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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $38 | 0.00% | +1 | New |
| Capital Performance Advisors LLP | 1 | $38 | 0.00% | +1 | New |
| Sterling Capital Management LLC | 9 | $340 | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $341 | 0.00% | +9 | New |
| a16z Perennial Management, L.P. | 10 | $378 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16 | $604 | 0.00% | +16 | New |
| The PNC Financial Services Group, Inc. | 36 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.51K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $1.63K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $1.66K | 0.00% | +44 | New |
| Russell Investments Group, Ltd. | 56 | $2.12K | 0.00% | −781−93.3% | Reduced |
| CWM, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Federated Hermes, Inc. | 100 | $3.78K | 0.00% | +87+669.2% | Added |
| Tower Research Capital LLC (TRC) | 273 | $10.3K | 0.00% | +273 | New |
| Amalgamated Bank | 299 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $18.9K | 0.00% | +500 | New |
| Huntington National Bank | 501 | $18.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 667 | $25.2K | 0.00% | −3,463−83.8% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 846 | $32.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 867 | $32.8K | 0.00% | +867 | New |
| Advisor Group Holdings, Inc. | 1,022 | $38.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,989 | $112.9K | 0.00% | −398−11.8% | Reduced |
| Activest Wealth Management | 3,000 | $113.3K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 3,422 | $129.3K | 0.02% | +3,002+714.8% | Added |
| New York State Common Retirement Fund | 3,500 | $132.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,081 | $155.0K | 0.00% | +3,069+303.3% | Added |
| Corebridge Financial, Inc. | 4,617 | $174.4K | 0.00% | −28−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,741 | $179.1K | 0.00% | +4,741 | New |
| UBS Asset Management Americas Inc | 4,962 | $187.5K | 0.00% | −1,228−19.8% | Reduced |
| MetLife Investment Management | 5,127 | $193.7K | 0.00% | +2,889+129.1% | Added |
| Deutsche Bank AG | 5,305 | $200.4K | 0.00% | +1,181+28.6% | Added |
| Versor Investments LP | 5,710 | $215.7K | 0.03% | +5,710 | New |
| Citigroup Inc | 6,247 | $236.0K | 0.00% | +4,368+232.5% | Added |
| California State Teachers Retirement System | 6,676 | $252.2K | 0.00% | −17−0.3% | Reduced |
| Legal & General Group Plc | 6,859 | $259.1K | 0.00% | +858+14.3% | Added |
| Algert Global LLC | 7,083 | $267.6K | 0.01% | +1,500+26.9% | Added |
| Franklin Resources Inc | 6,589 | $278.3K | 0.00% | +6,589 | New |
| MML Investors Services, LLC | 7,617 | $288.0K | 0.00% | +7,617 | New |
| Winton Group Ltd | 7,805 | $294.9K | 0.02% | +7,805 | New |
| Engineers Gate Manager LP | 8,035 | $303.6K | 0.01% | +8,035 | New |
| Alliancebernstein L.P. | 9,250 | $349.5K | 0.00% | +2,430+35.6% | Added |
| Ieq Capital, LLC | 9,261 | $349.9K | 0.00% | +2,415+35.3% | Added |
| Sherbrooke Park Advisers LLC | 9,758 | $368.7K | 0.08% | +9,758 | New |
| Verition Fund Management LLC | 9,788 | $369.8K | 0.00% | +1,288+15.2% | Added |
| Trinity Financial Advisors LLC | 9,935 | $400.4K | 0.18% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,892 | $412.0K | 0.00% | +10,892 | New |
| Point72 Asset Management, L.P. | 11,324 | $427.8K | 0.00% | +11,324 | New |
| Rhumbline Advisers | 11,459 | $432.9K | 0.00% | −131−1.1% | Reduced |
| Two Sigma Advisers, LP | 11,677 | $441.2K | 0.00% | −1,350−10.4% | Reduced |
| Dimensional Fund Advisors LP | 11,764 | $444.4K | 0.00% | −6,225−34.6% | Reduced |
| Squarepoint Ops LLC | 12,463 | $470.9K | 0.00% | +8,186+191.4% | Added |
| Swiss National Bank | 13,500 | $510.0K | 0.00% | +300+2.3% | Added |
| Barclays PLC | 14,033 | $530.2K | 0.00% | +10,993+361.6% | Added |
| Two Sigma Investments, LP | 14,047 | $530.7K | 0.00% | −3,547−20.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,268 | $539.0K | 0.06% | +14,268 | New |
| RBF Capital, LLC | 14,600 | $551.6K | 0.03% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 14,632 | $552.8K | 0.02% | +14,632 | New |
| Quantbot Technologies LP | 14,836 | $560.5K | 0.02% | +8,092+120.0% | Added |
| Parallax Volatility Advisers, L.P. | 15,594 | $589.1K | 0.02% | +9,729+165.9% | Added |
| XTX Topco Ltd | 17,082 | $645.4K | 0.05% | +17,082 | New |
| Rollins Financial Advisors, LLC | 17,882 | $675.6K | 0.11% | +2,683+17.7% | Added |
| Bank of New York Mellon Corp | 17,973 | $679.0K | 0.00% | −6,830−27.5% | Reduced |
| FMR LLC | 18,040 | $681.5K | 0.00% | +16,348+966.2% | Added |
| Corton Capital Inc. | 18,473 | $697.9K | 0.34% | +143+0.8% | Added |
| Nordea Investment Management AB | 19,281 | $747.5K | 0.00% | +19,281 | New |
| Balyasny Asset Management LLC | 21,503 | $812.4K | 0.00% | +21,503 | New |
| Jane Street Group, LLC | 22,692 | $857.3K | 0.00% | +11,742+107.2% | Added |
| Graham Capital Management, L.P. | 23,457 | $886.2K | 0.03% | −436−1.8% | Reduced |
| UBS Group AG | 24,504 | $925.8K | 0.00% | +16,603+210.1% | Added |
| Charles Schwab Investment Management Inc | 25,777 | $973.9K | 0.00% | −299−1.1% | Reduced |
| Millennium Management LLC | 25,910 | $978.9K | 0.00% | +25,910 | New |
| AQR Capital Management LLC | 26,135 | $987.4K | 0.00% | +26,135 | New |
| Raymond James Financial Services Advisors, Inc. | 26,963 | $1.02M | 0.00% | +2,409+9.8% | Added |
| Goldman Sachs Group Inc | 30,932 | $1.17M | 0.00% | +5,702+22.6% | Added |
| Jump Financial, LLC | 34,949 | $1.32M | 0.03% | +6,890+24.6% | Added |
| Susquehanna International Group, LLP | 43,864 | $1.66M | 0.00% | +21,678+97.7% | Added |
| Nuveen Asset Management, LLC | 44,574 | $1.68M | 0.00% | +20,897+88.3% | Added |
| Bank of America Corp | 48,572 | $1.84M | 0.00% | +36,210+292.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,606 | $1.84M | 0.01% | −21,748−30.9% | Reduced |
| Northern Trust Corp | 70,552 | $2.67M | 0.00% | +49,413+233.8% | Added |
| Cubist Systematic Strategies, LLC | 90,131 | $3.41M | 0.05% | +48,851+118.3% | Added |
| Lakewood Capital Management, LP | 94,200 | $3.56M | 0.29% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 105,287 | $3.98M | 0.01% | +26,689+34.0% | Added |
| JPMorgan Chase & Co | 105,477 | $3.98M | 0.00% | −8,749−7.7% | Reduced |
| Trexquant Investment LP | 144,298 | $5.45M | 0.07% | −1,293−0.9% | Reduced |
| GMT Capital Corp | 149,316 | $5.64M | 0.23% | +149,316 | New |
| Dragoneer Investment Group, LLC | 154,320 | $5.83M | 0.10% | 00.0% | Unchanged |
| State Street Corp | 176,891 | $6.68M | 0.00% | +444+0.3% | Added |
| Renaissance Technologies LLC | 185,816 | $7.02M | 0.01% | −15,200−7.6% | Reduced |
| Geode Capital Management, LLC | 190,472 | $7.20M | 0.00% | −1,986−1.0% | Reduced |
| Citadel Advisors LLC | 192,810 | $7.28M | 0.01% | +92,594+92.4% | Added |
| Morgan Stanley | 206,812 | $7.81M | 0.00% | −140,400−40.4% | Reduced |
| Hood River Capital Management LLC | 245,943 | $9.29M | 0.15% | +57,786+30.7% | Added |
| Galileo (PTC) Ltd | 252,669 | $9.55M | 1.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 276,578 | $10.4M | 0.01% | −135,579−32.9% | Reduced |
| Marshall Wace, LLP | 291,906 | $11.0M | 0.01% | +93,699+47.3% | Added |
| Vanguard Group Inc | 453,515 | $17.1M | 0.00% | +4,022+0.9% | Added |