Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Root, Inc.

CIK 0001788882ROOT· quarter ending 2026-06-30

Shares outstanding

15,493,252

as of 2026-07-29 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

9,405,824

68.7% of Common Class A

Holders

159

+11 vs 2026-03-31 · 39 new, 28 exited

Value

$525.9M

shares -2.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	ROOT · NASDAQ	13,687,016	9,405,824	68.7%	159	77664L207
Common Class B	not listed	1,806,236	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	77664L207	CL A NEW	159	9,405,824	13,687,016	68.7%	$525.9M	8 call / 5 put	13DG	holders →
	77664L108	COMMON STOCKnot common	2	31,985	—	—	$1.8M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (159 of 159 · 77664L207)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Ribbit Management Company, LLC	1,232,607	9.01%	$68.9M	—
2	T. Rowe Price Investment Management, Inc.	1,220,908	8.92%	$68.3M	+35,835 (+3.0%)
3	BlackRock, Inc.	1,149,263	8.40%	$64.3M	+98,936 (+9.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	528,317	3.86%	$29.5M	+11,685 (+2.3%)
5	FINDELL CAPITAL MANAGEMENT LLC	460,000	3.36%	$25.7M	+85,000 (+22.7%)
6	GEODE CAPITAL MANAGEMENT, LLC	345,379	2.52%	$19.3M	+25,851 (+8.1%)
7	STATE STREET CORP	290,772	2.12%	$16.3M	+24,833 (+9.3%)
8	Galileo (PTC) Ltd	252,669	1.85%	$14.1M	—
9	RENAISSANCE TECHNOLOGIES LLC	245,281	1.79%	$13.7M	+6,500 (+2.7%)
10	BOOTHBAY FUND MANAGEMENT, LLC	203,234	1.48%	$11.4M	+64,238 (+46.2%)
11	Quinn Opportunity Partners LLC	171,176	1.25%	$9.6M	+100,837 (+143.4%)
12	Tairen Capital Ltd	160,798	1.17%	$9.0M	—
13	Dragoneer Investment Group, LLC	154,320	1.13%	$8.6M	—
14	MORGAN STANLEY	148,225	1.08%	$8.3M	+7,148 (+5.1%)
15	GOLDMAN SACHS GROUP INC	144,306	1.05%	$8.1M	-5,011 (-3.4%)
16	PRICE T ROWE ASSOCIATES INC /MD/	125,904	0.92%	$7.0M	+2,379 (+1.9%)
17	NORTHERN TRUST CORP	120,334	0.88%	$6.7M	+10,926 (+10.0%)
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	109,270	0.80%	$6.1M	+1,577 (+1.5%)
19	VANGUARD PORTFOLIO MANAGEMENT LLC	106,983	0.78%	$6.0M	+16,067 (+17.7%)
20	BANK OF AMERICA CORP /DE/	105,524	0.77%	$5.9M	-22,057 (-17.3%)
21	VANGUARD FIDUCIARY TRUST CO	97,201	0.71%	$5.4M	+6,013 (+6.6%)
22	JANE STREET GROUP, LLC	89,493	0.65%	$5.0M	NEW
23	BNP PARIBAS FINANCIAL MARKETS	87,818	0.64%	$4.9M	-10,441 (-10.6%)
24	CITADEL ADVISORS LLC	87,598	0.64%	$4.9M	+68,149 (+350.4%)
25	DIMENSIONAL FUND ADVISORS LP	87,223	0.64%	$4.9M	-63,241 (-42.0%)
26	UBS Group AG	82,826	0.61%	$4.6M	+24,671 (+42.4%)
27	TUDOR INVESTMENT CORP ET AL	79,805	0.58%	$4.5M	+41,901 (+110.5%)
28	Capital Research Global Investors	77,533	0.57%	$4.3M	-399,591 (-83.7%)
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP	77,403	0.57%	$4.3M	+16,624 (+27.4%)
30	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	69,702	0.51%	$3.9M	+3,388 (+5.1%)
31	CITIGROUP INC	59,703	0.44%	$3.3M	-1,495 (-2.4%)
32	TWO SIGMA INVESTMENTS, LP	53,263	0.39%	$3.0M	+22,828 (+75.0%)
33	CANNELL CAPITAL LLC	52,331	0.38%	$2.9M	—
34	BARCLAYS PLC	51,907	0.38%	$2.9M	-1,104 (-2.1%)
35	Jump Financial, LLC	48,537	0.35%	$2.7M	NEW
36	MARSHALL WACE, LLP	48,371	0.35%	$2.7M	+32,496 (+204.7%)
37	HB Wealth Management, LLC	47,396	0.35%	$2.7M	+148 (+0.3%)
38	MILLENNIUM MANAGEMENT LLC	43,696	0.32%	$2.4M	-105,042 (-70.6%)
39	AQR CAPITAL MANAGEMENT LLC	42,798	0.31%	$2.4M	+21,512 (+101.1%)
40	JPMORGAN CHASE & CO	40,494	0.30%	$2.3M	-10,134 (-20.0%)
41	Bank of New York Mellon Corp	39,090	0.29%	$2.2M	+2,950 (+8.2%)
42	Nuveen, LLC	32,426	0.24%	$1.8M	+7,248 (+28.8%)
43	Russell Investments Group, Ltd.	31,084	0.23%	$1.7M	+29,945 (+2629.1%)
44	IMC-Chicago, LLC	29,441	0.22%	$1.6M	NEW
45	Prosperitas Financial LLC	27,411	0.20%	$1.5M	+1,149 (+4.4%)
46	Diametric Capital, LP	26,994	0.20%	$1.5M	-2,219 (-7.6%)
47	AMERICAN CENTURY COMPANIES INC	25,933	0.19%	$1.5M	+2,167 (+9.1%)
48	BloombergSen Inc.	25,566	0.19%	$1.4M	—
49	Trexquant Investment LP	24,809	0.18%	$1.4M	-55,545 (-69.1%)
50	RAYMOND JAMES FINANCIAL INC	24,077	0.18%	$1.3M	+3,222 (+15.4%)
51	Voleon Capital Management LP	22,345	0.16%	$1.2M	-10,004 (-30.9%)
52	Swiss National Bank	22,100	0.16%	$1.2M	+600 (+2.8%)
53	GMT Capital Corp	20,900	0.15%	$1.2M	NEW
54	FEDERATED HERMES, INC.	20,732	0.15%	$1.2M	-41,870 (-66.9%)
55	TD Asset Management Inc	19,288	0.14%	$1.1M	—
56	RHUMBLINE ADVISERS	16,128	0.12%	$902K	+1,474 (+10.1%)
57	RBF Capital, LLC	14,600	0.11%	$816K	—
58	XTX Topco Ltd	14,338	0.10%	$802K	-2,295 (-13.8%)
59	DEUTSCHE BANK AG\	14,189	0.10%	$793K	+2,819 (+24.8%)
60	Walleye Trading LLC	13,354	0.10%	$747K	NEW
61	ALLIANCEBERNSTEIN L.P.	12,520	0.09%	$553K	+4,600 (+58.1%)
62	WELLS FARGO & COMPANY/MN	12,298	0.09%	$688K	+7,718 (+168.5%)
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	12,278	0.09%	$687K	—
64	Walleye Capital LLC	11,844	0.09%	$662K	NEW
65	Quantinno Capital Management LP	11,754	0.09%	$657K	-9,073 (-43.6%)
66	Vident Advisory, LLC	11,633	0.08%	$651K	NEW
67	CREDIT AGRICOLE S A	11,000	0.08%	$615K	NEW
68	LOS ANGELES CAPITAL MANAGEMENT LLC	10,530	0.08%	$589K	-13,942 (-57.0%)
69	JACOBS LEVY EQUITY MANAGEMENT, INC	9,853	0.07%	$551K	+269 (+2.8%)
70	Legal & General Group Plc	9,390	0.07%	$525K	+413 (+4.6%)
71	Invesco Ltd.	8,883	0.06%	$497K	-4,368 (-33.0%)
72	STATE OF WISCONSIN INVESTMENT BOARD	8,643	0.06%	$483K	-3,400 (-28.2%)
73	MetLife Investment Management, LLC	8,166	0.06%	$457K	+972 (+13.5%)
74	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	7,955	0.06%	$445K	NEW
75	ALGERT GLOBAL LLC	7,950	0.06%	$445K	—
76	Balyasny Asset Management L.P.	7,642	0.06%	$427K	NEW
77	Point72 Asset Management, L.P.	7,539	0.06%	$422K	NEW
78	TRUIST FINANCIAL CORP	7,177	0.05%	$401K	-1,187 (-14.2%)
79	Dynamic Technology Lab Private Ltd	7,096	0.05%	$397K	+847 (+13.6%)
80	State of Alaska, Department of Revenue	7,045	0.05%	$393K	—
81	PRELUDE CAPITAL MANAGEMENT, LLC	7,031	0.05%	$393K	NEW
82	VANGUARD ASSET MANAGEMENT, Ltd	6,992	0.05%	$391K	—
83	Requisite Capital Management, LLC	6,844	0.05%	$383K	+1 (+0.0%)
84	Kerrisdale Advisers, LLC	6,650	0.05%	$372K	-180 (-2.6%)
85	LPL Financial LLC	6,130	0.04%	$343K	NEW
86	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,932	0.04%	$332K	+173 (+3.0%)
87	CANADA PENSION PLAN INVESTMENT BOARD	5,700	0.04%	$319K	-200 (-3.4%)
88	Aquatic Capital Management LLC	5,525	0.04%	$309K	NEW
89	Vanguard Global Advisers, LLC	5,525	0.04%	$309K	—
90	NEW YORK STATE COMMON RETIREMENT FUND	5,500	0.04%	$308K	-31,250 (-85.0%)
91	Mariner, LLC	5,255	0.04%	$294K	NEW
92	JONES FINANCIAL COMPANIES LLLP	5,254	0.04%	$293K	+188 (+3.7%)
93	Creative Planning	5,254	0.04%	$294K	NEW
94	Freestone Grove Partners LP	5,150	0.04%	$288K	-2,265 (-30.5%)
95	Jupiter Topco LLC	5,068	0.04%	$284K	NEW
96	Entropy Technologies, LP	4,800	0.04%	$268K	NEW
97	FOX RUN MANAGEMENT, L.L.C.	4,757	0.03%	$266K	NEW
98	NORGES BANK	4,577	0.03%	$256K	NEW
99	Boston Partners	4,418	0.03%	$247K	NEW
100	Vanguard Personalized Indexing Management, LLC	4,126	0.03%	$231K	NEW
101	Engineers Gate Manager LP	4,122	0.03%	$231K	-1,442 (-25.9%)
102	Police & Firemen's Retirement System of New Jersey	3,989	0.03%	$223K	+844 (+26.8%)
103	Sequoia Financial Advisors, LLC	3,924	0.03%	$219K	NEW
104	KLP KAPITALFORVALTNING AS	3,600	0.03%	$201K	+1,200 (+50.0%)
105	Vanguard Investments Australia, Ltd.	2,927	0.02%	$164K	—
106	SBI Securities Co., Ltd.	2,926	0.02%	$164K	+70 (+2.5%)
107	Zurcher Kantonalbank (Zurich Cantonalbank)	2,166	0.02%	$121K	—
108	SG Americas Securities, LLC	2,129	0.02%	$119K	-2,685 (-55.8%)
109	OSAIC HOLDINGS, INC.	1,901	0.01%	$106K	+651 (+52.1%)
110	FMR LLC	1,712	0.01%	$96K	+454 (+36.1%)
111	Frazier Financial Advisors, LLC	1,517	0.01%	$85K	-101 (-6.2%)
112	Ameritas Investment Partners, Inc.	1,169	0.01%	$65K	+209 (+21.8%)
113	ROYAL BANK OF CANADA	936	0.01%	$52K	+523 (+126.6%)
114	Persistent Asset Partners Ltd	924	0.01%	$52K	NEW
115	CoreCap Advisors, LLC	750	0.01%	$42K	NEW
116	Signature Equity Partners, LLC	500	0.00%	$28K	—
117	HUNTINGTON NATIONAL BANK	500	0.00%	$28K	—
118	Arax Advisory Partners	462	0.00%	$26K	NEW
119	Tower Research Capital LLC (TRC)	360	0.00%	$20K	-779 (-68.4%)
120	Capital Advisors, Ltd. LLC	308	0.00%	$17K	—
121	Larson Financial Group LLC	209	0.00%	$12K	+101 (+93.5%)
122	Aster Capital Management (DIFC) Ltd	196	0.00%	$11K	+131 (+201.5%)
123	GAMMA Investing LLC	194	0.00%	$11K	+58 (+42.6%)
124	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	179	0.00%	$10K	-3 (-1.6%)
125	Covestor Ltd	174	0.00%	$9K	+48 (+38.1%)
126	EverSource Wealth Advisors, LLC	111	0.00%	$6K	+70 (+170.7%)
127	Allworth Financial LP	104	0.00%	$6K	+75 (+258.6%)
128	Bank of New Hampshire	90	0.00%	$5K	-96 (-51.6%)
129	Nykredit A/S	89	0.00%	$5K	NEW
130	Farther Finance Advisors, LLC	83	0.00%	$5K	+35 (+72.9%)
131	ABOUND FINANCIAL, LLC	68	0.00%	$4K	—
132	Parallel Advisors, LLC	57	0.00%	$3K	+35 (+159.1%)
133	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	55	0.00%	$3K	—
134	ROTHSCHILD INVESTMENT LLC	50	0.00%	$3K	+36 (+257.1%)
135	Optiver Holding B.V.	47	0.00%	$3K	-46 (-49.5%)
136	Sterling Capital Management LLC	45	0.00%	$3K	-35 (-43.8%)
137	US BANCORP \DE\	44	0.00%	$2K	-16 (-26.7%)
138	Pinnacle Wealth Planning Services, Inc.	38	0.00%	$2K	—
139	Global Retirement Partners, LLC	37	0.00%	$2K	NEW
140	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	36	0.00%	$2K	—
141	SIGNATUREFD, LLC	29	0.00%	$2K	NEW
142	SJS Investment Consulting Inc.	28	0.00%	$2K	NEW
143	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24	0.00%	$1K	NEW
144	Fulcrum Asset Management LLP	22	0.00%	$1K	NEW
145	PNC Financial Services Group, Inc.	21	0.00%	$1K	—
146	Versant Capital Management, Inc	19	0.00%	$1K	—
147	WHITTIER TRUST CO	19	0.00%	$1K	—
148	North Star Investment Management Corp.	11	0.00%	$615	NEW
149	Ameritas Advisory Services, LLC	11	0.00%	$615	NEW
150	Parkside Financial Bank & Trust	10	0.00%	$560	NEW
151	Silver Grove Financial Group, Inc.	10	0.00%	$559	NEW
152	Physician Wealth Advisors, Inc.	7	0.00%	$392	NEW
153	Keating Financial Advisory Services, Inc.	6	0.00%	$336	NEW
154	IFP Advisors, Inc	6	0.00%	$336	+2 (+50.0%)
155	Essential Partners LLC	5	0.00%	$280	-136 (-96.5%)
156	VISION FINANCIAL MARKETS LLC	5	0.00%	$301	—
157	Clearstead Advisors, LLC	3	0.00%	$168	-224 (-98.7%)
158	Wealth Enhancement Trust Services, Inc.	2	0.00%	$112	NEW
159	Smartleaf Asset Management LLC	1	0.00%	$58	—

Exited since 2026-03-31 (28 filers; largest 25 shown)

Buckley Capital Advisors, LLC	−174,554
Palisades Investment Partners, LLC	−90,336
FIRST TRUST ADVISORS LP	−68,050
HENNESSY ADVISORS INC	−47,102
X-Square Capital, LLC	−36,048
Zweig-DiMenna Associates LLC	−27,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−22,048
NORDEA INVESTMENT MANAGEMENT AB	−17,291
Belpointe Asset Management LLC	−16,920
Squarepoint Ops LLC	−14,720
Corient Private Wealth LLC	−14,018
Campbell & CO Investment Adviser LLC	−13,065
Mitsubishi UFJ Asset Management Co., Ltd.	−12,928
IEQ CAPITAL, LLC	−9,261
Virtu Financial LLC	−7,866
AMERIPRISE FINANCIAL INC	−7,710
Leonteq Securities AG	−7,518
JANUS HENDERSON GROUP PLC	−5,068
Activest Wealth Management	−3,000
CWM, LLC	−1,284
Ancora Advisors LLC	−1,000
Legend Capital Advisors LLC	−719
KBC Group NV	−359
MAI Capital Management	−145
GHP Investment Advisors, Inc.	−33

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Carvana Co. Sub LLC	SCHEDULE 13D/A	2026-09-02	2026-08-31	780,727	5.4%
Carvana Group, LLC	SCHEDULE 13D/A	2026-09-02	2026-08-31	780,727	5.4%
Carvana Co.	SCHEDULE 13D/A	2026-09-02	2026-08-31	780,727	5.4%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-29	2026-06-30	1,011,125	7.2%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2026-05-15	2026-03-31	1,185,073	8.6%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Drive Capital Overdrive Fund I, L.P.	SCHEDULE 13G/A	2025-08-14	2025-05-21	99,687	0.7%
Dwight H. Hibbard Family Trust f/b/o Christopher Olsen - Exempt	SCHEDULE 13G/A	2025-08-14	2025-05-21	6,869	0.1%
Christopher Olsen	SCHEDULE 13G/A	2025-08-14	2025-05-21	307,732	2.3%
DC I Investment, LLC	SCHEDULE 13G/A	2025-08-14	2025-05-21	0	0%
Drive Capital, LLC	SCHEDULE 13G/A	2025-08-14	2025-05-21	149,294	1.1%
Drive Capital Overdrive Fund I (GP), LLC	SCHEDULE 13G/A	2025-08-14	2025-05-21	149,294	1.1%
Bullfrog Capital GP, L.P.	SCHEDULE 13G/A	2025-08-14	2025-06-30	0	0%
Drive Capital Overdrive Fund I (TE), L.P.	SCHEDULE 13G/A	2025-08-14	2025-05-21	48,201	0.4%
Drive Capital Overdrive Ignition Fund I, L.P.	SCHEDULE 13G/A	2025-08-14	2025-05-21	1,406	0%
Bullfrog Capital, L.P.	SCHEDULE 13G/A	2025-08-14	2025-06-30	0	0%
Meyer Malka	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,232,607	8.7%
Purple Dot, LLC	SCHEDULE 13G/A	2025-08-14	2025-05-21	151,569	1.1%
Ribbit Capital GP IV, L.P.	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,232,607	8.7%
Ribbit Capital GP IV, Ltd.	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,232,607	8.7%
Ribbit Capital IV, L.P.	SCHEDULE 13G/A	2025-08-14	2025-06-30	996,783	7.1%
RT-E Ribbit Opportunity IV, LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	235,824	1.7%
Bullfrog Capital GP, Ltd.	SCHEDULE 13G/A	2025-08-14	2025-06-30	0	0%
Alexander E. Timm	SCHEDULE 13G/A	2025-08-07	2025-06-30	1,139,040	7.8%
SVB Capital Management, LLC	SCHEDULE 13G/A	2025-03-06	2025-02-28	0	4.71%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.