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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 5,287 | $676.6K | 0.00% | −629−10.6% | Reduced |
| Sierra Summit Advisors LLC | 5,533 | $708.1K | 0.13% | +5,533 | New |
| SEI Investments Co | 5,675 | $726.2K | 0.00% | −421−6.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,834 | $746.6K | 0.00% | +693+13.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,070 | $776.8K | 0.02% | +6,070 | New |
| Gilder Gagnon Howe & Co LLC | 6,225 | $796.6K | 0.01% | +181+3.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,225 | $796.6K | 0.00% | +4,029+183.5% | Added |
| MetLife Investment Management | 6,420 | $821.6K | 0.00% | +1,144+21.7% | Added |
| Wells Fargo & Company | 6,795 | $869.6K | 0.00% | −1,289−15.9% | Reduced |
| Requisite Capital Management, LLC | 6,839 | $875.2K | 0.19% | +6,839 | New |
| Boston Family Office LLC | 6,869 | $879.0K | 0.06% | +6,869 | New |
| Royce & Associates LP | 7,002 | $896.0K | 0.01% | +7,002 | New |
| SG Americas Securities, LLC | 7,147 | $915.0K | 0.00% | +7,147 | New |
| Intech Investment Management LLC | 7,933 | $1.02M | 0.01% | +3,994+101.4% | Added |
| Deutsche Bank AG | 8,073 | $1.03M | 0.00% | +455+6.0% | Added |
| Los Angeles Capital Management LLC | 8,756 | $1.12M | 0.00% | +8,756 | New |
| Price T Rowe Associates Inc | 9,057 | $1.16M | 0.00% | +1,535+20.4% | Added |
| Twinbeech Capital LP | 9,281 | $1.19M | 0.03% | +9,281 | New |
| Two Sigma Advisers, LP | 9,466 | $1.21M | 0.00% | −600−6.0% | Reduced |
| Trinity Financial Advisors LLC | 9,730 | $1.25M | 0.38% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,752 | $1.25M | 0.01% | −150−1.5% | Reduced |
| Neuberger Berman Group LLC | 9,825 | $1.26M | 0.00% | +1,149+13.2% | Added |
| Ieq Capital, LLC | 9,973 | $1.28M | 0.01% | +712+7.7% | Added |
| Legacy Capital Group California, Inc. | 10,220 | $1.31M | 0.36% | +10,220 | New |
| Valmark Advisers, Inc. | 10,365 | $1.33M | 0.02% | +3,486+50.7% | Added |
| Legal & General Group Plc | 10,633 | $1.36M | 0.00% | +2,722+34.4% | Added |
| Boothbay Fund Management, LLC | 10,790 | $1.38M | 0.04% | +10,790 | New |
| Brevan Howard Capital Management LP | 10,865 | $1.39M | 0.02% | +10,865 | New |
| Alliancebernstein L.P. | 11,280 | $1.44M | 0.00% | +1,180+11.7% | Added |
| Alberta Investment Management Corp | 11,700 | $1.50M | 0.01% | +11,700 | New |
| AQR Capital Management LLC | 12,149 | $1.55M | 0.00% | +1,920+18.8% | Added |
| Jackson Creek Investment Advisors LLC | 12,299 | $1.57M | 0.42% | +12,299 | New |
| RBF Capital, LLC | 14,600 | $1.87M | 0.09% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,770 | $1.89M | 0.31% | +4,041+37.7% | Added |
| Capital Fund Management S.A. | 15,154 | $1.94M | 0.02% | +15,154 | New |
| Rhumbline Advisers | 15,368 | $1.97M | 0.00% | +3,287+27.2% | Added |
| TD Asset Management Inc | 16,214 | $2.07M | 0.00% | +3,982+32.6% | Added |
| Parallax Volatility Advisers, L.P. | 16,421 | $2.10M | 0.08% | −664−3.9% | Reduced |
| UBS Asset Management Americas Inc | 16,781 | $2.15M | 0.00% | +8,745+108.8% | Added |
| Swiss National Bank | 17,100 | $2.19M | 0.00% | +1,500+9.6% | Added |
| Cynosure Management, LLC | 17,389 | $2.23M | 0.25% | +86+0.5% | Added |
| Susquehanna International Group, LLP | 18,101 | $2.32M | 0.00% | −10,227−36.1% | Reduced |
| EAM Investors, LLC | 18,130 | $2.32M | 0.35% | −2,273−11.1% | Reduced |
| Janus Henderson Group PLC | 18,288 | $2.34M | 0.00% | +14,865+434.3% | Added |
| General Equity Holdings LP | 19,700 | $2.52M | 1.91% | +19,700 | New |
| Wolverine Trading, LLC | 20,483 | $2.63M | 0.07% | +16,104+367.8% | Added |
| Squarepoint Ops LLC | 20,537 | $2.63M | 0.01% | +15,034+273.2% | Added |
| HB Wealth Management, LLC | 21,257 | $2.72M | 0.02% | −20.0% | Reduced |
| EAM Global Investors LLC | 21,585 | $2.76M | 0.72% | −6,885−24.2% | Reduced |
| Nordea Investment Management AB | 22,193 | $2.86M | 0.00% | +369+1.7% | Added |
| Change Path, LLC | 22,487 | $2.88M | 0.08% | +3,781+20.2% | Added |
| Knollwood Investment Advisory, LLC | 25,110 | $3.21M | 0.31% | −3,000−10.7% | Reduced |
| Barclays PLC | 25,132 | $3.22M | 0.00% | +14,080+127.4% | Added |
| Raymond James Financial Inc | 25,543 | $3.27M | 0.00% | −187−0.7% | Reduced |
| FMR LLC | 25,585 | $3.27M | 0.00% | +735+3.0% | Added |
| IMC-Chicago, LLC | 26,145 | $3.35M | 0.08% | +26,145 | New |
| Nuveen, LLC | 27,754 | $3.55M | 0.00% | −908−3.2% | Reduced |
| JPMorgan Chase & Co | 28,905 | $3.70M | 0.00% | +22,997+389.3% | Added |
| IFC Advisors LLC | 29,627 | $3.79M | 0.71% | +29,627 | New |
| Marshall Wace, LLP | 29,809 | $3.81M | 0.00% | +12,276+70.0% | Added |
| Discovery Capital Management, LLC | 30,200 | $3.86M | 0.30% | −3,500−10.4% | Reduced |
| Charles Schwab Investment Management Inc | 31,223 | $4.00M | 0.00% | +6,929+28.5% | Added |
| Bank of America Corp | 32,711 | $4.19M | 0.00% | −41,074−55.7% | Reduced |
| Tudor Investment Corp Et Al | 33,566 | $4.30M | 0.03% | −40,788−54.9% | Reduced |
| Bank of New York Mellon Corp | 34,269 | $4.39M | 0.00% | +4,561+15.4% | Added |
| Principal Financial Group Inc | 35,956 | $4.60M | 0.00% | +35,956 | New |
| Federated Hermes, Inc. | 36,815 | $4.71M | 0.01% | +36,742+50,331.5% | Added |
| Millennium Management LLC | 36,977 | $4.73M | 0.00% | +24,075+186.6% | Added |
| Citigroup Inc | 44,476 | $5.69M | 0.00% | +35,977+423.3% | Added |
| Qube Research & Technologies Ltd | 46,831 | $5.99M | 0.01% | +46,831 | New |
| UBS Group AG | 48,449 | $6.20M | 0.00% | −98,720−67.1% | Reduced |
| Trexquant Investment LP | 48,735 | $6.24M | 0.07% | +23,793+95.4% | Added |
| Hennessy Advisors Inc | 56,002 | $7.17M | 0.24% | +56,002 | New |
| Engineers Gate Manager LP | 59,104 | $7.56M | 0.09% | +46,800+380.4% | Added |
| G2 Investment Partners Management LLC | 59,900 | $7.67M | 1.68% | +59,900 | New |
| D. E. Shaw & Co., Inc. | 60,192 | $7.70M | 0.01% | −141,173−70.1% | Reduced |
| California State Teachers Retirement System | 63,711 | $8.15M | 0.01% | +38+0.1% | Added |
| Landscape Capital Management, L.L.C. | 73,463 | $9.40M | 0.74% | −23,008−23.8% | Reduced |
| Norges Bank | 86,577 | $11.1M | 0.00% | +82,000+1,791.6% | Added |
| Goldman Sachs Group Inc | 87,470 | $11.2M | 0.00% | +53,000+153.8% | Added |
| Findell Capital Management LLC | 87,917 | $11.3M | 5.51% | +87,917 | New |
| Citadel Advisors LLC | 90,047 | $11.5M | 0.01% | −85,061−48.6% | Reduced |
| Northern Trust Corp | 91,330 | $11.7M | 0.00% | +15,684+20.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 97,629 | $12.5M | 0.04% | −1,258−1.3% | Reduced |
| Monolith Management Ltd | 110,405 | $14.1M | 5.00% | +64,090+138.4% | Added |
| Dimensional Fund Advisors LP | 119,484 | $15.3M | 0.00% | +72,229+152.8% | Added |
| Driehaus Capital Management LLC | 130,933 | $16.8M | 0.13% | −22,115−14.4% | Reduced |
| Jump Financial, LLC | 134,254 | $17.2M | 0.21% | +28,526+27.0% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $19.7M | 0.40% | 00.0% | Unchanged |
| Tairen Capital Ltd | 162,724 | $20.8M | 2.13% | +105,724+185.5% | Added |
| Morgan Stanley | 205,652 | $26.3M | 0.00% | +108,699+112.1% | Added |
| State Street Corp | 206,877 | $26.5M | 0.00% | +24,452+13.4% | Added |
| Franklin Resources Inc | 211,533 | $27.1M | 0.01% | +79,330+60.0% | Added |
| Invesco Ltd. | 220,835 | $28.3M | 0.00% | −35,957−14.0% | Reduced |
| Geode Capital Management, LLC | 234,715 | $30.0M | 0.00% | +36,869+18.6% | Added |
| Galileo (PTC) Ltd | 252,669 | $32.3M | 1.74% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 264,354 | $33.8M | 0.06% | +264,354 | New |
| American Century Companies Inc | 357,176 | $45.7M | 0.02% | +126,467+54.8% | Added |
| Renaissance Technologies LLC | 406,315 | $52.0M | 0.07% | −13,200−3.1% | Reduced |
| Capital Research Global Investors | 496,598 | $63.5M | 0.01% | +127,684+34.6% | Added |