Root Inc./Oh Class AROOT

13F holders, Q2 2024 (June 30)
98holders +12
31new positions
21sold out
3famous investors
$51.59avg. 13F price*

At the end of Q2 2024, 98 institutions reported holding Root Inc./Oh Class A (ROOT) in their 13F filings, up 12 from Q1 2024. 31 opened new positions and 21 sold out. The largest holders were Ribbit Management Company, LLC ($86.1M), SVB Financial Group ($40.4M) and BlackRock Inc. ($33.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Root Inc./Oh Class A
CUSIP
77664L207
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 86Q1 2024Q2 2024: 98Q2 2024Q3 2024: 102Q3 2024Q4 2024: 128Q4 2024Q1 2025: 175Q1 2025Q2 2025: 201Q2 2025Q3 2025: 181Q3 2025Q4 2025: 170Q4 2025Q1 2026: 148Q1 2026Q2 2026: 159Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions31$33.1M
Exits21$12.8M

All 13F filers, Q1 2024 → Q2 2024: 2,041,695 shares bought and 890,491 shares sold, net +1,151,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

Ribbit Management Company, LLC 5.99% Reduce -0.8% 1,668,003 $86.1M
SVB Financial Group 28.37% No change 783,012 $40.4M
BlackRock Inc. 0.00% Add +234.8% 652,333 $33.7M
Vanguard Group Inc. 0.00% Add +16.5% 449,493 $23.2M
D. E. Shaw & Co. 0.03% Add +5.1% 412,157 $21.3M
Morgan Stanley 0.00% Add +536.8% 347,212 $17.9M
Galileo (PTC) Ltd 0.98% No change 252,669 $13.0M
Renaissance Technologies 0.02% Reduce -15.3% 201,016 $10.4M
Marshall Wace, LLP 0.01% Reduce -40.0% 198,207 $10.2M
Geode Capital Management, LLC 0.00% Add +128.6% 192,458 $9.9M
Hood River Capital Management LLC 0.20% New 188,157 $9.5M
Driehaus Capital Management LLC 0.09% New 177,378 $9.2M
State Street Corp. 0.00% Add +384.2% 176,447 $9.1M
Dragoneer Investment Group, LLC 0.15% No change 154,320 $8.0M
Trexquant Investment LP 0.11% Add +102.6% 145,591 $7.5M
JPMorgan Chase & Co. 0.00% Add +312.0% 114,226 $5.9M
Citadel Advisors 0.01% Add +3.1% 100,216 $5.2M
Lakewood Capital Management, LP 0.42% New 94,200 $4.9M
Landscape Capital Management, L.L.C. 0.37% Add +89.4% 84,734 $4.4M
Qube Research & Technologies Ltd 0.01% Reduce -25.7% 78,598 $4.1M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -2.9% 70,354 $3.6M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -0.2% 56,995 $2.9M
Gsa Capital Partners LLP 0.15% Reduce -46.6% 41,625 $2.1M
Cubist Systematic Strategies, LLC 0.04% Add +80.1% 41,280 $2.1M
Jump Financial, LLC 0.03% Add +552.7% 28,059 $1.4M
Charles Schwab Investment Management Inc. 0.00% Add +360.2% 26,076 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -45.5% 25,230 $1.3M
Bank of New York Mellon Corp 0.00% New 24,803 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -3.3% 24,554 $1.3M
Graham Capital Management, L.P. 0.08% New 23,893 $1.2M
Nuveen Asset Management, LLC 0.00% New 23,677 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -65.9% 22,186 $1.1M
Northern Trust Corp. 0.00% Add +37.5% 21,139 $1.1M
Tidal Investments LLC 0.01% Reduce -41.3% 19,197 $991K
Corton Capital Inc. 0.50% Add +276.5% 18,330 $946K
Dimensional Fund Advisors LP 0.00% No change 17,989 $928K
Two Sigma Investments, LP 0.00% Reduce -41.5% 17,594 $908K
Rollins Financial Advisors, LLC 0.13% No change 15,199 $784K
RBF Capital, LLC 0.04% No change 14,600 $754K
Swiss National Bank 0.00% New 13,200 $681K
Two Sigma Advisers, LP 0.00% Add +51.9% 13,027 $672K
Bank of America Corp. 0.00% Reduce -42.5% 12,362 $638K
Rhumbline Advisers 0.00% Add +2355.5% 11,590 $598K
First Trust Advisors LP 0.00% New 11,388 $588K
Jane Street Group, LLC 0.00% Reduce -68.3% 10,950 $565K
Venator Management LLC 0.16% New 10,000 $516K
Man Group plc 0.00% Reduce -33.8% 9,765 $504K
Alpha DNA Investment Management LLC 0.27% Add +5.5% 9,306 $480K
Verition Fund Management LLC 0.00% New 8,500 $439K
UBS Group AG 0.00% Add +26.1% 7,901 $408K
Schusterman Interests, LLC 0.53% Reduce -96.8% 7,844 $405K
Ieq Capital, LLC 0.00% Reduce -12.3% 6,846 $353K
Alliancebernstein L.P. 0.00% New 6,820 $352K
Quantbot Technologies LP 0.02% Reduce -4.4% 6,744 $348K
California State Teachers Retirement System 0.00% New 6,693 $345K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 6,190 $319K
Legal & General Group Plc 0.00% New 6,001 $310K
Vanguard Personalized Indexing Management, LLC 0.01% Add +76.8% 5,930 $306K
Parallax Volatility Advisers, L.P. 0.01% New 5,865 $303K
OMERS ADMINISTRATION Corp 0.00% New 5,600 $289K
Algert Global LLC 0.01% New 5,583 $288K
T. Rowe Price Associates Inc. 0.00% Reduce -27.4% 5,160 $267K
Sequoia Financial Advisors, LLC 0.00% No change 4,800 $248K
Belvedere Trading LLC 0.01% Add +13.0% 4,750 $245K
Corebridge Financial, Inc. 0.00% — 4,645 $240K
Invesco Ltd. 0.00% New 4,369 $225K
Squarepoint Ops LLC 0.00% Reduce -82.8% 4,277 $221K
Group One Trading LLC 0.01% Add +30.9% 4,130 $213K
Deutsche Bank AG 0.00% Add +761.0% 4,124 $213K
New York State Common Retirement Fund 0.00% New 3,500 $181K
Walleye Capital LLC 0.00% New 3,404 $176K
Wells Fargo & Company 0.00% Add +167.1% 3,387 $175K
Aquatic Capital Management LLC 0.01% New 3,300 $170K
Barclays PLC 0.00% New 3,040 $157K
Activest Wealth Management 0.05% New 3,000 $155K
MetLife Investment Management, LLC 0.00% New 2,238 $116K
Citigroup Inc. 0.00% Reduce -88.7% 1,879 $97K
FMR LLC 0.00% Reduce -32.2% 1,692 $87K
Castleview Partners, LLC 0.05% New 1,562 $81K
EntryPoint Capital, LLC 0.04% New 1,539 $79K
Osaic Holdings, Inc. 0.00% Reduce -91.7% 1,022 $53K
Royal Bank of Canada 0.00% Add +328.8% 1,012 $52K
Ameritas Investment Partners, Inc. 0.00% New 846 $44K
Russell Investments Group, Ltd. 0.00% Add +1062.5% 837 $43K
Arax Advisory Partners 0.00% Reduce -8.1% 800 $41K
Huntington National Bank 0.00% No change 500 $26K
State of Wyoming 0.00% New 420 $22K
Capital Advisors, Ltd. LLC 0.00% No change 308 $16K
Amalgamated Bank 0.00% New 299 $15K
Macroview Investment Management LLC 0.01% Add +25.2% 174 $9K
GAMMA Investing LLC 0.00% No change 43 $2K
Wolff Wiese Magana LLC 0.00% No change 40 $2K
PNC Financial Services Group, Inc. 0.00% Reduce -88.0% 36 $2K
Gradient Investments LLC 0.00% No change 34 $2K
Federated Hermes, Inc. 0.00% New 13 $671
Harbour Investments, Inc. 0.00% No change 12 $619
Opal Wealth Advisors, LLC 0.00% New 11 $568
a16z Perennial Management, L.P. 0.00% No change 10 $516

"% of holder's portfolio" is ROOT's weight in each manager's 13F, not the share of Root Inc./Oh Class A the manager owns.