ROOT — ROOT INC

Ownership history in Activest Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ROOT INC (ROOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q1)
Avg. % of fund
0.07%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,000 — 0% 0.05% $269K $89.51
2025 Q2 UNCHANGED 3,000 — 0% 0.09% $384K $127.97
2025 Q1 UNCHANGED 3,000 — 0% 0.11% $400K $133.44
2024 Q4 UNCHANGED 3,000 — 0% 0.06% $218K $72.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROOT price (monthly, adj. close)

Other funds also holding ROOT

As of 2025 Q4 — sorted by position size

Buckley Capital Advisors, LLC 5.6% FINDELL CAPITAL MANAGEMENT LLC 4.88% Ribbit Management Company, LLC 4.62% X-Square Capital, LLC 3Y 7Y 1.82% Galileo (PTC) Ltd 3Y 7Y 1.33% Tairen Capital Ltd 3Y 7Y 1.21% Trinity Financial Advisors LLC 3Y 0.65% Prosperitas Financial LLC 0.62% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.36% Diametric Capital, LP 3Y 7Y 0.25%
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