Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Roku Inc (ROKU)

688 + Investors. Track Smart Money conviction in ROKU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — ROKU

Based on 691 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ROKU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
691 hedge funds hold ROKU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

387 buying338 selling
Last quarter: 387 funds bought or added vs 338 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-49 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 94 → 127 → 164 → 115. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
390 out of 691 hedge funds have held ROKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

117 → 94 → 127 → 164 → 115 new funds/Q
New funds entering each quarter: 94 → 127 → 164 → 115. A growing number of institutions are discovering ROKU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Of 731 current holders: 473 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
59 of 691 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ROKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROKU

In 2026 Q1, 387 hedge funds were net buyers of ROKU (115 opened a new position, 272 added to an existing one), while 338 reduced or exited (215 trimmed, 123 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 48% of total institutional value in ROKU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 691.

Hedge Fund Ownership: ROKU

How many hedge funds hold ROKU — quarterly history vs. share price
Quarterly hedge fund ownership of ROKU vs. share price

Market Analysis: ROKU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROKU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Roku Inc (ROKU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ROKU has moved relative to its sector benchmark (XLC) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
ROKU
+26.4%
XLC
+1.1%

ROKU outperformed XLC by +25.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
ROKU
-3.5%
XLC
-3.4%

Since the filing became public, ROKU outperformed XLC by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 7 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: ROKU
688 + Investors

Track Smart Money conviction in ROKU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 688 699 -1.57%
13F Shares 124M 129M -3.94%
Total Value $11.28B $13.85B -18.57%
New Positions 113 164 -51
Increased Positions 251 232 +19
Closed Positions 124 69 +55
Reduced Positions 211 183 +28
Total Calls 22 40 -45.0%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 1.05 0.78 Neutral

Statistics: ROKU

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

688 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROKU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ROKU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Firsthand Capital Management, Inc. 14.13% 70,000 $6.6M
2 Atlas Venture Advisors, Inc. 4.49% 57,707 $5.5M
3 Katamaran Capital LLP 4.00% 52,548 $5.0M
4 Alua Capital Management LP 3.95% 474,200 $44.9M
5 West Tower Group, LLC 3.82% 12,950 $1.2M
6 Crawford Fund Management, LLC 3.69% 202,800 $19.2M
7 Beck Bode, LLC 3.12% 194,570 $18.4M
8 Tremblant Capital Group 2.93% 961,220 $91.0M
9 Capelight Capital Asset Management LP 2.82% 40,000 $3.8M
10 ARK Investment Management LLC 2.81% 3,820,405 $361.5M
11 Amova Asset Management Americas, Inc. 2.47% 1,848,889 $174.9M
12 Benchstone Capital Management LP 2.45% 222,735 $21.1M
13 Capital Impact Advisors, LLC 2.16% 56,514 $5.3M
14 Kennondale Capital Management LLC 1.67% 24,557 $2.3M
15 Meridiem Capital Partners LP 1.36% 221,159 $20.9M
16 Sandler Capital Management 1.33% 27,100 $2.6M
17 Prevail Innovative Wealth Advisors, LLC 1.28% 80,640 $7.6M
18 Monetta Financial Services Inc 1.10% 15,000 $1.4M
19 Maytus Capital Management, LLC 1.08% 63,922 $6.0M
20 Verity Asset Management, Inc. 0.98% 24,631 $2.3M
21 Dark Forest Capital Management LP 0.88% 104,558 $9.9M
22 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.83% 114,890 $10.9M
23 Shellback Capital, LP 0.81% 60,000 $5.7M
24 Junto Capital Management LP 0.80% 402,630 $38.1M
25 J. Goldman & Co LP 0.79% 285,800 $27.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Roku Inc (ROKU)

What does the Smart Money Trend signal show for ROKU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ROKU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ROKU?

Slight buying edge — 53% buying: Last quarter: 387 funds bought or added vs 338 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ROKU holders?

Elite ownership — 48% AUM from top-100 funds: 59 of 691 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ROKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROKU?

56% of holders stayed for 2+ years: 390 out of 691 hedge funds have held ROKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Roku Inc (ROKU) following the 2026 Q1 hedge fund 13F filings?

As of today, ROKU has moved -3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.4% for the XLC sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), ROKU has gained +26.4% vs +1.1% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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