Root Inc./Oh Class AROOT

13F holders, Q2 2025 (June 30)
201holders +26
58new positions
31sold out
8famous investors
$127.97avg. 13F price*

At the end of Q2 2025, 201 institutions reported holding Root Inc./Oh Class A (ROOT) in their 13F filings, up 26 from Q1 2025. 58 opened new positions and 31 sold out. The largest holders were Ribbit Management Company, LLC ($157.7M), T. Rowe Price Investment Management, Inc. ($103.6M) and BlackRock, Inc. ($95.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions58$105.4M
Exits31$38.1M

All 13F filers, Q1 2025 → Q2 2025: 2,377,497 shares bought and 841,709 shares sold, net +1,535,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

Ribbit Management Company, LLC 10.74% Add +0.9% 1,232,607 $157.7M
T. Rowe Price Investment Management, Inc. 0.07% Add +19.1% 809,230 $103.6M
BlackRock, Inc. 0.00% Add +15.5% 744,267 $95.2M
Vanguard Group Inc. 0.00% Add +8.7% 575,477 $73.6M
Capital Research Global Investors 0.01% Add +34.6% 496,598 $63.5M
Renaissance Technologies 0.07% Reduce -3.1% 406,315 $52.0M
American Century Companies Inc. 0.02% Add +54.8% 357,176 $45.7M
Ensign Peak Advisors, Inc 0.06% New 264,354 $33.8M
Galileo (PTC) Ltd 1.74% No change 252,669 $32.3M
Geode Capital Management, LLC 0.00% Add +18.6% 234,715 $30.0M
Invesco Ltd. 0.00% Reduce -14.0% 220,835 $28.3M
Franklin Resources Inc. 0.01% Add +60.0% 211,533 $27.1M
State Street Corp. 0.00% Add +13.4% 206,877 $26.5M
Morgan Stanley 0.00% Add +112.1% 205,652 $26.3M
Tairen Capital Ltd 2.13% Add +185.5% 162,724 $20.8M
Dragoneer Investment Group, LLC 0.40% No change 154,320 $19.7M
Jump Financial, LLC 0.22% Add +27.0% 134,254 $17.2M
Driehaus Capital Management LLC 0.13% Reduce -14.4% 130,933 $16.8M
Dimensional Fund Advisors LP 0.00% Add +152.8% 119,484 $15.3M
Monolith Management Ltd 5.00% Add +138.4% 110,405 $14.1M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -1.3% 97,629 $12.5M
Northern Trust Corp. 0.00% Add +20.7% 91,330 $11.7M
Citadel Advisors 0.01% Reduce -48.6% 90,047 $11.5M
Findell Capital Management LLC 5.51% New 87,917 $11.3M
Goldman Sachs Group Inc. 0.00% Add +153.8% 87,470 $11.2M
Norges Bank 0.00% Add +1791.6% 86,577 $11.1M
Landscape Capital Management, L.L.C. 0.74% Reduce -23.9% 73,463 $9.4M
California State Teachers Retirement System 0.01% Add +0.1% 63,711 $8.2M
D. E. Shaw & Co. 0.01% Reduce -70.1% 60,192 $7.7M
G2 Investment Partners Management LLC 1.68% New 59,900 $7.7M
Engineers Gate Manager LP 0.09% Add +380.4% 59,104 $7.6M
Hennessy Advisors Inc. 0.24% New 56,002 $7.2M
Trexquant Investment LP 0.07% Add +95.4% 48,735 $6.2M
UBS Group AG 0.00% Reduce -67.1% 48,449 $6.2M
Qube Research & Technologies Ltd 0.01% New 46,831 $6.0M
Citigroup Inc. 0.00% Add +423.3% 44,476 $5.7M
Millennium Management 0.00% Add +186.6% 36,977 $4.7M
Federated Hermes, Inc. 0.01% Add +50331.5% 36,815 $4.7M
Principal Financial Group Inc. 0.00% New 35,956 $4.6M
Bank of New York Mellon Corp 0.00% Add +15.3% 34,269 $4.4M
Tudor Investment Corporation 0.03% Reduce -54.9% 33,566 $4.3M
Bank of America Corp. 0.00% Reduce -55.7% 32,711 $4.2M
Charles Schwab Investment Management Inc. 0.00% Add +28.5% 31,223 $4.0M
Discovery Capital Management, LLC / CT 0.31% Reduce -10.4% 30,200 $3.9M
Marshall Wace, LLP 0.00% Add +70.0% 29,809 $3.8M
IFC Advisors LLC 0.71% New 29,627 $3.8M
JPMorgan Chase & Co. 0.00% Add +389.3% 28,905 $3.7M
Nuveen, LLC 0.00% Reduce -3.2% 27,754 $3.6M
IMC-Chicago, LLC 0.08% New 26,145 $3.3M
FMR LLC 0.00% Add +3.0% 25,585 $3.3M
Raymond James Financial Inc. 0.00% Reduce -0.7% 25,543 $3.3M
Barclays PLC 0.00% Add +127.4% 25,132 $3.2M
Knollwood Investment Advisory, LLC 0.31% Reduce -10.7% 25,110 $3.2M
CreativeOne Wealth, LLC 0.08% Add +20.2% 22,487 $2.9M
Nordea Investment Management AB 0.00% Add +1.7% 22,193 $2.9M
Global IMC LLC 0.72% Reduce -24.2% 21,585 $2.8M
HB Wealth Management, LLC 0.02% Reduce -0.0% 21,257 $2.7M
Squarepoint Ops LLC 0.01% Add +273.2% 20,537 $2.6M
Wolverine Trading, LLC 0.07% Add +367.8% 20,483 $2.6M
General Equity Holdings LP 1.91% New 19,700 $2.5M
Janus Henderson Group PLC 0.00% Add +434.3% 18,288 $2.3M
Informed Momentum Co LLC 0.35% Reduce -11.1% 18,130 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -36.1% 18,101 $2.3M
Cynosure Group, LLC 0.25% Add +0.5% 17,389 $2.2M
Swiss National Bank 0.00% Add +9.6% 17,100 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +108.8% 16,781 $2.1M
Parallax Volatility Advisers, L.P. 0.10% Reduce -3.9% 16,421 $2.1M
TD Asset Management Inc 0.00% Add +32.5% 16,214 $2.1M
Rhumbline Advisers 0.00% Add +27.2% 15,368 $2.0M
Capital Fund Management S.A. 0.02% New 15,154 $1.9M
Fox Run Management, L.L.C. 0.31% Add +37.7% 14,770 $1.9M
RBF Capital, LLC 0.09% No change 14,600 $1.9M
Jackson Creek Investment Advisors LLC 0.42% New 12,299 $1.6M
AQR Capital Management 0.00% Add +18.8% 12,149 $1.6M
Alberta Investment Management Corp 0.01% New 11,700 $1.5M
Alliancebernstein L.P. 0.00% Add +11.7% 11,280 $1.4M
Brevan Howard Capital Management LP 0.02% New 10,865 $1.4M
Boothbay Fund Management, LLC 0.04% New 10,790 $1.4M
Legal & General Group Plc 0.00% Add +34.4% 10,633 $1.4M
Valmark Advisers, Inc. 0.02% Add +50.7% 10,365 $1.3M
Legacy Capital Group California, Inc. 0.36% New 10,220 $1.3M
Ieq Capital, LLC 0.01% Add +7.7% 9,973 $1.3M
Neuberger Berman Group LLC 0.00% Add +13.2% 9,825 $1.3M
Verition Fund Management LLC 0.01% Reduce -1.5% 9,752 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -6.0% 9,466 $1.2M
Twinbeech Capital LP 0.03% New 9,281 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +20.4% 9,057 $1.2M
Los Angeles Capital Management LLC 0.00% New 8,756 $1.1M
Deutsche Bank AG 0.00% Add +6.0% 8,073 $1.0M
Intech Investment Management LLC 0.01% Add +101.4% 7,933 $1.0M
SG Americas Securities, LLC 0.00% New 7,147 $915K
Royce & Associates LP 0.01% New 7,002 $896K
Boston Family Office LLC 0.06% New 6,869 $879K
Requisite Capital Management, LLC 0.19% New 6,839 $875K
Wells Fargo & Company 0.00% Reduce -15.9% 6,795 $870K
MetLife Investment Management, LLC 0.00% Add +21.7% 6,420 $822K
Gilder Gagnon Howe & Co. LLC 0.01% Add +3.0% 6,225 $797K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +183.5% 6,225 $797K
Y-Intercept (Hong Kong) Ltd 0.02% New 6,070 $777K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.5% 5,834 $747K
Sei Investments Co. 0.00% Reduce -6.9% 5,675 $726K
Sierra Summit Advisors LLC 0.13% New 5,533 $708K
BNP Paribas Financial Markets 0.00% Reduce -10.6% 5,287 $677K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,170 $662K
Dynamic Technology Lab Private Ltd 0.09% Add +239.1% 5,086 $651K
Prudential Financial Inc. 0.00% Reduce -45.7% 4,965 $635K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.6% 4,722 $604K
Gabelli Funds LLC 0.00% No change 4,600 $589K
Dimension Capital Management LLC 0.09% New 4,580 $586K
Capstone Investment Advisors, LLC 0.01% New 4,363 $558K
Bayforest Capital Ltd 0.24% Add +60.2% 4,337 $555K
Group One Trading LLC 0.02% New 4,273 $547K
MML Investors Services, LLC 0.00% Add +40.2% 4,231 $541K
XTX Topco Ltd 0.02% New 3,964 $507K
State Board of Administration of Florida Retirement System 0.00% Add +29.2% 3,836 $491K
Manufacturers Life Insurance Company, The 0.00% Add +24.0% 3,805 $487K
Algert Global LLC 0.01% Reduce -40.3% 3,780 $484K
Jacobs Levy Equity Management, Inc. 0.00% New 3,722 $476K
New York State Common Retirement Fund 0.00% Add +29.6% 3,500 $448K
Blueshift Asset Management, LLC 0.14% Add +125.6% 3,449 $441K
Sequoia Financial Advisors, LLC 0.00% No change 3,350 $429K
Point72 Asset Management 0.00% New 3,339 $427K
Versor Investments LP 0.07% New 3,300 $422K
STRS Ohio 0.00% New 3,300 $422K
HighTower Advisors, LLC 0.00% Add +73.7% 3,237 $414K
Activest Wealth Management 0.09% No change 3,000 $384K
Voya Investment Management LLC 0.00% Add +24.6% 2,919 $374K
Cubist Systematic Strategies, LLC 0.00% New 2,826 $362K
Schonfeld Strategic Advisors LLC 0.00% Reduce -57.5% 2,813 $360K
Mariner, LLC 0.00% Reduce -27.9% 2,762 $353K
Graham Capital Management, L.P. 0.01% New 2,715 $347K
Bayesian Capital Management, LP 0.05% New 2,666 $341K
Arizona State Retirement System 0.00% Add +13.3% 2,596 $332K
Gotham Asset Management 0.00% Reduce -29.0% 2,569 $329K
Mach-1 Financial Group, LLC 0.09% New 2,499 $320K
Teacher Retirement System of Texas 0.00% New 2,486 $318K
WINTON GROUP Ltd 0.02% New 2,473 $316K
Police & Firemen's Retirement System of New Jersey 0.00% Add +27.8% 2,420 $310K
Atom Investors LP 0.03% New 2,389 $306K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -28.5% 2,370 $303K
OneAscent Financial Services LLC 0.02% New 2,268 $284K
Headlands Technologies LLC 0.03% Reduce -76.7% 2,203 $282K
ProShare Advisors LLC 0.00% Add +16.9% 2,184 $279K
Evercore Wealth Management, LLC 0.00% Reduce -30.6% 2,145 $274K
Integrated Quantitative Investments LLC 0.08% New 2,111 $270K
Osaic Holdings, Inc. 0.00% Add +67.5% 2,024 $259K
Frazier Financial Advisors, LLC 0.17% Add +4976.3% 1,929 $247K
MIdWestOne Financial Group, Inc. 0.03% New 1,890 $242K
LPL Financial LLC 0.00% New 1,876 $240K
111 Capital 0.04% New 1,823 $233K
Gladstone Institutional Advisory LLC 0.01% Add +6.0% 1,765 $226K
KLP Kapitalforvaltning As 0.00% Add +30.8% 1,700 $218K
State of Wyoming 0.03% New 1,663 $213K
Kingswood Wealth Advisors, LLC 0.02% No change 1,652 $211K
Gsa Capital Partners LLP 0.01% New 1,599 $205K
Tower Research Capital LLC (TRC) 0.00% Add +237.2% 1,278 $164K
Ameritas Investment Partners, Inc. 0.00% Add +28.5% 1,087 $139K
SBI Securities Co., Ltd. 0.00% Add +11.7% 1,004 $128K
Royal Bank of Canada 0.00% Reduce -62.5% 957 $122K
Russell Investments Group, Ltd. 0.00% Add +511.7% 734 $94K
C M Bidwell & Associates Ltd. 0.04% New 545 $70K
Ancora Advisors LLC 0.00% No change 500 $64K
Huntington National Bank 0.00% No change 500 $64K
KBC Group NV 0.00% No change 359 $46K
Capital Advisors, Ltd. LLC 0.00% No change 308 $39K
Amalgamated Bank 0.00% No change 300 $38K
Symmetry Peak Management LLC 0.29% New 200 $26K
AlphaQuest LLC 0.00% Add +59.6% 174 $22K
Cwm, LLC 0.00% Add +1.3% 159 $20K
PNC Financial Services Group, Inc. 0.00% Add +81.0% 143 $18K
Nisa Investment Advisors, LLC 0.00% Add +236.6% 138 $18K
MAI Capital Management 0.00% No change 138 $18K
Aspect Partners, LLC 0.01% New 117 $15K
GAMMA Investing LLC 0.00% Reduce -5.2% 91 $12K
Optiver Holding B.V. 0.00% Add +21.5% 79 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 79 $10K
Ameritas Advisory Services, LLC 0.00% New 65 $8K
Walleye Capital LLC 0.00% Reduce -93.9% 57 $7K
US Bancorp \de 0.00% Add +292.3% 51 $7K
Jones Financial Companies LLLP 0.00% Add +136.8% 45 $6K
ORG Partners LLC 0.00% New 38 $5K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -31.1% 31 $4K
Sterling Capital Management LLC 0.00% Add +188.9% 26 $3K
Strategic Investment Solutions, Inc. 0.00% New 25 $3K
Rothschild Investment LLC 0.00% Add +50.0% 15 $2K
Creekmur Asset Management LLC 0.00% Add +62.5% 13 $2K
N.E.W. Advisory Services LLC 0.00% No change 11 $1K
Allworth Financial LP 0.00% Add +266.7% 11 $1K
Parkside Financial Bank & Trust 0.00% No change 10 $1K
a16z Perennial Management, L.P. 0.00% No change 10 $1K
Global Retirement Partners, LLC 0.00% — 8 $1K
Bessemer Group Inc. 0.00% No change 5 $1K
Principal Securities, Inc. 0.00% New 7 $896
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $768
Vision Financial Markets LLC 0.00% No change 5 $640
GeoWealth Management, LLC 0.00% Add +150.0% 5 $640
Comerica Bank 0.00% New 5 $578
EverSource Wealth Advisors, LLC 0.00% Add +33.3% 4 $512
Larson Financial Group LLC 0.00% New 2 $256
CIBC Private Wealth Group LLC 0.00% No change 1 $128
Farther Finance Advisors, LLC 0.00% New 1 $128

"% 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.