Root, Inc.: which funds bought and sold

Institutions that bought and sold Root 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, 94 institutions that filed 13F reports for both quarters added to or opened positions in Root, and 59 cut or closed them. Together they sold a net 278K shares, −2.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 310K shares (−10.8%); index fund managers were net buyers of 201K shares (+7.8%). 35 opened a new position and 25 sold out entirely.

Bought, Q2 2026 94 institutions, 35 of them new holders Sold, Q2 2026 59 institutions, 25 of them sold out

Net change, all compared −278K shares (−2.9%)

Net change, active managers −310K shares (−10.8%), 17 bought, 9 sold

Buyers versus sellers

institutions compared, 180

94 bought 27 59 sold

Active managers and hedge funds 17 bought · 9 sold · −310K

Index fund managers 10 bought · 0 sold · +201K

Other institutions 67 bought · 50 sold · −170K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Quinn Opportunity Partners LLC	+101K +143.4%	171K	$9.6M
Blackrock, Inc. Index funds	+99K +9.4%	1.1M	$64.3M
Jane Street Group, LLC	+89K New position	89K	$5M
Findell Capital Management LLC	+85K +22.7%	460K	$25.7M
Citadel Advisors LLC Hedge fund	+68K +350.4%	88K	$4.9M
Boothbay Fund Management, LLC Hedge fund	+64K +46.2%	203K	$11.4M
Jump Financial, LLC	+49K New position	49K	$2.7M
Tudor Investment Corp Et Al Hedge fund	+42K +110.5%	80K	$4.5M
T. Rowe Price Investment Management, Inc. Active manager	+36K +3.0%	1.2M	$68.3M
Marshall Wace, LLP Hedge fund	+32K +204.7%	48K	$2.7M
Russell Investments Group, Ltd.	+30K +2629.1%	31K	$1.7M
Imc-Chicago, LLC	+29K New position	29K	$1.6M
Geode Capital Management, LLC Index funds	+26K +8.1%	345K	$19.3M
State Street Corp Index funds	+25K +9.3%	291K	$16.3M
UBS Group AG	+25K +42.4%	83K	$4.6M
Two Sigma Investments, LP Hedge fund	+23K +75.0%	53K	$3M
AQR Capital Management LLC Hedge fund	+22K +101.1%	43K	$2.4M
Gmt Capital Corp	+21K New position	21K	$1.2M
Susquehanna International Group, LLP	+17K +27.4%	77K	$4.3M
Vanguard Portfolio Management LLC Index funds	+16K +17.7%	107K	$6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+68K +350.4%	88K	$4.9M
Boothbay Fund Management, LLC Hedge fund	+64K +46.2%	203K	$11.4M
Tudor Investment Corp Et Al Hedge fund	+42K +110.5%	80K	$4.5M
T. Rowe Price Investment Management, Inc. Active manager	+36K +3.0%	1.2M	$68.3M
Marshall Wace, LLP Hedge fund	+32K +204.7%	48K	$2.7M
Two Sigma Investments, LP Hedge fund	+23K +75.0%	53K	$3M
AQR Capital Management LLC Hedge fund	+22K +101.1%	43K	$2.4M
Walleye Capital LLC Hedge fund	+12K New position	12K	$662,316
Balyasny Asset Management L.P. Hedge fund	+7,642 New position	7,642	$427,340
Point72 Asset Management, L.P. Hedge fund	+7,539 New position	7,539	$421,581

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−400K −83.7%	78K	$4.3M
Buckley Capital Advisors, LLC	−175K Sold out	0	—
Millennium Management LLC Hedge fund	−105K −70.6%	44K	$2.4M
Palisades Investment Partners, LLC	−90K Sold out	0	—
First Trust Advisors LP	−68K Sold out	0	—
Dimensional Fund Advisors LP	−63K −42.0%	87K	$4.9M
Trexquant Investment LP Hedge fund	−56K −69.1%	25K	$1.4M
Hennessy Advisors Inc	−47K Sold out	0	—
Federated Hermes, Inc. Active manager	−42K −66.9%	21K	$1.2M
X-Square Capital, LLC	−36K Sold out	0	—
New York State Common Retirement Fund	−31K −85.0%	5,500	$307,560
Zweig-Dimenna Associates LLC	−27K Sold out	0	—
Bank Of America Corp	−22K −17.3%	106K	$5.9M
Healthcare Of Ontario Pension Plan Trust Fund	−22K Sold out	0	—
Nordea Investment Management AB	−17K Sold out	0	—
Belpointe Asset Management LLC	−17K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−15K Sold out	0	—
Corient Private Wealth LP	−14K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−14K −57.0%	11K	$588,837
Campbell & Co Investment Adviser LLC	−13K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−400K −83.7%	78K	$4.3M
Millennium Management LLC Hedge fund	−105K −70.6%	44K	$2.4M
Trexquant Investment LP Hedge fund	−56K −69.1%	25K	$1.4M
Federated Hermes, Inc. Active manager	−42K −66.9%	21K	$1.2M
Squarepoint Ops LLC Hedge fund	−15K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−14K −57.0%	11K	$588,837
Voleon Capital Management LP Hedge fund	−10K −30.9%	22K	$1.2M
Freestone Grove Partners LP Hedge fund	−2,265 −30.5%	5,150	$287,988
Engineers Gate Manager LP Hedge fund	−1,442 −25.9%	4,122	$230,502

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jane Street Group, LLC	89K	$5M
Jump Financial, LLC	49K	$2.7M
Imc-Chicago, LLC	29K	$1.6M
Gmt Capital Corp	21K	$1.2M
Walleye Trading LLC	13K	$746,756
Walleye Capital LLCHedge fund	12K	$662,316
Vident Advisory, LLC	12K	$650,517
Credit Agricole S A	11K	$615,120
State Board Of Administration Of Florida Retirement System	7,955	$444,844
Balyasny Asset Management L.P.Hedge fund	7,642	$427,340

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Buckley Capital Advisors, LLC	175K	$7.7M
Palisades Investment Partners, LLC	90K	$4M
First Trust Advisors LP	68K	$3M
Hennessy Advisors Inc	47K	$2.1M
X-Square Capital, LLC	36K	$1.6M
Zweig-Dimenna Associates LLC	27K	$1.2M
Healthcare Of Ontario Pension Plan Trust Fund	22K	$973,860
Belpointe Asset Management LLC	17K	$747,356
Nordea Investment Management AB	17K	$740,054
Squarepoint Ops LLCHedge fund	15K	$650,182

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 159
Ten largest holders: 63.0%
Index fund managers: 29.4%
Active managers and hedge funds: 27.2%

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	17	9	4	1	−310K	−10.8%
Index fund managers	10	0	1	0	+201K	+7.8%
Other institutions	67	50	30	24	−170K	−4.0%

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 Root.

Only managers that filed a holdings report for both quarters are compared (180 here). 6 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.

← Back to Root, Inc. · Insiders · Politicians