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