Roku, Inc
ROKU- 交易所
- Nasdaq
- 產業
- Cable & Other Pay Television Services
- SEC CIK
- 0001428439
近 90 天，Roku, Inc 內部人申報 0 筆公開市場買進、17 筆賣出；2026 年第 2 季末有 787 家機構在 13F 申報持有，市值合計 $157.7 億；方舟投資、杜肯家族辦公室等 3 位大師持有。
2026 年第 2 季 13F 持有人
Roku, Inc 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 787
- 較 2026 年第 1 季 +98 家
- 持有股數
- 1.14 億
- 較 2026 年第 1 季 +221.2 萬 (+2.0%)
- 總市值
- $157.7 億
- 較 2026 年第 1 季 +$51.6 億 (+48.6%)
- 新進機構
- 207
- 另有 232 家加碼
- 清倉機構
- 109
- 另有 244 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ROKU 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 787 | $157.7 億 |
| 2026 年第 1 季 | 697 | $106.9 億 |
| 2025 年第 4 季 | 707 | $120.7 億 |
| 2025 年第 3 季 | 611 | $111.6 億 |
| 2025 年第 2 季 | 569 | $95.8 億 |
| 2025 年第 1 季 | 593 | $77.2 億 |
| 2024 年第 4 季 | 558 | $80.0 億 |
| 2024 年第 3 季 | 543 | $80.2 億 |
| 2024 年第 2 季 | 538 | $61.7 億 |
| 2024 年第 1 季 | 575 | $67.8 億 |
| 2023 年第 4 季 | 605 | $98.8 億 |
| 2023 年第 3 季 | 542 | $69.3 億 |
| 2023 年第 2 季 | 520 | $63.5 億 |
| 2023 年第 1 季 | 538 | $69.0 億 |
| 2022 年第 4 季 | 499 | $40.0 億 |
| 2022 年第 3 季 | 554 | $54.6 億 |
| 2022 年第 2 季 | 601 | $77.5 億 |
| 2022 年第 1 季 | 652 | $116.6 億 |
| 2021 年第 4 季 | 792 | $214.4 億 |
| 2021 年第 3 季 | 827 | $261.0 億 |
| 2021 年第 2 季 | 874 | $386.5 億 |
| 2021 年第 1 季 | 819 | $265.7 億 |
2026 年第 2 季持有機構
每家機構持有 Roku, Inc 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,381,980 | $18.5 億 | 0.03% | +5,955,685+80.2% | 加碼 |
| Vanguard Capital Management LLC | 5,926,115 | $8.19 億 | 0.02% | +50,069+0.9% | 加碼 |
| Vanguard Portfolio Management LLC | 5,875,815 | $8.12 億 | 0.04% | −582,444−9.0% | 減碼 |
| FMR LLC | 5,310,616 | $7.34 億 | 0.03% | −11,700,444−68.8% | 減碼 |
| Pentwater Capital Management LP | 4,325,000 | $5.97 億 | 4.77% | +4,325,000 | 新進 |
| State Street Corp | 4,115,278 | $5.68 億 | 0.02% | +1,852,567+81.9% | 加碼 |
| Balyasny Asset Management LLC | 3,147,789 | $4.35 億 | 0.79% | +2,919,202+1,277.1% | 加碼 |
| Geode Capital Management, LLC | 3,064,548 | $4.24 億 | 0.02% | +283,648+10.2% | 加碼 |
| Goldman Sachs Group Inc | 2,649,231 | $3.66 億 | 0.04% | +1,694,707+177.5% | 加碼 |
| Schroder Investment Management Group | 2,072,383 | $2.86 億 | 0.20% | −235,631−10.2% | 減碼 |
| Millennium Management LLC | 1,883,645 | $2.60 億 | 0.18% | +1,527,977+429.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,842,808 | $2.55 億 | 0.11% | −195,539−9.6% | 減碼 |
| Citadel Advisors LLC | 1,822,022 | $2.52 億 | 0.14% | +541,057+42.2% | 加碼 |
| UBS Group AG | 1,687,090 | $2.33 億 | 0.04% | +1,190,925+240.0% | 加碼 |
| Qube Research & Technologies Ltd | 1,644,254 | $2.27 億 | 0.25% | +310,569+23.3% | 加碼 |
| Fred Alger Management, LLC | 1,596,717 | $2.21 億 | 0.74% | +5,594+0.4% | 加碼 |
| Renaissance Technologies LLC | 1,424,300 | $1.97 億 | 0.27% | −140,800−9.0% | 減碼 |
| Acadian Asset Management LLC | 1,354,758 | $1.87 億 | 0.22% | −1,166,320−46.3% | 減碼 |
| Bank of America Corp | 1,249,181 | $1.73 億 | 0.01% | +166,426+15.4% | 加碼 |
| HBK Investments L P | 1,184,334 | $1.64 億 | 1.90% | +1,184,334 | 新進 |
| Morgan Stanley | 1,135,256 | $1.57 億 | 0.01% | −595,540−34.4% | 減碼 |
| Northern Trust Corp | 1,079,602 | $1.49 億 | 0.02% | +392,944+57.2% | 加碼 |
| AQR Capital Management LLC | 1,043,354 | $1.43 億 | 0.05% | −739,379−41.5% | 減碼 |
| Charles Schwab Investment Management Inc | 959,426 | $1.33 億 | 0.02% | +3,501+0.4% | 加碼 |
| Quantinno Capital Management LP | 935,595 | $1.29 億 | 0.16% | +350,148+59.8% | 加碼 |
| Vanguard Fiduciary Trust Co | 846,334 | $1.17 億 | 0.03% | +31,315+3.8% | 加碼 |
| CNH Partners LLC | 831,445 | $1.14 億 | 1.62% | +831,445 | 新進 |
| Marshall Wace, LLP | 795,704 | $1.10 億 | 0.09% | −202,915−20.3% | 減碼 |
| Dimensional Fund Advisors LP | 780,902 | $1.08 億 | 0.02% | +30,321+4.0% | 加碼 |
| Man Group plc | 780,178 | $1.08 億 | 0.20% | +126,005+19.3% | 加碼 |
| Tudor Investment Corp Et Al | 774,475 | $1.07 億 | 0.44% | +692,325+842.8% | 加碼 |
| Bank of New York Mellon Corp | 761,663 | $1.05 億 | 0.02% | +372,983+96.0% | 加碼 |
| Neuberger Berman Group LLC | 734,031 | $1.01 億 | 0.07% | +695,765+1,818.2% | 加碼 |
| Westfield Capital Management Co LP | 716,557 | $9,899 萬 | 0.32% | −461,662−39.2% | 減碼 |
| TIG Advisors, LLC | 708,275 | $9,784 萬 | 4.50% | +708,275 | 新進 |
| Squarepoint Ops LLC | 669,221 | $9,245 萬 | 0.18% | −1,108,745−62.4% | 減碼 |
| JPMorgan Chase & Co | 641,166 | $8,837 萬 | 0.01% | +417,554+186.7% | 加碼 |
| Allianz Asset Management GmbH | 632,926 | $8,743 萬 | 0.08% | +240,652+61.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 626,984 | $8,661 萬 | 0.05% | −1,247,385−66.5% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 595,880 | $8,231 萬 | 0.53% | −3,224,525−84.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 576,072 | $7,958 萬 | 1.03% | −1,272,817−68.8% | 減碼 |
| Nuveen, LLC | 556,047 | $7,681 萬 | 0.02% | −15,263−2.7% | 減碼 |
| Rhumbline Advisers | 550,804 | $7,609 萬 | 0.06% | +434,866+375.1% | 加碼 |
| LMR Partners LLP | 543,226 | $7,504 萬 | 0.55% | +543,226 | 新進 |
| Magnetar Financial LLC | 507,080 | $7,005 萬 | 0.64% | +503,435+13,811.7% | 加碼 |
| Voloridge Investment Management, LLC | 477,467 | $6,596 萬 | 0.28% | +477,467 | 新進 |
| Hudson Bay Capital Management LP | 465,000 | $6,424 萬 | 0.30% | +449,405+2,881.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 451,374 | $6,235 萬 | 0.08% | −307,635−40.5% | 減碼 |
| Empirical Capital Management, LLC | 443,361 | $6,125 萬 | 16.74% | +97,700+28.3% | 加碼 |
| Alliancebernstein L.P. | 643,255 | $6,086 萬 | 0.02% | +592,659+1,171.4% | 加碼 |
| Sculptor Capital LP | 438,000 | $6,051 萬 | 0.63% | +438,000 | 新進 |
| Amundi | 435,432 | $6,015 萬 | 0.01% | −312,459−41.8% | 減碼 |
| ING Groep NV | 423,400 | $5,849 萬 | 0.29% | +412,100+3,646.9% | 加碼 |
| Kryger Capital LLC | 415,486 | $5,740 萬 | 3.27% | +415,486 | 新進 |
| Decagon Asset Management LLP | 393,636 | $5,438 萬 | 10.85% | +393,636 | 新進 |
| Bank of Nova Scotia | 380,826 | $5,261 萬 | 0.08% | +229,648+151.9% | 加碼 |
| Massachusetts Financial Services Co | 355,914 | $5,077 萬 | 0.02% | +286,610+413.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 356,570 | $4,926 萬 | 0.07% | +260,200+270.0% | 加碼 |
| Sessa Capital IM, L.P. | 350,000 | $4,835 萬 | 0.84% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 342,559 | $4,717 萬 | 0.04% | −236,518−40.8% | 減碼 |
| Capital Impact Advisors, LLC | 340,273 | $4,701 萬 | 2.64% | +283,759+502.1% | 加碼 |
| Invesco Ltd. | 330,059 | $4,559 萬 | 0.00% | +95,602+40.8% | 加碼 |
| Alpine Associates Management Inc. | 328,250 | $4,534 萬 | 2.84% | +328,250 | 新進 |
| Adage Capital Partners GP, L.L.C. | 325,000 | $4,490 萬 | 0.06% | +325,000 | 新進 |
| Calamos Advisors LLC | 325,000 | $4,490 萬 | 0.16% | +325,000 | 新進 |
| Capstone Investment Advisors, LLC | 320,000 | $4,420 萬 | 0.31% | +301,732+1,651.7% | 加碼 |
| Empyrean Capital Partners, LP | 320,000 | $4,420 萬 | 1.56% | +320,000 | 新進 |
| Westchester Capital Management, LLC | 314,488 | $4,344 萬 | 2.18% | +314,488 | 新進 |
| J. Goldman & Co LP | 311,109 | $4,298 萬 | 1.51% | +127,175+69.1% | 加碼 |
| Quinn Opportunity Partners LLC | 305,080 | $4,214 萬 | 1.97% | +301,080+7,527.0% | 加碼 |
| Glenmede Trust Co NA | 302,097 | $4,173 萬 | 0.18% | +56,629+23.1% | 加碼 |
| Ardmore Road Asset Management LP | 297,000 | $4,103 萬 | 2.41% | +177,000+147.5% | 加碼 |
| Principal Financial Group Inc | 296,534 | $4,096 萬 | 0.02% | +266,936+901.9% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 292,770 | $4,044 萬 | 2.70% | +292,770 | 新進 |
| Raymond James Financial Inc | 292,220 | $4,037 萬 | 0.01% | −101,650−25.8% | 減碼 |
| UBS Asset Management Americas Inc | 291,652 | $4,029 萬 | 0.01% | −7,027−2.4% | 減碼 |
| Birnam Oak Advisors, LP | 290,000 | $4,006 萬 | 6.55% | +290,000 | 新進 |
| Assenagon Asset Management S.A. | 287,492 | $3,971 萬 | 0.03% | −874,559−75.3% | 減碼 |
| Tremblant Capital Group | 283,003 | $3,909 萬 | 1.12% | −678,217−70.6% | 減碼 |
| Woodline Partners LP | 279,500 | $3,861 萬 | 0.12% | −344,559−55.2% | 減碼 |
| Verition Fund Management LLC | 277,600 | $3,835 萬 | 0.27% | +195,204+236.9% | 加碼 |
| Canada Pension Plan Investment Board | 270,200 | $3,733 萬 | 0.02% | −144,900−34.9% | 減碼 |
| Congress Asset Management Co | 266,609 | $3,683 萬 | 0.23% | +266,609 | 新進 |
| Swiss National Bank | 262,300 | $3,623 萬 | 0.02% | +3,500+1.4% | 加碼 |
| ExodusPoint Capital Management, LP | 251,307 | $3,472 萬 | 0.32% | +239,583+2,043.5% | 加碼 |
| Empowered Funds, LLC | 250,148 | $3,456 萬 | 0.18% | +213,921+590.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 241,559 | $3,337 萬 | 0.02% | −1,159,399−82.8% | 減碼 |
| SEI Investments Co | 241,286 | $3,333 萬 | 0.03% | −108,759−31.1% | 減碼 |
| Picton Mahoney Asset Management | 240,342 | $3,320 萬 | 0.31% | +136,934+132.4% | 加碼 |
| Envestnet Asset Management Inc | 237,837 | $3,285 萬 | 0.01% | +12,249+5.4% | 加碼 |
| California Public Employees Retirement System | 231,667 | $3,200 萬 | 0.02% | −29,107−11.2% | 減碼 |
| Price T Rowe Associates Inc | 223,069 | $3,082 萬 | 0.00% | −400,219−64.2% | 減碼 |
| Rockefeller Capital Management L.P. | 213,065 | $2,943 萬 | 0.05% | −154,487−42.0% | 減碼 |
| FIL Ltd | 208,987 | $2,887 萬 | 0.02% | +11,857+6.0% | 加碼 |
| Ameriprise Financial Inc | 204,131 | $2,820 萬 | 0.01% | −239,868−54.0% | 減碼 |
| Glazer Capital, LLC | 200,666 | $2,772 萬 | 0.68% | +200,666 | 新進 |
| Centiva Capital, LP | 197,816 | $2,733 萬 | 0.92% | +197,816 | 新進 |
| LPL Financial LLC | 195,796 | $2,705 萬 | 0.01% | −3,943−2.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 184,055 | $2,543 萬 | 0.58% | −566,135−75.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 183,900 | $2,540 萬 | 0.04% | +141,900+337.9% | 加碼 |