Root Financial Partners, LLC

Position in HPE — Hewlett Packard Enterprise Co

CIK 1977181 ENCINITAS, CA

Position in HPE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$599,963

+$307,077 QoQ

Shares Held

13,300

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#210

of 510 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Root Financial Partners, LLC holds $2,737,806 across 4 Communication Equipment names. HPE ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	11,076	$1,300,986
2	HPE	Hewlett Packard Enterprise Co This page	13,300	$599,963
3	LITE	Lumentum Holdings Inc.	674	$578,332
4	CIEN	Ciena Corp	527	$258,525

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,963	13,300	+8.1%	Shares	Sole	2026-07-29
2026-03-31	$292,886	12,301	+9.2%	Shares	Sole	2026-04-24
2025-12-31	$270,537	11,263	+53.4%	Shares	Sole	2026-02-10
2025-09-30	$180,294	7,341	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.