Root Financial Partners, LLC ZIP β€” ZIPRECRUITER INC CL A

Ownership history in Root Financial Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Root Financial Partners, LLC reported ZIPRECRUITER INC CL A (ZIP) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows ZIP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Root Financial Partners, LLC's position in ZIPRECRUITER INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZIP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Root Financial Partners, LLC held ZIP β€” position size vs. price
% of Fund (quarterly)    ZIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 542 β€” β€” 0.00% $997 2026-04-24 $2.97

FAQ About Root Financial Partners, LLC and ZIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Root Financial Partners, LLC reported owning ZIP?

Root Financial Partners, LLC reported ZIP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported ZIP position in Root Financial Partners, LLC's portfolio?

The largest reported portfolio weight for ZIP was 0.00% in 2026 Q1.

What is the latest reported ZIP position on this page?

The most recent filing on this page is 2026 Q1, when Root Financial Partners, LLC reported 542 shares, equal to 0.00% of portfolio, with an estimated market value of $997.

What does the chart on this ZIP ownership page compare?

The chart compares Root Financial Partners, LLC's quarterly ZIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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