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ROOT · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ROOTV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ROOT
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterROOTV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 2021none listed holders, n.a.52 holders, $69.3bn
Q3 2021none listed holders, n.a.56 holders, $63.6bn
Q4 2021none listed holders, n.a.47 holders, $58.0bn
Q1 2022none listed holders, n.a.59 holders, $61.8bn
Q2 2022none listed holders, n.a.57 holders, $55.2bn
Q3 20221 holders, $1.2m57 holders, $50.7bn
Q4 20221 holders, $693k54 holders, $59.4bn
Q1 20231 holders, $696k55 holders, $64.0bn
Q2 20231 holders, $1.4m54 holders, $65.2bn
Q3 20231 holders, $1.5m55 holders, $61.5bn
Q4 20231 holders, $1.6m48 holders, $68.6bn
Q1 20242 holders, $9.9m50 holders, $73.1bn
Q2 20241 holders, $8.0m45 holders, $69.5bn
Q3 20241 holders, $5.8m47 holders, $70.5bn
Q4 20241 holders, $11m48 holders, $77.6bn
Q1 20255 holders, $140m43 holders, $83.5bn
Q2 20254 holders, $139m45 holders, $83.4bn
Q3 20252 holders, $58m48 holders, $82.8bn
Q4 20253 holders, $63m49 holders, $86.0bn
Q1 20262 holders, $28m49 holders, $73.3bn
Q2 20262 holders, $13m52 holders, $81.9bn
ROOT

Root Inc

Holders
3
Reported value
$63m
Buyers
9
Sellers
15

Breadth -6 among 92 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
49
Reported value
$86.0bn
Buyers
29
Sellers
26

Breadth +3 among 92 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROOT (1)

Dragoneer Investment Group LLC

Only V (47)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, and 22 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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