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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ROKU/capital-change-brief"
Use Arkolith's capital_change_brief for ROKU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $1.6B | 17.0M | ▲+24% Added · +3.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $702.7M | 7.4M | ▲+7.0% Added · +483K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $611.1M | 6.5M | ▲New +6.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $556.0M | 5.9M | ▲New +5.9M sh | Q1 2026 | |
| 5 | ARK Investment Management LLC | $361.5M | 3.8M | ▼−35% Reduced · −2.1M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $263.5M | 2.8M | ▲+13% Added · +317K sh | Q1 2026 | |
| 7 | SCHRODER INVESTMENT MANAGEMENT GROUP | $218.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $214.1M | 2.3M | ▲+2.1% Added · +46K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $192.9M | 2.0M | ▲+230% Added · +1.4M sh | Q1 2026 | |
| 10 | Sumitomo Mitsui Trust Group, Inc. | $177.4M | 1.9M | ▼−37% Reduced · −1.1M sh | Q1 2026 | |
| 11 | Amova Asset Management Americas, Inc. | $174.9M | 1.8M | ▼−37% Reduced · −1.1M sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $164.4M | 1.8M | ▼−38% Reduced · −1.1M sh | Q1 2026 | |
| 13 | Squarepoint Ops LLC | $168.2M | 1.8M | ▲+35% Added · +461K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $163.8M | 1.7M | ▲+39% Added · +485K sh | Q1 2026 | |
| 15 | FRED ALGER MANAGEMENT, LLC | $150.6M | 1.6M | ▲+12% Added · +170K sh | Q1 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $148.1M | 1.6M | ▲+23% Added · +290K sh | Q1 2026 | |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $139.3M | 1.5M | ▼−2.5% Reduced · −37K sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $132.6M | 1.4M | ▲+73% Added · +592K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $126.2M | 1.3M | ▲+5.1% Added · +64K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $121.2M | 1.3M | ▲+115% Added · +684K sh | Q1 2026 | |
| 21 | TWO SIGMA INVESTMENTS, LP | $112.4M | 1.2M | ▼−35% Reduced · −652K sh | Q1 2026 | |
| 22 | WESTFIELD CAPITAL MANAGEMENT CO LP | $111.5M | 1.2M | ▲+5.9% Added · +66K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $102.5M | 1.1M | ▲+5.5% Added · +57K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $94.5M | 999K | ▲+88% Added · +469K sh | Q1 2026 | |
| 25 | TREMBLANT CAPITAL GROUP | $91.0M | 961K | ▼−2.9% Reduced · −29K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Jedda Dan | CFO & COO | Sell (S) | 7K | $993K |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Option exercise (M) | 10K | $509K |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Sell (S) | 9K | $1.3M |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Sell (S) | 1K | $175K |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Option exercise (M) | 10K | $509K |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Sell (S) | 9K | $1.3M |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Sell (S) | 1K | $175K |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Option exercise (M) | 10K | $0 |
| Jul 6, 2026 | Collier Charles | President, Roku Media | Option exercise (M) | 10K | $0 |
| Jul 1, 2026 | HUNT NEIL D | Director | Conversion (C) | 2K | — |
| Jul 1, 2026 | HUNT NEIL D | Director | Sell (S) | 158 | $22K |
| Jul 1, 2026 | HUNT NEIL D | Director | Sell (S) | 1K | $194K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 228 funds | $102.4B |
| AMAZON.COM INCAMZN | 227 funds | $189.9B |
| MICROSOFT CORPMSFT | 223 funds | $244.4B |
| NVIDIA CORPNVDA | 221 funds | $350.1B |
| BROADCOM INCAVGO | 218 funds | $134.3B |
| APPLE INCAAPL | 214 funds | $255.4B |
| ALPHABET INC-CL AGOOGL | 211 funds | $154.2B |
| TESLA INCTSLA | 211 funds | $71.1B |
| ELI LILLY & COLLY | 210 funds | $62.5B |
| MICRON TECHNOLOGY INCMU | 210 funds | $35.7B |
| ALPHABET INC-CL CGOOG | 209 funds | $108.0B |
| NETFLIX INCNFLX | 208 funds | $40.4B |
Ranked by how many of ROKU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ROKU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.