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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, Q2 2025

Institutional positions in Root, Inc. as of Jun 30, 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
204
+27 vs. Q1 2025
Shares held
9.43M
+1.54M (+19.4%) vs. Q1 2025
Total value
$1.21B
+$153.4M (+14.6%) vs. Q1 2025
New holders
58
86 more added
Sold out
31
37 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 204 institutions
Q1 2021: 73 institutionsQ2 2021: 95 institutionsQ3 2021: 99 institutionsQ4 2021: 110 institutionsQ1 2022: 113 institutionsQ2 2022: 119 institutionsQ3 2022: 95 institutionsQ4 2022: 89 institutionsQ1 2023: 71 institutionsQ2 2023: 63 institutionsQ3 2023: 59 institutionsQ4 2023: 65 institutionsQ1 2024: 87 institutionsQ2 2024: 99 institutionsQ3 2024: 103 institutionsQ4 2024: 129 institutionsQ1 2025: 178 institutionsQ2 2025: 204 institutionsQ3 2025: 182 institutionsQ4 2025: 171 institutionsQ1 2026: 149 institutionsQ2 2026: 160 institutions
Value heldQ2 2025: $1.21B
Q1 2021: $640.9MQ2 2021: $663.9MQ3 2021: $304.4MQ4 2021: $302.4MQ1 2022: $197.5MQ2 2022: $126.3MQ3 2022: $50.3MQ4 2022: $29.3MQ1 2023: $28.1MQ2 2023: $50.8MQ3 2023: $56.1MQ4 2023: $63.1MQ1 2024: $372.5MQ2 2024: $375.2MQ3 2024: $279.4MQ4 2024: $535.4MQ1 2025: $1.05BQ2 2025: $1.21BQ3 2025: $848.5MQ4 2025: $741.8MQ1 2026: $429.2MQ2 2026: $527.7M
Institutions holding ROOT and their total value by quarter
QuarterHoldersValue
Q2 2026160$527.7M
Q1 2026149$429.2M
Q4 2025171$741.8M
Q3 2025182$848.5M
Q2 2025204$1.21B
Q1 2025178$1.05B
Q4 2024129$535.4M
Q3 2024103$279.4M
Q2 202499$375.2M
Q1 202487$372.5M
Q4 202365$63.1M
Q3 202359$56.1M
Q2 202363$50.8M
Q1 202371$28.1M
Q4 202289$29.3M
Q3 202295$50.3M
Q2 2022119$126.3M
Q1 2022113$197.5M
Q4 2021110$302.4M
Q3 202199$304.4M
Q2 202195$663.9M
Q1 202173$640.9M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2025.

Institutions holding ROOT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ribbit Management Company, LLC1,232,607$157.7M10.74%+10,824+0.9%Added
T. Rowe Price Investment Management, Inc.809,230$103.6M0.07%+129,534+19.1%Added
BlackRock, Inc.744,267$95.2M0.00%+99,873+15.5%Added
Vanguard Group Inc575,477$73.6M0.00%+45,922+8.7%Added
Capital Research Global Investors496,598$63.5M0.01%+127,684+34.6%Added
Renaissance Technologies LLC406,315$52.0M0.07%−13,200−3.1%Reduced
American Century Companies Inc357,176$45.7M0.02%+126,467+54.8%Added
Ensign Peak Advisors, Inc264,354$33.8M0.06%+264,354New
Galileo (PTC) Ltd252,669$32.3M1.74%00.0%Unchanged
Geode Capital Management, LLC234,715$30.0M0.00%+36,869+18.6%Added
Invesco Ltd.220,835$28.3M0.00%−35,957−14.0%Reduced
Franklin Resources Inc211,533$27.1M0.01%+79,330+60.0%Added
State Street Corp206,877$26.5M0.00%+24,452+13.4%Added
Morgan Stanley205,652$26.3M0.00%+108,699+112.1%Added
Tairen Capital Ltd162,724$20.8M2.13%+105,724+185.5%Added
Dragoneer Investment Group, LLC154,320$19.7M0.40%00.0%Unchanged
Jump Financial, LLC134,254$17.2M0.21%+28,526+27.0%Added
Driehaus Capital Management LLC130,933$16.8M0.13%−22,115−14.4%Reduced
Dimensional Fund Advisors LP119,484$15.3M0.00%+72,229+152.8%Added
Monolith Management Ltd110,405$14.1M5.00%+64,090+138.4%Added
Connor, Clark & Lunn Investment Management Ltd.97,629$12.5M0.04%−1,258−1.3%Reduced
Northern Trust Corp91,330$11.7M0.00%+15,684+20.7%Added
Citadel Advisors LLC90,047$11.5M0.01%−85,061−48.6%Reduced
Findell Capital Management LLC87,917$11.3M5.51%+87,917New
Goldman Sachs Group Inc87,470$11.2M0.00%+53,000+153.8%Added
Norges Bank86,577$11.1M0.00%+82,000+1,791.6%Added
Landscape Capital Management, L.L.C.73,463$9.40M0.74%−23,008−23.8%Reduced
California State Teachers Retirement System63,711$8.15M0.01%+38+0.1%Added
D. E. Shaw & Co., Inc.60,192$7.70M0.01%−141,173−70.1%Reduced
G2 Investment Partners Management LLC59,900$7.67M1.68%+59,900New
Engineers Gate Manager LP59,104$7.56M0.09%+46,800+380.4%Added
Hennessy Advisors Inc56,002$7.17M0.24%+56,002New
Trexquant Investment LP48,735$6.24M0.07%+23,793+95.4%Added
UBS Group AG48,449$6.20M0.00%−98,720−67.1%Reduced
Qube Research & Technologies Ltd46,831$5.99M0.01%+46,831New
Citigroup Inc44,476$5.69M0.00%+35,977+423.3%Added
Millennium Management LLC36,977$4.73M0.00%+24,075+186.6%Added
Federated Hermes, Inc.36,815$4.71M0.01%+36,742+50,331.5%Added
Principal Financial Group Inc35,956$4.60M0.00%+35,956New
Bank of New York Mellon Corp34,269$4.39M0.00%+4,561+15.4%Added
Tudor Investment Corp Et Al33,566$4.30M0.03%−40,788−54.9%Reduced
Bank of America Corp32,711$4.19M0.00%−41,074−55.7%Reduced
Charles Schwab Investment Management Inc31,223$4.00M0.00%+6,929+28.5%Added
Discovery Capital Management, LLC30,200$3.86M0.30%−3,500−10.4%Reduced
Marshall Wace, LLP29,809$3.81M0.00%+12,276+70.0%Added
IFC Advisors LLC29,627$3.79M0.71%+29,627New
JPMorgan Chase & Co28,905$3.70M0.00%+22,997+389.3%Added
Nuveen, LLC27,754$3.55M0.00%−908−3.2%Reduced
IMC-Chicago, LLC26,145$3.35M0.08%+26,145New
FMR LLC25,585$3.27M0.00%+735+3.0%Added
Raymond James Financial Inc25,543$3.27M0.00%−187−0.7%Reduced
Barclays PLC25,132$3.22M0.00%+14,080+127.4%Added
Knollwood Investment Advisory, LLC25,110$3.21M0.31%−3,000−10.7%Reduced
Change Path, LLC22,487$2.88M0.08%+3,781+20.2%Added
Nordea Investment Management AB22,193$2.86M0.00%+369+1.7%Added
EAM Global Investors LLC21,585$2.76M0.72%−6,885−24.2%Reduced
HB Wealth Management, LLC21,257$2.72M0.02%−20.0%Reduced
Squarepoint Ops LLC20,537$2.63M0.01%+15,034+273.2%Added
Wolverine Trading, LLC20,483$2.63M0.07%+16,104+367.8%Added
General Equity Holdings LP19,700$2.52M1.91%+19,700New
Janus Henderson Group PLC18,288$2.34M0.00%+14,865+434.3%Added
EAM Investors, LLC18,130$2.32M0.35%−2,273−11.1%Reduced
Susquehanna International Group, LLP18,101$2.32M0.00%−10,227−36.1%Reduced
Cynosure Management, LLC17,389$2.23M0.25%+86+0.5%Added
Swiss National Bank17,100$2.19M0.00%+1,500+9.6%Added
UBS Asset Management Americas Inc16,781$2.15M0.00%+8,745+108.8%Added
Parallax Volatility Advisers, L.P.16,421$2.10M0.08%−664−3.9%Reduced
TD Asset Management Inc16,214$2.07M0.00%+3,982+32.6%Added
Rhumbline Advisers15,368$1.97M0.00%+3,287+27.2%Added
Capital Fund Management S.A.15,154$1.94M0.02%+15,154New
Fox Run Management, L.L.C.14,770$1.89M0.31%+4,041+37.7%Added
RBF Capital, LLC14,600$1.87M0.09%00.0%Unchanged
Jackson Creek Investment Advisors LLC12,299$1.57M0.42%+12,299New
AQR Capital Management LLC12,149$1.55M0.00%+1,920+18.8%Added
Alberta Investment Management Corp11,700$1.50M0.01%+11,700New
Alliancebernstein L.P.11,280$1.44M0.00%+1,180+11.7%Added
Brevan Howard Capital Management LP10,865$1.39M0.02%+10,865New
Boothbay Fund Management, LLC10,790$1.38M0.04%+10,790New
Legal & General Group Plc10,633$1.36M0.00%+2,722+34.4%Added
Valmark Advisers, Inc.10,365$1.33M0.02%+3,486+50.7%Added
Legacy Capital Group California, Inc.10,220$1.31M0.36%+10,220New
Ieq Capital, LLC9,973$1.28M0.01%+712+7.7%Added
Neuberger Berman Group LLC9,825$1.26M0.00%+1,149+13.2%Added
Verition Fund Management LLC9,752$1.25M0.01%−150−1.5%Reduced
Trinity Financial Advisors LLC9,730$1.25M0.38%00.0%Unchanged
Two Sigma Advisers, LP9,466$1.21M0.00%−600−6.0%Reduced
Twinbeech Capital LP9,281$1.19M0.03%+9,281New
Price T Rowe Associates Inc9,057$1.16M0.00%+1,535+20.4%Added
Los Angeles Capital Management LLC8,756$1.12M0.00%+8,756New
Deutsche Bank AG8,073$1.03M0.00%+455+6.0%Added
Intech Investment Management LLC7,933$1.02M0.01%+3,994+101.4%Added
SG Americas Securities, LLC7,147$915.0K0.00%+7,147New
Royce & Associates LP7,002$896.0K0.01%+7,002New
Boston Family Office LLC6,869$879.0K0.06%+6,869New
Requisite Capital Management, LLC6,839$875.2K0.19%+6,839New
Wells Fargo & Company6,795$869.6K0.00%−1,289−15.9%Reduced
MetLife Investment Management6,420$821.6K0.00%+1,144+21.7%Added
Gilder Gagnon Howe & Co LLC6,225$796.6K0.01%+181+3.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,225$796.6K0.00%+4,029+183.5%Added
Y-Intercept (Hong Kong) Ltd6,070$776.8K0.02%+6,070New