123 tracked 13F filers disclose a position in ROOT as of the latest SEC 13F filings, a combined $333.1M 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 | Ribbit Management Company, LLC | $54.4M | 1.2M | —Held | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 1.2M | ▲+25% Added · +238K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $46.4M | 1.1M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $22.8M | 517K | →First observed position No prior filed position | Q1 2026 | |
| 5 | FINDELL CAPITAL MANAGEMENT LLC | $16.6M | 375K | ▲+60% Added · +140K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $14.1M | 320K | ▲+2.8% Added · +9K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $11.7M | 266K | ▲+3.0% Added · +8K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $10.5M | 239K | ▼−5.2% Reduced · −13K sh | Q1 2026 | |
| 9 | Buckley Capital Advisors, LLC | $7.7M | 175K | ▲+58% Added · +64K sh | Q1 2026 | |
| 10 | Tairen Capital Ltd | $7.1M | 161K | —Held | Q1 2026 | |
| 11 | Dragoneer Investment Group, LLC | $6.8M | 154K | —Held | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $6.6M | 150K | ▼−13% Reduced · −22K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.6M | 149K | ▼−12% Reduced · −21K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $6.6M | 149K | ▼−33% Reduced · −72K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $6.2M | 141K | ▼−11% Reduced · −18K sh | Q1 2026 | |
| 16 | BOOTHBAY FUND MANAGEMENT, LLC | $6.1M | 139K | ▲+53% Added · +48K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $5.6M | 128K | ▼−8.6% Reduced · −12K sh | Q1 2026 | |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.5M | 124K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $4.8M | 109K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.8M | 108K | ▼−3.2% Reduced · −4K sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $4.3M | 98K | ▲+32% Added · +24K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $4.0M | 91K | →First observed position No prior filed position | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.0M | 91K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Trexquant Investment LP | $3.5M | 80K | ▲+28% Added · +18K sh | Q1 2026 | |
| 25 | Quinn Opportunity Partners LLC | $3.1M | 70K | ▲+21% Added · +12K 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, 9 funds opened a new position in ROOT and 19 added to an existing one, while 12 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 | 42 funds | $15.9B |
| COSTCO WHOLESALE CORPCOST | 42 funds | $3.1B |
| SCHWAB (CHARLES) CORPSCHW | 42 funds | $1.2B |
| DECKERS OUTDOOR CORPDECK | 42 funds | $474.6M |
| AMAZON.COM INCAMZN | 41 funds | $12.8B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $7.6B |
| ELI LILLY & COLLY | 41 funds | $4.4B |
| MICRON TECHNOLOGY INCMU | 41 funds | $4.0B |
| CHEVRON CORPCVX | 41 funds | $2.8B |
| BOOKING HOLDINGS INCBKNG | 41 funds | $2.0B |
| LAM RESEARCH CORPLRCX | 41 funds | $1.8B |
| CAPITAL ONE FINANCIAL CORPCOF | 41 funds | $1.6B |
Ranked by how many of ROOT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 15, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 2K | $90K |
| May 12, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 2K | $95K |
| Apr 7, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 2K | $76K |
| Apr 2, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $174K |
| Mar 20, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $179K |
| Mar 17, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $180K |
| Mar 12, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $170K |
| Mar 10, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $175K |
| Mar 9, 2026 | Ulman Doug | Director | Sell (S) | 13K | $593K |
| Mar 5, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $187K |
| Mar 3, 2026 | Allison Jonathan | Chief Administrative Officer | Sell (S) | 4K | $187K |
| Dec 10, 2025 | Timm Alexander E. | Chief Executive Officer, Director, 10% Owner | Sell (S) | 6K | $526K |
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/ROOT/capital-change-brief"
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 + end-of-day price history + the live filing stream, joined for ROOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.