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, Q3 2025
Institutional positions in Root, Inc. as of Sep 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
- 182
- −21 vs. Q2 2025
- Shares held
- 9.48M
- +130.2K (+1.4%) vs. Q2 2025
- Total value
- $848.5M
- −$347.8M (−29.1%) vs. Q2 2025
- New holders
- 36
- 69 more added
- Sold out
- 57
- 49 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 9,484 | $848.9K | 0.00% | −50,708−84.2% | Reduced |
| Sierra Summit Advisors LLC | 9,628 | $861.8K | 0.13% | +4,095+74.0% | Added |
| Trinity Financial Advisors LLC | 9,738 | $871.6K | 0.25% | +8+0.1% | Added |
| Verition Fund Management LLC | 9,757 | $873.3K | 0.00% | +5+0.1% | Added |
| Matauro, LLC | 9,788 | $876.1K | 0.14% | +9,788 | New |
| Two Sigma Advisers, LP | 9,866 | $883.1K | 0.00% | +400+4.2% | Added |
| Neuberger Berman Group LLC | 9,897 | $885.9K | 0.00% | +72+0.7% | Added |
| Ieq Capital, LLC | 9,973 | $892.7K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 10,003 | $895.4K | 0.01% | +3,001+42.9% | Added |
| Virtu Financial LLC | 10,225 | $915.0K | 0.05% | +10,225 | New |
| Walleye Trading LLC | 10,393 | $930.3K | 0.01% | +10,393 | New |
| Janus Henderson Group PLC | 11,592 | $1.04M | 0.00% | −6,696−36.6% | Reduced |
| Legal & General Group Plc | 11,884 | $1.06M | 0.00% | +1,251+11.8% | Added |
| Alliancebernstein L.P. | 12,005 | $1.07M | 0.00% | +725+6.4% | Added |
| Wells Fargo & Company | 12,157 | $1.09M | 0.00% | +5,362+78.9% | Added |
| AQR Capital Management LLC | 12,211 | $1.09M | 0.00% | +62+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 12,910 | $1.16M | 0.20% | +7,824+153.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,928 | $1.16M | 0.00% | +6,703+107.7% | Added |
| MML Investors Services, LLC | 13,635 | $1.22M | 0.00% | +9,404+222.3% | Added |
| Russell Investments Group, Ltd. | 13,872 | $1.24M | 0.00% | +13,138+1,789.9% | Added |
| Quantbot Technologies LP | 14,368 | $1.29M | 0.03% | +14,368 | New |
| RBF Capital, LLC | 14,600 | $1.31M | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,888 | $1.33M | 0.00% | +9,601+181.6% | Added |
| Rhumbline Advisers | 15,811 | $1.42M | 0.00% | +443+2.9% | Added |
| Barclays PLC | 16,451 | $1.47M | 0.00% | −8,681−34.5% | Reduced |
| Cynosure Management, LLC | 17,389 | $1.56M | 0.17% | 00.0% | Unchanged |
| TD Asset Management Inc | 18,088 | $1.62M | 0.00% | +1,874+11.6% | Added |
| Change Path, LLC | 19,989 | $1.79M | 0.04% | −2,498−11.1% | Reduced |
| Swiss National Bank | 21,000 | $1.88M | 0.00% | +3,900+22.8% | Added |
| HB Wealth Management, LLC | 21,259 | $1.90M | 0.01% | +20.0% | Added |
| Engineers Gate Manager LP | 21,698 | $1.94M | 0.02% | −37,406−63.3% | Reduced |
| Nordea Investment Management AB | 22,007 | $1.96M | 0.00% | −186−0.8% | Reduced |
| FMR LLC | 22,996 | $2.06M | 0.00% | −2,589−10.1% | Reduced |
| Millennium Management LLC | 25,090 | $2.25M | 0.00% | −11,887−32.1% | Reduced |
| Knollwood Investment Advisory, LLC | 25,110 | $2.25M | 0.20% | 00.0% | Unchanged |
| First Trust Advisors LP | 25,579 | $2.29M | 0.00% | +25,579 | New |
| Aquatic Capital Management LLC | 26,040 | $2.33M | 0.04% | +26,040 | New |
| Nuveen, LLC | 28,490 | $2.55M | 0.00% | +736+2.7% | Added |
| Woodline Partners LP | 30,629 | $2.74M | 0.01% | +30,629 | New |
| Raymond James Financial Inc | 33,309 | $2.98M | 0.00% | +7,766+30.4% | Added |
| Proem Advisors LLC | 36,637 | $3.28M | 0.79% | +36,637 | New |
| New York State Common Retirement Fund | 36,750 | $3.29M | 0.00% | +33,250+950.0% | Added |
| Bank of New York Mellon Corp | 37,017 | $3.31M | 0.00% | +2,748+8.0% | Added |
| Quinn Opportunity Partners LLC | 40,000 | $3.58M | 0.26% | +40,000 | New |
| Principal Financial Group Inc | 43,579 | $3.90M | 0.00% | +7,623+21.2% | Added |
| Jump Financial, LLC | 43,981 | $3.94M | 0.05% | −90,273−67.2% | Reduced |
| Wolverine Trading, LLC | 43,579 | $3.99M | 0.08% | +23,096+112.8% | Added |
| Federated Hermes, Inc. | 44,684 | $4.00M | 0.01% | +7,869+21.4% | Added |
| IFC Advisors LLC | 45,034 | $4.03M | 0.74% | +15,407+52.0% | Added |
| Jane Street Group, LLC | 45,724 | $4.09M | 0.00% | +45,724 | New |
| Marshall Wace, LLP | 49,742 | $4.45M | 0.00% | +19,933+66.9% | Added |
| Hennessy Advisors Inc | 51,902 | $4.65M | 0.16% | −4,100−7.3% | Reduced |
| Squarepoint Ops LLC | 54,382 | $4.87M | 0.01% | +33,845+164.8% | Added |
| IMC-Chicago, LLC | 56,871 | $5.09M | 0.09% | +30,726+117.5% | Added |
| Findell Capital Management LLC | 60,000 | $5.37M | 2.45% | −27,917−31.8% | Reduced |
| Citigroup Inc | 61,485 | $5.50M | 0.00% | +17,009+38.2% | Added |
| California State Teachers Retirement System | 66,314 | $5.94M | 0.01% | +2,603+4.1% | Added |
| Goldman Sachs Group Inc | 73,327 | $6.56M | 0.00% | −14,143−16.2% | Reduced |
| Landscape Capital Management, L.L.C. | 73,463 | $6.58M | 0.42% | 00.0% | Unchanged |
| Palisades Investment Partners, LLC | 81,716 | $7.31M | 2.87% | +81,716 | New |
| Bank of America Corp | 93,290 | $8.35M | 0.00% | +60,579+185.2% | Added |
| Northern Trust Corp | 106,953 | $9.57M | 0.00% | +15,623+17.1% | Added |
| Citadel Advisors LLC | 106,966 | $9.57M | 0.01% | +16,919+18.8% | Added |
| Charles Schwab Investment Management Inc | 109,335 | $9.79M | 0.00% | +78,112+250.2% | Added |
| Price T Rowe Associates Inc | 110,355 | $9.88M | 0.00% | +101,298+1,118.4% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $13.8M | 0.30% | 00.0% | Unchanged |
| Tairen Capital Ltd | 160,798 | $14.4M | 1.56% | −1,926−1.2% | Reduced |
| Dimensional Fund Advisors LP | 168,454 | $15.1M | 0.00% | +48,970+41.0% | Added |
| Susquehanna International Group, LLP | 171,357 | $15.3M | 0.02% | +153,256+846.7% | Added |
| Invesco Ltd. | 215,785 | $19.3M | 0.00% | −5,050−2.3% | Reduced |
| Morgan Stanley | 225,512 | $20.2M | 0.00% | +19,860+9.7% | Added |
| UBS Group AG | 228,738 | $20.5M | 0.00% | +180,289+372.1% | Added |
| State Street Corp | 245,847 | $22.0M | 0.00% | +38,970+18.8% | Added |
| Galileo (PTC) Ltd | 252,669 | $22.6M | 2.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 298,729 | $26.7M | 0.00% | +64,014+27.3% | Added |
| American Century Companies Inc | 305,005 | $27.3M | 0.01% | −52,171−14.6% | Reduced |
| Renaissance Technologies LLC | 333,616 | $29.9M | 0.04% | −72,699−17.9% | Reduced |
| Capital Research Global Investors | 496,598 | $44.5M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 724,541 | $64.9M | 0.00% | +149,064+25.9% | Added |
| T. Rowe Price Investment Management, Inc. | 872,205 | $78.1M | 0.05% | +62,975+7.8% | Added |
| BlackRock, Inc. | 922,390 | $82.6M | 0.00% | +178,123+23.9% | Added |
| Ribbit Management Company, LLC | 1,232,607 | $110.3M | 5.24% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −264,354−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −130,933−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −110,405−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −97,629−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −46,831−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,566−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −21,585−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −18,130−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −16,421−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,154−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,770−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −12,299−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |