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, Q4 2023
Institutional positions in Root, Inc. as of Dec 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
- 65
- +8 vs. Q3 2023
- Shares held
- 6.02M
- +1.80M (+42.7%) vs. Q3 2023
- Total value
- $63.1M
- +$23.0M (+57.2%) vs. Q3 2023
- New holders
- 12
- 23 more added
- Sold out
- 4
- 10 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,681,303 | $17.6M | 1.49% | +1,681,303 | New |
| SVB Financial Group | 783,012 | $8.21M | 7.27% | 00.0% | Unchanged |
| Cannell Capital LLC | 717,043 | $7.51M | 1.68% | +423,120+144.0% | Added |
| Schusterman Interests, LLC | 486,111 | $5.09M | 7.47% | 00.0% | Unchanged |
| Vanguard Group Inc | 392,553 | $4.11M | 0.00% | +3,119+0.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $2.65M | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 210,984 | $2.21M | 0.00% | +39,168+22.8% | Added |
| Susquehanna International Group, LLP | 159,640 | $1.67M | 0.00% | +32,135+25.2% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $1.62M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 139,774 | $1.46M | 0.00% | +24,554+21.3% | Added |
| Gsa Capital Partners LLP | 104,983 | $1.10M | 0.09% | −27,404−20.7% | Reduced |
| Geode Capital Management, LLC | 86,278 | $904.4K | 0.00% | +5,114+6.3% | Added |
| Two Sigma Investments, LP | 62,287 | $652.8K | 0.00% | +62,287 | New |
| Invesco Ltd. | 62,081 | $650.6K | 0.00% | +680+1.1% | Added |
| Morgan Stanley | 54,003 | $566.0K | 0.00% | +4,453+9.0% | Added |
| Raymond James & Associates | 52,716 | $552.5K | 0.00% | −85,603−61.9% | Reduced |
| HST Ventures, LLC | 51,890 | $543.8K | 0.19% | +9,317+21.9% | Added |
| Trexquant Investment LP | 46,570 | $488.1K | 0.01% | +14,096+43.4% | Added |
| Citigroup Inc | 41,175 | $431.5K | 0.00% | +36,808+842.9% | Added |
| State Street Corp | 37,140 | $389.2K | 0.00% | −3,232−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,382 | $360.3K | 0.00% | +9,390+37.6% | Added |
| Citadel Advisors LLC | 32,176 | $337.2K | 0.00% | +30,946+2,515.9% | Added |
| Jane Street Group, LLC | 31,972 | $335.1K | 0.00% | +31,972 | New |
| Northern Trust Corp | 28,626 | $300.0K | 0.00% | +11,392+66.1% | Added |
| D. E. Shaw & Co., Inc. | 27,204 | $285.1K | 0.00% | +27,204 | New |
| Millennium Management LLC | 25,451 | $266.7K | 0.00% | −49,551−66.1% | Reduced |
| Squarepoint Ops LLC | 22,455 | $235.3K | 0.00% | +22,455 | New |
| 683 Capital Management, LLC | 22,424 | $235.0K | 0.02% | +22,424 | New |
| Jump Financial, LLC | 22,303 | $233.7K | 0.01% | +22,303 | New |
| Redpoint Management, LLC | 21,694 | $227.4K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 21,564 | $226.0K | 0.00% | +4,941+29.7% | Added |
| Dimensional Fund Advisors LP | 20,268 | $212.4K | 0.00% | +1,778+9.6% | Added |
| Qube Research & Technologies Ltd | 19,026 | $199.4K | 0.00% | +16,679+710.7% | Added |
| Goldman Sachs Group Inc | 16,451 | $172.4K | 0.00% | +2,705+19.7% | Added |
| JPMorgan Chase & Co | 15,397 | $161.4K | 0.00% | +15,373+64,054.2% | Added |
| Occudo Quantitative Strategies LP | 13,136 | $137.7K | 0.02% | +13,136 | New |
| Corton Capital Inc. | 12,790 | $134.0K | 0.04% | +189+1.5% | Added |
| Virtu Financial LLC | 11,540 | $121.0K | 0.01% | +11,540 | New |
| CIBC Asset Management Inc | 10,430 | $109.3K | 0.00% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 10,108 | $105.9K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 7,507 | $78.7K | 0.00% | +7,025+1,457.5% | Added |
| Group One Trading, L.P. | 3,635 | $38.1K | 0.00% | −3,506−49.1% | Reduced |
| FMR LLC | 2,679 | $28.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,645 | $27.7K | 0.00% | −8,829−76.9% | Reduced |
| UBS Group AG | 2,261 | $23.7K | 0.00% | +2,104+1,340.1% | Added |
| Tower Research Capital LLC (TRC) | 1,971 | $20.7K | 0.00% | −2,806−58.7% | Reduced |
| Wells Fargo & Company | 1,150 | $12.1K | 0.00% | −7−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 890 | $9.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $8.38K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 716 | $8.00K | 0.00% | +667+1,361.2% | Added |
| Huntington National Bank | 501 | $5.24K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 479 | $5.02K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 472 | $4.95K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 410 | $4.30K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $3.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 279 | $2.92K | 0.00% | −271−49.3% | Reduced |
| Avion Wealth | 100 | $1.00K | 0.00% | −113−53.1% | Reduced |
| Russell Investments Group, Ltd. | 72 | $755 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $420 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $367 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $356 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $348 | 0.00% | +43 | New |
| a16z Perennial Management, L.P. | 10 | $105 | 0.00% | +10 | New |
| Simplex Trading, LLC | 36 | $0 | 0.00% | +36 | New |
| Silver Lake Group, L.L.C. | 0 | $0 | 0.00% | −514,403−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −79,815−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,505−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ribbit Capital GP IV, Ltd. | – | – | – | – | Not filed |
| Bullfrog Capital GP, Ltd. | – | – | – | – | Not filed |