ROOT β€” ROOT INC

Ownership history in ROYCE & ASSOCIATES LP  Β·  2 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported ROOT INC (ROOT) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows ROOT at 0.01% 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 ROOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYCE & ASSOCIATES LP's position in ROOT INC, 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
2025 Q3

ROOT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 ROYCE & ASSOCIATES LP held ROOT β€” position size vs. price
% of Fund (quarterly)    ROOT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,003 +3,001 +42.9% 0.01% $895K 2025-11-12 $88.07
2025 Q2 INITIATED 7,002 β€” β€” 0.01% $896K 2025-08-11 $88.39

FAQ About ROYCE & ASSOCIATES LP and ROOT

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

How long has ROYCE & ASSOCIATES LP reported owning ROOT?

ROYCE & ASSOCIATES LP reported ROOT across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported ROOT position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for ROOT was 0.01% in 2025 Q2.

What is the latest reported ROOT position on this page?

The most recent filing on this page is 2025 Q3, when ROYCE & ASSOCIATES LP reported 10,003 shares, equal to 0.01% of portfolio, with an estimated market value of $895K.

What does the chart on this ROOT ownership page compare?

The chart compares ROYCE & ASSOCIATES LP's quarterly ROOT 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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