+8.3% | Added |
| Trexquant Investment LP | 32,474 | $308.8K | 0.01% | +32,474 | New |
| Raymond James Financial Services Advisors, Inc. | 24,992 | $237.7K | 0.00% | +14,913+148.0% | Added |
| Redpoint Management, LLC | 21,694 | $206.3K | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 18,490 | $175.8K | 0.00% | +40.0% | Added |
| Northern Trust Corp | 17,234 | $163.9K | 0.00% | +4,726+37.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,623 | $158.1K | 0.00% | +16,623 | New |
| Goldman Sachs Group Inc | 13,746 | $130.7K | 0.00% | +13,746 | New |
| Marshall Wace, LLP | 13,505 | $128.4K | 0.00% | +13,505 | New |
| Corton Capital Inc. | 12,601 | $119.8K | 0.06% | +12,601 | New |
| Barclays PLC | 11,474 | $109.1K | 0.00% | +11,469+229,380.0% | Added |
| CIBC Asset Management Inc | 10,430 | $99.2K | 0.00% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 10,108 | $96.1K | 0.05% | +10,108 | New |
| Group One Trading, L.P. | 7,141 | $67.9K | 0.00% | +7,141 | New |
| Tower Research Capital LLC (TRC) | 4,777 | $45.4K | 0.00% | −10,441−68.6% | Reduced |
| Citigroup Inc | 4,367 | $41.5K | 0.00% | +4,365+218,250.0% | Added |
| FMR LLC | 2,679 | $25.5K | 0.00% | −31−1.1% | Reduced |
| Qube Research & Technologies Ltd | 2,347 | $22.3K | 0.00% | −15,070−86.5% | Reduced |
| Citadel Advisors LLC | 1,230 | $11.7K | 0.00% | +1,230 | New |
| Wells Fargo & Company | 1,157 | $11.0K | 0.00% | −90−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 890 | $8.46K | 0.00% | +23+2.7% | Added |
| SRS Capital Advisors, Inc. | 800 | $7.61K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 550 | $5.23K | 0.00% | −776−58.5% | Reduced |
| Huntington National Bank | 501 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 482 | $4.58K | 0.00% | −1,710−78.0% | Reduced |
| Deutsche Bank AG | 479 | $4.55K | 0.00% | −210−30.5% | Reduced |
| Rhumbline Advisers | 472 | $4.49K | 0.00% | −4,172−89.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 410 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $2.85K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 157 | $1.49K | 0.00% | −6,334−97.6% | Reduced |
| Avion Wealth | 213 | $1.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $685 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $381 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $333 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $323 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24 | $228 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5 | $48 | 0.00% | +5 | New |
| Royal Bank of Canada | 49 | $0 | 0.00% | −1,554−96.9% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −146,937−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −70,614−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,841−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,437−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,962−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −12,305−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |