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, Q2 2026
Institutional positions in Root, Inc. as of Jun 30, 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
- 160
- +13 vs. Q1 2026
- Shares held
- 9.44M
- −269.7K (−2.8%) vs. Q1 2026
- Total value
- $527.7M
- +$98.8M (+23.0%) vs. Q1 2026
- New holders
- 39
- 59 more added
- Sold out
- 26
- 34 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Root, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deutsche Bank AG | 14,189 | $793.4K | 0.00% | +2,819+24.8% | Added |
| XTX Topco Ltd | 14,338 | $801.8K | 0.01% | −2,295−13.8% | Reduced |
| RBF Capital, LLC | 14,600 | $816.4K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,128 | $901.9K | 0.00% | +1,474+10.1% | Added |
| TD Asset Management Inc | 19,288 | $1.08M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,732 | $1.16M | 0.00% | −41,870−66.9% | Reduced |
| GMT Capital Corp | 20,900 | $1.17M | 0.06% | +20,900 | New |
| Swiss National Bank | 22,100 | $1.24M | 0.00% | +600+2.8% | Added |
| Voleon Capital Management LP | 22,345 | $1.25M | 0.02% | −10,004−30.9% | Reduced |
| Raymond James Financial Inc | 24,077 | $1.35M | 0.00% | +3,222+15.4% | Added |
| Trexquant Investment LP | 24,809 | $1.39M | 0.01% | −55,545−69.1% | Reduced |
| BloombergSen Inc. | 25,566 | $1.43M | 0.16% | 00.0% | Unchanged |
| American Century Companies Inc | 25,933 | $1.45M | 0.00% | +2,167+9.1% | Added |
| Diametric Capital, LP | 26,994 | $1.51M | 0.16% | −2,219−7.6% | Reduced |
| Prosperitas Financial LLC | 27,411 | $1.53M | 0.49% | +1,149+4.4% | Added |
| IMC-Chicago, LLC | 29,441 | $1.65M | 0.02% | +29,441 | New |
| Russell Investments Group, Ltd. | 31,084 | $1.74M | 0.00% | +29,945+2,629.1% | Added |
| Trinity Financial Advisors LLC | 31,984 | $1.79M | 0.46% | 00.0% | Unchanged |
| Nuveen, LLC | 32,426 | $1.81M | 0.00% | +7,248+28.8% | Added |
| Bank of New York Mellon Corp | 39,090 | $2.19M | 0.00% | +2,950+8.2% | Added |
| JPMorgan Chase & Co | 40,494 | $2.34M | 0.00% | −10,134−20.0% | Reduced |
| AQR Capital Management LLC | 42,798 | $2.39M | 0.00% | +21,512+101.1% | Added |
| Millennium Management LLC | 43,696 | $2.44M | 0.00% | −105,042−70.6% | Reduced |
| HB Wealth Management, LLC | 47,396 | $2.65M | 0.01% | +148+0.3% | Added |
| Marshall Wace, LLP | 48,371 | $2.70M | 0.00% | +32,496+204.7% | Added |
| Jump Financial, LLC | 48,537 | $2.71M | 0.02% | +48,537 | New |
| Barclays PLC | 51,907 | $2.90M | 0.00% | −1,104−2.1% | Reduced |
| Cannell Capital LLC | 52,331 | $2.93M | 2.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 53,263 | $2.98M | 0.00% | +22,828+75.0% | Added |
| Citigroup Inc | 59,703 | $3.34M | 0.00% | −1,495−2.4% | Reduced |
| California State Teachers Retirement System | 69,702 | $3.90M | 0.00% | +3,388+5.1% | Added |
| Susquehanna International Group, LLP | 77,403 | $4.33M | 0.00% | +16,624+27.4% | Added |
| Capital Research Global Investors | 77,533 | $4.34M | 0.00% | −399,591−83.7% | Reduced |
| Tudor Investment Corp Et Al | 79,805 | $4.46M | 0.02% | +41,901+110.5% | Added |
| UBS Group AG | 82,826 | $4.63M | 0.00% | +24,671+42.4% | Added |
| Dimensional Fund Advisors LP | 87,223 | $4.88M | 0.00% | −63,241−42.0% | Reduced |
| Citadel Advisors LLC | 87,598 | $4.90M | 0.00% | +68,149+350.4% | Added |
| BNP Paribas Arbitrage, SA | 87,818 | $4.91M | 0.00% | −10,441−10.6% | Reduced |
| Jane Street Group, LLC | 89,493 | $5.00M | 0.00% | +89,493 | New |
| Vanguard Fiduciary Trust Co | 97,201 | $5.44M | 0.00% | +6,013+6.6% | Added |
| Bank of America Corp | 105,524 | $5.90M | 0.00% | −22,057−17.3% | Reduced |
| Vanguard Portfolio Management LLC | 106,983 | $5.98M | 0.00% | +16,067+17.7% | Added |
| Charles Schwab Investment Management Inc | 109,270 | $6.11M | 0.00% | +1,577+1.5% | Added |
| Northern Trust Corp | 120,334 | $6.73M | 0.00% | +10,926+10.0% | Added |
| Price T Rowe Associates Inc | 125,904 | $7.04M | 0.00% | +2,379+1.9% | Added |
| Goldman Sachs Group Inc | 144,306 | $8.07M | 0.00% | −5,011−3.4% | Reduced |
| Morgan Stanley | 148,225 | $8.29M | 0.00% | +7,148+5.1% | Added |
| Dragoneer Investment Group, LLC | 154,320 | $8.63M | 0.30% | 00.0% | Unchanged |
| Tairen Capital Ltd | 160,798 | $8.99M | 0.79% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 171,176 | $9.57M | 0.45% | +100,837+143.4% | Added |
| Boothbay Fund Management, LLC | 203,234 | $11.4M | 0.22% | +64,238+46.2% | Added |
| Renaissance Technologies LLC | 245,281 | $13.7M | 0.02% | +6,500+2.7% | Added |
| Galileo (PTC) Ltd | 252,669 | $14.1M | 1.28% | 00.0% | Unchanged |
| State Street Corp | 290,772 | $16.3M | 0.00% | +24,833+9.3% | Added |
| Geode Capital Management, LLC | 345,379 | $19.3M | 0.00% | +25,851+8.1% | Added |
| Findell Capital Management LLC | 460,000 | $25.7M | 4.24% | +85,000+22.7% | Added |
| Vanguard Capital Management LLC | 528,317 | $29.5M | 0.00% | +11,685+2.3% | Added |
| BlackRock, Inc. | 1,149,263 | $64.3M | 0.00% | +98,936+9.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,220,908 | $68.3M | 0.04% | +35,835+3.0% | Added |
| Ribbit Management Company, LLC | 1,232,607 | $68.9M | 3.36% | 00.0% | Unchanged |
| Buckley Capital Advisors, LLC | 0 | $0 | 0.00% | −174,554−100.0% | Sold out |
| Palisades Investment Partners, LLC | 0 | $0 | 0.00% | −90,336−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −68,050−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −47,102−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −36,048−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,048−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,920−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −17,291−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,720−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −12,928−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,261−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,866−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −719−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |