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, Q1 2025
Institutional positions in Root, Inc. as of Mar 31, 2025. 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
- 178
- +51 vs. Q4 2024
- Shares held
- 7.90M
- +548.4K (+7.5%) vs. Q4 2024
- Total value
- $1.05B
- +$520.4M (+97.5%) vs. Q4 2024
- New holders
- 73
- 33 more added
- Sold out
- 22
- 49 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 6,879 | $917.9K | 0.01% | +6,879 | New |
| HRT Financial LP | 7,034 | $938.0K | 0.01% | −15,296−68.5% | Reduced |
| Price T Rowe Associates Inc | 7,522 | $1.00M | 0.00% | +1,782+31.0% | Added |
| Deutsche Bank AG | 7,618 | $1.02M | 0.00% | −200−2.6% | Reduced |
| Legal & General Group Plc | 7,911 | $1.06M | 0.00% | −44−0.6% | Reduced |
| UBS Asset Management Americas Inc | 8,036 | $1.07M | 0.00% | −385−4.6% | Reduced |
| Wells Fargo & Company | 8,084 | $1.08M | 0.00% | +3,994+97.7% | Added |
| Citigroup Inc | 8,499 | $1.13M | 0.00% | +1,164+15.9% | Added |
| Jefferies Financial Group Inc. | 8,534 | $1.14M | 0.02% | +8,534 | New |
| Neuberger Berman Group LLC | 8,676 | $1.16M | 0.00% | +8,676 | New |
| Trinity Financial Advisors LLC | 9,730 | $1.17M | 0.42% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,140 | $1.22M | 0.00% | +9,140 | New |
| Virtu Financial LLC | 9,203 | $1.23M | 0.07% | +9,203 | New |
| Ieq Capital, LLC | 9,261 | $1.24M | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 9,450 | $1.26M | 0.14% | +9,450 | New |
| Verition Fund Management LLC | 9,902 | $1.32M | 0.01% | +1,773+21.8% | Added |
| Two Sigma Advisers, LP | 10,066 | $1.34M | 0.00% | −300−2.9% | Reduced |
| Alliancebernstein L.P. | 10,100 | $1.35M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,229 | $1.36M | 0.00% | +5,626+122.2% | Added |
| Fox Run Management, L.L.C. | 10,729 | $1.43M | 0.22% | +10,729 | New |
| Arrowstreet Capital, Limited Partnership | 10,922 | $1.46M | 0.00% | +10,922 | New |
| Barclays PLC | 11,052 | $1.47M | 0.00% | −4,306−28.0% | Reduced |
| Rhumbline Advisers | 12,081 | $1.61M | 0.00% | −2,547−17.4% | Reduced |
| TD Asset Management Inc | 12,232 | $1.63M | 0.00% | +8,632+239.8% | Added |
| Engineers Gate Manager LP | 12,304 | $1.64M | 0.03% | −2,520−17.0% | Reduced |
| Millennium Management LLC | 12,902 | $1.72M | 0.00% | −7,146−35.6% | Reduced |
| RBF Capital, LLC | 14,600 | $1.95M | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15,071 | $2.01M | 0.04% | +15,071 | New |
| Swiss National Bank | 15,600 | $2.08M | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 17,085 | $2.28M | 0.07% | −748−4.2% | Reduced |
| Cynosure Management, LLC | 17,303 | $2.31M | 0.32% | +17,303 | New |
| Marshall Wace, LLP | 17,533 | $2.34M | 0.00% | −42,645−70.9% | Reduced |
| Change Path, LLC | 18,706 | $2.50M | 0.07% | +18,706 | New |
| EAM Investors, LLC | 20,403 | $2.72M | 0.47% | +20,403 | New |
| HB Wealth Management, LLC | 21,259 | $2.84M | 0.02% | +21,259 | New |
| Nordea Investment Management AB | 21,824 | $2.84M | 0.00% | +1,127+5.4% | Added |
| Charles Schwab Investment Management Inc | 24,294 | $3.24M | 0.00% | −1,283−5.0% | Reduced |
| FMR LLC | 24,850 | $3.32M | 0.00% | −11,319−31.3% | Reduced |
| Trexquant Investment LP | 24,942 | $3.33M | 0.04% | −61,602−71.2% | Reduced |
| Raymond James Financial Inc | 25,730 | $3.43M | 0.00% | −1,164−4.3% | Reduced |
| Knollwood Investment Advisory, LLC | 28,110 | $3.75M | 0.41% | +28,110 | New |
| Susquehanna International Group, LLP | 28,328 | $3.78M | 0.01% | +24,431+626.9% | Added |
| EAM Global Investors LLC | 28,470 | $3.80M | 1.03% | +28,470 | New |
| Nuveen, LLC | 28,662 | $3.82M | 0.00% | +28,662 | New |
| Bank of New York Mellon Corp | 29,708 | $3.96M | 0.00% | +5,270+21.6% | Added |
| Discovery Capital Management, LLC | 33,700 | $4.50M | 0.54% | +33,700 | New |
| Goldman Sachs Group Inc | 34,470 | $4.60M | 0.00% | −29,547−46.2% | Reduced |
| Quinn Opportunity Partners LLC | 40,165 | $5.36M | 0.38% | −500−1.2% | Reduced |
| Monolith Management Ltd | 46,315 | $6.18M | 4.15% | +46,315 | New |
| Dimensional Fund Advisors LP | 47,255 | $6.31M | 0.00% | +7,105+17.7% | Added |
| Tairen Capital Ltd | 57,000 | $7.61M | 0.50% | +57,000 | New |
| SVB Capital Management, LLC | 58,000 | $7.74M | 22.83% | −725,012−92.6% | Reduced |
| California State Teachers Retirement System | 63,673 | $8.50M | 0.01% | +56,196+751.6% | Added |
| Bank of America Corp | 73,785 | $9.85M | 0.00% | +15,187+25.9% | Added |
| Tudor Investment Corp Et Al | 74,354 | $9.92M | 0.09% | +74,354 | New |
| Northern Trust Corp | 75,646 | $10.1M | 0.00% | +487+0.6% | Added |
| Landscape Capital Management, L.L.C. | 96,471 | $12.9M | 1.15% | +68,321+242.7% | Added |
| Morgan Stanley | 96,953 | $12.9M | 0.00% | −88,521−47.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 98,887 | $13.2M | 0.06% | −29,036−22.7% | Reduced |
| Jump Financial, LLC | 105,728 | $14.1M | 0.21% | +93,508+765.2% | Added |
| Jane Street Group, LLC | 107,200 | $14.3M | 0.03% | −5,699−5.0% | Reduced |
| Franklin Resources Inc | 132,203 | $17.6M | 0.01% | +132,203 | New |
| UBS Group AG | 147,169 | $19.6M | 0.00% | +32,824+28.7% | Added |
| Driehaus Capital Management LLC | 153,048 | $20.4M | 0.20% | +153,048 | New |
| Dragoneer Investment Group, LLC | 154,320 | $20.6M | 0.43% | 00.0% | Unchanged |
| Citadel Advisors LLC | 175,108 | $23.4M | 0.02% | −13,433−7.1% | Reduced |
| State Street Corp | 182,425 | $24.3M | 0.00% | −3,578−1.9% | Reduced |
| Geode Capital Management, LLC | 197,846 | $26.4M | 0.00% | +7,198+3.8% | Added |
| D. E. Shaw & Co., Inc. | 201,365 | $26.9M | 0.03% | −111,063−35.5% | Reduced |
| American Century Companies Inc | 230,709 | $30.8M | 0.02% | +230,709 | New |
| Galileo (PTC) Ltd | 252,669 | $33.7M | 51.59% | 00.0% | Unchanged |
| Invesco Ltd. | 256,792 | $34.3M | 0.01% | +252,267+5,575.0% | Added |
| Capital Research Global Investors | 368,914 | $49.2M | 0.01% | +368,914 | New |
| Renaissance Technologies LLC | 419,515 | $56.0M | 0.08% | +156,000+59.2% | Added |
| Vanguard Group Inc | 529,555 | $70.7M | 0.00% | +2,627+0.5% | Added |
| BlackRock, Inc. | 644,394 | $86.0M | 0.00% | −42,222−6.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 679,696 | $90.7M | 0.06% | +271,097+66.3% | Added |
| Ribbit Management Company, LLC | 1,221,783 | $163.0M | 16.72% | 00.0% | Unchanged |
| GMT Capital Corp | 0 | $0 | 0.00% | −149,316−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −94,200−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −94,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,267−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −21,257−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,128−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,876−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |
| Rollins Financial Advisors, LLC | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −2,783−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |