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, Q4 2025
Institutional positions in Root, Inc. as of Dec 31, 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
- 171
- −10 vs. Q3 2025
- Shares held
- 10.2M
- +777.0K (+8.2%) vs. Q3 2025
- Total value
- $741.8M
- −$102.8M (−12.2%) vs. Q3 2025
- New holders
- 32
- 62 more added
- Sold out
- 42
- 46 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 13,713 | $990.5K | 0.00% | −159−1.1% | Reduced |
| Quantbot Technologies LP | 14,037 | $1.01M | 0.03% | −331−2.3% | Reduced |
| Twinbeech Capital LP | 14,100 | $1.02M | 0.07% | +14,100 | New |
| Walleye Trading LLC | 14,161 | $1.02M | 0.02% | +3,768+36.3% | Added |
| Rhumbline Advisers | 14,461 | $1.04M | 0.00% | −1,350−8.5% | Reduced |
| RBF Capital, LLC | 14,600 | $1.05M | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,224 | $1.10M | 0.05% | +15,224 | New |
| IMC-Chicago, LLC | 16,985 | $1.23M | 0.02% | −39,886−70.1% | Reduced |
| Cynosure Management, LLC | 17,389 | $1.26M | 0.13% | 00.0% | Unchanged |
| BloombergSen Inc. | 17,573 | $1.27M | 0.13% | +17,573 | New |
| Capital Fund Management S.A. | 18,700 | $1.35M | 0.01% | +18,700 | New |
| TD Asset Management Inc | 19,288 | $1.39M | 0.00% | +1,200+6.6% | Added |
| Nordea Investment Management AB | 18,998 | $1.40M | 0.00% | −3,009−13.7% | Reduced |
| HB Wealth Management, LLC | 21,262 | $1.54M | 0.01% | +30.0% | Added |
| Swiss National Bank | 21,500 | $1.55M | 0.00% | +500+2.4% | Added |
| Prosperitas Financial LLC | 22,066 | $1.59M | 0.62% | +22,066 | New |
| FirstWave Capital Management LLC | 22,718 | $1.64M | 0.97% | +22,718 | New |
| American Century Companies Inc | 22,958 | $1.66M | 0.00% | −282,047−92.5% | Reduced |
| Nuveen, LLC | 23,260 | $1.68M | 0.00% | −5,230−18.4% | Reduced |
| Knollwood Investment Advisory, LLC | 25,110 | $1.81M | 0.17% | 00.0% | Unchanged |
| T3 Companies, LLC | 25,800 | $1.86M | 2.39% | +25,800 | New |
| Voleon Capital Management LP | 26,227 | $1.89M | 0.04% | +26,227 | New |
| SG Americas Securities, LLC | 30,159 | $2.18M | 0.00% | +27,932+1,254.2% | Added |
| Trinity Financial Advisors LLC | 31,996 | $2.31M | 0.65% | +22,258+228.6% | Added |
| Raymond James Financial Inc | 32,346 | $2.34M | 0.00% | −963−2.9% | Reduced |
| Barclays PLC | 33,237 | $2.40M | 0.00% | +16,786+102.0% | Added |
| New York State Common Retirement Fund | 36,750 | $2.65M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 41,605 | $3.01M | 0.00% | +4,588+12.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,096 | $3.19M | 0.01% | +44,096 | New |
| First Trust Advisors LP | 45,628 | $3.30M | 0.00% | +20,049+78.4% | Added |
| Squarepoint Ops LLC | 47,509 | $3.43M | 0.01% | −6,873−12.6% | Reduced |
| Hennessy Advisors Inc | 48,702 | $3.52M | 0.12% | −3,200−6.2% | Reduced |
| Jane Street Group, LLC | 56,019 | $4.05M | 0.00% | +10,295+22.5% | Added |
| Quinn Opportunity Partners LLC | 57,945 | $4.19M | 0.18% | +17,945+44.9% | Added |
| Federated Hermes, Inc. | 60,095 | $4.34M | 0.01% | +15,411+34.5% | Added |
| Citigroup Inc | 62,105 | $4.49M | 0.00% | +620+1.0% | Added |
| Trexquant Investment LP | 62,586 | $4.52M | 0.04% | +60,084+2,401.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 63,234 | $4.57M | 0.05% | +63,234 | New |
| Norges Bank | 65,022 | $4.70M | 0.00% | +65,022 | New |
| California State Teachers Retirement System | 66,405 | $4.80M | 0.00% | +91+0.1% | Added |
| Principal Financial Group Inc | 66,914 | $4.83M | 0.00% | +23,335+53.5% | Added |
| Citadel Advisors LLC | 71,481 | $5.16M | 0.00% | −35,485−33.2% | Reduced |
| Landscape Capital Management, L.L.C. | 73,463 | $5.31M | 0.36% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 74,408 | $5.37M | 0.00% | +59,520+399.8% | Added |
| X-Square Capital, LLC | 77,096 | $5.57M | 1.82% | +77,096 | New |
| Palisades Investment Partners, LLC | 83,302 | $6.02M | 2.27% | +1,586+1.9% | Added |
| Boothbay Fund Management, LLC | 90,784 | $6.56M | 0.17% | +82,282+967.8% | Added |
| Northern Trust Corp | 106,103 | $7.66M | 0.00% | −850−0.8% | Reduced |
| Marshall Wace, LLP | 107,612 | $7.77M | 0.01% | +57,870+116.3% | Added |
| Buckley Capital Advisors, LLC | 110,217 | $7.96M | 6.92% | +110,217 | New |
| Charles Schwab Investment Management Inc | 111,309 | $8.04M | 0.00% | +1,974+1.8% | Added |
| Price T Rowe Associates Inc | 127,435 | $9.21M | 0.00% | +17,080+15.5% | Added |
| UBS Group AG | 137,829 | $9.96M | 0.00% | −90,909−39.7% | Reduced |
| Bank of America Corp | 139,638 | $10.1M | 0.00% | +46,348+49.7% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $11.1M | 0.24% | 00.0% | Unchanged |
| Morgan Stanley | 159,029 | $11.5M | 0.00% | −66,483−29.5% | Reduced |
| Tairen Capital Ltd | 160,798 | $11.6M | 1.21% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 170,476 | $12.3M | 0.00% | +97,149+132.5% | Added |
| Dimensional Fund Advisors LP | 172,629 | $12.5M | 0.00% | +4,175+2.5% | Added |
| Invesco Ltd. | 210,584 | $15.2M | 0.00% | −5,201−2.4% | Reduced |
| Millennium Management LLC | 220,815 | $15.9M | 0.01% | +195,725+780.1% | Added |
| Findell Capital Management LLC | 235,000 | $17.0M | 5.64% | +175,000+291.7% | Added |
| Renaissance Technologies LLC | 251,981 | $18.2M | 0.03% | −81,635−24.5% | Reduced |
| Galileo (PTC) Ltd | 252,669 | $18.3M | 1.33% | 00.0% | Unchanged |
| State Street Corp | 258,168 | $18.6M | 0.00% | +12,321+5.0% | Added |
| Geode Capital Management, LLC | 310,967 | $22.5M | 0.00% | +12,238+4.1% | Added |
| Capital Research Global Investors | 654,252 | $47.3M | 0.01% | +157,654+31.7% | Added |
| Vanguard Group Inc | 723,117 | $52.2M | 0.00% | −1,424−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 946,632 | $68.4M | 0.04% | +74,427+8.5% | Added |
| BlackRock, Inc. | 1,046,662 | $75.6M | 0.00% | +124,272+13.5% | Added |
| Ribbit Management Company, LLC | 1,232,607 | $93.1M | 4.62% | 00.0% | Unchanged |
| IFC Advisors LLC | 0 | $0 | 0.00% | −45,034−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −43,981−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −36,637−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −30,629−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,910−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Matauro, LLC | 0 | $0 | 0.00% | −9,788−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,536−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Dimension Capital Management LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |