RokuROKU
13F holders, Q1 2026 (March 31)697holders −10
95new positions
114sold out
11famous investors
$94.58avg. 13F price*
At the end of Q1 2026, 697 institutions reported holding Roku Inc. (ROKU) in their 13F filings, down 10 from Q4 2025. 95 opened new positions and 114 sold out. The largest holders were FMR LLC ($1.6B), BlackRock, Inc. ($702.7M) and Vanguard Portfolio Management LLC ($611.1M). 11 famous investors held it, including Cathie Wood (2.8% of ARK Investment Management's portfolio), Stanley Druckenmiller (2.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $447.8M |
| Exits | 114 | $329.6M |
All 13F filers, Q4 2025 → Q1 2026: 21,099,455 shares bought and 17,240,355 shares sold, net +3,859,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 697 holders
| FMR LLC | 0.09% | Add +24.4% | 17,011,060 | $1.6B |
| BlackRock, Inc. | 0.01% | Add +7.0% | 7,426,295 | $702.7M |
| Vanguard Portfolio Management LLC | 0.03% | — | 6,458,259 | $611.1M |
| Vanguard Capital Management LLC | 0.01% | — | 5,876,046 | $556.0M |
| ARK Investment Management | 2.81% | Reduce -35.0% | 3,820,405 | $361.5M |
| Geode Capital Management, LLC | 0.02% | Add +12.9% | 2,780,900 | $263.5M |
| Acadian Asset Management LLC | 0.34% | Add +16.1% | 2,521,078 | $238.5M |
| Schroder Investment Management Group | 0.18% | New | 2,308,014 | $218.4M |
| State Street Corp. | 0.01% | Add +2.1% | 2,262,711 | $214.1M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +229.5% | 2,038,347 | $192.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -36.9% | 1,874,369 | $177.4M |
| Amova Asset Management Americas, Inc. | 2.47% | Reduce -37.1% | 1,848,889 | $174.9M |
| Squarepoint Ops LLC | 0.36% | Add +35.0% | 1,777,966 | $168.2M |
| AQR Capital Management | 0.08% | Reduce -37.7% | 1,782,733 | $164.4M |
| Morgan Stanley | 0.01% | Add +39.0% | 1,730,796 | $163.8M |
| Fred Alger Management, LLC | 0.66% | Add +11.9% | 1,591,123 | $150.6M |
| Renaissance Technologies | 0.23% | Add +22.8% | 1,565,100 | $148.1M |
| Jacobs Levy Equity Management, Inc. | 0.59% | Reduce -2.5% | 1,472,268 | $139.3M |
| BNP Paribas Financial Markets | 0.09% | Add +73.1% | 1,400,958 | $132.6M |
| Qube Research & Technologies Ltd | 0.18% | Add +5.1% | 1,333,685 | $126.2M |
| Citadel Advisors | 0.09% | Add +114.6% | 1,280,965 | $121.2M |
| Two Sigma Investments, LP | 0.10% | Reduce -35.4% | 1,188,031 | $112.4M |
| Westfield Capital Management Co. LP | 0.47% | Add +5.9% | 1,178,219 | $111.5M |
| Assenagon Asset Management S.A. | 0.18% | Add +24.7% | 1,162,051 | $110.0M |
| Bank of America Corp. | 0.01% | Add +5.5% | 1,082,755 | $102.5M |
| Marshall Wace, LLP | 0.10% | Add +88.4% | 998,619 | $94.5M |
| Tremblant Capital Group | 2.93% | Reduce -2.9% | 961,220 | $91.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.8% | 955,925 | $90.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +106.7% | 954,524 | $90.3M |
| Janus Henderson Group PLC | 0.04% | Add +1320.4% | 834,619 | $79.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 815,019 | $77.1M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +76.0% | 759,009 | $71.8M |
| Duquesne Family Office | 2.42% | Add +28.7% | 750,190 | $71.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.1% | 750,581 | $71.0M |
| Amundi | 0.02% | Add +170.3% | 747,891 | $70.8M |
| Holocene Advisors, LP | 0.17% | Reduce -1.1% | 743,529 | $70.4M |
| Jane Street Group, LLC | 0.07% | Reduce -38.5% | 717,471 | $67.9M |
| Northern Trust Corp. | 0.01% | Add +3.9% | 686,658 | $65.0M |
| Susquehanna International Group, LLP | 0.08% | Add +18.9% | 686,045 | $64.9M |
| Man Group plc | 0.13% | Add +124.7% | 654,173 | $61.9M |
| Woodline Partners LP | 0.22% | Add +35.1% | 624,059 | $59.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -39.0% | 623,288 | $59.0M |
| Quantinno Capital Management LP | 0.09% | Add +41.1% | 585,447 | $55.4M |
| Nuveen, LLC | 0.01% | Add +11.0% | 571,310 | $54.1M |
| Russell Investments Group, Ltd. | 0.06% | Add +16.8% | 579,077 | $53.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +7.3% | 501,929 | $47.5M |
| UBS Group AG | 0.01% | Reduce -0.2% | 496,165 | $46.9M |
| Alua Capital Management LP | 4.90% | New | 474,200 | $44.9M |
| Ossiam | 0.77% | No change | 461,127 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.1% | 443,999 | $42.0M |
| Federated Hermes, Inc. | 0.07% | Add +193.3% | 436,377 | $41.3M |
| Canada Pension Plan Investment Board | 0.03% | Add +23.1% | 415,100 | $39.3M |
| D. E. Shaw & Co. | 0.03% | Reduce -72.7% | 410,949 | $38.9M |
| Junto Capital Management LP | 0.81% | New | 402,630 | $38.1M |
| Allianz Asset Management GmbH | 0.04% | Add +4.5% | 392,274 | $37.1M |
| Raymond James Financial Inc. | 0.01% | Add +507.8% | 393,870 | $37.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.0% | 388,680 | $36.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +28.2% | 367,552 | $34.8M |
| Walleye Capital LLC | 0.23% | Reduce -36.5% | 362,062 | $34.3M |
| Millennium Management | 0.03% | Reduce -71.7% | 355,668 | $33.7M |
| Sei Investments Co. | 0.03% | Add +16.7% | 350,045 | $33.1M |
| Sessa Capital IM, L.P. | 0.63% | No change | 350,000 | $33.1M |
| Victory Capital Management Inc. | 0.02% | Add +30.8% | 347,225 | $32.9M |
| Empirical Capital Management, LLC | 19.59% | Add +30.6% | 345,661 | $32.7M |
| Capital Fund Management S.A. | 0.28% | Add +35.6% | 329,672 | $31.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.1% | 298,679 | $28.3M |
| Trexquant Investment LP | 0.19% | Reduce -17.2% | 279,755 | $26.5M |
| Gilder Gagnon Howe & Co. LLC | 0.31% | Reduce -43.4% | 272,337 | $25.8M |
| Barclays PLC | 0.01% | Add +106.5% | 261,387 | $24.7M |
| California Public Employees Retirement System | 0.02% | Add +14.8% | 260,774 | $24.7M |
| Swiss National Bank | 0.01% | Add +0.8% | 258,800 | $24.5M |
| Glenmede Trust Co. NA | 0.11% | Add +225.1% | 245,468 | $23.2M |
| Invesco Ltd. | 0.00% | Add +14.3% | 234,457 | $22.2M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -85.9% | 228,587 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.8% | 225,588 | $21.3M |
| Benchstone Capital Management LP | 2.45% | New | 222,735 | $21.1M |
| Meridiem Capital Partners LP | 1.38% | Add +189.8% | 221,159 | $20.9M |
| JPMorgan Chase & Co. | 0.00% | Add +131.6% | 223,612 | $19.7M |
| Crawford Fund Management, LLC | 6.26% | Add +221.6% | 202,800 | $19.2M |
| Royal Bank of Canada | 0.00% | Reduce -11.6% | 200,961 | $19.0M |
| LPL Financial LLC | 0.01% | Add +2.3% | 199,739 | $18.9M |
| Panagora Asset Management Inc. | 0.07% | Add +224.9% | 198,625 | $18.8M |
| FIL Ltd | 0.01% | Reduce -9.2% | 197,130 | $18.7M |
| Beck Bode, LLC | 3.12% | Reduce -0.7% | 194,570 | $18.4M |
| Bridgewater Associates | 0.08% | Reduce -8.7% | 194,468 | $18.4M |
| J. Goldman & Co LP | 0.81% | Add +71.6% | 183,934 | $17.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +23.0% | 160,039 | $15.1M |
| Bank of Nova Scotia | 0.03% | Add +43.2% | 151,178 | $14.3M |
| California State Teachers Retirement System | 0.02% | Add +22.3% | 151,085 | $14.3M |
| SG Americas Securities, LLC | 0.02% | Add +56.0% | 149,670 | $14.2M |
| Algert Global LLC | 0.20% | Reduce -6.6% | 143,600 | $13.6M |
| M&G PLC | 0.06% | New | 127,026 | $12.1M |
| Davidson Kempner Capital Management LP | 0.32% | New | 125,000 | $11.8M |
| Zacks Investment Management | 0.09% | Add +3.5% | 124,445 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -3.1% | 121,785 | $11.6M |
| Ardmore Road Asset Management LP | 0.75% | Add +130.2% | 120,000 | $11.4M |
| Ieq Capital, LLC | 0.05% | Reduce -31.7% | 119,226 | $11.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 117,520 | $11.1M |
| Rhumbline Advisers | 0.01% | Reduce -7.9% | 115,938 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.9% | 115,458 | $10.9M |
"% of holder's portfolio" is ROKU's weight in each manager's 13F, not the share of Roku Inc. the manager owns.