ROOT

Root Inc/oh -Class A Cross-source read
FinancialsCUSIP 77664L207

Among active 13F managers last quarter, 8 opened and 19 added, while 13 reduced; the largest holder to move was Findell Capital Management LLC (+23%). Over the last 180 days, 1 insider sold and none bought, a net -$1.1M in open-market trades.

Tracked 13F holders
149
54 in Q2 2026 filings
13F value (tracked)
$384.5M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
27 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$1.1M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns ROOT?

149 tracked 13F filers · ranked by shares held

149 tracked 13F filers disclose a position in ROOT as of the latest SEC 13F filings, a combined $384.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Ribbit Management Company, LLC1.2M
$68.9M
Held
Q2 2026
2T. Rowe Price Investment Management, Inc.1.2M
Withheld
+25%
Added · +238K sh
Q1 2026
3BlackRock, Inc.1.1M
$46.4M
+0.3%
Added · +4K sh
Q1 2026
4Vanguard Capital Management LLC517K
$22.8M
New filer
Inherited book · not a new buyer
Q1 2026
5Findell Capital Management LLC460K
$25.7M
+23%
Added · +85K sh
Q2 2026
6Geode Capital Management, LLC345K
$19.3M
+8.1%
Added · +26K sh
Q2 2026
7State Street Corp291K
$16.3M
+9.3%
Added · +25K sh
Q2 2026
8Galileo (PTC) Ltd253K
$14.1M
Held
Q2 2026
9Renaissance Technologies LLC239K
$10.5M
−5.2%
Reduced · −13K sh
Q1 2026
10Tairen Capital Ltd161K
$9.0M
Held
Q2 2026
11Dragoneer Investment Group, LLC154K
$6.8M
Held
Q1 2026
12Dimensional Fund Advisors LP150K
$6.6M
−13%
Reduced · −22K sh
Q1 2026
13Goldman Sachs Group Inc149K
$6.6M
−12%
Reduced · −21K sh
Q1 2026
14Millennium Management LLC149K
$6.6M
−33%
Reduced · −72K sh
Q1 2026
15Morgan Stanley141K
$6.2M
−11%
Reduced · −18K sh
Q1 2026
16Boothbay Fund Management, LLC139K
$6.1M
+53%
Added · +48K sh
Q1 2026
17Bank Of America Corp128K
$5.6M
−8.6%
Reduced · −12K sh
Q1 2026
18Price T Rowe Associates Inc124K
$5.5M
−3.1%
Reduced · −4K sh
Q1 2026
19Northern Trust Corp109K
$4.8M
+3.1%
Added · +3K sh
Q1 2026
20Charles Schwab Investment Management Inc108K
$4.8M
−3.2%
Reduced · −4K sh
Q1 2026
21BNP Paribas Financial Markets98K
$4.3M
+32%
Added · +24K sh
Q1 2026
22Vanguard Fiduciary Trust Co91K
$4.0M
New filer
Inherited book · not a new buyer
Q1 2026
23Vanguard Portfolio Management LLC91K
$4.0M
New filer
Inherited book · not a new buyer
Q1 2026
24Citadel Advisors LLC88K
$4.9M
+350%
Added · +68K sh
Q2 2026
25Trexquant Investment LP80K
$3.5M
+28%
Added · +18K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is ROOT being bought or sold by institutions?

Last quarter, 8 funds opened a new position in ROOT and 19 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
19
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ROOT also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA71 funds$229.0B
Microsoft CorpMSFT71 funds$151.4B
Micron Technology IncMU71 funds$19.1B
Amazon.com IncAMZN69 funds$105.2B
Meta Platforms Inc-Class AMETA69 funds$63.8B
Chevron CorpCVX69 funds$15.2B
Broadcom IncAVGO68 funds$88.2B
Alphabet Inc-CL AGOOGL67 funds$79.0B
Eli Lilly & CoLLY67 funds$44.9B
Mastercard Inc - AMA67 funds$30.5B
Costco Wholesale CorpCOST67 funds$20.9B
Uber Technologies IncUBER67 funds$6.0B

Ranked by how many of ROOT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROOT.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.1M
1 insider
Net · 180d
-$1.1M
8 open-market transactions
DateInsiderRoleActionSharesValue
May 15, 2026Allison JonathanChief Administrative OfficerSell (S)2K$90K
May 12, 2026Allison JonathanChief Administrative OfficerSell (S)2K$95K
Apr 7, 2026Allison JonathanChief Administrative OfficerSell (S)2K$76K
Apr 2, 2026Allison JonathanChief Administrative OfficerSell (S)4K$174K
Mar 20, 2026Allison JonathanChief Administrative OfficerSell (S)4K$179K
Mar 17, 2026Allison JonathanChief Administrative OfficerSell (S)4K$180K
Mar 12, 2026Allison JonathanChief Administrative OfficerSell (S)4K$170K
Mar 10, 2026Allison JonathanChief Administrative OfficerSell (S)4K$175K
Mar 9, 2026Ulman DougDirectorSell (S)13K$593K
Mar 5, 2026Allison JonathanChief Administrative OfficerSell (S)4K$187K
Mar 3, 2026Allison JonathanChief Administrative OfficerSell (S)4K$187K
Dec 10, 2025Timm Alexander E.Chief Executive Officer, Director, 10% OwnerSell (S)6K$526K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4228
Insiders
Form 4 open-market
01-$1.1M
US House
STOCK Act trades
00$0
Sector rotation
ROOT is in Financials, which smart money is rotating OUT OF
$23.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

54 tracked filers in Q2 2026 filingsstill filing
078156Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $167.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
ROOTthis pagecs149 funds$384.6M
ROOTGBPCOMMON STOCK2 funds$1.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for ROOT

Browse more

Build

Ask your agent what changed in ROOT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ROOT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ROOT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for ROOT. Filings are public domain, sourced to SEC EDGAR.