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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 36 | $0 | 0.00% | +36 | New |
| a16z Perennial Management, L.P. | 10 | $105 | 0.00% | +10 | New |
| GAMMA Investing LLC | 43 | $348 | 0.00% | +43 | New |
| Gradient Investments LLC | 34 | $356 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $367 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $420 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 72 | $755 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $1.00K | 0.00% | −113−53.1% | Reduced |
| Federated Hermes, Inc. | 279 | $2.92K | 0.00% | −271−49.3% | Reduced |
| Capital Advisors, Ltd. LLC | 308 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $3.14K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 410 | $4.30K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 472 | $4.95K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 479 | $5.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $5.24K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 716 | $8.00K | 0.00% | +667+1,361.2% | Added |
| SRS Capital Advisors, Inc. | 800 | $8.38K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 890 | $9.33K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,150 | $12.1K | 0.00% | −7−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,971 | $20.7K | 0.00% | −2,806−58.7% | Reduced |
| UBS Group AG | 2,261 | $23.7K | 0.00% | +2,104+1,340.1% | Added |
| Barclays PLC | 2,645 | $27.7K | 0.00% | −8,829−76.9% | Reduced |
| FMR LLC | 2,679 | $28.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,635 | $38.1K | 0.00% | −3,506−49.1% | Reduced |
| Bank of America Corp | 7,507 | $78.7K | 0.00% | +7,025+1,457.5% | Added |
| Trinity Financial Advisors LLC | 10,108 | $105.9K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,430 | $109.3K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,540 | $121.0K | 0.01% | +11,540 | New |
| Corton Capital Inc. | 12,790 | $134.0K | 0.04% | +189+1.5% | Added |
| Occudo Quantitative Strategies LP | 13,136 | $137.7K | 0.02% | +13,136 | New |
| JPMorgan Chase & Co | 15,397 | $161.4K | 0.00% | +15,373+64,054.2% | Added |
| Goldman Sachs Group Inc | 16,451 | $172.4K | 0.00% | +2,705+19.7% | Added |
| Qube Research & Technologies Ltd | 19,026 | $199.4K | 0.00% | +16,679+710.7% | Added |
| Dimensional Fund Advisors LP | 20,268 | $212.4K | 0.00% | +1,778+9.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 21,564 | $226.0K | 0.00% | +4,941+29.7% | Added |
| Redpoint Management, LLC | 21,694 | $227.4K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,303 | $233.7K | 0.01% | +22,303 | New |
| 683 Capital Management, LLC | 22,424 | $235.0K | 0.02% | +22,424 | New |
| Squarepoint Ops LLC | 22,455 | $235.3K | 0.00% | +22,455 | New |
| Millennium Management LLC | 25,451 | $266.7K | 0.00% | −49,551−66.1% | Reduced |
| D. E. Shaw & Co., Inc. | 27,204 | $285.1K | 0.00% | +27,204 | New |
| Northern Trust Corp | 28,626 | $300.0K | 0.00% | +11,392+66.1% | Added |
| Jane Street Group, LLC | 31,972 | $335.1K | 0.00% | +31,972 | New |
| Citadel Advisors LLC | 32,176 | $337.2K | 0.00% | +30,946+2,515.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,382 | $360.3K | 0.00% | +9,390+37.6% | Added |
| State Street Corp | 37,140 | $389.2K | 0.00% | −3,232−8.0% | Reduced |
| Citigroup Inc | 41,175 | $431.5K | 0.00% | +36,808+842.9% | Added |
| Trexquant Investment LP | 46,570 | $488.1K | 0.01% | +14,096+43.4% | Added |
| HST Ventures, LLC | 51,890 | $543.8K | 0.19% | +9,317+21.9% | Added |
| Raymond James & Associates | 52,716 | $552.5K | 0.00% | −85,603−61.9% | Reduced |
| Morgan Stanley | 54,003 | $566.0K | 0.00% | +4,453+9.0% | Added |
| Invesco Ltd. | 62,081 | $650.6K | 0.00% | +680+1.1% | Added |
| Two Sigma Investments, LP | 62,287 | $652.8K | 0.00% | +62,287 | New |
| Geode Capital Management, LLC | 86,278 | $904.4K | 0.00% | +5,114+6.3% | Added |
| Gsa Capital Partners LLP | 104,983 | $1.10M | 0.09% | −27,404−20.7% | Reduced |
| BlackRock Inc. | 139,774 | $1.46M | 0.00% | +24,554+21.3% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $1.62M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 159,640 | $1.67M | 0.00% | +32,135+25.2% | Added |
| Renaissance Technologies LLC | 210,984 | $2.21M | 0.00% | +39,168+22.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $2.65M | 0.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 392,553 | $4.11M | 0.00% | +3,119+0.8% | Added |
| Schusterman Interests, LLC | 486,111 | $5.09M | 7.47% | 00.0% | Unchanged |
| Cannell Capital LLC | 717,043 | $7.51M | 1.68% | +423,120+144.0% | Added |
| SVB Financial Group | 783,012 | $8.21M | 7.27% | 00.0% | Unchanged |
| Ribbit Management Company, LLC | 1,681,303 | $17.6M | 1.49% | +1,681,303 | 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 |