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Livermore
Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding Root, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of ROOT: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2041182−21
Shares9.43M86.6K9.48M+130.2K (+1.4%)
Value$1.21B$11.1M$848.5M−$347.8M (−29.1%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Root, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to ROOT in Q3 2025
InstitutionSharesValue% of portfolio
Palisades Investment Partners, LLC81,716$7.31M2.87%
Jane Street Group, LLC45,724$4.09M0.00%
Quinn Opportunity Partners LLC40,000$3.58M0.26%
Proem Advisors LLC36,637$3.28M0.79%
Woodline Partners LP30,629$2.74M0.01%
Aquatic Capital Management LLC26,040$2.33M0.04%
First Trust Advisors LP25,579$2.29M0.00%
Quantbot Technologies LP14,368$1.29M0.03%
Walleye Trading LLC10,393$930.3K0.01%
Virtu Financial LLC10,225$915.0K0.05%
Matauro, LLC9,788$876.1K0.14%
State of Wisconsin Investment Board6,536$585.0K0.00%
Ameriprise Financial Inc4,635$414.9K0.00%
Precision Wealth Strategies, LLC4,481$401.1K0.13%
Dark Forest Capital Management LP3,920$350.9K0.01%
Truist Financial Corp3,379$302.5K0.00%
D.A. Davidson & Co.2,620$234.5K0.00%
Highland Capital Management, LLC2,437$218.1K0.01%
Moors & Cabot, Inc.2,435$218.0K0.01%
Stratos Wealth Partners, LTD.2,429$217.4K0.00%
Entropy Technologies, LP2,400$214.8K0.02%
DnB Asset Management AS2,356$210.9K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)2,166$193.9K0.00%
Leonteq Securities AG1,907$170.7K0.01%
Advisory Services Network, LLC1,605$143.7K0.00%
Pathway Financial Advisers, LLC737$65.8K0.02%
State of Alaska, Department of Revenue561$50.0K0.00%
Quarry LP232$20.8K0.01%
Ameriflex Group, Inc.200$17.9K0.01%
Matrix Trust Co138$12.0K0.00%
Aster Capital Management (DIFC) Ltd120$10.7K0.01%
Covestor Ltd87$8.00K0.00%
GHP Investment Advisors, Inc.33$2.95K0.00%
Whittier Trust Co19$1.65K0.00%
SRS Capital Advisors, Inc.7$6270.00%
Smartleaf Asset Management LLC1$910.00%

Sold out (57)

Institutions that held Root, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of ROOT in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Ensign Peak Advisors, Inc264,354$33.8M
Driehaus Capital Management LLC130,933$16.8M
Monolith Management Ltd110,405$14.1M
Connor, Clark & Lunn Investment Management Ltd.97,629$12.5M
Qube Research & Technologies Ltd46,831$5.99M
Tudor Investment Corp Et Al33,566$4.30M
Discovery Capital Management, LLC30,200$3.86M
EAM Global Investors LLC21,585$2.76M
General Equity Holdings LP19,700$2.52M
EAM Investors, LLC18,130$2.32M
Parallax Volatility Advisers, L.P.16,421$2.10M
Capital Fund Management S.A.15,154$1.94M
Fox Run Management, L.L.C.14,770$1.89M
Jackson Creek Investment Advisors LLC12,299$1.57M
Alberta Investment Management Corp11,700$1.50M
Valmark Advisers, Inc.10,365$1.33M
Legacy Capital Group California, Inc.10,220$1.31M
Twinbeech Capital LP9,281$1.19M
Y-Intercept (Hong Kong) Ltd6,070$776.8K
Cambridge Investment Research Advisors, Inc.5,170$662.0K
Prudential Financial Inc4,965$635.4K
Capstone Investment Advisors, LLC4,363$558.3K
Blueshift Asset Management, LLC3,449$441.4K
Point72 Asset Management, L.P.3,339$427.2K
HighTower Advisors, LLC3,237$414.2K
Voya Investment Management LLC2,919$373.5K
Cubist Systematic Strategies, LLC2,826$361.7K
Schonfeld Strategic Advisors LLC2,813$360.0K
Graham Capital Management, L.P.2,715$347.4K
Bayesian Capital Management, LP2,666$341.2K
Gotham Asset Management, LLC2,569$328.8K
Mach-1 Financial Group, Inc.2,499$319.8K
Winton Group Ltd2,473$316.5K
Atom Investors LP2,389$305.7K
Fuller & Thaler Asset Management, Inc.2,370$303.3K
OneAscent Financial Services LLC2,268$284.0K
Headlands Technologies LLC2,203$281.9K
ProShare Advisors LLC2,184$279.5K
Evercore Wealth Management, LLC2,145$274.5K
Integrated Quantitative Investments LLC2,111$270.1K
MidWestOne Financial Group, Inc.1,890$241.9K
LPL Financial LLC1,876$240.1K
111 Capital1,823$233.3K
Gladstone Institutional Advisory LLC1,765$225.9K
Kingswood Wealth Advisors, LLC1,652$211.4K
Gsa Capital Partners LLP1,599$205.0K
Symmetry Peak Management LLC200$25.6K
Aspect Partners, LLC117$15.0K
West Oak Capital, LLC100$12.8K
ORG Partners LLC38$4.76K
IFP Advisors, Inc0$3.46K
Rothschild Investment LLC15$1.92K
Creekmur Asset Management LLC13$1.66K
a16z Perennial Management, L.P.10$1.28K
Principal Securities, Inc.7$896
GeoWealth Management, LLC5$640
CIBC Private Wealth Group, LLC1$128

Not filed for Q3 2025 yet (1)

Institutions that held Root, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROOT in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank86,577$11.1M