Ranked by reported Q1 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 | $54.4M | 0.0% | 8.794% | 3.24% |
| 2 | BlackRock, Inc. | 1.1M | $46.4M | +0.4% | 7.494% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 517K | $22.8M | — | 3.686% | 0.00% |
| 4 | Capital Research Global Investors | 477K | $21.1M | -27.1% | 3.404% | 0.00% |
| 5 | FINDELL CAPITAL MANAGEMENT LLC | 375K | $16.6M | +59.6% | 2.675% | 4.85% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 361K | $16.0M | +35.7% | 2.578% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 320K | $14.1M | +2.8% | 2.280% | 0.00% |
| 8 | CITADEL ADVISORS LLC | 306K | $13.5M | -14.1% | 2.182% | 0.01% |
| 9 | STATE STREET CORP | 266K | $11.7M | +3.0% | 1.897% | 0.00% |
| 10 | Galileo (PTC) Ltd | 253K | $11.2M | 0.0% | 1.803% | 1.09% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 239K | $10.5M | -5.2% | 1.704% | 0.02% |
| 12 | Buckley Capital Advisors, LLC | 175K | $7.7M | +58.4% | 1.245% | 5.54% |
| 13 | Tairen Capital Ltd | 161K | $7.1M | 0.0% | 1.147% | 0.77% |
| 14 | Dragoneer Investment Group, LLC | 154K | $6.8M | 0.0% | 1.101% | 0.23% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 150K | $6.6M | -12.8% | 1.073% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 149K | $6.6M | -12.4% | 1.065% | 0.00% |
| 17 | MILLENNIUM MANAGEMENT LLC | 149K | $6.6M | -32.6% | 1.061% | 0.00% |
| 18 | MORGAN STANLEY | 141K | $6.2M | -11.3% | 1.006% | 0.00% |
| 19 | BOOTHBAY FUND MANAGEMENT, LLC | 139K | $6.1M | +53.1% | 0.992% | 0.16% |
| 20 | BANK OF AMERICA CORP /DE/ | 128K | $5.6M | -8.6% | 0.910% | 0.00% |
| 21 | NORTHERN TRUST CORP | 109K | $4.8M | +3.1% | 0.781% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 108K | $4.8M | -3.3% | 0.768% | 0.00% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 98K | $4.3M | +32.0% | 0.701% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 91K | $4.0M | — | 0.651% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 91K | $4.0M | — | 0.649% | 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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 146 | 12% | 50.98% | 38.87 pp | $392M | 43% |
| Q4 2025 | 166 | 4.6% | 89.85% | 17.18 pp | $691M | 16% |
| Q3 2025 | 174 | 14% | 107.03% | 45.75 pp | $824M | 30% |
| Q2 2025 | 203 | +17% | 152.78% | +24.69 pp | $1.18B | +19% |
| Q1 2025 | 174 | +38% | 128.09% | +59.21 pp | $986M | +86% |
| Q4 2024 | 126 | +21% | 68.88% | +31.83 pp | $530M | +86% |
| Q3 2024 | 104 | +6.1% | 37.05% | 17.85 pp | $285M | 33% |
| Q2 2024 | 98 | — | 54.90% | — | $422M | — |
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 Q1 2026 13F filings, institutional ownership of Root, Inc. stands at 51.0%, held across 146 reporting institutions.
Ribbit Management Company, LLC is the largest reported institutional holder of ROOT, with approximately 1,232,607 shares worth $0.05B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of ROOT, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for ROOT is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in ROOT during Q1 2026, while 49 fully exited. 20 added to existing positions and 96 trimmed.
ROOT institutional ownership fell by 38.87 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 58.1% of all reported 13F value in ROOT, and the top 25 account for 81.5%.
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