RDZN β€” ROADZEN INC

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  Β·  6 quarters on record

AI Ownership Summary

SHEETS SMITH WEALTH MANAGEMENT reported ROADZEN INC (RDZN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows RDZN at 0.04% 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 RDZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHEETS SMITH WEALTH MANAGEMENT's position in ROADZEN 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
2026 Q1

RDZN was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 SHEETS SMITH WEALTH MANAGEMENT held RDZN β€” position size vs. price
% of Fund (quarterly)    RDZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 277,060 -82,940 -23.0% 0.04% $332K 2026-04-16 $1.18
2025 Q4 UNCHANGED 360,000 β€” 0% 0.10% $868K 2026-01-20 $1.84
2025 Q3 UNCHANGED 360,000 β€” 0% 0.04% $311K 2025-10-16 $1.28
2025 Q2 UNCHANGED 360,000 β€” 0% 0.04% $353K 2025-07-15 $0.96
2025 Q1 REDUCED 360,000 -80,000 -18.2% 0.05% $374K 2025-04-23 $0.87
2024 Q4 INITIATED 440,000 β€” β€” 0.12% $959K 2025-01-17 $1.52

🏒 Other funds also holding RDZN

As of 2026 Q1 β€” sorted by position size

Cutter & CO Brokerage, Inc. 3Y 7Y 0.07% Prospera Financial Services Inc 3Y 7Y 0.0%

FAQ About SHEETS SMITH WEALTH MANAGEMENT and RDZN

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

How long has SHEETS SMITH WEALTH MANAGEMENT reported owning RDZN?

SHEETS SMITH WEALTH MANAGEMENT reported RDZN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RDZN position in SHEETS SMITH WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for RDZN was 0.12% in 2024 Q4.

What is the latest reported RDZN position on this page?

The most recent filing on this page is 2026 Q1, when SHEETS SMITH WEALTH MANAGEMENT reported 277,060 shares, equal to 0.04% of portfolio, with an estimated market value of $332K.

What does the chart on this RDZN ownership page compare?

The chart compares SHEETS SMITH WEALTH MANAGEMENT's quarterly RDZN 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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