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, Q4 2024
Institutional positions in Root, Inc. as of Dec 31, 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
- 129
- +27 vs. Q3 2024
- Shares held
- 7.37M
- +7.27K (+0.1%) vs. Q3 2024
- Total value
- $535.4M
- +$257.0M (+92.3%) vs. Q3 2024
- New holders
- 48
- 40 more added
- Sold out
- 21
- 24 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,221,783 | $88.7M | 10.03% | −446,220−26.8% | Reduced |
| SVB Capital Management, LLC | 783,012 | $56.8M | 81.85% | 00.0% | Unchanged |
| BlackRock, Inc. | 686,616 | $49.8M | 0.00% | +32,150+4.9% | Added |
| Vanguard Group Inc | 526,928 | $38.2M | 0.00% | +73,413+16.2% | Added |
| T. Rowe Price Investment Management, Inc. | 408,599 | $29.7M | 0.02% | +408,599 | New |
| D. E. Shaw & Co., Inc. | 312,428 | $22.7M | 0.02% | +35,850+13.0% | Added |
| Renaissance Technologies LLC | 263,515 | $19.1M | 0.03% | +77,699+41.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $18.3M | 32.31% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 190,648 | $13.8M | 0.00% | +176+0.1% | Added |
| Citadel Advisors LLC | 188,541 | $13.7M | 0.01% | −4,269−2.2% | Reduced |
| State Street Corp | 186,003 | $13.5M | 0.00% | +9,112+5.2% | Added |
| Morgan Stanley | 185,474 | $13.5M | 0.00% | −21,338−10.3% | Reduced |
| Dragoneer Investment Group, LLC | 154,320 | $11.2M | 0.20% | 00.0% | Unchanged |
| GMT Capital Corp | 149,316 | $10.8M | 0.53% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 127,923 | $9.29M | 0.04% | +79,317+163.2% | Added |
| UBS Group AG | 114,345 | $8.30M | 0.00% | +89,841+366.6% | Added |
| Jane Street Group, LLC | 112,899 | $8.20M | 0.01% | +90,207+397.5% | Added |
| Lakewood Capital Management, LP | 94,200 | $6.84M | 0.64% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 94,000 | $6.82M | 0.01% | +94,000 | New |
| Trexquant Investment LP | 86,544 | $6.28M | 0.07% | −57,754−40.0% | Reduced |
| JPMorgan Chase & Co | 78,322 | $5.69M | 0.00% | −27,155−25.7% | Reduced |
| Northern Trust Corp | 75,159 | $5.46M | 0.00% | +4,607+6.5% | Added |
| Goldman Sachs Group Inc | 64,017 | $4.65M | 0.00% | +33,085+107.0% | Added |
| Marshall Wace, LLP | 60,178 | $4.37M | 0.01% | −231,728−79.4% | Reduced |
| Bank of America Corp | 58,598 | $4.25M | 0.00% | +10,026+20.6% | Added |
| BNP Paribas Arbitrage, SA | 52,817 | $3.83M | 0.00% | +52,817 | New |
| Quinn Opportunity Partners LLC | 40,665 | $2.95M | 0.21% | +40,665 | New |
| Dimensional Fund Advisors LP | 40,150 | $2.92M | 0.00% | +28,386+241.3% | Added |
| Qube Research & Technologies Ltd | 38,267 | $2.78M | 0.00% | −67,020−63.7% | Reduced |
| FMR LLC | 36,169 | $2.63M | 0.00% | +18,129+100.5% | Added |
| Landscape Capital Management, L.L.C. | 28,150 | $2.04M | 0.22% | +28,150 | New |
| Algert Global LLC | 27,920 | $2.03M | 0.05% | +20,837+294.2% | Added |
| Raymond James Financial Inc | 26,894 | $1.95M | 0.00% | +26,894 | New |
| Charles Schwab Investment Management Inc | 25,577 | $1.86M | 0.00% | −200−0.8% | Reduced |
| Bank of New York Mellon Corp | 24,438 | $1.77M | 0.00% | +6,465+36.0% | Added |
| Wolverine Trading, LLC | 23,962 | $1.76M | 0.04% | +23,962 | New |
| Nuveen Asset Management, LLC | 24,035 | $1.74M | 0.00% | −20,539−46.1% | Reduced |
| HRT Financial LP | 22,330 | $1.62M | 0.01% | +22,330 | New |
| WMS Partners, LLC | 21,257 | $1.54M | 0.09% | +21,257 | New |
| Nordea Investment Management AB | 20,697 | $1.50M | 0.00% | +1,416+7.3% | Added |
| Millennium Management LLC | 20,048 | $1.46M | 0.00% | −5,862−22.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,833 | $1.29M | 0.03% | +2,239+14.4% | Added |
| Swiss National Bank | 15,600 | $1.13M | 0.00% | +2,100+15.6% | Added |
| Barclays PLC | 15,358 | $1.11M | 0.00% | +1,325+9.4% | Added |
| Squarepoint Ops LLC | 15,193 | $1.10M | 0.00% | +2,730+21.9% | Added |
| Engineers Gate Manager LP | 14,824 | $1.08M | 0.02% | +6,789+84.5% | Added |
| Rhumbline Advisers | 14,628 | $1.06M | 0.00% | +3,169+27.7% | Added |
| RBF Capital, LLC | 14,600 | $1.06M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,675 | $993.0K | 0.00% | +6,058+79.5% | Added |
| Jump Financial, LLC | 12,220 | $887.0K | 0.02% | −22,729−65.0% | Reduced |
| IMC-Chicago, LLC | 11,128 | $807.8K | 0.02% | −3,504−23.9% | Reduced |
| Simplex Trading, LLC | 10,654 | $773.0K | 0.02% | +10,654 | New |
| Two Sigma Advisers, LP | 10,366 | $752.5K | 0.00% | −1,311−11.2% | Reduced |
| Alliancebernstein L.P. | 10,100 | $733.2K | 0.00% | +850+9.2% | Added |
| Trinity Financial Advisors LLC | 9,730 | $714.5K | 0.27% | −205−2.1% | Reduced |
| Ieq Capital, LLC | 9,261 | $672.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,535 | $619.6K | 0.00% | −5,512−39.2% | Reduced |
| UBS Asset Management Americas Inc | 8,421 | $611.3K | 0.00% | +3,459+69.7% | Added |
| Verition Fund Management LLC | 8,129 | $590.1K | 0.00% | −1,659−16.9% | Reduced |
| Legal & General Group Plc | 7,955 | $577.5K | 0.00% | +1,096+16.0% | Added |
| Deutsche Bank AG | 7,818 | $567.5K | 0.00% | +2,513+47.4% | Added |
| California State Teachers Retirement System | 7,477 | $542.8K | 0.00% | +801+12.0% | Added |
| Citigroup Inc | 7,335 | $532.4K | 0.00% | +1,088+17.4% | Added |
| Schonfeld Strategic Advisors LLC | 7,200 | $522.6K | 0.00% | +7,200 | New |
| Fuller & Thaler Asset Management, Inc. | 6,080 | $441.3K | 0.00% | +6,080 | New |
| Price T Rowe Associates Inc | 5,740 | $417.0K | 0.00% | +5,740 | New |
| Counterpoint Mutual Funds LLC | 5,485 | $398.2K | 0.05% | +5,485 | New |
| MetLife Investment Management | 5,382 | $390.7K | 0.00% | +255+5.0% | Added |
| Tower Research Capital LLC (TRC) | 5,341 | $387.7K | 0.01% | +5,068+1,856.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,941 | $372.2K | 0.00% | +4,941 | New |
| JustInvest LLC | 5,023 | $364.6K | 0.01% | +5,023 | New |
| Corsair Capital Management, L.P. | 5,000 | $362.9K | 0.08% | +5,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,912 | $356.6K | 0.00% | +171+3.6% | Added |
| Teacher Retirement System of Texas | 4,874 | $354.0K | 0.00% | +4,874 | New |
| Centiva Capital, LP | 4,876 | $353.9K | 0.01% | +4,876 | New |
| Sequoia Financial Advisors, LLC | 4,800 | $348.4K | 0.00% | +4,800 | New |
| AQR Capital Management LLC | 4,603 | $334.1K | 0.00% | −21,532−82.4% | Reduced |
| Gabelli Funds LLC | 4,600 | $333.9K | 0.00% | +4,600 | New |
| Invesco Ltd. | 4,525 | $328.5K | 0.00% | +4,525 | New |
| Corebridge Financial, Inc. | 4,293 | $311.6K | 0.00% | −324−7.0% | Reduced |
| Corton Capital Inc. | 4,277 | $310.5K | 0.18% | −14,196−76.8% | Reduced |
| Los Angeles Capital Management LLC | 4,257 | $309.0K | 0.00% | +4,257 | New |
| State of Wyoming | 4,162 | $302.1K | 0.04% | +740+21.6% | Added |
| Wells Fargo & Company | 4,090 | $296.9K | 0.00% | +1,101+36.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,935 | $286.0K | 0.05% | −10,333−72.4% | Reduced |
| Susquehanna International Group, LLP | 3,897 | $282.9K | 0.00% | −39,967−91.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,752 | $272.4K | 0.00% | +3,752 | New |
| TD Asset Management Inc | 3,600 | $261.3K | 0.00% | +3,600 | New |
| Y-Intercept (Hong Kong) Ltd | 3,517 | $255.3K | 0.02% | +3,517 | New |
| New York State Common Retirement Fund | 3,500 | $254.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,423 | $248.5K | 0.00% | +3,423 | New |
| Manufacturers Life Insurance Company, The | 3,177 | $230.6K | 0.00% | +3,177 | New |
| Rollins Financial Advisors, LLC | 3,171 | $230.2K | 0.04% | −14,711−82.3% | Reduced |
| Intech Investment Management LLC | 3,121 | $226.6K | 0.00% | +3,121 | New |
| Royal Bank of Canada | 3,022 | $220.0K | 0.00% | −1,059−25.9% | Reduced |
| Activest Wealth Management | 3,000 | $217.8K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,000 | $217.8K | 0.01% | +3,000 | New |
| Mariner, LLC | 2,988 | $216.9K | 0.00% | +2,988 | New |
| State Board of Administration of Florida Retirement System | 2,970 | $215.6K | 0.00% | +2,970 | New |
| FreeGulliver LLC | 2,800 | $203.3K | 0.11% | +2,800 | New |