Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ROOT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Ribbit Management Company, LLC | 1.2M | $68.9M | 0.0% | 8.792% | 3.36% |
| 2 | BlackRock, Inc. | 1.1M | $64.3M | +9.4% | 8.197% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 528K | $29.5M | +2.3% | 3.768% | 0.00% |
| 4 | FINDELL CAPITAL MANAGEMENT LLC | 460K | $25.7M | +22.7% | 3.281% | 3.62% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 345K | $19.3M | +8.1% | 2.464% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 343K | $19.2M | +12.2% | 2.447% | 0.00% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 343K | $19.2M | -5.1% | 2.446% | 0.00% |
| 8 | STATE STREET CORP | 291K | $16.3M | +9.3% | 2.074% | 0.00% |
| 9 | Galileo (PTC) Ltd | 253K | $14.1M | 0.0% | 1.802% | 1.28% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 245K | $13.7M | +2.7% | 1.750% | 0.02% |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | 203K | $11.4M | +46.2% | 1.450% | 0.15% |
| 12 | Quinn Opportunity Partners LLC | 171K | $9.6M | +143.4% | 1.221% | 0.44% |
| 13 | JANE STREET GROUP, LLC | 167K | $9.3M | +188.4% | 1.189% | 0.00% |
| 14 | Tairen Capital Ltd | 161K | $9.0M | 0.0% | 1.147% | 0.79% |
| 15 | Dragoneer Investment Group, LLC | 154K | $8.6M | 0.0% | 1.101% | 0.30% |
| 16 | MORGAN STANLEY | 148K | $8.3M | +5.1% | 1.057% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 144K | $8.1M | -3.4% | 1.029% | 0.00% |
| 18 | NORTHERN TRUST CORP | 120K | $6.7M | +10.0% | 0.858% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 109K | $6.1M | +1.5% | 0.779% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 107K | $6.0M | +17.7% | 0.763% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 106K | $5.9M | -17.3% | 0.753% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 97K | $5.4M | +6.6% | 0.693% | 0.00% |
| 23 | Walleye Trading LLC | 90K | $5.1M | — | 0.645% | 0.01% |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 88K | $4.9M | -10.6% | 0.626% | 0.00% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 87K | $4.9M | -42.0% | 0.622% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ROOT — a direct measure of their conviction.
Filings activity in ROOT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new ROOT position in Q2 2026
Institutions that fully closed their ROOT position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 161 | +6.6% | 72.26% | 1.06 pp | $491M | +23% |
| Q1 2026 | 151 | 14% | 73.32% | +0.80 pp | $399M | 44% |
| Q4 2025 | 175 | 3.3% | 72.52% | 9.91 pp | $716M | 15% |
| Q3 2025 | 181 | 11% | 82.43% | +10.97 pp | $847M | 28% |
| Q2 2025 | 203 | +17% | 71.46% | +13.99 pp | $1.18B | +19% |
| Q1 2025 | 174 | +38% | 57.47% | +1.74 pp | $986M | +86% |
| Q4 2024 | 126 | +21% | 55.73% | +1.29 pp | $530M | +86% |
| Q3 2024 | 104 | — | 54.44% | — | $285M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ROOT stock.
Based on Q2 2026 13F filings, institutional ownership of Root, Inc. stands at 72.3%, held across 161 reporting institutions.
Ribbit Management Company, LLC is the largest reported institutional holder of ROOT, with approximately 1,232,607 shares worth $0.07B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of ROOT, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for ROOT is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in ROOT during Q2 2026, while 26 fully exited. 100 added to existing positions and 23 trimmed.
ROOT institutional ownership fell by 1.06 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 59.2% of all reported 13F value in ROOT, and the top 25 account for 81.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Root, Inc. (ROOT) Institutional Ownership