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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.

Institutional holdersQ3 2025: 182 institutions
Q1 2021: 73 institutionsQ2 2021: 95 institutionsQ3 2021: 99 institutionsQ4 2021: 110 institutionsQ1 2022: 113 institutionsQ2 2022: 119 institutionsQ3 2022: 95 institutionsQ4 2022: 89 institutionsQ1 2023: 71 institutionsQ2 2023: 63 institutionsQ3 2023: 59 institutionsQ4 2023: 65 institutionsQ1 2024: 87 institutionsQ2 2024: 99 institutionsQ3 2024: 103 institutionsQ4 2024: 129 institutionsQ1 2025: 178 institutionsQ2 2025: 204 institutionsQ3 2025: 182 institutionsQ4 2025: 171 institutionsQ1 2026: 149 institutionsQ2 2026: 160 institutions
Value heldQ3 2025: $848.5M
Q1 2021: $640.9MQ2 2021: $663.9MQ3 2021: $304.4MQ4 2021: $302.4MQ1 2022: $197.5MQ2 2022: $126.3MQ3 2022: $50.3MQ4 2022: $29.3MQ1 2023: $28.1MQ2 2023: $50.8MQ3 2023: $56.1MQ4 2023: $63.1MQ1 2024: $372.5MQ2 2024: $375.2MQ3 2024: $279.4MQ4 2024: $535.4MQ1 2025: $1.05BQ2 2025: $1.21BQ3 2025: $848.5MQ4 2025: $741.8MQ1 2026: $429.2MQ2 2026: $527.7M
Institutions holding ROOT and their total value by quarter
QuarterHoldersValue
Q2 2026160$527.7M
Q1 2026149$429.2M
Q4 2025171$741.8M
Q3 2025182$848.5M
Q2 2025204$1.21B
Q1 2025178$1.05B
Q4 2024129$535.4M
Q3 2024103$279.4M
Q2 202499$375.2M
Q1 202487$372.5M
Q4 202365$63.1M
Q3 202359$56.1M
Q2 202363$50.8M
Q1 202371$28.1M
Q4 202289$29.3M
Q3 202295$50.3M
Q2 2022119$126.3M
Q1 2022113$197.5M
Q4 2021110$302.4M
Q3 202199$304.4M
Q2 202195$663.9M
Q1 202173$640.9M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q2 2025.

Institutions holding ROOT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y-Intercept (Hong Kong) Ltd0$00.00%−6,070−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−5,170−100.0%Sold out
Prudential Financial Inc0$00.00%−4,965−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−4,363−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−3,449−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,339−100.0%Sold out
HighTower Advisors, LLC0$00.00%−3,237−100.0%Sold out
Voya Investment Management LLC0$00.00%−2,919−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,826−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,813−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,715−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,666−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−2,569−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−2,499−100.0%Sold out
Winton Group Ltd0$00.00%−2,473−100.0%Sold out
Atom Investors LP0$00.00%−2,389−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−2,370−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−2,268−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,203−100.0%Sold out
ProShare Advisors LLC0$00.00%−2,184−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−2,145−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−2,111−100.0%Sold out
MidWestOne Financial Group, Inc.0$00.00%−1,890−100.0%Sold out
LPL Financial LLC0$00.00%−1,876−100.0%Sold out
111 Capital0$00.00%−1,823−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−1,765−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−1,652−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−1,599−100.0%Sold out
Symmetry Peak Management LLC0$00.00%−200−100.0%Sold out
Aspect Partners, LLC0$00.00%−117−100.0%Sold out
West Oak Capital, LLC0$00.00%−100−100.0%Sold out
ORG Partners LLC0$00.00%−38−100.0%Sold out
IFP Advisors, Inc0$00.00%0Sold out
Rothschild Investment LLC0$00.00%−15−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−13−100.0%Sold out
a16z Perennial Management, L.P.0$00.00%−10−100.0%Sold out
Principal Securities, Inc.0$00.00%−7−100.0%Sold out
GeoWealth Management, LLC0$00.00%−5−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed