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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.

Q4 2025 vs. Q3 2025

How the institutions holding Root, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of ROOT: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders1821171−10
Shares9.48M43.6K10.2M+777.0K (+8.2%)
Value$848.5M$3.99M$741.8M−$102.8M (−12.2%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Root, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to ROOT in Q4 2025
InstitutionSharesValue% of portfolio
Buckley Capital Advisors, LLC110,217$7.96M6.92%
X-Square Capital, LLC77,096$5.57M1.82%
Norges Bank65,022$4.70M0.00%
Maverick Capital LtdSuperinvestorMaverick Capital63,234$4.57M0.05%
Healthcare of Ontario Pension Plan Trust Fund44,096$3.19M0.01%
Voleon Capital Management LP26,227$1.89M0.04%
T3 Companies, LLC25,800$1.86M2.39%
FirstWave Capital Management LLC22,718$1.64M0.97%
Prosperitas Financial LLC22,066$1.59M0.62%
Capital Fund Management S.A.18,700$1.35M0.01%
BloombergSen Inc.17,573$1.27M0.13%
Campbell & CO Investment Adviser LLC15,224$1.10M0.05%
Twinbeech Capital LP14,100$1.02M0.07%
Diametric Capital, LP13,075$944.4K0.25%
Gsa Capital Partners LLP11,354$820.0K0.07%
Hussman Strategic Advisors, Inc.10,500$758.4K0.18%
PEAK6 LLC9,463$683.5K0.02%
Point72 Asset Management, L.P.8,260$596.6K0.00%
Lotus Technology Management, LP7,900$570.6K0.32%
Inceptionr LLC3,076$222.2K0.06%
Canada Pension Plan Investment Board400$28.9K0.00%
Signature Equity Partners, LLC400$28.9K0.02%
Clearstead Advisors, LLC227$16.4K0.00%
Abound Financial, LLC68$4.91K0.00%
International Assets Investment Management, LLC55$3.97K0.00%
Pinnacle Wealth Planning Services, Inc.38$2.75K0.00%
Northwestern Mutual Wealth Management Co25$1.81K0.00%
Torren Management, LLC7$5060.00%
Rothschild Investment LLC5$3610.00%
Basecamp Wealth Advisors LLC5$3610.00%
Hughes Financial Services, LLC1$720.00%
Keating Financial Advisory Services, Inc.1$720.00%

Sold out (42)

Institutions that held Root, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of ROOT in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
IFC Advisors LLC45,034$4.03M
Jump Financial, LLC43,981$3.94M
Proem Advisors LLC36,637$3.28M
Woodline Partners LP30,629$2.74M
Dynamic Technology Lab Private Ltd12,910$1.16M
Royce & Associates LP10,003$895.4K
Matauro, LLC9,788$876.1K
Sierra Summit Advisors LLC9,628$861.8K
D. E. Shaw & Co., Inc.9,484$848.9K
Brevan Howard Capital Management LP8,898$796.5K
Gilder Gagnon Howe & Co LLC6,963$623.3K
G2 Investment Partners Management LLC6,800$608.7K
State of Wisconsin Investment Board6,536$585.0K
Teacher Retirement System of Texas5,576$499.1K
Versor Investments LP4,500$402.8K
Precision Wealth Strategies, LLC4,481$401.1K
STRS Ohio4,300$384.9K
Dark Forest Capital Management LP3,920$350.9K
Franklin Resources Inc3,853$344.9K
Bayforest Capital Ltd3,513$314.4K
Dimension Capital Management LLC3,445$308.4K
Truist Financial Corp3,379$302.5K
Activest Wealth Management3,000$268.5K
Mariner, LLC2,686$240.4K
D.A. Davidson & Co.2,620$234.5K
Highland Capital Management, LLC2,437$218.1K
Moors & Cabot, Inc.2,435$218.0K
Stratos Wealth Partners, LTD.2,429$217.4K
State of Wyoming2,359$211.2K
DnB Asset Management AS2,356$210.9K
Leonteq Securities AG1,907$170.7K
Advisory Services Network, LLC1,605$143.7K
Pathway Financial Advisers, LLC737$65.8K
C M Bidwell & Associates Ltd545$48.8K
Quarry LP232$20.8K
Matrix Trust Co138$12.0K
Ameritas Advisory Services, LLC130$11.6K
Strategic Investment Solutions, Inc.25$2.24K
Bessemer Group Inc11$1.00K
N.E.W. Advisory Services LLC11$985
EverSource Wealth Advisors, LLC3$269
Comerica Bank3$239

Not filed for Q4 2025 yet (1)

Institutions that held Root, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROOT in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC43,579$3.99M