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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 2,927 | $129.3K | 0.00% | +2,927 | New |
| SBI Securities Co., Ltd. | 2,856 | $126.2K | 0.00% | +128+4.7% | Added |
| KLP Kapitalforvaltning AS | 2,400 | $106.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,166 | $95.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,618 | $71.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,284 | $56.7K | 0.00% | +1,071+502.8% | Added |
| FMR LLC | 1,258 | $55.6K | 0.00% | +156+14.2% | Added |
| Advisor Group Holdings, Inc. | 1,250 | $55.2K | 0.00% | −289−18.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,139 | $50.3K | 0.00% | +753+195.1% | Added |
| Russell Investments Group, Ltd. | 1,139 | $50.3K | 0.00% | −12,574−91.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $44.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 960 | $42.4K | 0.00% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 719 | $31.8K | 0.02% | +719 | New |
| Huntington National Bank | 501 | $22.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 500 | $22.1K | 0.01% | +100+25.0% | Added |
| Royal Bank of Canada | 413 | $18.0K | 0.00% | −82−16.6% | Reduced |
| KBC Group NV | 359 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 227 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 65 | $8.67K | 0.00% | +31+91.2% | Added |
| Bank of New Hampshire | 186 | $8.22K | 0.00% | +186 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 182 | $8.04K | 0.00% | −1,013−84.8% | Reduced |
| MAI Capital Management | 145 | $6.41K | 0.00% | +5+3.6% | Added |
| Essential Partners LLC | 141 | $6.23K | 0.00% | +141 | New |
| GAMMA Investing LLC | 136 | $6.01K | 0.00% | −10−6.8% | Reduced |
| Covestor Ltd | 126 | $6.00K | 0.00% | +39+44.8% | Added |
| Larson Financial Group LLC | 108 | $4.77K | 0.00% | +81+300.0% | Added |
| Optiver Holding B.V. | 93 | $4.11K | 0.00% | +22+31.0% | Added |
| Sterling Capital Management LLC | 80 | $3.53K | 0.00% | +3+3.9% | Added |
| Abound Financial, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 60 | $2.65K | 0.00% | +47+361.5% | Added |
| International Assets Investment Management, LLC | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $2.08K | 0.00% | −2−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 41 | $1.81K | 0.00% | +41 | New |
| Pinnacle Wealth Planning Services, Inc. | 38 | $1.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $1.59K | 0.00% | +36 | New |
| GHP Investment Advisors, Inc. | 33 | $1.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $1.28K | 0.00% | +24+480.0% | Added |
| Parallel Advisors, LLC | 22 | $972 | 0.00% | +22 | New |
| The PNC Financial Services Group, Inc. | 21 | $928 | 0.00% | +3+16.7% | Added |
| Whittier Trust Co | 19 | $852 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $839 | 0.00% | +19 | New |
| Rothschild Investment LLC | 14 | $618 | 0.00% | +9+180.0% | Added |
| Vision Financial Markets LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $221 | 0.00% | +5 | New |
| IFP Advisors, Inc | 4 | $177 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 2 | $88 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 1 | $44 | 0.00% | −6−85.7% | Reduced |
| Smartleaf Asset Management LLC | 1 | $43 | 0.00% | 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 |