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, Q1 2026
Institutional positions in Root, Inc. as of Mar 31, 2026. 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
- 149
- −19 vs. Q4 2025
- Shares held
- 9.71M
- +290.0K (+3.1%) vs. Q4 2025
- Total value
- $429.2M
- −$255.6M (−37.3%) vs. Q4 2025
- New holders
- 30
- 51 more added
- Sold out
- 49
- 40 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,232,607 | $54.4M | 3.24% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,185,073 | $52.3M | 0.04% | +238,441+25.2% | Added |
| BlackRock, Inc. | 1,050,327 | $46.4M | 0.00% | +3,665+0.4% | Added |
| Vanguard Capital Management LLC | 516,632 | $22.8M | 0.00% | +516,632 | New |
| Capital Research Global Investors | 477,124 | $21.1M | 0.00% | −177,128−27.1% | Reduced |
| Findell Capital Management LLC | 375,000 | $16.6M | 4.88% | +140,000+59.6% | Added |
| Geode Capital Management, LLC | 319,528 | $14.1M | 0.00% | +8,561+2.8% | Added |
| State Street Corp | 265,939 | $11.7M | 0.00% | +7,771+3.0% | Added |
| Galileo (PTC) Ltd | 252,669 | $11.2M | 1.09% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 238,781 | $10.5M | 0.02% | −13,200−5.2% | Reduced |
| Buckley Capital Advisors, LLC | 174,554 | $7.71M | 6.53% | +64,337+58.4% | Added |
| Tairen Capital Ltd | 160,798 | $7.10M | 0.77% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 154,320 | $6.82M | 0.23% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 150,464 | $6.64M | 0.00% | −22,165−12.8% | Reduced |
| Goldman Sachs Group Inc | 149,317 | $6.60M | 0.00% | −21,159−12.4% | Reduced |
| Millennium Management LLC | 148,738 | $6.57M | 0.00% | −72,077−32.6% | Reduced |
| Morgan Stanley | 141,077 | $6.23M | 0.00% | −17,952−11.3% | Reduced |
| Boothbay Fund Management, LLC | 138,996 | $6.14M | 0.14% | +48,212+53.1% | Added |
| Bank of America Corp | 127,581 | $5.64M | 0.00% | −12,057−8.6% | Reduced |
| Price T Rowe Associates Inc | 123,525 | $5.46M | 0.00% | −3,910−3.1% | Reduced |
| Northern Trust Corp | 109,408 | $4.83M | 0.00% | +3,305+3.1% | Added |
| Charles Schwab Investment Management Inc | 107,693 | $4.76M | 0.00% | −3,616−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 98,259 | $4.34M | 0.00% | +23,851+32.1% | Added |
| Vanguard Fiduciary Trust Co | 91,188 | $4.03M | 0.00% | +91,188 | New |
| Vanguard Portfolio Management LLC | 90,916 | $4.02M | 0.00% | +90,916 | New |
| Palisades Investment Partners, LLC | 90,336 | $3.99M | 1.56% | +7,034+8.4% | Added |
| Trexquant Investment LP | 80,354 | $3.55M | 0.03% | +17,768+28.4% | Added |
| Quinn Opportunity Partners LLC | 70,339 | $3.11M | 0.16% | +12,394+21.4% | Added |
| First Trust Advisors LP | 68,050 | $3.01M | 0.00% | +22,422+49.1% | Added |
| California State Teachers Retirement System | 66,314 | $2.93M | 0.00% | −91−0.1% | Reduced |
| Federated Hermes, Inc. | 62,602 | $2.77M | 0.00% | +2,507+4.2% | Added |
| Citigroup Inc | 61,198 | $2.70M | 0.00% | −907−1.5% | Reduced |
| Susquehanna International Group, LLP | 60,779 | $2.68M | 0.00% | +50,367+483.7% | Added |
| UBS Group AG | 58,155 | $2.57M | 0.00% | −79,674−57.8% | Reduced |
| Barclays PLC | 53,011 | $2.34M | 0.00% | +19,774+59.5% | Added |
| Cannell Capital LLC | 52,331 | $2.31M | 1.50% | +52,331 | New |
| JPMorgan Chase & Co | 50,628 | $2.19M | 0.00% | +43,687+629.4% | Added |
| HB Wealth Management, LLC | 47,248 | $2.09M | 0.01% | +25,986+122.2% | Added |
| Hennessy Advisors Inc | 47,102 | $2.08M | 0.08% | −1,600−3.3% | Reduced |
| Tudor Investment Corp Et Al | 37,904 | $1.67M | 0.01% | +37,904 | New |
| New York State Common Retirement Fund | 36,750 | $1.62M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 36,140 | $1.60M | 0.00% | −5,465−13.1% | Reduced |
| X-Square Capital, LLC | 36,048 | $1.59M | 0.54% | −41,048−53.2% | Reduced |
| Voleon Capital Management LP | 32,349 | $1.43M | 0.03% | +6,122+23.3% | Added |
| Trinity Financial Advisors LLC | 31,984 | $1.41M | 0.40% | −120.0% | Reduced |
| Two Sigma Investments, LP | 30,435 | $1.34M | 0.00% | +30,435 | New |
| Diametric Capital, LP | 29,213 | $1.29M | 0.34% | +16,138+123.4% | Added |
| Zweig-DiMenna Associates LLC | 27,000 | $1.19M | 0.17% | +27,000 | New |
| Prosperitas Financial LLC | 26,262 | $1.16M | 0.43% | +4,196+19.0% | Added |
| BloombergSen Inc. | 25,566 | $1.13M | 0.13% | +7,993+45.5% | Added |
| Nuveen, LLC | 25,178 | $1.11M | 0.00% | +1,918+8.2% | Added |
| Los Angeles Capital Management LLC | 24,472 | $1.08M | 0.00% | +13,088+115.0% | Added |
| American Century Companies Inc | 23,766 | $1.05M | 0.00% | +808+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,048 | $973.9K | 0.00% | −22,048−50.0% | Reduced |
| Swiss National Bank | 21,500 | $949.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,286 | $940.2K | 0.00% | +11,003+107.0% | Added |
| Raymond James Financial Inc | 20,855 | $921.2K | 0.00% | −11,491−35.5% | Reduced |
| Quantinno Capital Management LP | 20,827 | $919.9K | 0.00% | +20,827 | New |
| Citadel Advisors LLC | 19,449 | $859.1K | 0.00% | −52,032−72.8% | Reduced |
| TD Asset Management Inc | 19,288 | $852.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,920 | $747.4K | 0.03% | +16,920 | New |
| Nordea Investment Management AB | 17,291 | $740.1K | 0.00% | −1,707−9.0% | Reduced |
| XTX Topco Ltd | 16,633 | $734.7K | 0.01% | +9,631+137.5% | Added |
| Marshall Wace, LLP | 15,875 | $701.2K | 0.00% | −91,737−85.2% | Reduced |
| Squarepoint Ops LLC | 14,720 | $650.2K | 0.00% | −32,789−69.0% | Reduced |
| Rhumbline Advisers | 14,654 | $647.3K | 0.00% | +193+1.3% | Added |
| RBF Capital, LLC | 14,600 | $644.9K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,018 | $619.2K | 0.00% | +14,018 | New |
| Invesco Ltd. | 13,251 | $585.3K | 0.00% | −197,333−93.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,065 | $577.1K | 0.03% | −2,159−14.2% | Reduced |
| Alliancebernstein L.P. | 7,920 | $572.1K | 0.00% | −3,880−32.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,928 | $571.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,278 | $542.3K | 0.00% | −10.0% | Reduced |
| State of Wisconsin Investment Board | 12,043 | $531.9K | 0.00% | +12,043 | New |
| Deutsche Bank AG | 11,370 | $502.2K | 0.00% | +1,149+11.2% | Added |
| Jacobs Levy Equity Management, Inc | 9,584 | $423.3K | 0.00% | +6,077+173.3% | Added |
| Ieq Capital, LLC | 9,261 | $409.1K | 0.00% | −712−7.1% | Reduced |
| Legal & General Group Plc | 8,977 | $396.5K | 0.00% | −2,955−24.8% | Reduced |
| Truist Financial Corp | 8,364 | $369.4K | 0.00% | +8,364 | New |
| Algert Global LLC | 7,950 | $351.2K | 0.01% | −520−6.1% | Reduced |
| Virtu Financial LLC | 7,866 | $347.0K | 0.01% | +4,800+156.6% | Added |
| Ameriprise Financial Inc | 7,710 | $340.6K | 0.00% | +3,054+65.6% | Added |
| Leonteq Securities AG | 7,518 | $332.1K | 0.02% | +7,518 | New |
| Freestone Grove Partners LP | 7,415 | $327.5K | 0.00% | +7,415 | New |
| MetLife Investment Management | 7,194 | $317.8K | 0.00% | +565+8.5% | Added |
| State of Alaska, Department of Revenue | 7,045 | $310.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 6,992 | $308.8K | 0.00% | +6,992 | New |
| Requisite Capital Management, LLC | 6,843 | $302.3K | 0.06% | −10.0% | Reduced |
| Kerrisdale Advisers, LLC | 6,830 | $301.7K | 0.11% | +6,830 | New |
| Dynamic Technology Lab Private Ltd | 6,249 | $276.0K | 0.05% | +6,249 | New |
| Canada Pension Plan Investment Board | 5,900 | $260.6K | 0.00% | +5,500+1,375.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,759 | $254.4K | 0.00% | +48+0.8% | Added |
| Engineers Gate Manager LP | 5,564 | $245.8K | 0.00% | −3,655−39.6% | Reduced |
| Vanguard Global Advisers, LLC | 5,525 | $244.0K | 0.00% | +5,525 | New |
| Janus Henderson Group PLC | 5,068 | $223.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,066 | $222.4K | 0.00% | +4,950+4,267.2% | Added |
| SG Americas Securities, LLC | 4,814 | $213.0K | 0.00% | −25,345−84.0% | Reduced |
| Wells Fargo & Company | 4,580 | $202.3K | 0.00% | −9,032−66.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,145 | $138.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3,000 | $132.5K | 0.02% | +3,000 | New |