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, Q3 2024
Institutional positions in Root, Inc. as of Sep 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
- 103
- +5 vs. Q2 2024
- Shares held
- 7.39M
- +774.3K (+11.7%) vs. Q2 2024
- Total value
- $279.4M
- −$62.1M (−18.2%) vs. Q2 2024
- New holders
- 29
- 35 more added
- Sold out
- 24
- 21 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,668,003 | $63.0M | 4.22% | 00.0% | Unchanged |
| SVB Capital Management, LLC | 783,012 | $29.6M | 26.72% | +783,012 | New |
| BlackRock, Inc. | 654,466 | $24.7M | 0.00% | +654,466 | New |
| Vanguard Group Inc | 453,515 | $17.1M | 0.00% | +4,022+0.9% | Added |
| Marshall Wace, LLP | 291,906 | $11.0M | 0.01% | +93,699+47.3% | Added |
| D. E. Shaw & Co., Inc. | 276,578 | $10.4M | 0.01% | −135,579−32.9% | Reduced |
| Galileo (PTC) Ltd | 252,669 | $9.55M | 1.13% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 245,943 | $9.29M | 0.15% | +57,786+30.7% | Added |
| Morgan Stanley | 206,812 | $7.81M | 0.00% | −140,400−40.4% | Reduced |
| Citadel Advisors LLC | 192,810 | $7.28M | 0.01% | +92,594+92.4% | Added |
| Geode Capital Management, LLC | 190,472 | $7.20M | 0.00% | −1,986−1.0% | Reduced |
| Renaissance Technologies LLC | 185,816 | $7.02M | 0.01% | −15,200−7.6% | Reduced |
| State Street Corp | 176,891 | $6.68M | 0.00% | +444+0.3% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $5.83M | 0.10% | 00.0% | Unchanged |
| GMT Capital Corp | 149,316 | $5.64M | 0.23% | +149,316 | New |
| Trexquant Investment LP | 144,298 | $5.45M | 0.07% | −1,293−0.9% | Reduced |
| JPMorgan Chase & Co | 105,477 | $3.98M | 0.00% | −8,749−7.7% | Reduced |
| Qube Research & Technologies Ltd | 105,287 | $3.98M | 0.01% | +26,689+34.0% | Added |
| Lakewood Capital Management, LP | 94,200 | $3.56M | 0.29% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 90,131 | $3.41M | 0.05% | +48,851+118.3% | Added |
| Northern Trust Corp | 70,552 | $2.67M | 0.00% | +49,413+233.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,606 | $1.84M | 0.01% | −21,748−30.9% | Reduced |
| Bank of America Corp | 48,572 | $1.84M | 0.00% | +36,210+292.9% | Added |
| Nuveen Asset Management, LLC | 44,574 | $1.68M | 0.00% | +20,897+88.3% | Added |
| Susquehanna International Group, LLP | 43,864 | $1.66M | 0.00% | +21,678+97.7% | Added |
| Jump Financial, LLC | 34,949 | $1.32M | 0.03% | +6,890+24.6% | Added |
| Goldman Sachs Group Inc | 30,932 | $1.17M | 0.00% | +5,702+22.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,963 | $1.02M | 0.00% | +2,409+9.8% | Added |
| AQR Capital Management LLC | 26,135 | $987.4K | 0.00% | +26,135 | New |
| Millennium Management LLC | 25,910 | $978.9K | 0.00% | +25,910 | New |
| Charles Schwab Investment Management Inc | 25,777 | $973.9K | 0.00% | −299−1.1% | Reduced |
| UBS Group AG | 24,504 | $925.8K | 0.00% | +16,603+210.1% | Added |
| Graham Capital Management, L.P. | 23,457 | $886.2K | 0.03% | −436−1.8% | Reduced |
| Jane Street Group, LLC | 22,692 | $857.3K | 0.00% | +11,742+107.2% | Added |
| Balyasny Asset Management LLC | 21,503 | $812.4K | 0.00% | +21,503 | New |
| Nordea Investment Management AB | 19,281 | $747.5K | 0.00% | +19,281 | New |
| Corton Capital Inc. | 18,473 | $697.9K | 0.34% | +143+0.8% | Added |
| FMR LLC | 18,040 | $681.5K | 0.00% | +16,348+966.2% | Added |
| Bank of New York Mellon Corp | 17,973 | $679.0K | 0.00% | −6,830−27.5% | Reduced |
| Rollins Financial Advisors, LLC | 17,882 | $675.6K | 0.11% | +2,683+17.7% | Added |
| XTX Topco Ltd | 17,082 | $645.4K | 0.05% | +17,082 | New |
| Parallax Volatility Advisers, L.P. | 15,594 | $589.1K | 0.02% | +9,729+165.9% | Added |
| Quantbot Technologies LP | 14,836 | $560.5K | 0.02% | +8,092+120.0% | Added |
| IMC-Chicago, LLC | 14,632 | $552.8K | 0.02% | +14,632 | New |
| RBF Capital, LLC | 14,600 | $551.6K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,268 | $539.0K | 0.06% | +14,268 | New |
| Two Sigma Investments, LP | 14,047 | $530.7K | 0.00% | −3,547−20.2% | Reduced |
| Barclays PLC | 14,033 | $530.2K | 0.00% | +10,993+361.6% | Added |
| Swiss National Bank | 13,500 | $510.0K | 0.00% | +300+2.3% | Added |
| Squarepoint Ops LLC | 12,463 | $470.9K | 0.00% | +8,186+191.4% | Added |
| Dimensional Fund Advisors LP | 11,764 | $444.4K | 0.00% | −6,225−34.6% | Reduced |
| Two Sigma Advisers, LP | 11,677 | $441.2K | 0.00% | −1,350−10.4% | Reduced |
| Rhumbline Advisers | 11,459 | $432.9K | 0.00% | −131−1.1% | Reduced |
| Point72 Asset Management, L.P. | 11,324 | $427.8K | 0.00% | +11,324 | New |
| SG Americas Securities, LLC | 10,892 | $412.0K | 0.00% | +10,892 | New |
| Trinity Financial Advisors LLC | 9,935 | $400.4K | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,788 | $369.8K | 0.00% | +1,288+15.2% | Added |
| Sherbrooke Park Advisers LLC | 9,758 | $368.7K | 0.08% | +9,758 | New |
| Ieq Capital, LLC | 9,261 | $349.9K | 0.00% | +2,415+35.3% | Added |
| Alliancebernstein L.P. | 9,250 | $349.5K | 0.00% | +2,430+35.6% | Added |
| Engineers Gate Manager LP | 8,035 | $303.6K | 0.01% | +8,035 | New |
| Winton Group Ltd | 7,805 | $294.9K | 0.02% | +7,805 | New |
| MML Investors Services, LLC | 7,617 | $288.0K | 0.00% | +7,617 | New |
| Franklin Resources Inc | 6,589 | $278.3K | 0.00% | +6,589 | New |
| Algert Global LLC | 7,083 | $267.6K | 0.01% | +1,500+26.9% | Added |
| Legal & General Group Plc | 6,859 | $259.1K | 0.00% | +858+14.3% | Added |
| California State Teachers Retirement System | 6,676 | $252.2K | 0.00% | −17−0.3% | Reduced |
| Citigroup Inc | 6,247 | $236.0K | 0.00% | +4,368+232.5% | Added |
| Versor Investments LP | 5,710 | $215.7K | 0.03% | +5,710 | New |
| Deutsche Bank AG | 5,305 | $200.4K | 0.00% | +1,181+28.6% | Added |
| MetLife Investment Management | 5,127 | $193.7K | 0.00% | +2,889+129.1% | Added |
| UBS Asset Management Americas Inc | 4,962 | $187.5K | 0.00% | −1,228−19.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,741 | $179.1K | 0.00% | +4,741 | New |
| Corebridge Financial, Inc. | 4,617 | $174.4K | 0.00% | −28−0.6% | Reduced |
| Royal Bank of Canada | 4,081 | $155.0K | 0.00% | +3,069+303.3% | Added |
| New York State Common Retirement Fund | 3,500 | $132.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,422 | $129.3K | 0.02% | +3,002+714.8% | Added |
| Activest Wealth Management | 3,000 | $113.3K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,989 | $112.9K | 0.00% | −398−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,022 | $38.6K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 867 | $32.8K | 0.00% | +867 | New |
| Ameritas Investment Partners, Inc. | 846 | $32.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $30.2K | 0.00% | −2,500−75.8% | Reduced |
| SRS Capital Advisors, Inc. | 800 | $30.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 667 | $25.2K | 0.00% | −3,463−83.8% | Reduced |
| Huntington National Bank | 501 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $18.9K | 0.00% | +500 | New |
| Capital Advisors, Ltd. LLC | 308 | $12.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 299 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 273 | $10.3K | 0.00% | +273 | New |
| Federated Hermes, Inc. | 100 | $3.78K | 0.00% | +87+669.2% | Added |
| CWM, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Russell Investments Group, Ltd. | 56 | $2.12K | 0.00% | −781−93.3% | Reduced |
| Asset Dedication, LLC | 44 | $1.66K | 0.00% | +44 | New |
| GAMMA Investing LLC | 43 | $1.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.51K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36 | $1.36K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16 | $604 | 0.00% | +16 | New |
| a16z Perennial Management, L.P. | 10 | $378 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $341 | 0.00% | +9 | New |