Latest Period
Q2 2026
Security Snapshot
Root, Inc. - Class A Stock (ROOT) Institutional Ownership
CUSIP: 77664L207
13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026
Institutions Reporting
159
Shares (Excl. Options)
9,406,015
Price
$55.92
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 / Class A Stock
- Symbol
- ROOT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 9,406,015
- Total 13F value
- $525,916,577
- Portfolio coverage rank
- 0%
- Share change
- -268,965
- Value change
- -$8,083,693
- Number of holders
- 159
- Shares outstanding
- 14,043,403
- SEC-reported price per share
- $59.06
- Insider filing price
- $59.06
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- ROOT - Root, Inc. - Class A Stock is tracked under CUSIP 77664L207.
- 159 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 146 to 159 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $427,228,677 to $525,916,577.
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 159 institutions filings for Q2 2026.
Security key
77664L207
Latest holder period
Q2 2026
13F holders
159
13D/G owners
5
CIK / CUSIP context first
Open Q2 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
5
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 |
| BlackRock, Inc. | 7.2% | $56,542,211 | 1,011,125 | BlackRock, Inc. | 30 Jun 2026 | |||
| DRIVE CAPITAL OVERDRIVE FUND I, L.P. | 2.3% | $38,041,830 | 307,732 | Christopher Olsen | 21 May 2025 |
As of 30 Jun 2026, 159 institutional investors reported holding 9,406,015 shares of Root, Inc. - Class A Stock (ROOT). This represents 67% of the company’s total 14,043,403 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 8.8% | 1,232,607 | 0% | 3.4% | $68,927,383 |
| T. Rowe Price Investment Management, Inc. | 8.7% | 1,220,908 | +3% | 0.04% | $68,274,000 |
| BlackRock, Inc. | 8.2% | 1,149,263 | +9.4% | 0% | $64,266,759 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 528,317 | +2.3% | 0% | $29,543,487 |
| FINDELL CAPITAL MANAGEMENT LLC | 3.3% | 460,000 | +23% | 4.2% | $25,723,200 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 345,379 | +8.1% | 0% | $19,317,705 |
| STATE STREET CORP | 2.1% | 290,772 | +9.3% | 0% | $16,259,970 |
| Galileo (PTC) Ltd | 1.8% | 252,669 | 0% | 1.3% | $14,129,250 |
| RENAISSANCE TECHNOLOGIES LLC | 1.7% | 245,281 | +2.7% | 0.02% | $13,716,114 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.4% | 203,234 | +46% | 0.22% | $11,364,845 |
| Quinn Opportunity Partners LLC | 1.2% | 171,176 | +143% | 0.45% | $9,572,162 |
| Tairen Capital Ltd | 1.1% | 160,798 | 0% | 0.79% | $8,991,824 |
| Dragoneer Investment Group, LLC | 1.1% | 154,320 | 0% | 0.3% | $8,629,574 |
| MORGAN STANLEY | 1.1% | 148,225 | +5.1% | 0% | $8,288,743 |
| GOLDMAN SACHS GROUP INC | 1% | 144,306 | -3.4% | 0% | $8,069,591 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.9% | 125,904 | +1.9% | 0% | $7,042,000 |
| NORTHERN TRUST CORP | 0.86% | 120,334 | +10% | 0% | $6,729,077 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.78% | 109,270 | +1.5% | 0% | $6,110,378 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.76% | 106,983 | +18% | 0% | $5,982,489 |
| BANK OF AMERICA CORP /DE/ | 0.75% | 105,524 | -17% | 0% | $5,900,902 |
| VANGUARD FIDUCIARY TRUST CO | 0.69% | 97,201 | +6.6% | 0% | $5,435,480 |
| JANE STREET GROUP, LLC | 0.64% | 89,493 | 0% | $5,004,448 | |
| BNP PARIBAS FINANCIAL MARKETS | 0.63% | 87,818 | 0% | 0% | $4,910,783 |
| CITADEL ADVISORS LLC | 0.62% | 87,598 | +350% | 0% | $4,898,480 |
| DIMENSIONAL FUND ADVISORS LP | 0.62% | 87,223 | -42% | 0% | $4,879,608 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 9,406,015 | $525,916,577 | -$8,083,693 | $55.92 | 159 |
| 2026 Q1 | 9,673,895 | $427,228,677 | -$40,419,425 | $44.17 | 146 |
| 2025 Q4 | 10,180,001 | $739,450,131 | +$32,998,232 | $72.23 | 170 |
| 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 |