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ROOT · Root, Inc. · Holdings

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$47.42 +1.16 (+2.51%) At close · Oct 5
Market Cap
$734.38M
Shares
15.49M
Volume · Oct 5 152.63K Avg daily vol (3M) 232.69K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 162
Total Value: $566,480,941
Total Shares: 10,130,209
Showing 1–100 of 173 holdings by value · page 1 of 2

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 162 13F filers
Top Holder
12.2%
Sep 2023 → Jun 2026 · range 10.9% – 26.7%
of institutional value
Top 5
45.3%
Sep 2023 → Jun 2026 · range 34.8% – 64.5%
of institutional value
Top 10
60.9%
Sep 2023 → Jun 2026 · range 54.2% – 81.7%
of institutional value
HHI
559
Sep 2023 → Jun 2026 · range 395 – 1,179
Broadly held
Showing 100 of 173
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Holder Value (USD) % of 13F Shares Open
Key facts CIK 1788882 CUSIP 77664L207 13F (30d) 3 filings 3 filers Visit website Investor relations