| 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 |
| Timm Alexander E. | 7.8% | -16% | $140,808,125 | +$2,637,062 | 1,139,040 | +1.9% | Alexander E. Timm | 30 Jun 2025 |
| VANGUARD GROUP INC | 5.3% | $64,853,665 | 724,541 | The Vanguard Group | 30 Sep 2025 | |||
| T. Rowe Price Investment Management, Inc. | 6.1% | $101,322,283 | 679,696 | T. Rowe Price Investment Management, Inc. | 31 Mar 2025 | |||
| DRIVE CAPITAL OVERDRIVE FUND I, L.P. | 2.3% | $38,041,830 | 307,732 | Christopher Olsen | 21 May 2025 |
As of 31 Dec 2025, 119 institutional investors reported holding 5,739,198 shares of Root, Inc. - Common Stock (ROOT). This represents 42% of the company’s total 13,619,192 outstanding shares.
The largest institutional shareholders of Root, Inc. - Common Stock (ROOT) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.7% | 1,046,662 | +13% | 0% | $75,600,397 |
| VANGUARD GROUP INC | 5.3% | 723,117 | -0.2% | 0% | $52,230,741 |
| Capital Research Global Investors | 4.8% | 654,252 | +32% | 0.01% | $47,256,622 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 310,967 | +4.1% | 0% | $22,465,753 |
| STATE STREET CORP | 1.9% | 258,168 | +5% | 0% | $18,647,475 |
| RENAISSANCE TECHNOLOGIES LLC | 1.9% | 251,981 | -24% | 0.03% | $18,200,588 |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 172,629 | +2.5% | 0% | $12,470,958 |
| GOLDMAN SACHS GROUP INC | 1.3% | 170,476 | +132% | 0% | $12,313,482 |
| MORGAN STANLEY | 1.2% | 159,029 | -29% | 0% | $11,486,737 |
| UBS Group AG | 1% | 137,829 | -40% | 0% | $9,955,388 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.82% | 111,309 | +1.8% | 0% | $8,039,849 |
| MARSHALL WACE, LLP | 0.79% | 107,612 | +116% | 0.01% | $7,772,814 |
| Palisades Investment Partners, LLC | 0.61% | 83,302 | +1.9% | 2.3% | $6,016,903 |
| X-Square Capital, LLC | 0.57% | 77,096 | 1.8% | $5,569,000 | |
| BNP PARIBAS FINANCIAL MARKETS | 0.55% | 74,408 | 0% | 0% | $5,374,490 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.54% | 73,463 | 0% | 0.36% | $5,306,232 |
| PRINCIPAL FINANCIAL GROUP INC | 0.49% | 66,914 | +54% | 0% | $4,833,198 |
| NORGES BANK | 0.48% | 65,022 | 0% | $4,696,539 | |
| MAVERICK CAPITAL LTD | 0.46% | 63,234 | 0.05% | $4,567,392 | |
| CITIGROUP INC | 0.46% | 62,105 | +1% | 0% | $4,485,844 |
| FEDERATED HERMES, INC. | 0.44% | 60,095 | +34% | 0.01% | $4,340,662 |
| Quinn Opportunity Partners LLC | 0.43% | 57,945 | +45% | 0.18% | $4,185,367 |
| JANE STREET GROUP, LLC | 0.41% | 56,019 | +23% | 0% | $4,046,252 |
| HENNESSY ADVISORS INC | 0.36% | 48,702 | -6.2% | 0.12% | $3,517,745 |
| Squarepoint Ops LLC | 0.35% | 47,509 | -13% | 0.01% | $3,431,575 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,739,198 | $414,613,684 | +$11,363,396 | $72.23 | 119 |
| 2025 Q3 | 9,466,901 | $847,471,785 | -$37,017,312 | $89.51 | 180 |
| 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 |