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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 49 | $0 | 0.00% | −1,554−96.9% | Reduced |
| Creative Planning | 5 | $48 | 0.00% | +5 | New |
| JPMorgan Chase & Co | 24 | $228 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $323 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $333 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $381 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $685 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 213 | $1.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 157 | $1.49K | 0.00% | −6,334−97.6% | Reduced |
| The PNC Financial Services Group, Inc. | 300 | $2.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 410 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 472 | $4.49K | 0.00% | −4,172−89.8% | Reduced |
| Deutsche Bank AG | 479 | $4.55K | 0.00% | −210−30.5% | Reduced |
| Bank of America Corp | 482 | $4.58K | 0.00% | −1,710−78.0% | Reduced |
| Huntington National Bank | 501 | $4.76K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 550 | $5.23K | 0.00% | −776−58.5% | Reduced |
| SRS Capital Advisors, Inc. | 800 | $7.61K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 890 | $8.46K | 0.00% | +23+2.7% | Added |
| Wells Fargo & Company | 1,157 | $11.0K | 0.00% | −90−7.2% | Reduced |
| Citadel Advisors LLC | 1,230 | $11.7K | 0.00% | +1,230 | New |
| Qube Research & Technologies Ltd | 2,347 | $22.3K | 0.00% | −15,070−86.5% | Reduced |
| FMR LLC | 2,679 | $25.5K | 0.00% | −31−1.1% | Reduced |
| Citigroup Inc | 4,367 | $41.5K | 0.00% | +4,365+218,250.0% | Added |
| Tower Research Capital LLC (TRC) | 4,777 | $45.4K | 0.00% | −10,441−68.6% | Reduced |
| Group One Trading, L.P. | 7,141 | $67.9K | 0.00% | +7,141 | New |
| Trinity Financial Advisors LLC | 10,108 | $96.1K | 0.05% | +10,108 | New |
| CIBC Asset Management Inc | 10,430 | $99.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,474 | $109.1K | 0.00% | +11,469+229,380.0% | Added |
| Corton Capital Inc. | 12,601 | $119.8K | 0.06% | +12,601 | New |
| Marshall Wace, LLP | 13,505 | $128.4K | 0.00% | +13,505 | New |
| Goldman Sachs Group Inc | 13,746 | $130.7K | 0.00% | +13,746 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 16,623 | $158.1K | 0.00% | +16,623 | New |
| Northern Trust Corp | 17,234 | $163.9K | 0.00% | +4,726+37.8% | Added |
| Dimensional Fund Advisors LP | 18,490 | $175.8K | 0.00% | +40.0% | Added |
| Redpoint Management, LLC | 21,694 | $206.3K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 24,992 | $237.7K | 0.00% | +14,913+148.0% | Added |
| Trexquant Investment LP | 32,474 | $308.8K | 0.01% | +32,474 | New |
| State Street Corp | 40,372 | $383.9K | 0.00% | +3,100+8.3% | Added |
| HST Ventures, LLC | 42,573 | $404.9K | 0.15% | +18,163+74.4% | Added |
| Bullfrog Capital GP, Ltd. | 43,107 | $409.9K | 0.22% | 00.0% | Unchanged |
| Morgan Stanley | 49,550 | $471.2K | 0.00% | −10,828−17.9% | Reduced |
| Invesco Ltd. | 61,401 | $583.9K | 0.00% | +480+0.8% | Added |
| Millennium Management LLC | 75,002 | $713.3K | 0.00% | −22,309−22.9% | Reduced |
| GMT Capital Corp | 79,815 | $759.0K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 81,164 | $772.1K | 0.00% | +3,430+4.4% | Added |
| BlackRock Inc. | 115,220 | $1.10M | 0.00% | −6,187−5.1% | Reduced |
| Susquehanna International Group, LLP | 127,505 | $1.21M | 0.00% | −1,284−1.0% | Reduced |
| Gsa Capital Partners LLP | 132,387 | $1.26M | 0.11% | −1,226−0.9% | Reduced |
| Raymond James & Associates | 138,319 | $1.32M | 0.00% | +138,319 | New |
| Dragoneer Investment Group, LLC | 154,320 | $1.47M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 171,816 | $1.63M | 0.00% | −9,500−5.2% | Reduced |
| Galileo (PTC) Ltd | 252,669 | $2.40M | 0.07% | 00.0% | Unchanged |
| Cannell Capital LLC | 293,923 | $2.80M | 0.65% | +293,923 | New |
| Vanguard Group Inc | 389,434 | $3.70M | 0.00% | +17,370+4.7% | Added |
| Schusterman Interests, LLC | 486,111 | $4.62M | 6.78% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 514,403 | $4.89M | 0.03% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $7.45M | 14.01% | 00.0% | Unchanged |
| Ribbit Capital GP IV, Ltd. | 1,638,196 | $15.6M | 100.00% | 00.0% | Unchanged |
| 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 |