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
$72.23
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,466,901
Total reported value
$847,471,785
% of total 13F portfolios
0%
Share change
+32,227
Value change
-$37,017,312
Number of holders
180
Price from insider filings
$72.23
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 30 Sep 2025, 180 institutional investors reported holding 9,466,901 shares of Root, Inc. - Common Stock (ROOT). This represents 70% 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 57% 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% 5.2% $110,330,652
BlackRock, Inc. 6.8% 922,390 +24% 0% $82,563,128
T. Rowe Price Investment Management, Inc. 6.4% 872,205 +7.8% 0.05% $78,072,000
VANGUARD GROUP INC 5.3% 724,541 +26% 0% $64,853,666
Capital Research Global Investors 3.6% 496,598 0% 0.01% $44,450,487
RENAISSANCE TECHNOLOGIES LLC 2.4% 333,616 -18% 0.04% $29,861,968
AMERICAN CENTURY COMPANIES INC 2.2% 305,005 -15% 0.01% $27,301,071
GEODE CAPITAL MANAGEMENT, LLC 2.2% 298,729 +27% 0% $26,744,123
Galileo (PTC) Ltd 1.9% 252,669 0% 2% $22,616,402
STATE STREET CORP 1.8% 245,847 +19% 0% $22,005,765
UBS Group AG 1.7% 228,738 +372% 0% $20,474,339
MORGAN STANLEY 1.7% 225,512 +9.7% 0% $20,185,639
Invesco Ltd. 1.6% 215,785 -2.3% 0% $19,314,916
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.3% 171,357 +847% 0.02% $15,338,165
DIMENSIONAL FUND ADVISORS LP 1.2% 168,454 +41% 0% $15,081,374
Tairen Capital Ltd 1.2% 160,798 -1.2% 1.6% $14,393,029
Dragoneer Investment Group, LLC 1.1% 154,320 0% 0.3% $13,813,183
PRICE T ROWE ASSOCIATES INC /MD/ 0.81% 110,355 +1118% 0% $9,879,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.8% 109,335 +250% 0% $9,786,576
CITADEL ADVISORS LLC 0.79% 106,966 +19% 0.01% $9,574,526
NORTHERN TRUST CORP 0.79% 106,953 +17% 0% $9,573,363
BANK OF AMERICA CORP /DE/ 0.68% 93,290 +185% 0% $8,350,389
Palisades Investment Partners, LLC 0.6% 81,716 2.9% $7,313,857
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.54% 73,463 0% 0.42% $6,575,674
GOLDMAN SACHS GROUP INC 0.54% 73,327 -16% 0% $6,563,500

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 132,931 $9,625,104 +$801,201 $72.23 8
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