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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $256 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 4 | $512 | 0.00% | +1+33.3% | Added |
| Comerica Bank | 5 | $578 | 0.00% | +5 | New |
| Vision Financial Markets LLC | 5 | $640 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5 | $640 | 0.00% | +3+150.0% | Added |
| Massmutual Trust Co FSB | 6 | $768 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $896 | 0.00% | +7 | New |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $1.02K | 0.00% | +8 | New |
| a16z Perennial Management, L.P. | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $1.41K | 0.00% | +8+266.7% | Added |
| Creekmur Asset Management LLC | 13 | $1.66K | 0.00% | +5+62.5% | Added |
| Rothschild Investment LLC | 15 | $1.92K | 0.00% | +5+50.0% | Added |
| Strategic Investment Solutions, Inc. | 25 | $3.20K | 0.00% | +25 | New |
| Sterling Capital Management LLC | 26 | $3.33K | 0.00% | +17+188.9% | Added |
| IFP Advisors, Inc | 0 | $3.46K | 0.00% | 0 | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.97K | 0.00% | −14−31.1% | Reduced |
| ORG Partners LLC | 38 | $4.76K | 0.00% | +38 | New |
| Jones Financial Companies LLLP | 45 | $5.77K | 0.00% | +26+136.8% | Added |
| US Bancorp | 51 | $6.53K | 0.00% | +38+292.3% | Added |
| Walleye Capital LLC | 57 | $7.29K | 0.00% | −871−93.9% | Reduced |
| Ameritas Advisory Services, LLC | 65 | $8.32K | 0.00% | +65 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79 | $10.0K | 0.00% | +79 | New |
| Optiver Holding B.V. | 79 | $10.1K | 0.00% | +14+21.5% | Added |
| GAMMA Investing LLC | 91 | $11.6K | 0.00% | −5−5.2% | Reduced |
| West Oak Capital, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $15.0K | 0.01% | +117 | New |
| MAI Capital Management | 138 | $17.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 138 | $17.7K | 0.00% | +97+236.6% | Added |
| The PNC Financial Services Group, Inc. | 143 | $18.3K | 0.00% | +64+81.0% | Added |
| CWM, LLC | 159 | $20.0K | 0.00% | +2+1.3% | Added |
| Quest Partners LLC | 174 | $22.3K | 0.00% | +65+59.6% | Added |
| Symmetry Peak Management LLC | 200 | $25.6K | 0.29% | +200 | New |
| Amalgamated Bank | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $39.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $64.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 545 | $69.7K | 0.04% | +545 | New |
| Russell Investments Group, Ltd. | 734 | $93.9K | 0.00% | +614+511.7% | Added |
| Royal Bank of Canada | 957 | $122.0K | 0.00% | −1,595−62.5% | Reduced |
| SBI Securities Co., Ltd. | 1,004 | $128.5K | 0.00% | +105+11.7% | Added |
| Ameritas Investment Partners, Inc. | 1,087 | $139.1K | 0.00% | +241+28.5% | Added |
| Tower Research Capital LLC (TRC) | 1,278 | $163.5K | 0.00% | +899+237.2% | Added |
| Gsa Capital Partners LLP | 1,599 | $205.0K | 0.01% | +1,599 | New |
| Kingswood Wealth Advisors, LLC | 1,652 | $211.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,663 | $212.8K | 0.03% | +1,663 | New |
| KLP Kapitalforvaltning AS | 1,700 | $217.5K | 0.00% | +400+30.8% | Added |
| Gladstone Institutional Advisory LLC | 1,765 | $225.9K | 0.01% | +100+6.0% | Added |
| 111 Capital | 1,823 | $233.3K | 0.04% | +1,823 | New |
| LPL Financial LLC | 1,876 | $240.1K | 0.00% | +1,876 | New |
| MidWestOne Financial Group, Inc. | 1,890 | $241.9K | 0.03% | +1,890 | New |
| Frazier Financial Advisors, LLC | 1,929 | $246.9K | 0.17% | +1,891+4,976.3% | Added |
| Advisor Group Holdings, Inc. | 2,024 | $259.0K | 0.00% | +816+67.5% | Added |
| Integrated Quantitative Investments LLC | 2,111 | $270.1K | 0.08% | +2,111 | New |
| Evercore Wealth Management, LLC | 2,145 | $274.5K | 0.00% | −948−30.6% | Reduced |
| ProShare Advisors LLC | 2,184 | $279.5K | 0.00% | +315+16.9% | Added |
| Headlands Technologies LLC | 2,203 | $281.9K | 0.03% | −7,247−76.7% | Reduced |
| OneAscent Financial Services LLC | 2,268 | $284.0K | 0.02% | +2,268 | New |
| Fuller & Thaler Asset Management, Inc. | 2,370 | $303.3K | 0.00% | −945−28.5% | Reduced |
| Atom Investors LP | 2,389 | $305.7K | 0.03% | +2,389 | New |
| Police & Firemen's Retirement System of New Jersey | 2,420 | $309.7K | 0.00% | +526+27.8% | Added |
| Winton Group Ltd | 2,473 | $316.5K | 0.02% | +2,473 | New |
| Teacher Retirement System of Texas | 2,486 | $318.1K | 0.00% | +2,486 | New |
| Mach-1 Financial Group, Inc. | 2,499 | $319.8K | 0.09% | +2,499 | New |
| Gotham Asset Management, LLC | 2,569 | $328.8K | 0.00% | −1,051−29.0% | Reduced |
| Arizona State Retirement System | 2,596 | $332.2K | 0.00% | +304+13.3% | Added |
| Bayesian Capital Management, LP | 2,666 | $341.2K | 0.05% | +2,666 | New |
| Graham Capital Management, L.P. | 2,715 | $347.4K | 0.01% | +2,715 | New |
| Mariner, LLC | 2,762 | $353.5K | 0.00% | −1,066−27.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,813 | $360.0K | 0.00% | −3,808−57.5% | Reduced |
| Cubist Systematic Strategies, LLC | 2,826 | $361.7K | 0.00% | +2,826 | New |
| Voya Investment Management LLC | 2,919 | $373.5K | 0.00% | +576+24.6% | Added |
| Activest Wealth Management | 3,000 | $383.9K | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,237 | $414.2K | 0.00% | +1,373+73.7% | Added |
| STRS Ohio | 3,300 | $422.3K | 0.00% | +3,300 | New |
| Versor Investments LP | 3,300 | $422.3K | 0.07% | +3,300 | New |
| Point72 Asset Management, L.P. | 3,339 | $427.2K | 0.00% | +3,339 | New |
| Sequoia Financial Advisors, LLC | 3,350 | $428.7K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,449 | $441.4K | 0.14% | +1,920+125.6% | Added |
| New York State Common Retirement Fund | 3,500 | $447.9K | 0.00% | +800+29.6% | Added |
| Jacobs Levy Equity Management, Inc | 3,722 | $476.3K | 0.00% | +3,722 | New |
| Algert Global LLC | 3,780 | $483.7K | 0.01% | −2,550−40.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,805 | $486.9K | 0.00% | +736+24.0% | Added |
| State Board of Administration of Florida Retirement System | 3,836 | $490.9K | 0.00% | +866+29.2% | Added |
| XTX Topco Ltd | 3,964 | $507.3K | 0.02% | +3,964 | New |
| MML Investors Services, LLC | 4,231 | $541.0K | 0.00% | +1,214+40.2% | Added |
| Group One Trading, L.P. | 4,273 | $546.8K | 0.02% | +4,273 | New |
| Bayforest Capital Ltd | 4,337 | $555.0K | 0.24% | +1,630+60.2% | Added |
| Capstone Investment Advisors, LLC | 4,363 | $558.3K | 0.00% | +4,363 | New |
| Dimension Capital Management LLC | 4,580 | $586.1K | 0.09% | +4,580 | New |
| Gabelli Funds LLC | 4,600 | $588.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,722 | $604.3K | 0.01% | −27−0.6% | Reduced |
| Prudential Financial Inc | 4,965 | $635.4K | 0.00% | −4,175−45.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,086 | $651.0K | 0.09% | +3,586+239.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,170 | $662.0K | 0.00% | +5,170 | New |