Latest Period
Q1 2026
Security Snapshot
Root, Inc. - COMMON STOCK (ROOT) Institutional Ownership
CUSIP: 77664L207
13F Institutional Holders and Ownership History from Q3 2022 to Q1 2026
Institutions Reporting
146
Shares (Excl. Options)
9,673,895
Price
$44.17
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / COMMON STOCK
- Symbol
- ROOT on Nasdaq
- Shares outstanding
- 13,779,919
- Reported price per share
- $56.91
- Price from insider filings
- $56.91
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 9,673,895
- Total reported value
- $427,228,526
- Portfolio coverage rank
- 0%
- Share change
- -509,176
- Value change
- -$40,419,054
- Number of holders
- 146
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- ROOT - Root, Inc. - COMMON STOCK is tracked under CUSIP 77664L207.
- 146 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 169 to 146 between Q4 2025 and Q1 2026.
- Reported value moved from $739,449,770 to $427,228,526.
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
Open SEC Evidence
Latest holder context comes from 146 institutions filings for Q1 2026.
Security key
77664L207
Latest holder period
Q1 2026
13F holders
146
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
ROOT full holder history
Root, Inc. SEC filings
Root, Inc. company facts
Root, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 77664L207:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
ROOT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Ribbit Capital IV, L.P. | 8.7% | -28% | $152,374,877 | -$27,814,500 | 1,232,607 | -15% | Ribbit Capital GP IV, L.P. | 30 Jun 2025 |
| T. Rowe Price Investment Management, Inc. | 8.6% | +42% | $52,344,674 | +$22,322,502 | 1,185,073 | +74% | T. Rowe Price Investment Management, Inc. | 31 Mar 2026 |
| Timm Alexander E. | 7.8% | -16% | $140,808,125 | +$2,637,062 | 1,139,040 | +1.9% | Alexander E. Timm | 30 Jun 2025 |
| DRIVE CAPITAL OVERDRIVE FUND I, L.P. | 2.3% | $38,041,830 | 307,732 | Christopher Olsen | 21 May 2025 |
As of 31 Mar 2026, 146 institutional investors reported holding 9,673,895 shares of Root, Inc. - COMMON STOCK (ROOT). This represents 70% of the company’s total 13,779,919 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
57%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 8.9% | 1,232,607 | 0% | 3.2% | $54,444,251 |
| T. Rowe Price Investment Management, Inc. | 8.6% | 1,185,073 | +25% | 0.04% | $52,345,000 |
| BlackRock, Inc. | 7.6% | 1,050,327 | +0.35% | 0% | $46,392,946 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 516,632 | 0% | 0% | $22,819,635 |
| Capital Research Global Investors | 3.5% | 477,124 | -27% | 0% | $21,074,567 |
| FINDELL CAPITAL MANAGEMENT LLC | 2.7% | 375,000 | +60% | 4.9% | $16,563,750 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 319,528 | +2.8% | 0% | $14,116,555 |
| STATE STREET CORP | 1.9% | 265,939 | +3% | 0% | $11,746,526 |
| Galileo (PTC) Ltd | 1.8% | 252,669 | 0% | 1.1% | $11,160,390 |
| RENAISSANCE TECHNOLOGIES LLC | 1.7% | 238,781 | -5.2% | 0.02% | $10,546,957 |
| Buckley Capital Advisors, LLC | 1.3% | 174,554 | +58% | 6.5% | $7,710,050 |
| Tairen Capital Ltd | 1.2% | 160,798 | 0% | 0.77% | $7,102,448 |
| Dragoneer Investment Group, LLC | 1.1% | 154,320 | 0% | 0.23% | $6,816,314 |
| DIMENSIONAL FUND ADVISORS LP | 1.1% | 150,464 | -13% | 0% | $6,644,642 |
| GOLDMAN SACHS GROUP INC | 1.1% | 149,317 | -12% | 0% | $6,595,332 |
| MILLENNIUM MANAGEMENT LLC | 1.1% | 148,738 | -33% | 0% | $6,569,757 |
| MORGAN STANLEY | 1% | 141,077 | -11% | 0% | $6,231,416 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1% | 138,996 | +53% | 0.15% | $6,139,453 |
| BANK OF AMERICA CORP /DE/ | 0.93% | 127,581 | -8.6% | 0% | $5,635,253 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.9% | 123,525 | -3.1% | 0% | $5,457,000 |
| NORTHERN TRUST CORP | 0.79% | 109,408 | +3.1% | 0% | $4,832,551 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.78% | 107,693 | -3.2% | 0% | $4,756,800 |
| BNP PARIBAS FINANCIAL MARKETS | 0.71% | 98,259 | 0% | 0% | $4,340,100 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 91,188 | 0% | 0% | $4,027,774 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.66% | 90,916 | 0% | 0% | $4,015,760 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q1 2026
Rows shown
1-15 of 15
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 9,673,895 | $427,228,526 | -$40,419,054 | $44.17 | 146 |
| 2025 Q4 | 10,179,996 | $739,449,770 | +$32,998,232 | $72.23 | 169 |
| 2025 Q3 | 9,468,808 | $847,642,481 | -$36,846,616 | $89.51 | 181 |
| 2025 Q2 | 9,425,062 | $1,206,148,797 | +$195,098,910 | $127.97 | 200 |
| 2025 Q1 | 7,884,712 | $1,052,249,150 | +$104,513,532 | $133.44 | 174 |
| 2024 Q4 | 7,364,998 | $534,658,407 | +$10,629,731 | $72.59 | 128 |
| 2024 Q3 | 7,384,485 | $279,036,262 | -$42,275,697 | $37.78 | 102 |
| 2024 Q2 | 7,262,525 | $374,656,572 | +$58,282,969 | $51.61 | 98 |
| 2024 Q1 | 6,087,131 | $371,803,096 | +$48,969,025 | $61.08 | 84 |
| 2023 Q4 | 6,013,114 | $63,017,850 | +$1,848,583 | $10.48 | 62 |
| 2023 Q3 | 5,892,931 | $56,041,880 | +$2,197,461 | $9.51 | 57 |
| 2023 Q2 | 5,680,236 | $50,781,150 | -$2,608,455 | $8.94 | 62 |
| 2023 Q1 | 6,210,252 | $28,009,127 | -$1,402,756 | $4.51 | 68 |
| 2022 Q4 | 6,523,689 | $29,291,109 | +$2,583,858 | $4.49 | 85 |
| 2022 Q3 | 6,351,728 | $50,054,645 | +$37,035,231 | $7.88 | 79 |