Roku Inc (ROKU) Hedge Fund & Institutional Holdings (Q2 2026)

ROKU ranks #659 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

796 institutions disclose a position in ROKU, but none treat it as a major bet — even TIG Advisors, LLC, its most concentrated holder, allocates just 4.3% of its own portfolio to it.

Arrowstreet Capital, Limited Partnership has added to its ROKU position for two straight quarters, increasing it by $187.5M to reach $254.6M today.

Cathie Wood has trimmed its ROKU position for two straight quarters, cutting it by $555.8M while still holding $82.3M.

ROKU is down 0.7% today, but institutions show net buying of $3.2B this quarter — a divergence between today's price move and the underlying institutional flow.

ROKU posted net income of $355.2M over the trailing twelve months, and currently trades at a P/E of 67.4.

• Profitable — net income of $355.2M over the trailing twelve months
• Revenue grew 18.5% year over year
• Net income improved year over year, from -$61.5M to $355.2M
• Generated $483.7M in positive operating cash flow
• Current ratio of 2.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.67x equity — within a conventional range