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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 654,466 | $24.7M | 0.00% | +654,466 | New |
| SVB Capital Management, LLC | 783,012 | $29.6M | 26.72% | +783,012 | New |
| Ribbit Management Company, LLC | 1,668,003 | $63.0M | 4.22% | 00.0% | Unchanged |
| SVB Financial Group | 0 | $0 | 0.00% | −783,012−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −177,378−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −84,734−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −56,995−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −41,625−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,765−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9,306−100.0% | Sold out |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −5,930−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |