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