Root, Inc. - Common Stock (ROOT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ROOT on Nasdaq
Shares outstanding
13,619,192
Price per share
$68.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,175,620
Total reported value
$666,904,288
% of total 13F portfolios
0%
Share change
-250,137
Value change
-$23,226,213
Number of holders
167
Price from insider filings
$68.41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Root, Inc. - Common Stock (ROOT) based on Schedule 13D/G filings

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, 167 institutional investors reported holding 9,175,620 shares of Root, Inc. - Common Stock (ROOT). This represents 67% of the company’s total 13,619,192 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Root, Inc. - Common Stock (ROOT) together control 53% 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
Ribbit Management Company, LLC 9.1% 1,232,607 0% 4.6% $93,106,242
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
Galileo (PTC) Ltd 1.9% 252,669 0% 1.3% $18,250,282
RENAISSANCE TECHNOLOGIES LLC 1.9% 251,981 -24% 0.03% $18,200,588
FINDELL CAPITAL MANAGEMENT LLC 1.7% 235,000 +292% 5.6% $16,974,050
MILLENNIUM MANAGEMENT LLC 1.6% 220,815 +780% 0.01% $15,949,467
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
Tairen Capital Ltd 1.2% 160,798 0% 1.2% $11,614,440
MORGAN STANLEY 1.2% 159,029 -29% 0% $11,486,737
T. Rowe Price Investment Management, Inc. 1.1% 155,906 -82% 0.01% $11,262,000
Dragoneer Investment Group, LLC 1.1% 154,320 0% 0.24% $11,146,534
BANK OF AMERICA CORP /DE/ 1% 139,638 +50% 0% $10,086,053
UBS Group AG 1% 137,829 -40% 0% $9,955,388
PRICE T ROWE ASSOCIATES INC /MD/ 0.94% 127,435 +15% 0% $9,206,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 111,309 +1.8% 0% $8,039,849
Buckley Capital Advisors, LLC 0.81% 110,217 0% 6.9% $7,960,974
MARSHALL WACE, LLP 0.79% 107,612 +116% 0.01% $7,772,814
NORTHERN TRUST CORP 0.78% 106,103 -0.79% 0% $7,663,821
BOOTHBAY FUND MANAGEMENT, LLC 0.67% 90,784 +968% 0.17% $6,557,328
Palisades Investment Partners, LLC 0.61% 83,302 +1.9% 2.3% $6,016,903

Institutional Holders of Root, Inc. - Common Stock (ROOT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,175,620 $666,904,288 -$23,226,213 $72.23 167
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