Root, Inc.

ROOT

Exchange: Nasdaq
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0001788882

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Root, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of ROOT: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	129	2	178	+51
Shares	7.37M	24.0K	7.90M	+548.4K (+7.5%)
Value	$535.4M	$1.74M	$1.05B	+$520.4M (+97.5%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Root, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to ROOT in Q1 2025
Institution	Shares	Value	% of portfolio
Capital Research Global Investors	368,914	$49.2M	0.01%
American Century Companies Inc	230,709	$30.8M	0.02%
Driehaus Capital Management LLC	153,048	$20.4M	0.20%
Franklin Resources Inc	132,203	$17.6M	0.01%
Tudor Investment Corp Et Al	74,354	$9.92M	0.09%
Tairen Capital Ltd	57,000	$7.61M	0.50%
Monolith Management Ltd	46,315	$6.18M	4.15%
Discovery Capital Management, LLC	33,700	$4.50M	0.54%
Nuveen, LLC	28,662	$3.82M	0.00%
EAM Global Investors LLC	28,470	$3.80M	1.03%
Knollwood Investment Advisory, LLC	28,110	$3.75M	0.41%
HB Wealth Management, LLC	21,259	$2.84M	0.02%
EAM Investors, LLC	20,403	$2.72M	0.47%
Change Path, LLC	18,706	$2.50M	0.07%
Cynosure Management, LLC	17,303	$2.31M	0.32%
Penserra Capital Management LLC	15,071	$2.01M	0.04%
Arrowstreet Capital, Limited Partnership	10,922	$1.46M	0.00%
Fox Run Management, L.L.C.	10,729	$1.43M	0.22%
Headlands Technologies LLC	9,450	$1.26M	0.14%
Virtu Financial LLC	9,203	$1.23M	0.07%
Prudential Financial Inc	9,140	$1.22M	0.00%
Neuberger Berman Group LLC	8,676	$1.16M	0.00%
Jefferies Financial Group Inc.	8,534	$1.14M	0.02%
Valmark Advisers, Inc.	6,879	$917.9K	0.01%
SEI Investments Co	6,096	$813.4K	0.00%
Bryce Point Capital, LLC	3,886	$669.1K	0.50%
Norges Bank	4,577	$610.8K	0.00%
FORA Capital, LLC	4,180	$557.8K	0.06%
Gotham Asset Management, LLC	3,620	$483.1K	0.00%
Sherbrooke Park Advisers LLC	3,153	$420.7K	0.20%
Evercore Wealth Management, LLC	3,093	$412.7K	0.01%
Bayforest Capital Ltd	2,707	$361.2K	0.16%
Voya Investment Management LLC	2,343	$312.6K	0.00%
Arizona State Retirement System	2,292	$305.8K	0.00%
CIBC World Markets Corp	1,916	$255.7K	0.00%
ProShare Advisors LLC	1,869	$249.4K	0.00%
HighTower Advisors, LLC	1,864	$248.7K	0.00%
Bridgefront Capital, LLC	1,747	$233.1K	0.07%
Cetera Investment Advisers	1,688	$225.2K	0.00%
Gladstone Institutional Advisory LLC	1,665	$222.2K	0.01%
Kingswood Wealth Advisors, LLC	1,652	$220.4K	0.02%
Ameriprise Financial Inc	1,575	$210.2K	0.00%
Blueshift Asset Management, LLC	1,529	$204.0K	0.08%
PEAK6 LLC	1,465	$195.5K	0.01%
Walleye Capital LLC	928	$123.8K	0.00%
KBC Group NV	359	$48.0K	0.00%
Twin Tree Management, LP	278	$37.1K	0.00%
Boston Private Wealth LLC	155	$20.7K	0.00%
Quest Partners LLC	109	$14.5K	0.00%
Trivant Custom Portfolio Group, LLC	100	$13.3K	0.01%
West Oak Capital, LLC	100	$13.3K	0.01%
Federated Hermes, Inc.	73	$9.74K	0.00%
Abound Financial, LLC	68	$9.07K	0.00%
Optiver Holding B.V.	65	$8.67K	0.00%
Coldstream Capital Management Inc	57	$7.61K	0.00%
Vermillion & White Wealth Management Group, LLC	45	$6.00K	0.00%
Frazier Financial Advisors, LLC	38	$5.07K	0.00%
Smartleaf Asset Management LLC	25	$3.42K	0.00%
Parallel Advisors, LLC	24	$3.26K	0.00%
Jones Financial Companies LLLP	19	$2.60K	0.00%
Lindbrook Capital, LLC	17	$2.27K	0.00%
N.E.W. Advisory Services LLC	11	$1.47K	0.00%
Parkside Financial Bank & Trust	10	$1.33K	0.00%
Rothschild Investment LLC	10	$1.33K	0.00%
Creekmur Asset Management LLC	8	$1.07K	0.00%
Bessemer Group Inc	5	$1.00K	0.00%
Quadrant Capital Group LLC	7	$935	0.00%
Stephens Consulting, LLC	5	$668	0.00%
Vision Financial Markets LLC	5	$667	0.00%
National Bank of Canada	4	$533	0.00%
Allworth Financial LP	3	$451	0.00%
GeoWealth Management, LLC	2	$267	0.00%
CIBC Private Wealth Group, LLC	1	$108	0.00%

Sold out (22)

Institutions that held Root, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of ROOT in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
GMT Capital Corp	149,316	$10.8M
Lakewood Capital Management, LP	94,200	$6.84M
Healthcare of Ontario Pension Plan Trust Fund	94,000	$6.82M
Qube Research & Technologies Ltd	38,267	$2.78M
WMS Partners, LLC	21,257	$1.54M
IMC-Chicago, LLC	11,128	$807.8K
Simplex Trading, LLC	10,654	$773.0K
Two Sigma Investments, LP	8,535	$619.6K
Counterpoint Mutual Funds LLC	5,485	$398.2K
Corsair Capital Management, L.P.	5,000	$362.9K
Teacher Retirement System of Texas	4,874	$354.0K
Centiva Capital, LP	4,876	$353.9K
Corton Capital Inc.	4,277	$310.5K
Los Angeles Capital Management LLC	4,257	$309.0K
State of Wyoming	4,162	$302.1K
Y-Intercept (Hong Kong) Ltd	3,517	$255.3K
Rollins Financial Advisors, LLC	3,171	$230.2K
Wesbanco Bank Inc	3,000	$217.8K
Belvedere Trading LLC	2,783	$202.0K
STRS Ohio	2,300	$167.0K
Aquatic Capital Management LLC	1,537	$111.6K
Acadian Asset Management LLC	620	$45.0K

Not filed for Q1 2025 yet (2)

Institutions that held Root, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROOT in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	24,035	$1.74M
Global Retirement Partners, LLC	1	$73