Who owns ROOT (ROOT)
Which tracked institutional funds hold ROOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROOT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ROOT is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 85 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ROOT’s largest tracked holder by dollar value, Ribbit Management Company, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ROOT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 151 tracked filers holding ROOT, 82 increased or opened the position and 92 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ROOT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- VANGUARD CAPITAL MANAGEMENT LLC$23M
- VANGUARD FIDUCIARY TRUST CO$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- CANNELL CAPITAL LLC$2M
- TUDOR INVESTMENT CORP ET AL$2M
- TWO SIGMA INVESTMENTS, LP$1M
Full exits 24
- VANGUARD GROUP INC$45M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$5M
- PRINCIPAL FINANCIAL GROUP INC$5M
- MAVERICK CAPITAL LTD$5M
- JANE STREET GROUP, LLC$4M
- T3 Companies, LLC$2M
Largest adds
- T. Rowe Price Investment Management, Inc.$41M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JPMORGAN CHASE & CO$2M
- HB Wealth Management, LLC$551K
- Diametric Capital, LP$346K
Largest trims
- Ribbit Management Company, LLC$39M
- BlackRock, Inc.$29M
- Capital Research Global Investors$26M
- Invesco Ltd.$15M
- MILLENNIUM MANAGEMENT LLC$9M
- GEODE CAPITAL MANAGEMENT, LLC$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,232,607 | $54M | 8.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,185,073 | $52M | 8.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,050,327 | $46M | 7.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 516,632 | $23M | 3.7% | 2026-Q1 |
| Capital Research Global Investors trimmed | 477,124 | $21M | 3.4% | 2026-Q1 |
| FINDELL CAPITAL MANAGEMENT LLC added | 375,000 | $17M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 319,528 | $14M | 2.3% | 2026-Q1 |
| STATE STREET CORP added | 265,939 | $12M | 1.9% | 2026-Q1 |
| Galileo (PTC) Ltd | 252,669 | $11M | 1.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 238,781 | $11M | 1.7% | 2026-Q1 |
| Buckley Capital Advisors, LLC added | 174,554 | $8M | 1.2% | 2026-Q1 |
| Tairen Capital Ltd | 160,798 | $7M | 1.1% | 2026-Q1 |
| Dragoneer Investment Group, LLC | 154,320 | $7M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 150,464 | $7M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 149,317 | $7M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 148,738 | $7M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 141,077 | $6M | 1.0% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 138,996 | $6M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 127,581 | $6M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 123,525 | $5M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 109,408 | $5M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 107,693 | $5M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 98,259 | $4M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 91,188 | $4M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 90,916 | $4M | 0.6% | 2026-Q1 |
| Palisades Investment Partners, LLC added | 90,336 | $4M | 0.6% | 2026-Q1 |
| Trexquant Investment LP added | 80,354 | $4M | 0.6% | 2026-Q1 |
| Quinn Opportunity Partners LLC added | 70,339 | $3M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 68,050 | $3M | 0.5% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 66,314 | $3M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 62,602 | $3M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 61,198 | $3M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,779 | $3M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 58,155 | $3M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 53,011 | $2M | 0.4% | 2026-Q1 |
| CANNELL CAPITAL LLC trimmed | 52,331 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 50,628 | $2M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC added | 47,248 | $2M | 0.3% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 47,102 | $2M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 37,904 | $2M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 36,750 | $2M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 36,140 | $2M | 0.3% | 2026-Q1 |
| X-Square Capital, LLC trimmed | 36,048 | $2M | 0.3% | 2026-Q1 |
| Voleon Capital Management LP added | 32,349 | $1M | 0.2% | 2026-Q1 |
| Trinity Financial Advisors LLC trimmed | 31,984 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 30,435 | $1M | 0.2% | 2026-Q1 |
| Diametric Capital, LP added | 29,213 | $1M | 0.2% | 2026-Q1 |
| Zweig-DiMenna Associates LLC new | 27,000 | $1M | 0.2% | 2026-Q1 |
| Prosperitas Financial LLC added | 26,262 | $1M | 0.2% | 2026-Q1 |
| BloombergSen Inc. added | 25,566 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 25,178 | $1M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 24,472 | $1M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 23,766 | $1M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 22,048 | $974K | 0.2% | 2026-Q1 |
| Swiss National Bank | 21,500 | $950K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 20,855 | $921K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 20,834 | $920K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 20,827 | $920K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 617,329 | $45M | 7.2% | 2025-Q4 stale |
| Ensign Peak Advisors, Inc trimmed | 264,354 | $34M | 5.4% | 2025-Q2 stale |
| Driehaus Capital Management LLC trimmed | 130,933 | $17M | 2.7% | 2025-Q2 stale |
| Monolith Management Ltd added | 110,405 | $14M | 2.3% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 97,629 | $12M | 2.0% | 2025-Q2 stale |
| Pinegrove Venture Partners, LLC trimmed | 58,000 | $8M | 1.2% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 46,831 | $6M | 1.0% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 73,463 | $5M | 0.9% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 66,914 | $5M | 0.8% | 2025-Q4 stale |
| MAVERICK CAPITAL LTD new | 63,234 | $5M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 56,019 | $4M | 0.6% | 2025-Q4 stale |
| IFC Advisors LLC added | 45,034 | $4M | 0.6% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 43,579 | $4M | 0.6% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 43,981 | $4M | 0.6% | 2025-Q3 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed | 30,200 | $4M | 0.6% | 2025-Q2 stale |
| Proem Advisors LLC new | 36,637 | $3M | 0.5% | 2025-Q3 stale |
| Global IMC LLC trimmed | 21,585 | $3M | 0.4% | 2025-Q2 stale |
| Woodline Partners LP trimmed | 30,629 | $3M | 0.4% | 2025-Q3 stale |
| General Equity Holdings LP new | 19,700 | $3M | 0.4% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 18,130 | $2M | 0.4% | 2025-Q2 stale |
| Parallax Volatility Advisers, L.P. trimmed | 16,421 | $2M | 0.3% | 2025-Q2 stale |
| Penserra Capital Management LLC new | 15,071 | $2M | 0.3% | 2025-Q1 stale |
| FOX RUN MANAGEMENT, L.L.C. added | 14,770 | $2M | 0.3% | 2025-Q2 stale |
| T3 Companies, LLC new | 25,800 | $2M | 0.3% | 2025-Q4 stale |
| Knollwood Investment Advisory, LLC | 25,110 | $2M | 0.3% | 2025-Q4 stale |
| FirstWave Capital Management LLC new | 22,718 | $2M | 0.3% | 2025-Q4 stale |
| Jackson Creek Investment Advisors LLC new | 12,299 | $2M | 0.3% | 2025-Q2 stale |
| Alberta Investment Management Corp new | 11,700 | $1M | 0.2% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 10,922 | $1M | 0.2% | 2025-Q1 stale |
| CAPITAL FUND MANAGEMENT S.A. added | 18,700 | $1M | 0.2% | 2025-Q4 stale |
| Valmark Advisers, Inc. added | 10,365 | $1M | 0.2% | 2025-Q2 stale |
| Legacy Capital Group California, Inc. new | 10,220 | $1M | 0.2% | 2025-Q2 stale |
| Cynosure Group, LLC | 17,389 | $1M | 0.2% | 2025-Q4 stale |
| IMC-Chicago, LLC trimmed | 16,985 | $1M | 0.2% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 8,534 | $1M | 0.2% | 2025-Q1 stale |
| Walleye Trading LLC added | 14,161 | $1M | 0.2% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP added | 14,100 | $1M | 0.2% | 2025-Q4 stale |
| Quantbot Technologies LP trimmed | 14,037 | $1M | 0.2% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 12,700 | $917K | 0.1% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP added | 10,003 | $895K | 0.1% | 2025-Q3 stale |
| MATAURO, LLC new | 9,788 | $876K | 0.1% | 2025-Q3 stale |
| SIERRA SUMMIT ADVISORS LLC added | 9,628 | $862K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.