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 |
|---|---|---|---|---|---|
| Prosperitas Financial LLC | 26,262 | $1.16M | 0.43% | +4,196+19.0% | Added |
| Zweig-DiMenna Associates LLC | 27,000 | $1.19M | 0.17% | +27,000 | New |
| Diametric Capital, LP | 29,213 | $1.29M | 0.34% | +16,138+123.4% | Added |
| Two Sigma Investments, LP | 30,435 | $1.34M | 0.00% | +30,435 | New |
| Trinity Financial Advisors LLC | 31,984 | $1.41M | 0.40% | −120.0% | Reduced |
| Voleon Capital Management LP | 32,349 | $1.43M | 0.03% | +6,122+23.3% | Added |
| X-Square Capital, LLC | 36,048 | $1.59M | 0.54% | −41,048−53.2% | Reduced |
| Bank of New York Mellon Corp | 36,140 | $1.60M | 0.00% | −5,465−13.1% | Reduced |
| New York State Common Retirement Fund | 36,750 | $1.62M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 37,904 | $1.67M | 0.01% | +37,904 | New |
| Hennessy Advisors Inc | 47,102 | $2.08M | 0.08% | −1,600−3.3% | Reduced |
| HB Wealth Management, LLC | 47,248 | $2.09M | 0.01% | +25,986+122.2% | Added |
| JPMorgan Chase & Co | 50,628 | $2.19M | 0.00% | +43,687+629.4% | Added |
| Cannell Capital LLC | 52,331 | $2.31M | 1.50% | +52,331 | New |
| Barclays PLC | 53,011 | $2.34M | 0.00% | +19,774+59.5% | Added |
| UBS Group AG | 58,155 | $2.57M | 0.00% | −79,674−57.8% | Reduced |
| Susquehanna International Group, LLP | 60,779 | $2.68M | 0.00% | +50,367+483.7% | Added |
| Citigroup Inc | 61,198 | $2.70M | 0.00% | −907−1.5% | Reduced |
| Federated Hermes, Inc. | 62,602 | $2.77M | 0.00% | +2,507+4.2% | Added |
| California State Teachers Retirement System | 66,314 | $2.93M | 0.00% | −91−0.1% | Reduced |
| First Trust Advisors LP | 68,050 | $3.01M | 0.00% | +22,422+49.1% | Added |
| Quinn Opportunity Partners LLC | 70,339 | $3.11M | 0.16% | +12,394+21.4% | Added |
| Trexquant Investment LP | 80,354 | $3.55M | 0.03% | +17,768+28.4% | Added |
| Palisades Investment Partners, LLC | 90,336 | $3.99M | 1.56% | +7,034+8.4% | Added |
| Vanguard Portfolio Management LLC | 90,916 | $4.02M | 0.00% | +90,916 | New |
| Vanguard Fiduciary Trust Co | 91,188 | $4.03M | 0.00% | +91,188 | New |
| BNP Paribas Arbitrage, SA | 98,259 | $4.34M | 0.00% | +23,851+32.1% | Added |
| Charles Schwab Investment Management Inc | 107,693 | $4.76M | 0.00% | −3,616−3.2% | Reduced |
| Northern Trust Corp | 109,408 | $4.83M | 0.00% | +3,305+3.1% | Added |
| Price T Rowe Associates Inc | 123,525 | $5.46M | 0.00% | −3,910−3.1% | Reduced |
| Bank of America Corp | 127,581 | $5.64M | 0.00% | −12,057−8.6% | Reduced |
| Boothbay Fund Management, LLC | 138,996 | $6.14M | 0.14% | +48,212+53.1% | Added |
| Morgan Stanley | 141,077 | $6.23M | 0.00% | −17,952−11.3% | Reduced |
| Millennium Management LLC | 148,738 | $6.57M | 0.00% | −72,077−32.6% | Reduced |
| Goldman Sachs Group Inc | 149,317 | $6.60M | 0.00% | −21,159−12.4% | Reduced |
| Dimensional Fund Advisors LP | 150,464 | $6.64M | 0.00% | −22,165−12.8% | Reduced |
| Dragoneer Investment Group, LLC | 154,320 | $6.82M | 0.23% | 00.0% | Unchanged |
| Tairen Capital Ltd | 160,798 | $7.10M | 0.77% | 00.0% | Unchanged |
| Buckley Capital Advisors, LLC | 174,554 | $7.71M | 6.53% | +64,337+58.4% | Added |
| Renaissance Technologies LLC | 238,781 | $10.5M | 0.02% | −13,200−5.2% | Reduced |
| Galileo (PTC) Ltd | 252,669 | $11.2M | 1.09% | 00.0% | Unchanged |
| State Street Corp | 265,939 | $11.7M | 0.00% | +7,771+3.0% | Added |
| Geode Capital Management, LLC | 319,528 | $14.1M | 0.00% | +8,561+2.8% | Added |
| Findell Capital Management LLC | 375,000 | $16.6M | 4.88% | +140,000+59.6% | Added |
| Capital Research Global Investors | 477,124 | $21.1M | 0.00% | −177,128−27.1% | Reduced |
| Vanguard Capital Management LLC | 516,632 | $22.8M | 0.00% | +516,632 | New |
| BlackRock, Inc. | 1,050,327 | $46.4M | 0.00% | +3,665+0.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,185,073 | $52.3M | 0.04% | +238,441+25.2% | Added |
| Ribbit Management Company, LLC | 1,232,607 | $54.4M | 3.24% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −73,463−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −66,914−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −63,234−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −56,019−100.0% | Sold out |
| T3 Companies, LLC | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −25,110−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −22,718−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −17,389−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,985−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,161−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,037−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,354−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −5,839−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −3,511−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |