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, Q2 2024
Institutional positions in Root, Inc. as of Jun 30, 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
- 99
- +12 vs. Q1 2024
- Shares held
- 7.27M
- +1.16M (+18.9%) vs. Q1 2024
- Total value
- $375.2M
- +$2.67M (+0.7%) vs. Q1 2024
- New holders
- 32
- 27 more added
- Sold out
- 20
- 26 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,668,003 | $86.1M | 5.99% | −13,300−0.8% | Reduced |
| SVB Financial Group | 783,012 | $40.4M | 28.37% | 00.0% | Unchanged |
| BlackRock Inc. | 652,333 | $33.7M | 0.00% | +457,520+234.9% | Added |
| Vanguard Group Inc | 449,493 | $23.2M | 0.00% | +63,669+16.5% | Added |
| D. E. Shaw & Co., Inc. | 412,157 | $21.3M | 0.03% | +19,976+5.1% | Added |
| Morgan Stanley | 347,212 | $17.9M | 0.00% | +292,687+536.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $13.0M | 0.98% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 201,016 | $10.4M | 0.02% | −36,199−15.3% | Reduced |
| Marshall Wace, LLP | 198,207 | $10.2M | 0.01% | −132,048−40.0% | Reduced |
| Geode Capital Management, LLC | 192,458 | $9.93M | 0.00% | +108,267+128.6% | Added |
| Hood River Capital Management LLC | 188,157 | $9.55M | 0.20% | +188,157 | New |
| Driehaus Capital Management LLC | 177,378 | $9.15M | 0.09% | +177,378 | New |
| State Street Corp | 176,447 | $9.11M | 0.00% | +140,004+384.2% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $7.96M | 0.15% | 00.0% | Unchanged |
| Trexquant Investment LP | 145,591 | $7.51M | 0.11% | +73,728+102.6% | Added |
| JPMorgan Chase & Co | 114,226 | $5.90M | 0.00% | +86,499+312.0% | Added |
| Citadel Advisors LLC | 100,216 | $5.17M | 0.01% | +2,980+3.1% | Added |
| Lakewood Capital Management, LP | 94,200 | $4.86M | 0.42% | +94,200 | New |
| Landscape Capital Management, L.L.C. | 84,734 | $4.37M | 0.37% | +39,999+89.4% | Added |
| Qube Research & Technologies Ltd | 78,598 | $4.06M | 0.01% | −27,218−25.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 70,354 | $3.63M | 0.02% | −2,074−2.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 56,995 | $2.94M | 0.00% | −111−0.2% | Reduced |
| Gsa Capital Partners LLP | 41,625 | $2.15M | 0.15% | −36,313−46.6% | Reduced |
| Cubist Systematic Strategies, LLC | 41,280 | $2.13M | 0.04% | +18,356+80.1% | Added |
| Jump Financial, LLC | 28,059 | $1.45M | 0.03% | +23,760+552.7% | Added |
| Charles Schwab Investment Management Inc | 26,076 | $1.35M | 0.00% | +20,410+360.2% | Added |
| Goldman Sachs Group Inc | 25,230 | $1.30M | 0.00% | −21,061−45.5% | Reduced |
| Bank of New York Mellon Corp | 24,803 | $1.28M | 0.00% | +24,803 | New |
| Raymond James Financial Services Advisors, Inc. | 24,554 | $1.27M | 0.00% | −841−3.3% | Reduced |
| Graham Capital Management, L.P. | 23,893 | $1.23M | 0.04% | +23,893 | New |
| Nuveen Asset Management, LLC | 23,677 | $1.22M | 0.00% | +23,677 | New |
| Susquehanna International Group, LLP | 22,186 | $1.15M | 0.00% | −42,914−65.9% | Reduced |
| Northern Trust Corp | 21,139 | $1.09M | 0.00% | +5,763+37.5% | Added |
| Toroso Investments, LLC | 19,197 | $990.8K | 0.01% | −13,503−41.3% | Reduced |
| Corton Capital Inc. | 18,330 | $946.0K | 0.50% | +13,461+276.5% | Added |
| Dimensional Fund Advisors LP | 17,989 | $928.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,594 | $908.0K | 0.00% | −12,500−41.5% | Reduced |
| Rollins Financial Advisors, LLC | 15,199 | $784.4K | 0.13% | 00.0% | Unchanged |
| RBF Capital, LLC | 14,600 | $753.5K | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 13,200 | $681.3K | 0.00% | +13,200 | New |
| Two Sigma Advisers, LP | 13,027 | $672.3K | 0.00% | +4,450+51.9% | Added |
| Bank of America Corp | 12,362 | $638.0K | 0.00% | −9,139−42.5% | Reduced |
| Rhumbline Advisers | 11,590 | $598.2K | 0.00% | +11,118+2,355.5% | Added |
| First Trust Advisors LP | 11,388 | $587.7K | 0.00% | +11,388 | New |
| Jane Street Group, LLC | 10,950 | $565.1K | 0.00% | −23,618−68.3% | Reduced |
| Venator Management LLC | 10,000 | $516.1K | 0.16% | +10,000 | New |
| Trinity Financial Advisors LLC | 9,935 | $512.7K | 0.23% | −173−1.7% | Reduced |
| Man Group plc | 9,765 | $504.0K | 0.00% | −4,995−33.8% | Reduced |
| Alpha DNA Investment Management LLC | 9,306 | $480.3K | 0.27% | +486+5.5% | Added |
| Verition Fund Management LLC | 8,500 | $438.7K | 0.00% | +8,500 | New |
| UBS Group AG | 7,901 | $407.8K | 0.00% | +1,637+26.1% | Added |
| Schusterman Interests, LLC | 7,844 | $404.8K | 0.53% | −235,387−96.8% | Reduced |
| Ieq Capital, LLC | 6,846 | $353.3K | 0.00% | −963−12.3% | Reduced |
| Alliancebernstein L.P. | 6,820 | $352.0K | 0.00% | +6,820 | New |
| Quantbot Technologies LP | 6,744 | $348.1K | 0.02% | −313−4.4% | Reduced |
| California State Teachers Retirement System | 6,693 | $345.4K | 0.00% | +6,693 | New |
| UBS Asset Management Americas Inc | 6,190 | $319.5K | 0.00% | +6,190 | New |
| Legal & General Group Plc | 6,001 | $309.7K | 0.00% | +6,001 | New |
| JustInvest LLC | 5,930 | $306.0K | 0.01% | +2,576+76.8% | Added |
| Parallax Volatility Advisers, L.P. | 5,865 | $302.7K | 0.01% | +5,865 | New |
| Omers Administration Corp | 5,600 | $289.0K | 0.00% | +5,600 | New |
| Algert Global LLC | 5,583 | $288.1K | 0.01% | +5,583 | New |
| Price T Rowe Associates Inc | 5,160 | $267.0K | 0.00% | −1,945−27.4% | Reduced |
| Sequoia Financial Advisors, LLC | 4,800 | $247.7K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 4,750 | $245.1K | 0.01% | +545+13.0% | Added |
| Corebridge Financial, Inc. | 4,645 | $239.8K | 0.00% | +4,645 | New |
| Invesco Ltd. | 4,369 | $225.5K | 0.00% | +4,369 | New |
| Squarepoint Ops LLC | 4,277 | $220.7K | 0.00% | −20,600−82.8% | Reduced |
| Group One Trading, L.P. | 4,130 | $213.1K | 0.01% | +975+30.9% | Added |
| Deutsche Bank AG | 4,124 | $212.8K | 0.00% | +3,645+761.0% | Added |
| New York State Common Retirement Fund | 3,500 | $180.6K | 0.00% | +3,500 | New |
| Walleye Capital LLC | 3,404 | $175.7K | 0.00% | +3,404 | New |
| Wells Fargo & Company | 3,387 | $174.8K | 0.00% | +2,119+167.1% | Added |
| Aquatic Capital Management LLC | 3,300 | $170.3K | 0.01% | +3,300 | New |
| Barclays PLC | 3,040 | $156.9K | 0.00% | +3,040 | New |
| Activest Wealth Management | 3,000 | $154.8K | 0.05% | +3,000 | New |
| MetLife Investment Management | 2,238 | $115.5K | 0.00% | +2,238 | New |
| Citigroup Inc | 1,879 | $97.0K | 0.00% | −14,810−88.7% | Reduced |
| FMR LLC | 1,692 | $87.3K | 0.00% | −803−32.2% | Reduced |
| Castleview Partners, LLC | 1,562 | $80.6K | 0.05% | +1,562 | New |
| EntryPoint Capital, LLC | 1,539 | $79.4K | 0.04% | +1,539 | New |
| Advisor Group Holdings, Inc. | 1,022 | $52.7K | 0.00% | −11,335−91.7% | Reduced |
| Royal Bank of Canada | 1,012 | $52.0K | 0.00% | +776+328.8% | Added |
| Ameritas Investment Partners, Inc. | 846 | $43.7K | 0.00% | +846 | New |
| Russell Investments Group, Ltd. | 837 | $43.2K | 0.00% | +765+1,062.5% | Added |
| SRS Capital Advisors, Inc. | 800 | $41.3K | 0.00% | −70−8.0% | Reduced |
| Huntington National Bank | 501 | $25.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 420 | $21.7K | 0.00% | +420 | New |
| Capital Advisors, Ltd. LLC | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 299 | $15.0K | 0.00% | +299 | New |
| Macroview Investment Management LLC | 174 | $8.98K | 0.01% | +35+25.2% | Added |
| GAMMA Investing LLC | 43 | $2.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36 | $1.86K | 0.00% | −264−88.0% | Reduced |
| Gradient Investments LLC | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13 | $671 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 12 | $619 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 11 | $568 | 0.00% | +11 | New |
| a16z Perennial Management, L.P. | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,007−100.0% | Sold out |