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, Q1 2024
Institutional positions in Root, Inc. as of Mar 31, 2024. 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
- 87
- +22 vs. Q4 2023
- Shares held
- 6.12M
- +93.5K (+1.6%) vs. Q4 2023
- Total value
- $372.5M
- +$309.4M (+490.1%) vs. Q4 2023
- New holders
- 32
- 18 more added
- Sold out
- 10
- 21 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,681,303 | $102.7M | 7.44% | 00.0% | Unchanged |
| SVB Financial Group | 783,012 | $47.8M | 26.37% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 392,181 | $24.0M | 0.03% | +364,977+1,341.6% | Added |
| Vanguard Group Inc | 385,824 | $23.6M | 0.00% | −6,729−1.7% | Reduced |
| Marshall Wace, LLP | 330,255 | $20.2M | 0.03% | +330,255 | New |
| Galileo (PTC) Ltd | 252,669 | $15.4M | 0.91% | 00.0% | Unchanged |
| Schusterman Interests, LLC | 243,231 | $14.9M | 11.55% | −242,880−50.0% | Reduced |
| Renaissance Technologies LLC | 237,215 | $14.5M | 0.02% | +26,231+12.4% | Added |
| BlackRock Inc. | 194,813 | $11.9M | 0.00% | +55,039+39.4% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $9.43M | 0.22% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 105,816 | $6.46M | 0.01% | +86,790+456.2% | Added |
| Citadel Advisors LLC | 97,236 | $5.94M | 0.01% | +65,060+202.2% | Added |
| Geode Capital Management, LLC | 84,191 | $5.14M | 0.00% | −2,087−2.4% | Reduced |
| Gsa Capital Partners LLP | 77,938 | $4.76M | 0.38% | −27,045−25.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 72,428 | $4.42M | 0.02% | +50,864+235.9% | Added |
| Trexquant Investment LP | 71,863 | $4.39M | 0.09% | +25,293+54.3% | Added |
| Millennium Management LLC | 67,007 | $4.09M | 0.00% | +41,556+163.3% | Added |
| Susquehanna International Group, LLP | 65,100 | $3.98M | 0.01% | −94,540−59.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 57,106 | $3.49M | 0.00% | +57,106 | New |
| Morgan Stanley | 54,525 | $3.33M | 0.00% | +522+1.0% | Added |
| Goldman Sachs Group Inc | 46,291 | $2.83M | 0.00% | +29,840+181.4% | Added |
| Landscape Capital Management, L.L.C. | 44,735 | $2.73M | 0.24% | +44,735 | New |
| State Street Corp | 36,443 | $2.23M | 0.00% | −697−1.9% | Reduced |
| Jane Street Group, LLC | 34,568 | $2.11M | 0.00% | +2,596+8.1% | Added |
| Toroso Investments, LLC | 32,700 | $2.00M | 0.03% | +32,700 | New |
| Two Sigma Investments, LP | 30,094 | $1.84M | 0.00% | −32,193−51.7% | Reduced |
| JPMorgan Chase & Co | 27,727 | $1.69M | 0.00% | +12,330+80.1% | Added |
| EAM Investors, LLC | 26,466 | $1.62M | 0.25% | +26,466 | New |
| Raymond James Financial Services Advisors, Inc. | 25,395 | $1.55M | 0.00% | −8,987−26.1% | Reduced |
| Squarepoint Ops LLC | 24,877 | $1.52M | 0.01% | +2,422+10.8% | Added |
| Cubist Systematic Strategies, LLC | 22,924 | $1.40M | 0.02% | +22,924 | New |
| HRT Financial LP | 21,799 | $1.33M | 0.01% | +21,799 | New |
| Redpoint Management, LLC | 21,694 | $1.33M | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 21,501 | $1.31M | 0.00% | +13,994+186.4% | Added |
| Dimensional Fund Advisors LP | 17,989 | $1.10M | 0.00% | −2,279−11.2% | Reduced |
| Wolverine Trading, LLC | 17,254 | $1.05M | 0.01% | +17,254 | New |
| Citigroup Inc | 16,689 | $1.02M | 0.00% | −24,486−59.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15,491 | $946.2K | 0.25% | +15,491 | New |
| Northern Trust Corp | 15,376 | $939.2K | 0.00% | −13,250−46.3% | Reduced |
| Rollins Financial Advisors, LLC | 15,199 | $928.4K | 0.17% | +15,199 | New |
| Man Group plc | 14,760 | $901.5K | 0.00% | +14,760 | New |
| RBF Capital, LLC | 14,600 | $891.8K | 0.05% | +14,600 | New |
| Advisor Group Holdings, Inc. | 12,357 | $754.6K | 0.00% | +11,467+1,288.4% | Added |
| Trinity Financial Advisors LLC | 10,108 | $617.4K | 0.28% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 8,820 | $538.7K | 0.30% | +8,820 | New |
| Two Sigma Advisers, LP | 8,577 | $523.9K | 0.00% | +8,577 | New |
| Ieq Capital, LLC | 7,809 | $477.0K | 0.01% | +7,809 | New |
| Brevan Howard Capital Management LP | 7,672 | $468.6K | 0.04% | +7,672 | New |
| Price T Rowe Associates Inc | 7,105 | $434.0K | 0.00% | +7,105 | New |
| Quantbot Technologies LP | 7,057 | $431.0K | 0.02% | +7,057 | New |
| GTS Securities LLC | 6,584 | $402.2K | 0.01% | +6,584 | New |
| UBS Group AG | 6,264 | $382.6K | 0.00% | +4,003+177.0% | Added |
| Charles Schwab Investment Management Inc | 5,666 | $346.1K | 0.00% | +5,666 | New |
| Occudo Quantitative Strategies LP | 5,028 | $307.1K | 0.05% | −8,108−61.7% | Reduced |
| Corton Capital Inc. | 4,869 | $297.4K | 0.11% | −7,921−61.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,800 | $293.2K | 0.00% | +4,800 | New |
| Jump Financial, LLC | 4,299 | $262.6K | 0.01% | −18,004−80.7% | Reduced |
| Belvedere Trading LLC | 4,205 | $256.8K | 0.02% | +4,205 | New |
| Raymond James & Associates | 3,937 | $240.5K | 0.00% | −48,779−92.5% | Reduced |
| Blueshift Asset Management, LLC | 3,770 | $230.3K | 0.12% | +3,770 | New |
| Jefferies Financial Group Inc. | 3,700 | $226.0K | 0.00% | +3,700 | New |
| Mariner, LLC | 3,416 | $208.6K | 0.00% | +3,416 | New |
| American Century Companies Inc | 3,406 | $208.0K | 0.00% | +3,406 | New |
| JustInvest LLC | 3,354 | $204.9K | 0.00% | +3,354 | New |
| Group One Trading, L.P. | 3,155 | $192.7K | 0.01% | −480−13.2% | Reduced |
| FMR LLC | 2,495 | $152.4K | 0.00% | −184−6.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,169 | $78.8K | 0.00% | +19,169 | New |
| Wells Fargo & Company | 1,268 | $77.5K | 0.00% | +118+10.3% | Added |
| Tower Research Capital LLC (TRC) | 1,267 | $77.4K | 0.00% | −704−35.7% | Reduced |
| SRS Capital Advisors, Inc. | 870 | $53.1K | 0.01% | +70+8.8% | Added |
| Huntington National Bank | 501 | $30.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 479 | $29.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 472 | $28.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 236 | $14.0K | 0.00% | −480−67.0% | Reduced |
| Macroview Investment Management LLC | 139 | $8.49K | 0.01% | +139 | New |
| Federation des caisses Desjardins du Quebec | 83 | $5.07K | 0.00% | −327−79.8% | Reduced |
| Russell Investments Group, Ltd. | 72 | $4.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $2.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $2.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 34 | $2.08K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 27 | $1.65K | 0.00% | +27 | New |
| Nisa Investment Advisors, LLC | 21 | $1.28K | 0.00% | −14−40.0% | Reduced |
| Harbour Investments, Inc. | 12 | $733 | 0.00% | +12 | New |
| a16z Perennial Management, L.P. | 10 | $611 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 376 | $23 | 0.00% | +376 | New |
| Cannell Capital LLC | 0 | $0 | 0.00% | −717,043−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −62,081−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −51,890−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −22,424−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,540−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −2,645−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |