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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 5,834 | $746.6K | 0.00% | +693+13.5% | Added |
| SEI Investments Co | 5,675 | $726.2K | 0.00% | −421−6.9% | Reduced |
| Sierra Summit Advisors LLC | 5,533 | $708.1K | 0.13% | +5,533 | New |
| BNP Paribas Arbitrage, SA | 5,287 | $676.6K | 0.00% | −629−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,170 | $662.0K | 0.00% | +5,170 | New |
| Dynamic Technology Lab Private Ltd | 5,086 | $651.0K | 0.09% | +3,586+239.1% | Added |
| Prudential Financial Inc | 4,965 | $635.4K | 0.00% | −4,175−45.7% | Reduced |
| JustInvest LLC | 4,722 | $604.3K | 0.01% | −27−0.6% | Reduced |
| Gabelli Funds LLC | 4,600 | $588.7K | 0.00% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 4,580 | $586.1K | 0.09% | +4,580 | New |
| Capstone Investment Advisors, LLC | 4,363 | $558.3K | 0.00% | +4,363 | New |
| Bayforest Capital Ltd | 4,337 | $555.0K | 0.24% | +1,630+60.2% | Added |
| Group One Trading, L.P. | 4,273 | $546.8K | 0.02% | +4,273 | New |
| MML Investors Services, LLC | 4,231 | $541.0K | 0.00% | +1,214+40.2% | Added |
| XTX Topco Ltd | 3,964 | $507.3K | 0.02% | +3,964 | New |
| State Board of Administration of Florida Retirement System | 3,836 | $490.9K | 0.00% | +866+29.2% | Added |
| Manufacturers Life Insurance Company, The | 3,805 | $486.9K | 0.00% | +736+24.0% | Added |
| Algert Global LLC | 3,780 | $483.7K | 0.01% | −2,550−40.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,722 | $476.3K | 0.00% | +3,722 | New |
| New York State Common Retirement Fund | 3,500 | $447.9K | 0.00% | +800+29.6% | Added |
| Blueshift Asset Management, LLC | 3,449 | $441.4K | 0.14% | +1,920+125.6% | Added |
| Sequoia Financial Advisors, LLC | 3,350 | $428.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,339 | $427.2K | 0.00% | +3,339 | New |
| STRS Ohio | 3,300 | $422.3K | 0.00% | +3,300 | New |
| Versor Investments LP | 3,300 | $422.3K | 0.07% | +3,300 | New |
| HighTower Advisors, LLC | 3,237 | $414.2K | 0.00% | +1,373+73.7% | Added |
| Activest Wealth Management | 3,000 | $383.9K | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,919 | $373.5K | 0.00% | +576+24.6% | Added |
| Cubist Systematic Strategies, LLC | 2,826 | $361.7K | 0.00% | +2,826 | New |
| Schonfeld Strategic Advisors LLC | 2,813 | $360.0K | 0.00% | −3,808−57.5% | Reduced |
| Mariner, LLC | 2,762 | $353.5K | 0.00% | −1,066−27.8% | Reduced |
| Graham Capital Management, L.P. | 2,715 | $347.4K | 0.01% | +2,715 | New |
| Bayesian Capital Management, LP | 2,666 | $341.2K | 0.05% | +2,666 | New |
| Arizona State Retirement System | 2,596 | $332.2K | 0.00% | +304+13.3% | Added |
| Gotham Asset Management, LLC | 2,569 | $328.8K | 0.00% | −1,051−29.0% | Reduced |
| Mach-1 Financial Group, Inc. | 2,499 | $319.8K | 0.09% | +2,499 | New |
| Teacher Retirement System of Texas | 2,486 | $318.1K | 0.00% | +2,486 | New |
| Winton Group Ltd | 2,473 | $316.5K | 0.02% | +2,473 | New |
| Police & Firemen's Retirement System of New Jersey | 2,420 | $309.7K | 0.00% | +526+27.8% | Added |
| Atom Investors LP | 2,389 | $305.7K | 0.03% | +2,389 | New |
| Fuller & Thaler Asset Management, Inc. | 2,370 | $303.3K | 0.00% | −945−28.5% | Reduced |
| OneAscent Financial Services LLC | 2,268 | $284.0K | 0.02% | +2,268 | New |
| Headlands Technologies LLC | 2,203 | $281.9K | 0.03% | −7,247−76.7% | Reduced |
| ProShare Advisors LLC | 2,184 | $279.5K | 0.00% | +315+16.9% | Added |
| Evercore Wealth Management, LLC | 2,145 | $274.5K | 0.00% | −948−30.6% | Reduced |
| Integrated Quantitative Investments LLC | 2,111 | $270.1K | 0.08% | +2,111 | New |
| Advisor Group Holdings, Inc. | 2,024 | $259.0K | 0.00% | +816+67.5% | Added |
| Frazier Financial Advisors, LLC | 1,929 | $246.9K | 0.17% | +1,891+4,976.3% | Added |
| MidWestOne Financial Group, Inc. | 1,890 | $241.9K | 0.03% | +1,890 | New |
| LPL Financial LLC | 1,876 | $240.1K | 0.00% | +1,876 | New |
| 111 Capital | 1,823 | $233.3K | 0.04% | +1,823 | New |
| Gladstone Institutional Advisory LLC | 1,765 | $225.9K | 0.01% | +100+6.0% | Added |
| KLP Kapitalforvaltning AS | 1,700 | $217.5K | 0.00% | +400+30.8% | Added |
| State of Wyoming | 1,663 | $212.8K | 0.03% | +1,663 | New |
| Kingswood Wealth Advisors, LLC | 1,652 | $211.4K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,599 | $205.0K | 0.01% | +1,599 | New |
| Tower Research Capital LLC (TRC) | 1,278 | $163.5K | 0.00% | +899+237.2% | Added |
| Ameritas Investment Partners, Inc. | 1,087 | $139.1K | 0.00% | +241+28.5% | Added |
| SBI Securities Co., Ltd. | 1,004 | $128.5K | 0.00% | +105+11.7% | Added |
| Royal Bank of Canada | 957 | $122.0K | 0.00% | −1,595−62.5% | Reduced |
| Russell Investments Group, Ltd. | 734 | $93.9K | 0.00% | +614+511.7% | Added |
| C M Bidwell & Associates Ltd | 545 | $69.7K | 0.04% | +545 | New |
| Huntington National Bank | 501 | $64.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $64.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 359 | $46.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $39.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 200 | $25.6K | 0.29% | +200 | New |
| Quest Partners LLC | 174 | $22.3K | 0.00% | +65+59.6% | Added |
| CWM, LLC | 159 | $20.0K | 0.00% | +2+1.3% | Added |
| The PNC Financial Services Group, Inc. | 143 | $18.3K | 0.00% | +64+81.0% | Added |
| MAI Capital Management | 138 | $17.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 138 | $17.7K | 0.00% | +97+236.6% | Added |
| Aspect Partners, LLC | 117 | $15.0K | 0.01% | +117 | New |
| West Oak Capital, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 91 | $11.6K | 0.00% | −5−5.2% | Reduced |
| Optiver Holding B.V. | 79 | $10.1K | 0.00% | +14+21.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79 | $10.0K | 0.00% | +79 | New |
| Ameritas Advisory Services, LLC | 65 | $8.32K | 0.00% | +65 | New |
| Walleye Capital LLC | 57 | $7.29K | 0.00% | −871−93.9% | Reduced |
| US Bancorp | 51 | $6.53K | 0.00% | +38+292.3% | Added |
| Jones Financial Companies LLLP | 45 | $5.77K | 0.00% | +26+136.8% | Added |
| ORG Partners LLC | 38 | $4.76K | 0.00% | +38 | New |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.97K | 0.00% | −14−31.1% | Reduced |
| IFP Advisors, Inc | 0 | $3.46K | 0.00% | 0 | Unchanged |
| Sterling Capital Management LLC | 26 | $3.33K | 0.00% | +17+188.9% | Added |
| Strategic Investment Solutions, Inc. | 25 | $3.20K | 0.00% | +25 | New |
| Rothschild Investment LLC | 15 | $1.92K | 0.00% | +5+50.0% | Added |
| Creekmur Asset Management LLC | 13 | $1.66K | 0.00% | +5+62.5% | Added |
| 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 |
| Parkside Financial Bank & Trust | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $1.02K | 0.00% | +8 | New |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7 | $896 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 6 | $768 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5 | $640 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5 | $640 | 0.00% | +3+150.0% | Added |
| Comerica Bank | 5 | $578 | 0.00% | +5 | New |