Root, Inc. (ROOT) — Institutional Holders, Q2 2026

162 institutional investment managers reported a ROOT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $523.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ROOT stock profile

ROOT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

Quinn Opportunity PartnersAdded · +100,837 sh+$5.6M
BlackRockAdded · +98,936 sh+$5.5M
JANE STREET GROUPNew · +89,493 sh+$5.0M
FINDELL CAPITAL MANAGEMENTAdded · +85,000 sh+$4.8M
CITADEL ADVISORSAdded · +68,149 sh+$3.8M

Biggest sellers

Capital Research Global InvestorsTrimmed · -399,591 sh-$22.3M
Buckley Capital AdvisorsSold out · -174,554 sh-$9.8M
MILLENNIUM MANAGEMENTTrimmed · -105,042 sh-$5.9M
Palisades Investment PartnersSold out · -90,336 sh-$5.1M
FIRST ADVISORSSold out · -68,050 sh-$3.8M

ROOT 13F holders ranked 1–100 of 162

Institutional investors reporting a position in Root, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Ribbit Management Company#1 · 1,232,607 sh	1,232,607	$68.9M	3.36%	0.0%
2	T. Rowe Price Investment Management#2 · 1,220,908 sh	1,220,908	$68.3M	0.04%	+3.0%
3	BlackRock#3 · 1,149,263 sh	1,149,263	$64.3M	<0.01%	+9.4%
4	VANGUARD CAPITAL MANAGEMENT#4 · 528,317 sh	528,317	$29.5M	<0.01%	+2.3%
5	FINDELL CAPITAL MANAGEMENT#5 · 460,000 sh	460,000	$25.7M	3.62%	+22.7%
6	GEODE CAPITAL MANAGEMENT#6 · 345,379 sh	345,379	$19.3M	<0.01%	+8.1%
7	STATE STREET#7 · 290,772 sh	290,772	$16.3M	<0.01%	+9.3%
8	Galileo (PTC) Ltd#8 · 252,669 sh	252,669	$14.1M	1.28%	0.0%
9	RENAISSANCE TECHNOLOGIES#9 · 245,281 sh	245,281	$13.7M	0.02%	+2.7%
10	BOOTHBAY FUND MANAGEMENT#10 · 203,234 sh	203,234	$11.4M	0.15%	+46.2%
11	Quinn Opportunity Partners#11 · 171,176 sh	171,176	$9.6M	0.44%	+143.4%
12	Tairen Capital Ltd#12 · 160,798 sh	160,798	$9.0M	0.79%	0.0%
13	Dragoneer Investment Group#13 · 154,320 sh	154,320	$8.6M	0.30%	0.0%
14	MORGAN STANLEY#14 · 148,225 sh	148,225	$8.3M	<0.01%	+5.1%
15	GOLDMAN SACHS GROUP#15 · 144,306 sh	144,306	$8.1M	<0.01%	-3.4%
16	PRICE T ROWE ASSOCIATES#16 · 125,904 sh	125,904	$7.0M	<0.01%	+1.9%
17	NORTHERN#17 · 120,334 sh	120,334	$6.7M	<0.01%	+10.0%
18	CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 109,270 sh	109,270	$6.1M	<0.01%	+1.5%
19	VANGUARD PORTFOLIO MANAGEMENT#19 · 106,983 sh	106,983	$6.0M	<0.01%	+17.7%
20	BANK OF AMERICA#20 · 105,524 sh	105,524	$5.9M	<0.01%	-17.3%
21	VANGUARD FIDUCIARY#21 · 97,201 sh	97,201	$5.4M	<0.01%	+6.6%
22	JANE STREET GROUP#22 · 89,493 sh	89,493	$5.0M	<0.01%	New
23	BNP PARIBAS FINANCIAL MARKETS#23 · 87,818 sh	87,818	$4.9M	<0.01%	-10.6%
24	CITADEL ADVISORS#24 · 87,598 sh	87,598	$4.9M	<0.01%	+350.4%
25	DIMENSIONAL FUND ADVISORS#25 · 87,223 sh	87,223	$4.9M	<0.01%	-42.0%
26	UBS Group AG#26 · 82,826 sh	82,826	$4.6M	<0.01%	+42.4%
27	TUDOR INVESTMENT ET AL#27 · 79,805 sh	79,805	$4.5M	<0.01%	+110.5%
28	Capital Research Global Investors#28 · 77,533 sh	77,533	$4.3M	<0.01%	-83.7%
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP#29 · 77,403 sh	77,403	$4.3M	<0.01%	+27.4%
30	CITIGROUP#30 · 59,703 sh	59,703	$3.3M	<0.01%	-2.4%
31	TWO SIGMA INVESTMENTS#31 · 53,263 sh	53,263	$3.0M	<0.01%	+75.0%
32	CANNELL CAPITAL#32 · 52,331 sh	52,331	$2.9M	1.96%	0.0%
33	BARCLAYS PLC#33 · 51,907 sh	51,907	$2.9M	<0.01%	-2.1%
34	Jump Financial#34 · 48,537 sh	48,537	$2.7M	0.02%	New
35	MARSHALL WACE, LLP#35 · 48,371 sh	48,371	$2.7M	<0.01%	+204.7%
36	HB Wealth Management#36 · 47,396 sh	47,396	$2.7M	—	+0.3%
37	MILLENNIUM MANAGEMENT#37 · 43,696 sh	43,696	$2.4M	<0.01%	-70.6%
38	AQR CAPITAL MANAGEMENT#38 · 42,798 sh	42,798	$2.4M	<0.01%	+101.1%
39	JPMORGAN CHASE#39 · 40,494 sh	40,494	$2.3M	<0.01%	-20.0%
40	Bank of New York Mellon#40 · 39,090 sh	39,090	$2.2M	<0.01%	+8.2%
41	Nuveen#41 · 32,426 sh	32,426	$1.8M	<0.01%	+28.8%
42	Trinity Financial Advisors#42 · 31,984 sh	31,984	$1.8M	—	0.0%
43	Russell Investments Group, Ltd.#43 · 31,084 sh	31,084	$1.7M	<0.01%	+2629.1%
44	IMC-Chicago#44 · 29,441 sh	29,441	$1.6M	<0.01%	New
45	Prosperitas Financial#45 · 27,411 sh	27,411	$1.5M	0.49%	+4.4%
46	Diametric Capital#46 · 26,994 sh	26,994	$1.5M	0.16%	-7.6%
47	AMERICAN CENTURY COMPANIES#47 · 25,933 sh	25,933	$1.5M	<0.01%	+9.1%
48	BloombergSen#48 · 25,566 sh	25,566	$1.4M	0.11%	0.0%
49	Trexquant Investment#49 · 24,809 sh	24,809	$1.4M	<0.01%	-69.1%
50	RAYMOND JAMES FINANCIAL#50 · 24,077 sh	24,077	$1.3M	<0.01%	+15.4%
51	Voleon Capital Management#51 · 22,345 sh	22,345	$1.2M	0.02%	-30.9%
52	Swiss National Bank#52 · 22,100 sh	22,100	$1.2M	<0.01%	+2.8%
53	GMT CAPITAL#53 · 20,900 sh	20,900	$1.2M	0.06%	New
54	FEDERATED HERMES#54 · 20,732 sh	20,732	$1.2M	<0.01%	-66.9%
55	TD ASSET MANAGEMENT#55 · 19,288 sh	19,288	$1.1M	<0.01%	0.0%
56	RHUMBLINE ADVISERS#56 · 16,128 sh	16,128	$901.9K	<0.01%	+10.1%
57	RBF Capital#57 · 14,600 sh	14,600	$816.4K	0.03%	0.0%
58	XTX Topco Ltd#58 · 14,338 sh	14,338	$801.8K	0.01%	-13.8%
59	DEUTSCHE BANK AG\#59 · 14,189 sh	14,189	$793.4K	<0.01%	+24.8%
60	Walleye Trading#60 · 13,354 sh	13,354	$746.8K	<0.01%	New
61	WELLS FARGO & COMPANY#61 · 12,298 sh	12,298	$687.7K	<0.01%	+168.5%
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#62 · 12,278 sh	12,278	$686.6K	<0.01%	0.0%
63	Walleye Capital#63 · 11,844 sh	11,844	$662.3K	<0.01%	New
64	Quantinno Capital Management#64 · 11,754 sh	11,754	$657.3K	<0.01%	-43.6%
65	Vident Advisory#65 · 11,633 sh	11,633	$650.5K	<0.01%	New
66	CREDIT AGRICOLE S A#66 · 11,000 sh	11,000	$615.1K	<0.01%	New
67	LOS ANGELES CAPITAL MANAGEMENT#67 · 10,530 sh	10,530	$588.8K	<0.01%	-57.0%
68	ALLIANCEBERNSTEIN L.P.#68 · 12,520 sh	12,520	$553.0K	<0.01%	+58.1%
69	JACOBS LEVY EQUITY MANAGEMENT#69 · 9,853 sh	9,853	$551.0K	<0.01%	+2.8%
70	Legal & General Group Plc#70 · 9,390 sh	9,390	$525.1K	<0.01%	+4.6%
71	Invesco Ltd.#71 · 8,883 sh	8,883	$496.7K	0.00%	-33.0%
72	STATE OF WISCONSIN INVESTMENT BOARD#72 · 8,643 sh	8,643	$483.3K	<0.01%	-28.2%
73	MetLife Investment Management#73 · 8,166 sh	8,166	$456.6K	<0.01%	+13.5%
74	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#74 · 7,955 sh	7,955	$444.8K	<0.01%	New
75	ALGERT GLOBAL#75 · 7,950 sh	7,950	$444.6K	<0.01%	0.0%
76	BALYASNY ASSET MANAGEMENT L.P.#76 · 7,642 sh	7,642	$427.3K	<0.01%	New
77	Point72 Asset Management, L.P.#77 · 7,539 sh	7,539	$421.6K	<0.01%	New
78	TRUIST FINANCIAL#78 · 7,177 sh	7,177	$401.3K	<0.01%	-14.2%
79	Dynamic Technology Lab Private Ltd#79 · 7,096 sh	7,096	$397.0K	0.09%	+13.6%
80	PRELUDE CAPITAL MANAGEMENT#80 · 7,031 sh	7,031	$393.2K	0.03%	New
81	State of Alaska, Department of Revenue#81 · 7,045 sh	7,045	$393.0K	—	0.0%
82	VANGUARD ASSET MANAGEMENT, Ltd#82 · 6,992 sh	6,992	$391.0K	<0.01%	0.0%
83	Requisite Capital Management#83 · 6,844 sh	6,844	$382.7K	0.06%	0.0%
84	Kerrisdale Advisers#84 · 6,650 sh	6,650	$371.9K	0.09%	-2.6%
85	LPL Financial#85 · 6,130 sh	6,130	$342.8K	<0.01%	New
86	MIRAE ASSET GLOBAL ETFS Ltd.#86 · 5,932 sh	5,932	$331.7K	<0.01%	+3.0%
87	CANADA PENSION PLAN INVESTMENT BOARD#87 · 5,700 sh	5,700	$318.7K	<0.01%	-3.4%
88	Aquatic Capital Management#88 · 5,525 sh	5,525	$309.0K	0.01%	New
89	Vanguard Global Advisers#89 · 5,525 sh	5,525	$309.0K	<0.01%	0.0%
90	NEW YORK STATE COMMON RETIREMENT FUND#90 · 5,500 sh	5,500	$307.6K	<0.01%	-85.0%
91	Creative Planning#91 · 5,254 sh	5,254	$293.8K	<0.01%	New
92	Mariner#92 · 5,255 sh	5,255	$293.8K	<0.01%	New
93	JONES FINANCIAL COMPANIES LLLP#93 · 5,254 sh	5,254	$292.6K	<0.01%	+3.7%
94	Freestone Grove Partners#94 · 5,150 sh	5,150	$288.0K	<0.01%	-30.5%
95	Jupiter Topco#95 · 5,068 sh	5,068	$283.9K	<0.01%	—
96	Entropy Technologies#96 · 4,800 sh	4,800	$268.4K	0.01%	New
97	FOX RUN MANAGEMENT, L.L.C.#97 · 4,757 sh	4,757	$266.0K	0.04%	New
98	NORGES BANK#98 · 4,577 sh	4,577	$255.9K	0.00%	—
99	Boston Partners#99 · 4,418 sh	4,418	$247.1K	<0.01%	New
100	Vanguard Personalized Indexing Management#100 · 4,126 sh	4,126	$230.7K	<0.01%	New

Funds that sold out of ROOT in Q2 2026 (26)

Held ROOT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ROOT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Buckley Capital Advisors174,554 sh	174,554	$7.7M
Palisades Investment Partners90,336 sh	90,336	$4.0M
FIRST ADVISORS68,050 sh	68,050	$3.0M
HENNESSY ADVISORS47,102 sh	47,102	$2.1M
X-Square Capital36,048 sh	36,048	$1.6M
Zweig-DiMenna Associates27,000 sh	27,000	$1.2M
HEALTHCARE OF ONTARIO PENSION PLAN FUND22,048 sh	22,048	$973.9K
Belpointe Asset Management16,920 sh	16,920	$747.4K
NORDEA INVESTMENT MANAGEMENT AB17,291 sh	17,291	$740.1K
Squarepoint Ops14,720 sh	14,720	$650.2K
Corient Private Wealth14,018 sh	14,018	$619.2K
Campbell & Investment Adviser13,065 sh	13,065	$577.1K
Mitsubishi UFJ Asset Management , Ltd.12,928 sh	12,928	$571.0K
IEQ CAPITAL9,261 sh	9,261	$409.1K
Virtu Financial7,866 sh	7,866	$347.0K
AMERIPRISE FINANCIAL7,710 sh	7,710	$340.6K
Leonteq Securities AG7,518 sh	7,518	$332.1K
Activest Wealth Management3,000 sh	3,000	$132.5K
Ancora Advisors1,000 sh	1,000	$44.2K
Legend Capital Advisors719 sh	719	$31.8K
KBC Group NV359 sh	359	$16.0K
MAI Capital Management145 sh	145	$6.4K
GHP Investment Advisors33 sh	33	$1.5K
Federation des caisses Desjardins du Quebec5 sh	5	$221.00
Advisory Services Network2 sh	2	$88.00
MassMutual Private Wealth & , FSB1 sh	1	$44.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.