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ROOT in the 13F filings

Root Inc · CUSIP 77664L207

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
2,054,888
combined, among listed positions
Reported value
$148m
combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +135,196.

Managers listing ROOT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Capital Research Global Investors654,252$47munder 0.1%Added+157,65411 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC251,981$18munder 0.1%Trimmed-81,63512 Feb 2026 (the filing on sec.gov)
Millennium Management LLC220,815$16munder 0.1%Added+195,72517 Feb 2026 (the filing on sec.gov)
Invesco Ltd210,584$15munder 0.1%Trimmed-5,20119 Feb 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC154,320$11m0.24%Held017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc127,435$9.2munder 0.1%Added+17,08017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP107,612$7.8munder 0.1%Added+57,87013 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC71,481$5.2munder 0.1%Trimmed-35,48517 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd63,234$4.6munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC56,019$4.0munder 0.1%Added+10,29512 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC47,509$3.4munder 0.1%Trimmed-6,87313 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP14,037$1.0munder 0.1%Trimmed-33110 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP11,800$852kunder 0.1%Trimmed-20517 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP10,966$792kunder 0.1%Added+1,10017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP10,412$752kunder 0.1%Trimmed-160,94517 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC10,283$743kunder 0.1%Trimmed-1,92817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC9,917$716kunder 0.1%Added+2027 Oct 2026 (the filing on sec.gov)
Point72 Asset Management LP8,260$597kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC7,800$563kunder 0.1%Trimmed-1,95713 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd5,068$366kunder 0.1%Trimmed-6,52417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,102$80kunder 0.1%Trimmed-21,89417 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC1$00.00%Trimmed-4,05313 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0246Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ROOT by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20221$1.2mn.a.n.a.
Q4 20221$693kn.a.n.a.
Q1 20231$696kn.a.n.a.
Q2 20231$1.4mn.a.n.a.
Q3 20231$1.5mn.a.n.a.
Q4 20231$1.6m00
Q1 20242$9.9m10
Q2 20241$8.0m00
Q3 20241$5.8m00
Q4 20241$11m00
Q1 20255$140m40
Q2 20254$139m12
Q3 20252$58m01
Q4 20253$63m915
Q1 20262$28m616
Q2 20262$13m145

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ROOT and V →ROOT and AXP →ROOT and BAC →Choose a stock to compare with ROOT →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ROOT, latest filings →Back to the 13F Explorer →