RokuROKU
13F holders, Q4 2025 (December 31)707holders +96
119new positions
54sold out
12famous investors
$108.48avg. 13F price*
At the end of Q4 2025, 707 institutions reported holding Roku Inc. (ROKU) in their 13F filings, up 96 from Q3 2025. 119 opened new positions and 54 sold out. The largest holders were FMR LLC ($1.5B), Vanguard Group Inc. ($1.4B) and BlackRock, Inc. ($753.3M). 12 famous investors held it, including Cathie Wood (4.2% of ARK Investment Management's portfolio), Stanley Druckenmiller (1.5% of Duquesne Family Office's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- Roku Inc.
- CUSIP
- 77543R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $232.4M |
| Exits | 54 | $50.0M |
All 13F filers, Q3 2025 → Q4 2025: 15,512,351 shares bought and 16,631,699 shares sold, net −1,119,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 707 holders
| FMR LLC | 0.08% | Reduce -29.1% | 13,679,650 | $1.5B |
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 12,987,786 | $1.4B |
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,943,054 | $753.3M |
| ARK Investment Management | 4.24% | Reduce -20.0% | 5,881,738 | $638.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Reduce -19.5% | 2,969,252 | $322.1M |
| Amova Asset Management Americas, Inc. | 3.68% | Reduce -19.7% | 2,941,504 | $318.8M |
| AQR Capital Management | 0.16% | Add +10.6% | 2,860,149 | $310.3M |
| Geode Capital Management, LLC | 0.02% | Add +7.3% | 2,464,130 | $267.4M |
| State Street Corp. | 0.01% | Reduce -1.1% | 2,216,237 | $240.4M |
| Acadian Asset Management LLC | 0.39% | Reduce -4.4% | 2,170,621 | $235.5M |
| Two Sigma Investments, LP | 0.32% | Reduce -15.3% | 1,840,257 | $199.6M |
| Balyasny Asset Management L.P. | 0.34% | Add +965.1% | 1,617,036 | $175.4M |
| Two Sigma Advisers, LP | 0.32% | Reduce -3.3% | 1,529,800 | $166.0M |
| Jacobs Levy Equity Management, Inc. | 0.63% | Add +0.8% | 1,509,686 | $163.8M |
| D. E. Shaw & Co. | 0.13% | Reduce -12.4% | 1,503,035 | $163.1M |
| Fred Alger Management, LLC | 0.60% | Add +7087.7% | 1,421,440 | $154.2M |
| Squarepoint Ops LLC | 0.29% | Add +15.5% | 1,316,847 | $142.9M |
| Renaissance Technologies | 0.21% | Add +4.3% | 1,274,900 | $138.3M |
| Qube Research & Technologies Ltd | 0.20% | Add +180.4% | 1,269,229 | $137.7M |
| Millennium Management | 0.10% | Add +212.7% | 1,257,964 | $136.5M |
| Morgan Stanley | 0.01% | Add +27.7% | 1,245,302 | $135.1M |
| Jane Street Group, LLC | 0.15% | Add +5.9% | 1,167,103 | $126.6M |
| Westfield Capital Management Co. LP | 0.50% | Add +0.9% | 1,112,478 | $120.7M |
| Bank of America Corp. | 0.01% | Reduce -19.2% | 1,025,862 | $111.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +122.3% | 1,020,917 | $110.8M |
| Tremblant Capital Group | 2.74% | Add +158.9% | 990,118 | $107.4M |
| Assenagon Asset Management S.A. | 0.15% | Add +172.9% | 931,653 | $101.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.2% | 903,138 | $98.0M |
| Alyeska Investment Group, L.P. | 0.27% | Add +380.9% | 882,915 | $95.8M |
| Norges Bank | 0.01% | — | 855,449 | $92.8M |
| BNP Paribas Financial Markets | 0.06% | Add +16.6% | 809,374 | $87.8M |
| Holocene Advisors, LP | 0.17% | Reduce -54.4% | 751,959 | $81.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 727,924 | $79.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 660,821 | $71.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +1383.0% | 618,575 | $67.1M |
| Citadel Advisors | 0.04% | Reduce -48.8% | 596,927 | $64.8M |
| Duquesne Family Office | 1.50% | Reduce -29.1% | 582,980 | $63.2M |
| Artisan Partners Limited Partnership | 0.10% | Add +3.9% | 577,646 | $62.7M |
| Susquehanna International Group, LLP | 0.09% | Add +108.4% | 576,741 | $62.6M |
| Walleye Capital LLC | 0.38% | Add +816.3% | 569,743 | $61.8M |
| Marshall Wace, LLP | 0.06% | Reduce -62.4% | 530,016 | $57.5M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 514,730 | $55.8M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.4% | 495,747 | $54.1M |
| UBS Group AG | 0.01% | Reduce -31.2% | 497,297 | $54.0M |
| Gilder Gagnon Howe & Co. LLC | 0.55% | Reduce -50.2% | 481,299 | $52.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.9% | 468,004 | $50.8M |
| Woodline Partners LP | 0.19% | Add +19.2% | 461,941 | $50.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.2% | 461,768 | $50.1M |
| Ossiam | 1.00% | No change | 461,127 | $50.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.6% | 449,160 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.0% | 436,664 | $47.4M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +47.3% | 431,311 | $46.8M |
| Quantinno Capital Management LP | 0.09% | Add +76.1% | 414,799 | $45.0M |
| Allianz Asset Management GmbH | 0.05% | Add +586.5% | 375,242 | $40.7M |
| Schonfeld Strategic Advisors LLC | 0.20% | Add +1116.8% | 361,751 | $39.2M |
| Sessa Capital IM, L.P. | 0.75% | No change | 350,000 | $38.0M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -0.3% | 343,044 | $37.2M |
| Trexquant Investment LP | 0.33% | Add +36.4% | 337,978 | $36.7M |
| Canada Pension Plan Investment Board | 0.02% | Add +21.3% | 337,200 | $36.6M |
| Hudson Bay Capital Management LP | 0.22% | Reduce -2.5% | 323,326 | $35.1M |
| Sei Investments Co. | 0.03% | Add +80.6% | 299,927 | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.9% | 295,552 | $32.1M |
| Man Group plc | 0.06% | Reduce -53.6% | 291,184 | $31.6M |
| Franklin Resources Inc. | 0.01% | Add +34.1% | 290,963 | $31.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.8% | 286,721 | $31.1M |
| Amundi | 0.01% | Add +219.3% | 276,657 | $30.0M |
| Victory Capital Management Inc. | 0.02% | Add +1682.4% | 265,431 | $28.8M |
| Empirical Capital Management, LLC | 18.87% | No change | 264,661 | $28.7M |
| Maplelane Capital, LLC | 1.59% | New | 257,000 | $27.9M |
| Swiss National Bank | 0.02% | Add +2.3% | 256,800 | $27.9M |
| Engineers Gate Manager LP | 0.33% | Add +931.6% | 253,191 | $27.5M |
| Capital Fund Management S.A. | 0.25% | Reduce -46.3% | 243,047 | $26.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.3% | 232,175 | $25.2M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 227,339 | $24.7M |
| California Public Employees Retirement System | 0.01% | Add +0.0% | 227,181 | $24.6M |
| FIL Ltd | 0.02% | Reduce -6.3% | 217,208 | $23.6M |
| Bridgewater Associates | 0.08% | Add +1.8% | 213,038 | $23.1M |
| Invesco Ltd. | 0.00% | Add +6.8% | 205,115 | $22.3M |
| Beck Bode, LLC | 3.54% | Reduce -4.8% | 195,981 | $21.3M |
| LPL Financial LLC | 0.01% | Add +19.6% | 195,263 | $21.2M |
| Point72 Asset Management | 0.03% | New | 192,620 | $20.9M |
| Interval Partners, LP | 0.48% | New | 189,327 | $20.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1.37% | Add +1.0% | 183,325 | $19.9M |
| Driehaus Capital Management LLC | 0.13% | New | 179,485 | $19.5M |
| Ieq Capital, LLC | 0.06% | Reduce -7.7% | 174,525 | $18.9M |
| Jain Global LLC | 0.19% | Add +590.3% | 167,616 | $18.2M |
| Algert Global LLC | 0.26% | Reduce -27.9% | 153,736 | $16.7M |
| Federated Hermes, Inc. | 0.03% | Add +387.1% | 148,791 | $16.1M |
| Legal & General Group Plc | 0.00% | Reduce -26.9% | 136,876 | $14.8M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Reduce -7.7% | 135,848 | $14.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -49.2% | 130,154 | $14.1M |
| Tudor Investment Corporation | 0.08% | Reduce -44.9% | 128,185 | $13.9M |
| Barclays PLC | 0.01% | Add +24.3% | 126,552 | $13.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -17.3% | 125,633 | $13.7M |
| Rhumbline Advisers | 0.01% | Add +6.8% | 125,873 | $13.7M |
| California State Teachers Retirement System | 0.01% | Add +0.8% | 123,518 | $13.4M |
| Wells Fargo & Company | 0.00% | Add +34.2% | 123,217 | $13.4M |
| Zacks Investment Management | 0.10% | Add +1.0% | 120,260 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.6% | 120,099 | $13.0M |
| EULAV Asset Management | 0.34% | Reduce -11.9% | 118,000 | $12.8M |
"% of holder's portfolio" is ROKU's weight in each manager's 13F, not the share of Roku Inc. the manager owns.