AI summary pending
View Full Filing (SEC EDGAR)Root Inc/oh -class A
$48.75+0.8%
+$193.9M
Net Activity
+35.37% total shares
Institutions Holding
164
Popularity Rank
#3488
Avg Weight
0.08%
Total Value
$636.6M
Market Cap
$833.6M
164 institutions currently hold ROOT, with 102 net buyers and 64 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
64
Net Buying Institutions
102
Top 5 by Value
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Across its top 20 institutional holders, ROOT's holder base skews toward low-concentration, high-turnover investors on average (avg. concentration score 24/100, avg. turnover score 51/100).
ROOT ranks #3488 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
164 institutions disclose a position in ROOT, but none treat it as a major bet — even Findell Capital Management LLC, its most concentrated holder, allocates just 3.6% of its own portfolio to it.
Essential Partners LLC has trimmed its ROOT position for two straight quarters, cutting it by $6.0K while still holding $184.0.
ROOT is up 0.8% today, and institutions have been net buyers of $193.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
ROOT posted net income of $61.2M over the trailing twelve months, and currently trades at a P/E of 13.6.
+$144.3M
Total Buy Value
$74.2M
Total Sell Value
102
Net Buyers
64
Net Sellers
ROOT
Q2 2026
Top 5 Institutional Movers
+$17.9M
+$15.9M
+$14.5M
ROOT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Carvana Group, LLC | 13D/A | 2026-09-02 | 5.4% |
| BlackRock, Inc. | 13G/A | 2026-07-29 | 7.2% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Root, Inc. filed an 8-K on August 5, 2026, to announce its second-quarter 2026 results via a letter to shareholders. The filing covers Items 2.02 and 7.01, but the actual financial figures are in the attached exhibit (99.1), which isn't included in this excerpt. This is a standard earnings-related disclosure.
View Full Filing (SEC EDGAR)77664L207
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Access ROOT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ROOTCLI
npx alphasmo stocks get ROOTFull API & MCP documentation →