Root, Inc. 13F holders
159 funds reported a position in Root, Inc. in their 13F for the quarter ended 30 June 2026, together 9.4 million shares worth $525.9 million. Against the quarter before, 32 opened a position, 58 added, 34 trimmed and 26 sold out; together they sold a net 280,439 shares. The largest holders: Ribbit Management Company, LLC, T. Rowe Price Investment Management, Inc. and BlackRock, Inc.
Funds holding159+11 on Q1 2026
Shares they held9.4Mworth $525.9 million
Net sold on the quarter280,439 sharesabout $15.7 million at the funds' values
Funds buying to selling90 to 60opened or added, to cut or sold
Opened 32Added 58Held 32Trimmed 34Sold out 26
What each fund did in ROOT against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in ROOT in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 16 reported a position in Root, Inc.: 3 opened one, 4 added, 4 trimmed and 4 sold out, a net 4,859 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | +5,057 | 5,057 | new | 13F |
| CoreCap Advisors, LLC | -704 | 46 | trimmed | 13F |
| Sterling Capital Management LLC | +378 | 423 | added | 13F |
| HB Wealth Management, LLC | +140 | 47,536 | added | 13F |
| Nisa Investment Advisors, LLC | +48 | 48 | new | 13F |
| Gamma Investing LLC | +26 | 220 | added | 13F |
| Fortitude Family Office, LLC | +25 | 25 | new | 13F |
| SBI Securities Co., Ltd. | +24 | 2,950 | added | 13F |
| Farther Finance Advisors, LLC | -18 | 65 | trimmed | 13F |
| SJS Investment Consulting Inc. | -12 | 16 | trimmed | 13F |
| Essential Partners LLC | -1 | 4 | trimmed | 13F |
| Bank of New Hampshire | -90 | 0 | sold out | 13F |
| Physician Wealth Advisors, Inc. | -7 | 0 | sold out | 13F |
| Vision Financial Markets LLC | -5 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -2 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 9 reported a position in Root, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 345,379 shares worth $19.3 million, 0.0% of its reported book. New this quarter: Point72 Asset Management. In the quarter, 6 funds added or opened a position and 2 trimmed or sold out; together they sold a net 373,312 shares, about $20.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 345,379 | $19.3 million | 0.0% | +25,851 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 245,281 | $13.7 million | 0.0% | +6,500 | added | 30 June 2026 | 13F |
| Citadel Advisors | 87,598 | $4.9 million | 0.0% | +68,149 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 77,533 | $4.3 million | 0.0% | -399,591 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 53,263 | $3.0 million | 0.0% | +22,828 | added | 30 June 2026 | 13F |
| Millennium Management | 43,696 | $2.4 million | 0.0% | -105,042 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 7,539 | $421,581 | 0.0% | +7,539 | new | 30 June 2026 | 13F |
| Norges Bank | 4,577 | $255,946 | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 1,712 | $95,735 | 0.0% | +454 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1,232,607 | 13.10% | $68.9 million | 3.36% | no change | 13F |
| T. Rowe Price Investment Management, Inc. | 1,220,908 | 12.98% | $68.3 million | 0.04% | +35,835 | 13F |
| BlackRock, Inc. | 1,149,263 | 12.22% | $64.3 million | 0.00% | +98,936 | 13F |
| Vanguard Capital Management LLC | 528,317 | 5.62% | $29.5 million | 0.00% | +11,685 | 13F |
| Findell Capital Management LLC | 460,000 | 4.89% | $25.7 million | 4.24% | +85,000 | 13F |
| Geode Capital Management, LLC | 345,379 | 3.67% | $19.3 million | 0.00% | +25,851 | 13F |
| State Street Corp. | 290,772 | 3.09% | $16.3 million | 0.00% | +24,833 | 13F |
| Galileo (PTC) Ltd | 252,669 | 2.69% | $14.1 million | 1.28% | no change | 13F |
| Renaissance Technologies LLC | 245,281 | 2.61% | $13.7 million | 0.02% | +6,500 | 13F |
| Boothbay Fund Management, LLC | 203,234 | 2.16% | $11.4 million | 0.21% | +64,238 | 13F |
| Quinn Opportunity Partners LLC | 171,176 | 1.82% | $9.6 million | 0.45% | +100,837 | 13F |
| Tairen Capital Ltd | 160,798 | 1.71% | $9.0 million | 0.79% | no change | 13F |
| Dragoneer Investment Group, LLC | 154,320 | 1.64% | $8.6 million | 0.30% | no change | 13F |
| Morgan Stanley | 148,225 | 1.58% | $8.3 million | 0.00% | +7,148 | 13F |
| Goldman Sachs Group Inc. | 144,306 | 1.53% | $8.1 million | 0.00% | -5,011 | 13F |
| Price T Rowe Associates Inc. | 125,904 | 1.34% | $7.0 million | 0.00% | +2,379 | 13F |
| Northern Trust Corp. | 120,334 | 1.28% | $6.7 million | 0.00% | +10,926 | 13F |
| Charles Schwab Investment Management Inc. | 109,270 | 1.16% | $6.1 million | 0.00% | +1,577 | 13F |
| Vanguard Portfolio Management LLC | 106,983 | 1.14% | $6.0 million | 0.00% | +16,067 | 13F |
| Bank of America Corp. | 105,524 | 1.12% | $5.9 million | 0.00% | -22,057 | 13F |
| Vanguard Fiduciary Trust Co. | 97,201 | 1.03% | $5.4 million | 0.00% | +6,013 | 13F |
| Jane Street Group, LLC | 89,493 | 0.95% | $5.0 million | 0.00% | new | 13F |
| BNP Paribas Financial Markets | 87,818 | 0.93% | $4.9 million | 0.00% | -10,441 | 13F |
| Citadel Advisors LLC | 87,598 | 0.93% | $4.9 million | 0.00% | +68,149 | 13F |
| Dimensional Fund Advisors LP | 87,223 | 0.93% | $4.9 million | 0.00% | -63,241 | 13F |
| UBS Group AG | 82,826 | 0.88% | $4.6 million | 0.00% | +24,671 | 13F |
| Tudor Investment Corp. Et Al | 79,805 | 0.85% | $4.5 million | 0.02% | +41,901 | 13F |
| Capital Research Global Investors | 77,533 | 0.82% | $4.3 million | 0.00% | -399,591 | 13F |
| Susquehanna International Group, LLP | 77,403 | 0.82% | $4.3 million | 0.00% | +16,624 | 13F |
| California State Teachers Retirement System | 69,702 | 0.74% | $3.9 million | 0.00% | +3,388 | 13F |
| Citigroup Inc. | 59,703 | 0.63% | $3.3 million | 0.00% | -1,495 | 13F |
| Two Sigma Investments, LP | 53,263 | 0.57% | $3.0 million | 0.00% | +22,828 | 13F |
| Cannell Capital LLC | 52,331 | 0.56% | $2.9 million | 2.04% | no change | 13F |
| Barclays PLC | 51,907 | 0.55% | $2.9 million | 0.00% | -1,104 | 13F |
| Jump Financial, LLC | 48,537 | 0.52% | $2.7 million | 0.03% | new | 13F |
| Marshall Wace, LLP | 48,371 | 0.51% | $2.7 million | 0.00% | +32,496 | 13F |
| HB Wealth Management, LLC | 47,396 | 0.50% | $2.7 million | 0.01% | +148 | 13F |
| Millennium Management LLC | 43,696 | 0.46% | $2.4 million | 0.00% | -105,042 | 13F |
| AQR Capital Management LLC | 42,798 | 0.46% | $2.4 million | 0.00% | +21,512 | 13F |
| JPMorgan Chase & Co. | 40,494 | 0.43% | $2.3 million | 0.00% | -10,134 | 13F |
| Bank of New York Mellon Corp | 39,090 | 0.42% | $2.2 million | 0.00% | +2,950 | 13F |
| Nuveen, LLC | 32,426 | 0.34% | $1.8 million | 0.00% | +7,248 | 13F |
| Russell Investments Group, Ltd. | 31,084 | 0.33% | $1.7 million | 0.00% | +29,945 | 13F |
| IMC-Chicago, LLC | 29,441 | 0.31% | $1.6 million | 0.01% | new | 13F |
| Prosperitas Financial LLC | 27,411 | 0.29% | $1.5 million | 0.49% | +1,149 | 13F |
| Diametric Capital, LP | 26,994 | 0.29% | $1.5 million | 0.16% | -2,219 | 13F |
| American Century Companies Inc. | 25,933 | 0.28% | $1.5 million | 0.00% | +2,167 | 13F |
| BloombergSen Inc. | 25,566 | 0.27% | $1.4 million | 0.16% | no change | 13F |
| Trexquant Investment LP | 24,809 | 0.26% | $1.4 million | 0.01% | -55,545 | 13F |
| Raymond James Financial Inc. | 24,077 | 0.26% | $1.3 million | 0.00% | +3,222 | 13F |
The 50 largest of the 159 funds that reported a position in ROOT in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on ROOT
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 143,600 | $8.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 111,900 | $6.3 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 2 September 2026 | 13D/A | Carvana Group, LLC and 2 others | 780,727 | 5.4% | 31 August 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented to add the following: The Warrant Cancellation Agreement and the related transactions were effected to restructure the existing warrant arrangements between Carvana Group and the | EDGAR |
| 29 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.0 million | 7.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 1.2 million | 8.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 3 March 2026 | 13D/A | Carvana Group, LLC and 2 others | 3.7 million | 21.2% | 28 February 2026 | EDGAR | |
| 30 October 2025 | 13G | The Vanguard Group and 1 other | 724,541 | 5.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 16 September 2026 | 37 | $53.60 | SEC |
| 4 September 2026 | 8 | $55.39 | SEC |
| 31 August 2026 | 37 | $56.43 | SEC |
| 24 August 2026 | 258 | $55.79 | SEC |
| 20 August 2026 | 193 | $56.46 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.