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、15 筆賣出；2026 年第 2 季末有 787 家機構在 13F 申報持有，市值合計 $157.5 億；方舟投資、杜肯家族辦公室等 3 位大師持有。
2025 年第 2 季 13F 持有人
Roku, Inc 在 2025/6/30 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
- 569
- 較 2025 年第 1 季 −17 家
- 持有股數
- 1.09 億
- 較 2025 年第 1 季 −65.7 萬 (−0.6%)
- 總市值
- $95.7 億
- 較 2025 年第 1 季 +$18.6 億 (+24.1%)
- 新進機構
- 92
- 另有 183 家加碼
- 清倉機構
- 109
- 另有 202 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $157.5 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 | $111.3 億 |
| 2025 年第 2 季 | 569 | $95.7 億 |
| 2025 年第 1 季 | 593 | $77.1 億 |
| 2024 年第 4 季 | 558 | $80.0 億 |
| 2024 年第 3 季 | 543 | $79.6 億 |
| 2024 年第 2 季 | 538 | $61.5 億 |
| 2024 年第 1 季 | 575 | $65.5 億 |
| 2023 年第 4 季 | 605 | $96.3 億 |
| 2023 年第 3 季 | 542 | $68.8 億 |
| 2023 年第 2 季 | 520 | $63.4 億 |
| 2023 年第 1 季 | 538 | $65.9 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 | $77.4 億 |
| 2022 年第 1 季 | 652 | $116.5 億 |
| 2021 年第 4 季 | 792 | $212.3 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 | $265.6 億 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 30,051 | $264.7 萬 | 0.00% | −14,315−32.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 30,361 | $266.8 萬 | 0.07% | +3,583+13.4% | 加碼 |
| Two Sigma Advisers, LP | 30,800 | $270.7 萬 | 0.01% | −279,400−90.1% | 減碼 |
| TCW Group Inc | 31,418 | $276.1 萬 | 0.02% | −242−0.8% | 減碼 |
| SBI Securities Co., Ltd. | 32,118 | $282.3 萬 | 0.08% | −669−2.0% | 減碼 |
| Handelsbanken Fonder AB | 32,300 | $283.9 萬 | 0.01% | −2,300−6.6% | 減碼 |
| Engineers Gate Manager LP | 33,315 | $292.8 萬 | 0.04% | −117,075−77.8% | 減碼 |
| IHT Wealth Management, LLC | 33,864 | $297.6 萬 | 0.08% | +3,631+12.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,196 | $300.5 萬 | 0.01% | −61,823−64.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,529 | $321.6 萬 | 0.03% | −22,680−38.3% | 減碼 |
| Citigroup Inc | 37,424 | $328.9 萬 | 0.00% | +592+1.6% | 加碼 |
| Arizona State Retirement System | 37,593 | $330.4 萬 | 0.02% | +610+1.6% | 加碼 |
| Soviero Asset Management, LP | 38,000 | $334.0 萬 | 2.45% | −4,000−9.5% | 減碼 |
| Voya Investment Management LLC | 38,463 | $338.1 萬 | 0.00% | −1,825−4.5% | 減碼 |
| Blueshift Asset Management, LLC | 39,571 | $347.8 萬 | 1.07% | −8,838−18.3% | 減碼 |
| Winton Group Ltd | 40,000 | $351.6 萬 | 0.18% | +40,000 | 新進 |
| Dark Forest Capital Management LP | 40,199 | $353.3 萬 | 0.14% | −33,224−45.3% | 減碼 |
| Dakota Wealth Management | 40,314 | $354.3 萬 | 0.07% | +9,531+31.0% | 加碼 |
| Mariner, LLC | 41,732 | $366.8 萬 | 0.01% | +7,635+22.4% | 加碼 |
| Cetera Investment Advisers | 42,405 | $372.7 萬 | 0.01% | −1,302−3.0% | 減碼 |
| Teacher Retirement System of Texas | 44,260 | $389.0 萬 | 0.02% | −26,225−37.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,374 | $390.0 萬 | 0.02% | +421+1.0% | 加碼 |
| Blair William & Co | 44,412 | $390.3 萬 | 0.01% | −1,315−2.9% | 減碼 |
| Atika Capital Management LLC | 44,600 | $392.0 萬 | 0.41% | −27,600−38.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 44,638 | $392.3 萬 | 0.09% | +44,638 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 44,848 | $394.2 萬 | 0.06% | +27,263+155.0% | 加碼 |
| Benjamin Edwards Inc | 46,067 | $404.9 萬 | 0.05% | −817−1.7% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 46,192 | $406.0 萬 | 1.02% | −3,152−6.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 46,687 | $410.3 萬 | 0.27% | +46,687 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 48,714 | $428.1 萬 | 0.04% | +2,960+6.5% | 加碼 |
| MUFG Securities EMEA plc | 49,000 | $430.7 萬 | 0.20% | +49,000 | 新進 |
| ING Groep NV | 49,300 | $433.3 萬 | 0.03% | +49,300 | 新進 |
| Cerity Partners LLC | 49,428 | $434.4 萬 | 0.01% | +18,028+57.4% | 加碼 |
| Twin Tree Management, LP | 49,440 | $434.5 萬 | 0.11% | −46,325−48.4% | 減碼 |
| Koss-Olinger Consulting, LLC | 50,000 | $439.4 萬 | 0.36% | −10,000−16.7% | 減碼 |
| Quadrature Capital Ltd | 51,283 | $450.7 萬 | 0.08% | +20,487+66.5% | 加碼 |
| American Century Companies Inc | 51,367 | $451.5 萬 | 0.00% | −1,250−2.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 52,342 | $460.0 萬 | 0.05% | +52,342 | 新進 |
| Gotham Asset Management, LLC | 52,758 | $463.7 萬 | 0.03% | −5,698−9.7% | 減碼 |
| Nebula Research & Development LLC | 53,632 | $471.4 萬 | 0.40% | +44,734+502.7% | 加碼 |
| Maytus Capital Management, LLC | 54,130 | $475.7 萬 | 0.88% | +54,130 | 新進 |
| Janus Henderson Group PLC | 54,400 | $478.3 萬 | 0.00% | +49,016+910.4% | 加碼 |
| RedJay Asset Management Inc. | 55,000 | $483.4 萬 | 1.13% | +5,000+10.0% | 加碼 |
| Atlas Venture Advisors, Inc. | 57,707 | $507.2 萬 | 1.20% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 59,300 | $521.2 萬 | 0.13% | +59,300 | 新進 |
| Treasurer of the State of North Carolina | 60,207 | $529.2 萬 | 0.02% | +2,384+4.1% | 加碼 |
| Allianz Asset Management GmbH | 60,245 | $529.5 萬 | 0.01% | −15,204−20.2% | 減碼 |
| Raymond James Financial Inc | 61,654 | $541.9 萬 | 0.00% | +6,246+11.3% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 61,799 | $543.2 萬 | 0.01% | −23,748−27.8% | 減碼 |
| Metavasi Capital LP | 62,000 | $544.9 萬 | 2.42% | −12,000−16.2% | 減碼 |
| New York State Common Retirement Fund | 62,663 | $550.7 萬 | 0.01% | +2,500+4.2% | 加碼 |
| PDT Partners, LLC | 63,607 | $559.0 萬 | 0.32% | −17,778−21.8% | 減碼 |
| Ieq Capital, LLC | 63,865 | $561.3 萬 | 0.03% | +34,388+116.7% | 加碼 |
| Brevan Howard Capital Management LP | 65,590 | $576.5 萬 | 0.06% | +35,007+114.5% | 加碼 |
| STRS Ohio | 65,607 | $576.6 萬 | 0.02% | +9,052+16.0% | 加碼 |
| Highland Capital Management, LLC | 65,770 | $578.1 萬 | 0.31% | +39,797+153.2% | 加碼 |
| ExodusPoint Capital Management, LP | 66,182 | $581.7 萬 | 0.07% | +66,182 | 新進 |
| First Trust Advisors LP | 70,786 | $622.1 萬 | 0.01% | +49,399+231.0% | 加碼 |
| Ensign Peak Advisors, Inc | 70,803 | $622.3 萬 | 0.01% | +20,210+39.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 70,966 | $623.7 萬 | 0.01% | +43,705+160.3% | 加碼 |
| Alliancebernstein L.P. | 74,988 | $659.1 萬 | 0.00% | −16,968−18.5% | 減碼 |
| Firsthand Capital Management, Inc. | 75,000 | $659.2 萬 | 11.86% | 00.0% | 不變 |
| Mirae Asset Securities (USA) Inc. | 75,195 | $660.9 萬 | 0.29% | +75,195 | 新進 |
| Kessler Investment Group, LLC | 76,589 | $673.1 萬 | 2.76% | −2,927−3.7% | 減碼 |
| Moore Capital Management, LP | 80,000 | $703.1 萬 | 0.14% | +76,880+2,464.1% | 加碼 |
| Edgestream Partners, L.P. | 80,811 | $710.2 萬 | 0.20% | +70,794+706.7% | 加碼 |
| Wells Fargo & Company | 82,455 | $724.7 萬 | 0.00% | +23,455+39.8% | 加碼 |
| BCJ Capital Management, LLC | 83,463 | $733.6 萬 | 0.49% | +83,463 | 新進 |
| Aquatic Capital Management LLC | 85,364 | $750.3 萬 | 0.15% | +85,026+25,155.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 88,393 | $776.9 萬 | 0.61% | +55,546+169.1% | 加碼 |
| Bridgewater Associates, LP | 89,353 | $785.3 萬 | 0.03% | +89,353 | 新進 |
| Public Employees Retirement System of Ohio | 94,366 | $829.4 萬 | 0.03% | +47,760+102.5% | 加碼 |
| Advisor Group Holdings, Inc. | 96,382 | $847.0 萬 | 0.02% | −945−1.0% | 減碼 |
| Lazard Asset Management LLC | 96,769 | $850.4 萬 | 0.01% | +13,735+16.5% | 加碼 |
| Trexquant Investment LP | 96,911 | $851.8 萬 | 0.10% | −99,910−50.8% | 減碼 |
| Amundi | 98,980 | $855.2 萬 | 0.00% | −186,166−65.3% | 減碼 |
| Price T Rowe Associates Inc | 99,642 | $875.8 萬 | 0.00% | +2,484+2.6% | 加碼 |
| Concentric Capital Strategies, LP | 104,693 | $920.1 萬 | 0.52% | +104,693 | 新進 |
| State of Wisconsin Investment Board | 106,074 | $932.3 萬 | 0.02% | +34,057+47.3% | 加碼 |
| Davy Global Fund Management Ltd | 119,527 | $1,051 萬 | 0.93% | +78,948+194.6% | 加碼 |
| Mane Global Capital Management LP | 120,066 | $1,055 萬 | 0.48% | +120,066 | 新進 |
| California State Teachers Retirement System | 120,859 | $1,062 萬 | 0.01% | −73,644−37.9% | 減碼 |
| Rhumbline Advisers | 121,192 | $1,065 萬 | 0.01% | −19,396−13.8% | 減碼 |
| Delta Global Management LP | 123,747 | $1,088 萬 | 0.73% | +123,747 | 新進 |
| Royal Bank of Canada | 125,785 | $1,106 萬 | 0.00% | −45,774−26.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 126,183 | $1,109 萬 | 0.02% | −5,368−4.1% | 減碼 |
| Berkshire Capital Holdings Inc | 130,380 | $1,146 萬 | 4.01% | −10,970−7.8% | 減碼 |
| SEI Investments Co | 133,413 | $1,173 萬 | 0.01% | +80,469+152.0% | 加碼 |
| FIL Ltd | 133,963 | $1,177 萬 | 0.01% | −156,615−53.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 139,237 | $1,224 萬 | 0.49% | +22,567+19.3% | 加碼 |
| Norges Bank | 139,553 | $1,227 萬 | 0.00% | +37,837+37.2% | 加碼 |
| Crawford Fund Management, LLC | 145,804 | $1,281 萬 | 7.55% | +22,464+18.2% | 加碼 |
| EULAV Asset Management | 150,000 | $1,318 萬 | 0.31% | +35,000+30.4% | 加碼 |
| Verition Fund Management LLC | 153,929 | $1,353 萬 | 0.08% | −116,413−43.1% | 減碼 |
| Algert Global LLC | 159,277 | $1,400 萬 | 0.29% | +68,431+75.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 162,545 | $1,429 萬 | 0.02% | −67,224−29.3% | 減碼 |
| LPL Financial LLC | 165,455 | $1,454 萬 | 0.00% | +35,206+27.0% | 加碼 |
| Deutsche Bank AG | 172,227 | $1,514 萬 | 0.01% | −226,211−56.8% | 減碼 |
| Envestnet Asset Management Inc | 174,796 | $1,536 萬 | 0.00% | −454−0.3% | 減碼 |
| Contrarius Group Holdings Ltd | 176,975 | $1,555 萬 | 0.88% | +86,220+95.0% | 加碼 |