Root Ownership | Who Owns Root?
Root Ownership Summary
Root is owned by 8.36% institutional investors, 5.68% insiders, and 85.96% retail investors. Ribbit management company is the largest institutional shareholder, holding 8.00% of ROOT shares. American Funds SMALLCAP World A is the top mutual fund, with 3.86% of its assets in Root shares.
ROOT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Root | 8.36% | 5.68% | 85.96% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ribbit management company | 1.23M | 8.00% | $110.33M |
| Blackrock funding, inc. /de | 1.05M | 6.80% | $75.60M |
| T. rowe price investment management | 872.21K | 5.66% | $78.07M |
| Vanguard group | 723.12K | 4.70% | $52.23M |
| Capital research global investors | 654.25K | 4.25% | $47.26M |
| Geode capital management | 310.97K | 2.02% | $22.47M |
| American century companies | 305.00K | 1.98% | $27.30M |
| Galileo (ptc) | 252.67K | 1.64% | $22.62M |
| Renaissance | 251.98K | 1.64% | $18.20M |
| State street | 245.85K | 1.60% | $22.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ribbit management company | 1.23M | 5.24% | $110.33M |
| Palisades investment partners | 83.30K | 2.27% | $6.02M |
| Findell capital management | 60.00K | 2.12% | $5.37M |
| Galileo (ptc) | 252.67K | 2.04% | $22.62M |
| X-square capital | 77.10K | 1.82% | $5.57M |
| Tairen capital | 160.80K | 1.56% | $14.39B |
| Prosperitas financial | 22.07K | 0.62% | $1.59M |
| Landscape capital management | 73.46K | 0.42% | $6.58M |
| Dragoneer investment group | 154.32K | 0.30% | $13.81M |
| Trinity financial advisors | 9.73K | 0.27% | $714.47K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 654.25K | 0.01% | 157.65K |
| Blackrock funding, inc. /de | 1.05M | 0.00% | 124.27K |
| Price t rowe associates inc /md/ | 110.36K | 0.00% | 101.30K |
| Goldman sachs group | 170.48K | 0.00% | 97.15K |
| X-square capital | 77.10K | 1.82% | 77.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ensign peak advisors | - | - | -264.35K |
| Gmt capital | - | - | -149.32K |
| Driehaus capital management | - | - | -130.93K |
| Monolith management | - | - | -110.41K |
| Connor, clark & lunn investment management | - | - | -97.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| X-square capital | 77.10K | 1.82% | 77.10K | $5.57M |
| Norges bank | 65.02K | 0.00% | 65.02K | $4.70M |
| Woodline partners lp | 30.63K | 0.01% | 30.63K | $2.74M |
| Aquatic capital management | 26.04K | 0.04% | 26.04K | $2.33M |
| First trust advisors lp | 25.58K | 0.00% | 25.58K | $2.29M |
Sold Out
| Holder | Change |
|---|---|
| Eversource wealth advisors | -3.00 |
| Comerica bank | -3.00 |
| National bank of canada /fi/ | -4.00 |
| Stephens consulting | -5.00 |
| Geowealth management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 42 | -79.21% | 1,287,200 | -86.40% | 8 | 0.22% | 22 | -78.85% | 11 | -79.25% |
| Sep 30, 2025 | 65 | -69.05% | 1,505,718 | -83.07% | 9 | 0.29% | 38 | -73.24% | 15 | -57.14% |
| Jun 30, 2025 | 220 | 15.79% | 9,423,451 | 21.43% | 61 | 2.35% | 149 | 43.27% | 35 | -25.53% |
| Mar 31, 2025 | 194 | 31.97% | 7,894,867 | 7.09% | 51 | 2.16% | 107 | 18.89% | 48 | 100.00% |
| Dec 31, 2024 | 2 | - | 9,731 | -2.06% | - | 1479.46% | - | - | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 600.73K | 3.86% | 139.69K |
| Vanguard Total Stock Mkt Idx Inv | 347.06K | 2.23% | - |
| iShares Russell 2000 ETF | 298.04K | 1.92% | 141.41K |
| American Century Small Cap Growth Inv | 264.85K | 1.72% | 92.06K |
| American Century U.S. Small Cap Growth | 264.85K | 1.72% | 92.06K |
| T. Rowe Price Small-Cap Stock | 263.90K | 1.70% | 7.54K |
| T. Rowe Price US Small-Cap Core Equity | 263.90K | 1.70% | 6.83K |
| Vanguard US Total Market Shares ETF | 230.29K | 1.52% | - |
| Franklin Innovation Composite | 211.20K | 1.37% | 86.20K |
| Franklin DynaTech A | 200.00K | 1.29% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2026 | Allison Jonathan | Chief Administrative Officer | Sell | $170.08K |
| Mar 05, 2026 | Allison Jonathan | Chief Administrative Officer | Sell | $187.40K |
| Mar 03, 2026 | Allison Jonathan | Chief Administrative Officer | Sell | $186.73K |
| Dec 10, 2025 | Bonakdarpour Mahtiyar | President and CTO | Sell | $477.25K |
| Dec 10, 2025 | Timm Alexander E. | Chief Executive Officer | Sell | $525.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | 24 |
| 2025 Q1 | - | 2 |
ROOT Ownership FAQ
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