ROOT
Root, IncMarquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $46 | $58 | +26% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $47 | $58 | +25% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $47 | $58 | +25% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $79 | $58 | -26% |
| Millennium Management | Q4 2024(8Q snapshot) | 6Q | $79 | $58 | -26% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital | Q1 2026 | Q2 2026 | → $55 | -6% |
| Point72 Asset Management 3× in & out | Q1 2026 | Q2 2026 | → $55 | -10% |
| D.E. Shaw | Q3 2024 | Q1 2026 | → $62 | +32% |
| Tiger Global | Q2 2021 | Q1 2022 | — | +0% |
| Coatue Management | Q1 2021 | Q4 2021 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Root, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-040897Jun 4, 2026
- Form 40001628280-26-040896Jun 4, 2026
- Form 40001827699-26-000001Jun 4, 2026
- Form 40001278602-26-000001Jun 4, 2026
- Form 40001754374-26-000001Jun 4, 2026
- Form 40001936348-26-000001Jun 4, 2026
- Form 40001998619-26-000001Jun 4, 2026
- Form 40002019852-26-000002May 22, 2026
- Form 40001977858-26-000004May 18, 2026
- Form 40001977858-26-000003May 13, 2026
- Form 40002019852-26-000001May 4, 2026
- Form 40001977858-26-000002Apr 8, 2026
- Form 40001815994-26-000001Apr 3, 2026
- Form 40001913361-26-000001Apr 3, 2026
- Form 40001828747-26-000001Apr 3, 2026
Fundamentals
XBRL · Root, IncAnnual figures sourced directly from Root, Inc's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Root, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementApr 24, 2026
- 10-KAnnual reportFeb 25, 2026
- 8-KMaterial eventFeb 25, 2026
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 10-QQuarterly reportAug 6, 2025
- 8-KMaterial eventAug 6, 2025
- 8-KMaterial eventJun 6, 2025
- 10-QQuarterly reportMay 7, 2025
- 8-KMaterial eventMay 7, 2025
- DEF 14AProxy statementApr 25, 2025
- 10-KAnnual reportFeb 26, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $55 | $58 | +5% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $62 | $55 | -10% |
| Maverick Capital | Q1 2026 | Q2 2026 | $59 | $55 | -6% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $90 | $82 | -9% |
| AQR Capital Management | Q4 2024 | open | $79 | $58 | -26% |
| Millennium Management | Q4 2024 | open | $79 | $58 | -26% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $79 | $129 | +64% |
| Citadel Advisors | Q3 2024 | open | $47 | $58 | +25% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | $47 | $136 | +191% |
| D.E. Shaw | Q3 2024 | Q1 2026 | $47 | $62 | +32% |
| Renaissance Technologies | Q3 2024 | open | $46 | $58 | +26% |
| Tiger Global | Q2 2021 | Q1 2022 | $0.00 | — | +0% |
| Coatue Management | Q1 2021 | Q4 2021 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.