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 |
|---|---|---|---|---|---|
| Belvedere Trading LLC | 2,783 | $202.0K | 0.02% | +2,783 | New |
| STRS Ohio | 2,300 | $167.0K | 0.00% | +2,300 | New |
| SBI Securities Co., Ltd. | 2,128 | $154.5K | 0.00% | +2,128 | New |
| Police & Firemen's Retirement System of New Jersey | 1,894 | $137.5K | 0.00% | +1,894 | New |
| Aquatic Capital Management LLC | 1,537 | $111.6K | 0.00% | +737+92.1% | Added |
| KLP Kapitalforvaltning AS | 1,300 | $94.4K | 0.00% | +1,300 | New |
| Ameritas Investment Partners, Inc. | 846 | $61.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 823 | $59.7K | 0.00% | −199−19.5% | Reduced |
| Acadian Asset Management LLC | 620 | $45.0K | 0.00% | +620 | New |
| Huntington National Bank | 501 | $36.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 421 | $30.6K | 0.00% | +365+651.8% | Added |
| Capital Advisors, Ltd. LLC | 308 | $22.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 299 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 244 | $17.7K | 0.02% | +244 | New |
| CWM, LLC | 188 | $14.0K | 0.00% | +104+123.8% | Added |
| MAI Capital Management | 138 | $10.0K | 0.00% | +138 | New |
| IFP Advisors, Inc | 104 | $7.70K | 0.00% | +104 | New |
| GAMMA Investing LLC | 62 | $4.50K | 0.00% | +19+44.2% | Added |
| The PNC Financial Services Group, Inc. | 59 | $4.28K | 0.00% | +23+63.9% | Added |
| Wolff Wiese Magana LLC | 40 | $2.90K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9 | $653 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $581 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 6 | $436 | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 6 | $436 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 4 | $290 | 0.00% | +4 | New |
| US Bancorp | 3 | $218 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 1 | $73 | 0.00% | +1 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −245,943−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −90,131−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −23,457−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −21,503−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,836−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,892−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,758−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,805−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −6,589−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |