ROOT INC (ROOT)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
160
Reporting holders
$505.5M
Reported value
10.2%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | $68.9M | 1,232,607 | 3.36% | 11q | HELD |
| BlackRock, Inc. | $64.3M | 1,149,263 | 0.00% | 8q | +9.4%+$5.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.5M | 528,317 | 0.00% | 2q | +2.3%+$653.4K |
| FINDELL CAPITAL MANAGEMENT LLC | $25.7M | 460,000 | 3.62% | 5q | +22.7%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $19.3M | 345,379 | 0.00% | 16q | +8.1%+$1.4M |
| CITADEL ADVISORS LLC | $19.2M | 87,598 | 0.00% | 16q | +350.4%+$14.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.2M | 77,403 | 0.00% | 16q | +27.4%+$4.1M |
| STATE STREET CORP | $16.3M | 290,772 | 0.00% | 16q | +9.3%+$1.4M |
| Galileo (PTC) Ltd | $14.1M | 252,669 | 1.28% | 16q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $13.7M | 245,281 | 0.02% | 16q | +2.7%+$363.5K |
| IMC-Chicago, LLC | $11.5M | 29,441 | 0.00% | 9q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $11.4M | 203,234 | 0.15% | 5q | +46.2%+$3.6M |
| Quinn Opportunity Partners LLC | $9.6M | 171,176 | 0.44% | 4q | +143.4%+$5.6M |
| JANE STREET GROUP, LLC | $9.3M | 89,493 | 0.00% | 11q | HELD |
| Tairen Capital Ltd | $9.0M | 160,798 | 0.79% | 6q | HELD |
| Dragoneer Investment Group, LLC | $8.6M | 154,320 | 0.30% | 16q | HELD |
| MORGAN STANLEY | $8.3M | 148,225 | 0.00% | 16q | +5.1%+$399.7K |
| GOLDMAN SACHS GROUP INC | $8.1M | 144,306 | 0.00% | 12q | -3.4%-$280.2K |
| NORTHERN TRUST CORP | $6.7M | 120,334 | 0.00% | 16q | +10.0%+$611.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.1M | 109,270 | 0.00% | 10q | +1.5%+$88.2K |
| Sixth Street Partners Management Company, L.P. | $6.1M | 109,270 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.0M | 106,983 | 0.00% | 2q | +17.7%+$898.5K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 105,524 | 0.00% | 16q | -17.3%-$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $5.4M | 97,201 | 0.00% | 2q | +6.6%+$336.2K |
| Walleye Trading LLC | $5.1M | 13,354 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 87,818 | 0.00% | 7q | -10.6%-$583.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.9M | 87,223 | 0.00% | 13q | -42.0%-$3.5M |
| TUDOR INVESTMENT CORP ET AL | $4.7M | 79,805 | 0.01% | 7q | +110.5%+$2.5M |
| UBS Group AG | $4.6M | 82,826 | 0.00% | 16q | +42.4%+$1.4M |
| Capital Research Global Investors | $4.3M | 77,533 | 0.00% | 6q | -83.7%-$22.3M |
| JPMORGAN CHASE & CO | $3.6M | 40,494 | 0.00% | 16q | -20.0%-$910.1K |
| CITIGROUP INC | $3.3M | 59,703 | 0.00% | 16q | -2.4%-$83.6K |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 53,263 | 0.00% | 2q | +75.0%+$1.3M |
| CANNELL CAPITAL LLC | $2.9M | 52,331 | 1.96% | 2q | HELD |
| BARCLAYS PLC | $2.9M | 51,907 | 0.00% | 9q | -2.1%-$61.7K |
| Jump Financial, LLC | $2.7M | 48,537 | 0.02% | new | NEW |
| MARSHALL WACE, LLP | $2.7M | 48,371 | 0.00% | 10q | +204.7%+$1.8M |
| HB Wealth Management, LLC | $2.7M | 47,396 | 0.01% | 6q | HELD |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 43,696 | 0.00% | 8q | -70.6%-$5.9M |
| AQR CAPITAL MANAGEMENT LLC | $2.4M | 42,798 | 0.00% | 8q | +101.1%+$1.2M |
| Bank of New York Mellon Corp | $2.2M | 39,090 | 0.00% | 9q | +8.2%+$165.0K |
| Nuveen, LLC | $1.8M | 32,426 | 0.00% | 6q | +28.8%+$405.3K |
| Trinity Financial Advisors LLC | $1.8M | 31,984 | 0.46% | 12q | HELD |
| Russell Investments Group, Ltd. | $1.7M | 31,084 | 0.00% | 13q | +2629.1%+$1.7M |
| Prosperitas Financial LLC | $1.5M | 27,411 | 0.49% | 3q | +4.4%+$64.3K |
| Diametric Capital, LP | $1.5M | 26,994 | 0.16% | 3q | -7.6%-$124.1K |
| AMERICAN CENTURY COMPANIES INC | $1.5M | 25,933 | 0.00% | 6q | +9.1%+$121.2K |
| BloombergSen Inc. | $1.4M | 25,566 | 0.11% | 3q | HELD |
| Trexquant Investment LP | $1.4M | 24,809 | 0.01% | 12q | -69.1%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 24,077 | 0.00% | 7q | +15.4%+$180.2K |
| Voleon Capital Management LP | $1.2M | 22,345 | 0.02% | 3q | -30.9%-$559.4K |
| Swiss National Bank | $1.2M | 22,100 | 0.00% | 9q | +2.8%+$33.6K |
| GMT Capital Corp | $1.2M | 20,900 | 0.06% | new | NEW |
| FEDERATED HERMES, INC. | $1.2M | 20,732 | 0.00% | 6q | -66.9%-$2.3M |
| TD Asset Management Inc | $1.1M | 19,288 | 0.00% | 7q | HELD |
| RHUMBLINE ADVISERS | $901.9K | 16,128 | 0.00% | 16q | +10.1%+$82.4K |
| GROUP ONE TRADING LLC | $827.6K | options only | 0.00% | 16q | OPTIONS |
| RBF Capital, LLC | $816.4K | 14,600 | 0.03% | 10q | HELD |
| XTX Topco Ltd | $801.8K | 14,338 | 0.01% | 5q | -13.8%-$128.3K |
| DEUTSCHE BANK AG\ | $793.4K | 14,189 | 0.00% | 16q | +24.8%+$157.6K |
| Walleye Capital LLC | $707.1K | 11,844 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $687.7K | 12,298 | 0.00% | 16q | +34.3%+$175.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $686.6K | 12,278 | 0.00% | 9q | HELD |
| Quantinno Capital Management LP | $657.3K | 11,754 | 0.00% | 2q | -43.6%-$507.4K |
| Vident Advisory, LLC | $650.5K | 11,633 | 0.00% | new | NEW |
| CREDIT AGRICOLE S A | $615.1K | 11,000 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $609.5K | options only | 0.00% | 16q | OPTIONS |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $588.8K | 10,530 | 0.00% | 5q | -57.0%-$779.6K |
| ALLIANCEBERNSTEIN L.P. | $553.0K | 12,520 | 0.00% | 9q | +58.1%+$203.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $551.0K | 9,853 | 0.00% | 5q | +2.8%+$15.0K |
| Legal & General Group Plc | $525.1K | 9,390 | 0.00% | 9q | +4.6%+$23.1K |
| Invesco Ltd. | $496.7K | 8,883 | 0.00% | 7q | -33.0%-$244.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $483.3K | 8,643 | 0.00% | 2q | -28.2%-$190.1K |
| MetLife Investment Management, LLC | $456.6K | 8,166 | 0.00% | 9q | +13.5%+$54.4K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $444.8K | 7,955 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $444.6K | 7,950 | 0.01% | 9q | -50.0%-$444.6K |
| Balyasny Asset Management L.P. | $427.3K | 7,642 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $421.6K | 7,539 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $401.3K | 7,177 | 0.00% | 2q | -14.2%-$66.4K |
| Dynamic Technology Lab Private Ltd | $397.0K | 7,096 | 0.09% | 2q | +13.6%+$47.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $393.2K | 7,031 | 0.03% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $391.0K | 6,992 | 0.00% | 2q | HELD |
| Requisite Capital Management, LLC | $382.7K | 6,844 | 0.06% | 5q | HELD |
| Kerrisdale Advisers, LLC | $371.9K | 6,650 | 0.09% | 2q | -2.6%-$10.1K |
| PEAK6 LLC | $363.5K | options only | 0.00% | 6q | OPTIONS |
| LPL Financial LLC | $342.8K | 6,130 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $335.5K | options only | 0.00% | new | OPTIONS |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $331.7K | 5,932 | 0.00% | 8q | +3.0%+$9.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | $318.7K | 5,700 | 0.00% | 3q | -3.4%-$11.2K |
| Aquatic Capital Management LLC | $309.0K | 5,525 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $309.0K | 5,525 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $307.6K | 5,500 | 0.00% | 9q | -85.0%-$1.7M |
| Creative Planning | $293.8K | 5,254 | 0.00% | new | NEW |
| Mariner, LLC | $293.8K | 5,255 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $292.6K | 5,254 | 0.00% | 6q | +3.7%+$10.5K |
| Freestone Grove Partners LP | $288.0K | 5,150 | 0.00% | 2q | -30.5%-$126.7K |
| Jupiter Topco LLC | $283.9K | 5,068 | 0.00% | new | FIRST |
| Entropy Technologies, LP | $268.4K | 4,800 | 0.01% | new | NEW |
| FOX RUN MANAGEMENT, L.L.C. | $266.0K | 4,757 | 0.04% | new | NEW |
| NORGES BANK | $255.9K | 4,577 | 0.00% | 4q | -93.0%-$3.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G/A | BlackRock, Inc. | 7.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 160 | $505.5M | 8,129,825 | 38 | 54 | 36 | 10.2% |
| Q1 2026 | 147 | $408.5M | 8,376,340 | 24 | 48 | 36 | 9.6% |
| Q4 2025 | 165 | $739.4M | 9,035,621 | 24 | 49 | 49 | 11.3% |
| Q3 2025 | 176 | $872.0M | 8,551,133 | 35 | 63 | 49 | 12.3% |
| Q2 2025 | 192 | $1.4B | 8,714,705 | 49 | 80 | 39 | 19.4% |
| Q1 2025 | 171 | $1.2B | 7,290,752 | 66 | 29 | 47 | 16.5% |
| Q4 2024 | 124 | $603.3M | 6,935,371 | 38 | 37 | 25 | 16.9% |
| Q3 2024 | 102 | $312.4M | 7,487,790 | 24 | 34 | 21 | 9.5% |
| Q2 2024 | 98 | $418.7M | 7,287,892 | 32 | 28 | 25 | 10.3% |
| Q1 2024 | 83 | $403.8M | 5,832,545 | 32 | 17 | 20 | 11.8% |
| Q4 2023 | 62 | $64.9M | 5,764,750 | 9 | 21 | 8 | 6.9% |
| Q3 2023 | 56 | $57.9M | 5,598,416 | 10 | 10 | 13 | 8.0% |
| Q2 2023 | 60 | $55.2M | 5,316,507 | 16 | 6 | 18 | 13.9% |
| Q1 2023 | 65 | $28.5M | 5,967,109 | 7 | 14 | 16 | 5.6% |
| Q4 2022 | 73 | $28.9M | 6,007,002 | 19 | 13 | 28 | 6.8% |
| Q3 2022 | 86 | $64.4M | 6,384,800 | 86 | 0 | 2 | 21.9% |
| Q2 2022 | 115 | $132.4M | 106,168,381 | 29 | 29 | 26 | 4.6% |
| Q1 2022 | 113 | $213.6M | 100,282,229 | 23 | 34 | 26 | 7.5% |
| Q4 2021 | 108 | $349.9M | 108,008,265 | 35 | 30 | 17 | 4.3% |
| Q3 2021 | 102 | $341.1M | 57,661,531 | 28 | 37 | 16 | 10.8% |
| Q2 2021 | 97 | $739.9M | 61,364,797 | 38 | 24 | 13 | 10.3% |
| Q1 2021 | 79 | $685.9M | 50,342,307 | 28 | 21 | 17 | 6.6% |
| Q4 2020 | 78 | $830.7M | 50,498,607 | 81 | 0 | 0 | 4.5% |