What is the 13F Pro Quality Score for ROKU?

13F Pro ranks ROKU, INC (ROKU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ROKU's current score at https://13fpro.ai/research/ROKU (free sign-up required for the full ranking).

Which hedge funds own the most ROKU stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ROKU include FMR, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/ROKU as soon as new 13F filings post.

Where does 13F Pro source ROKU data?

All ROKU, INC fundamentals and ownership data come directly from SEC EDGAR. ROKU, INC files with the SEC under CIK 1428439. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ROKU in?

ROKU, INC (ROKU) is classified in the Communication Services sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/communication-services.

How often is ROKU research updated on 13F Pro?

ROKU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ROKU, INC(ROKU)Stock Analysis

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Communication Services →Nasdaq

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SEC EDGAR: CIK 1428439 ROKU stock profile & AI dashboard →

13F Pro Quality Score

60.5/100

Rank #850 of 2,879 stocksTOP 50%

View Communication Services peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

77.4/100

Profitability

60.5/100

Balance Sheet

52.3/100

Earnings Quality

30.0/100

Free Cash Flow

68.3/100

Institutional Flow

16.5/100

Revenue Scale

76.7/100

Dilution Risk

20.6/100

ROKU Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ROKU, INC (ROKU), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores ROKU at 60.5/100 on a 32-signal composite quality model, placing it at rank #850 of 2,879 stocks — the top half of the AI-ranked universe. ROKU scores in the top quartile across revenue growth (77.4), revenue scale (76.7). Areas of concern include institutional flow (16.5) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ROKU, INC reports quarterly revenue of $1.2B, net income of $85.7M, an operating margin of 4.2%. Top institutional holders of ROKU by reported 13-F value include FMR, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ROKU trades on the Nasdaq exchange and files with the SEC under CIK 1428439. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ROKU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ROKU, INC directly from SEC EDGAR. ROKU, INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 60.5 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about ROKU, INC

Quirks, history, and lore behind ROKU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology/media company · listed on Nasdaq · headquartered in California · sells both hardware and advertising.
2
The Numbers
Roughly $3–4 billion in annual revenue, with over 80 million active accounts — it makes most of its money from ads, not the devices it sells.
3
The History
Founded in 2002 by a former Netflix executive who wanted to build a dedicated internet TV box after Netflix decided not to ship one themselves.
4
The Secret
The hardware is practically sold at cost — the real prize is owning the home screen that millions of Americans stare at before picking what to watch.
5
The Lore
Its operating system quietly powers 1 in 3 smart TVs sold in the U.S., making it the most-used streaming platform in the country by hours watched.
6
The Giveaway
That little purple remote with the private listening headphone jack — and a streaming channel store named after the Japanese word for 'six.'

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Revenue

Q1 2026

$1.2B

Net Income

Q1 2026

$85.7M

Free Cash Flow

Q1 2026

$196.0M

Operating Margin

Q1 2026

4.2%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+15.2% YoY

$4.74BFY 2025

FY21 $2.76BFY23 $3.48BFY24 $4.11BFY25 $4.74B

Net Income

+168.3% YoY

$88.4MFY 2025

FY21 $242.4MFY23 $-709.6MFY24 $-129.4MFY25 $88.4M

Operating Income

+97.4% YoY

$-5.6MFY 2025

FY21 $235.1MFY23 $-792.4MFY24 $-218.2MFY25 $-5.6M

EPS (Diluted)

+166.3% YoY

$0.59FY 2025

FY21 $1.71FY23 $-5.01FY24 $-0.89FY25 $0.59

Total Assets

+3.0% YoY

$4.43BFY 2025

FY21 $4.08BFY23 $4.26BFY24 $4.30BFY25 $4.43B

Total Debt

—FY 2025

FY21 $89.9MFY23 $0.00FY24 —FY25 —

Op. Cash Flow

+121.8% YoY

$483.7MFY 2025

FY21 $228.1MFY23 $255.9MFY24 $218.0MFY25 $483.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2021	FY 2019	FY 2017
Revenue	$4.74B +15.2%	$4.11B +18.0%	$3.48B +26.0%	$2.76B +144.9%	$1.13B +120.2%	$512.8M
Net Income	$88.4M +168.3%	$-129.4M +81.8%	$-709.6M -392.7%	$242.4M +504.4%	$-59.9M +5.6%	$-63.5M
Operating Income	$-5.6M +97.4%	$-218.2M +72.5%	$-792.4M -437.0%	$235.1M +461.4%	$-65.1M -231.7%	$-19.6M
EPS (Diluted)	$0.59 +166.3%	$-0.89 +82.2%	$-5.01 -393.0%	$1.71 +428.8%	$-0.52	—
Total Assets	$4.43B +3.0%	$4.30B +1.0%	$4.26B +4.4%	$4.08B +177.7%	$1.47B +295.3%	$371.9M
Total Debt	—	—	$0.00 -100.0%	$89.9M -9.8%	$99.6M	$0.00
Operating Cash Flow	$483.7M +121.8%	$218.0M -14.8%	$255.9M +12.2%	$228.1M +1564.0%	$13.7M -63.2%	$37.3M

AI Insight: ROKU Financial Trends

Roku achieved sustained profitability with positive operating income in Q3 2025 and Q4 2025, marking a turnaround from consistent losses.

• Revenue grew from $968M in Q2 2024 to $1,249M in Q1 2026, representing 29% growth over eight quarters.

• Operating income turned positive to $9M in Q3 2025 and $66M in Q4 2025 after six quarters of losses.

• Net income reached $86M in Q1 2026, the highest in the dataset after multiple quarters of losses.

• Operating cash flow strengthened to $199M in Q1 2026 from $23M in Q2 2024, showing improving cash generation.

⚠ Revenue declined 10.5% from Q4 2025 to Q1 2026, breaking the growth momentum seen in prior quarters.

⚠ Operating income dropped from $66M in Q4 2025 to $52M in Q1 2026, showing potential volatility in profitability.

AI Insight: ROKU Ratio Trends

ROKU achieved dramatic profitability turnaround, with operating margin swinging from -7.4% in Q2 2024 to 4.2% in Q1 2026.

• Operating margin improved from -7.4% in Q2 2024 to 4.2% in Q1 2026, turning positive in Q3 2025.

• Net profit margin expanded from -3.5% in Q2 2024 to 6.9% in Q1 2026.

• ROIC recovered from -11.9% in Q2 2024 to 7.8% in Q1 2026, turning positive in Q3 2025.

• ROE surged from -5.7% in Q2 2024 to 12.8% in Q1 2026.

⚠ Operating margin declined from 4.7% in Q4 2025 to 4.2% in Q1 2026.

⚠ ROIC dropped from 9.9% in Q4 2025 to 7.8% in Q1 2026.

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Available Research

13F Pro tracks comprehensive data for ROKU, INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ROKU

FMR LLC
$1.6B17,011,060 sh
BlackRock, Inc.
$702.7M7,426,295 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$611.1M6,458,259 sh
VANGUARD CAPITAL MANAGEMENT LLC
$556.0M5,876,046 sh
ARK Investment Management LLC
$361.5M3,820,405 sh
GEODE CAPITAL MANAGEMENT, LLC
$263.5M2,780,900 sh
SCHRODER INVESTMENT MANAGEMENT GROUP
$218.4M2,308,014 sh
STATE STREET CORP
$214.1M2,262,711 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$196.3M2,074,300 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$192.9M2,038,347 sh

Fund	Value	Shares
FMR LLC	$1.6B	17,011,060
BlackRock, Inc.	$702.7M	7,426,295
VANGUARD PORTFOLIO MANAGEMENT LLC	$611.1M	6,458,259
VANGUARD CAPITAL MANAGEMENT LLC	$556.0M	5,876,046
ARK Investment Management LLC	$361.5M	3,820,405
GEODE CAPITAL MANAGEMENT, LLC	$263.5M	2,780,900
SCHRODER INVESTMENT MANAGEMENT GROUP	$218.4M	2,308,014
STATE STREET CORP	$214.1M	2,262,711
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$196.3M	2,074,300
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$192.9M	2,038,347

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Is ROKU a good stock to buy?

13F Pro's AI-powered analysis of ROKU, INC (ROKU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ROKU are available on the ROKU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ROKU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ROKU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ROKU, INC's investment landscape.