Security Snapshot

Root, Inc. - Class A common stock (ROOT) Institutional Ownership

CUSIP: 77664L108

13F Institutional Holders and Ownership History from Q4 2020 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

2

Shares (Excl. Options)

31.99KFull value: 31,985 · shares · 30 Jun 2026

Price

$28.46

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 3 signals
Share change
0
Number of holders
2
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,457,907
SEC-reported price per share
$46.11
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • ROOT - Root, Inc. - Class A common stock is tracked under CUSIP 77664L108.
  • 2 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 2 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.41MFull value: $1,412,734 · USD · 31 Mar 2026
    to
    $1.79MFull value: $1,788,546 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 2 institutions filings for Q2 2026.

Open SEC evidence

Security key

77664L108

13F reference period

Q2 2026

13F holders

2

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
ROOT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CARVANA CO. 42% $10,974,293 7,952,386 Carvana Group, LLC 26 Feb 2025
CARVANA GROUP, LLC 5.4% -75% -$83,323,110 780,727 -79% Carvana Group, LLC 31 Aug 2026
As of 30 Jun 2026, 2 institutional investors reported holding
31.99KFull value: 31,985 · shares · 30 Jun 2026
shares of Root, Inc. - Class A common stock (ROOT). This represents 0.22% of the company’s total
14.46MFull value: 14,457,907 · shares · Stored outstanding share count
outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
24
Headline period
Q2 2026
Rows shown
1-24 of 24
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 31,984 $1,474,782 $46.11 1
2026 Q2 31,985 $1,788,546 $28.46 2
2026 Q1 31,985 $1,412,734 -$530 $22.58 2
2025 Q4 31,997 $2,311,072 +$1,607,695 $36.62 2
2025 Q3 9,739 $871,649 +$716 $45.26 2
2025 Q2 9,831 $1,245,277 $1.28 3
2025 Q1 9,831 $1,171,918 $1.33 3
2024 Q4 9,731 $714,475 -$15,053 $37.22 2
2024 Q3 9,936 $400,368 $20.65 2
2024 Q2 9,936 $512,746 -$8,929 $26.30 2
2024 Q1 10,109 $617,398 $31.04 2
2023 Q4 10,109 $105,933 $5.74 2
2023 Q3 10,109 $96,128 +$96,127 $5.26 2
2023 Q2 1 $1 -$45,960 $1.00 1
2023 Q1 10,191 $45,961 -$510 $4.51 1
2022 Q4 10,304 $46,265 -$35,261,916 $4.49 1
2022 Q3 32,202 $254,000 -$95,821,297 $7.89 2
2022 Q2 106,165,779 $126,331,083 +$6,129,935 $1.19 109
2022 Q1 100,263,873 $197,474,038 -$1,462,730 $1.97 106
2021 Q4 97,534,055 $302,353,568 -$26,925,827 $3.10 102
2021 Q3 57,549,471 $303,299,443 -$105,282,794 $5.27 92
2021 Q2 61,353,147 $663,834,476 +$115,427,526 $10.82 92
2021 Q1 50,312,407 $640,479,914 -$19,918,757 $12.73 72
2020 Q4 50,217,845 $788,944,536 +$788,487,547 $15.71 76
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