Roku, Inc: which funds bought and sold

Institutions that bought and sold Roku shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 420 institutions that filed 13F reports for both quarters added to or opened positions in Roku, and 349 cut or closed them. Together they added a net 1.8M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.8M shares (−16.7%); index fund managers were net buyers of 8.4M shares (+30.8%). 190 opened a new position and 106 sold out entirely.

Bought, Q2 2026 420 institutions, 190 of them new holders Sold, Q2 2026 349 institutions, 106 of them sold out

Net change, all compared +1.8M shares (+1.6%)

Net change, active managers −8.8M shares (−16.7%), 53 bought, 47 sold

Buyers versus sellers

institutions compared, 872

420 bought 103 349 sold

Active managers and hedge funds 53 bought · 47 sold · −8.8M

Index fund managers 11 bought · 1 sold · +8.4M

Other institutions 356 bought · 301 sold · +2.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+6.0M +80.2%	13.4M	$1.8B
Pentwater Capital Management LP Hedge fund	+4.3M New position	4.3M	$597M
Balyasny Asset Management L.P. Hedge fund	+2.9M +1277.1%	3.1M	$435M
State Street Corp Index funds	+1.9M +81.9%	4.1M	$568M
Goldman Sachs Group Inc	+1.7M +177.5%	2.6M	$366M
Millennium Management LLC Hedge fund	+1.5M +429.6%	1.9M	$260M
UBS Group AG	+1.2M +240.0%	1.7M	$233M
HBK Investments L P Hedge fund	+1.2M New position	1.2M	$164M
AQR Arbitrage LLC	+831K New position	831K	$114M
Tig Advisors, LLC	+708K New position	708K	$97.8M
Neuberger Berman Group LLC Active manager	+696K +1818.2%	734K	$101M
Tudor Investment Corp Et Al Hedge fund	+692K +842.8%	774K	$107M
Alliancebernstein L.P. Active manager	+593K +1171.4%	643K	$60.9M
LMR Partners LLP Hedge fund	+543K New position	543K	$75M
Citadel Advisors LLC Hedge fund	+541K +42.2%	1.8M	$252M
Magnetar Financial LLC Hedge fund	+503K +13811.7%	507K	$70M
Voloridge Investment Management, LLC Hedge fund	+477K New position	477K	$66M
Hudson Bay Capital Management LP Hedge fund	+449K +2881.7%	465K	$64.2M
Sculptor Capital LP Hedge fund	+438K New position	438K	$60.5M
Rhumbline Advisers Index funds	+435K +375.1%	551K	$76.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Pentwater Capital Management LP Hedge fund	+4.3M New position	4.3M	$597M
Balyasny Asset Management L.P. Hedge fund	+2.9M +1277.1%	3.1M	$435M
Millennium Management LLC Hedge fund	+1.5M +429.6%	1.9M	$260M
HBK Investments L P Hedge fund	+1.2M New position	1.2M	$164M
Neuberger Berman Group LLC Active manager	+696K +1818.2%	734K	$101M
Tudor Investment Corp Et Al Hedge fund	+692K +842.8%	774K	$107M
Alliancebernstein L.P. Active manager	+593K +1171.4%	643K	$60.9M
LMR Partners LLP Hedge fund	+543K New position	543K	$75M
Citadel Advisors LLC Hedge fund	+541K +42.2%	1.8M	$252M
Magnetar Financial LLC Hedge fund	+503K +13811.7%	507K	$70M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−11.7M −68.8%	5.3M	$734M
ARK Investment Management LLC Active manager	−3.2M −84.4%	596K	$82.3M
Jacobs Levy Equity Management, Inc Active manager	−1.5M Sold out	0	—
Amova Asset Management Americas, Inc.	−1.3M −68.8%	576K	$79.6M
Sumitomo Mitsui Trust Group, Inc.	−1.2M −66.5%	627K	$86.6M
Acadian Asset Management LLC Active manager	−1.2M −46.3%	1.4M	$187M
BNP Paribas Financial Markets	−1.2M −82.8%	242K	$33.4M
Squarepoint Ops LLC Hedge fund	−1.1M −62.4%	669K	$92.4M
Two Sigma Investments, LP Hedge fund	−1.1M −90.0%	118K	$16.3M
Assenagon Asset Management S.A.	−875K −75.3%	287K	$39.7M
Holocene Advisors, LP Hedge fund	−744K Sold out	0	—
AQR Capital Management LLC Hedge fund	−739K −41.5%	1.0M	$143M
Jane Street Group, LLC	−701K −97.7%	17K	$2.3M
Tremblant Capital Group Hedge fund	−678K −70.6%	283K	$39.1M
Morgan Stanley	−596K −34.4%	1.1M	$157M
Vanguard Portfolio Management LLC Index funds	−582K −9.0%	5.9M	$812M
Duquesne Family Office LLC Hedge fund	−566K −75.5%	184K	$25.4M
Susquehanna International Group, LLP	−521K −76.0%	165K	$22.8M
Alua Capital Management LP	−474K Sold out	0	—
Northwestern Mutual Wealth Management Co	−473K −94.2%	29K	$4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−11.7M −68.8%	5.3M	$734M
ARK Investment Management LLC Active manager	−3.2M −84.4%	596K	$82.3M
Jacobs Levy Equity Management, Inc Active manager	−1.5M Sold out	0	—
Acadian Asset Management LLC Active manager	−1.2M −46.3%	1.4M	$187M
Squarepoint Ops LLC Hedge fund	−1.1M −62.4%	669K	$92.4M
Two Sigma Investments, LP Hedge fund	−1.1M −90.0%	118K	$16.3M
Holocene Advisors, LP Hedge fund	−744K Sold out	0	—
AQR Capital Management LLC Hedge fund	−739K −41.5%	1.0M	$143M
Tremblant Capital Group Hedge fund	−678K −70.6%	283K	$39.1M
Duquesne Family Office LLC Hedge fund	−566K −75.5%	184K	$25.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pentwater Capital Management LPHedge fund	4.3M	$597M
HBK Investments L PHedge fund	1.2M	$164M
AQR Arbitrage LLC	831K	$114M
Tig Advisors, LLC	708K	$97.8M
LMR Partners LLPHedge fund	543K	$75M
Voloridge Investment Management, LLCHedge fund	477K	$66M
Sculptor Capital LPHedge fund	438K	$60.5M
Kryger Capital LLC	415K	$57.4M
Decagon Asset Management LLP	394K	$54.4M
Alpine Associates Management Inc.	328K	$45.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jacobs Levy Equity Management, IncActive manager	1.5M	$139M
Holocene Advisors, LPHedge fund	744K	$70.4M
Alua Capital Management LP	474K	$44.9M
Ossiam	461K	$43.6M
Junto Capital Management LPHedge fund	403K	$38.1M
Trexquant Investment LPHedge fund	280K	$26.5M
Gilder Gagnon Howe & Co LLCActive manager	272K	$25.8M
Benchstone Capital Management LP	223K	$21.1M
Panagora Asset Management IncActive manager	199K	$18.8M
Allspring Global Investments Holdings, LLC	122K	$11.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 778
Ten largest holders: 43.7%
Index fund managers: 31.4%
Active managers and hedge funds: 38.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	53	47	25	13	−8.8M	−16.7%
Index fund managers	11	1	2	0	+8.4M	+30.8%
Other institutions	356	301	163	93	+2.2M	+6.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Roku.

Only managers that filed a holdings report for both quarters are compared (872 here). 25 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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