659 tracked 13F filers disclose a position in ROKU as of the latest SEC 13F filings, a combined $11.3B 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $556.0M | 5.9M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $568.5M | 4.1M | ▲+82% Added · +1.9M sh | Q2 2026 | |
| 6 | ARK Investment Management LLC | $361.5M | 3.8M | ▼−35% Reduced · −2.1M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $424.0M | 3.1M | ▲+10% Added · +284K sh | Q2 2026 | |
| 8 | SCHRODER INVESTMENT MANAGEMENT GROUP | $218.4M | 2.3M | ▲New +2.3M 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 | BANK OF AMERICA CORP /DE/ | $102.5M | 1.1M | ▲+5.5% Added · +57K sh | Q1 2026 | |
| 23 | MARSHALL WACE, LLP | $94.5M | 999K | ▲+88% Added · +469K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $90.4M | 956K | ▲+5.8% Added · +53K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $90.3M | 955K | ▲+107% Added · +493K 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.
Last quarter, 10 funds opened a new position in ROKU and 34 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 399 funds | $288.3B |
| AMAZON.COM INCAMZN | 395 funds | $218.7B |
| NVIDIA CORPNVDA | 392 funds | $420.0B |
| META PLATFORMS INC-CLASS AMETA | 392 funds | $120.2B |
| BROADCOM INCAVGO | 380 funds | $163.2B |
| APPLE INCAAPL | 374 funds | $312.1B |
| ALPHABET INC-CL AGOOGL | 374 funds | $182.1B |
| ADVANCED MICRO DEVICESAMD | 368 funds | $39.9B |
| ALPHABET INC-CL CGOOG | 364 funds | $129.5B |
| TESLA INCTSLA | 362 funds | $79.0B |
| ELI LILLY & COLLY | 362 funds | $77.2B |
| VISA INC-CLASS A SHARESV | 361 funds | $67.5B |
Ranked by how many of ROKU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Jedda Dan | CFO & COO | Sell (S) | 7K | $1.1M |
| Aug 6, 2026 | Fuchsberg Gilbert | President, Subscriptions | Sell (S) | 11K | $1.6M |
| Aug 4, 2026 | Collier Charles | President, Roku Media | Sell (S) | 956 | $140K |
| Aug 4, 2026 | Collier Charles | President, Roku Media | Sell (S) | 9K | $1.4M |
| Aug 4, 2026 | Collier Charles | President, Roku Media | Sell (S) | 1K | $211K |
| Aug 4, 2026 | Collier Charles | President, Roku Media | Sell (S) | 9K | $1.3M |
| Aug 3, 2026 | Banks Matthew C. | VP, CAO | Sell (S) | 552 | $81K |
| Aug 3, 2026 | HUNT NEIL D | Director | Sell (S) | 2K | $276K |
| Aug 3, 2026 | HUNT NEIL D | Director | Sell (S) | 112 | $16K |
| Jul 15, 2026 | Jedda Dan | CFO & COO | Sell (S) | 7K | $993K |
| 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 |
Connected entities for ROKU
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.
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.