Root Inc (ROOT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Root Inc (ROOT) following the 2026 Q1 hedge fund 13F filings?

As of today, ROOT has moved -7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.7% for the XLF sector ETF — an outperformance of -104.0%. Since the quarter end (March 31, 2026), ROOT gained +16.2% vs +127.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Root Inc (ROOT)

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

Smart Money Signals — ROOT

Based on 151 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds reduced or closed their ROOT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 73% of 3.0Y peak

73% of all-time peak

151 funds currently hold this stock — 73% of the 3.0-year high of 206 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q

28 fewer hedge funds hold ROOT compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 47% buying

84 buying96 selling

Last quarter: 96 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 56 → 34 → 35 → 28. 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.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new

61 out of 151 hedge funds have held ROOT 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.

💎

Buying through price weakness — shares +1%, value -46%

Value

-46%

+0%

Last quarter: funds added +1% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

71 → 56 → 34 → 35 → 28 new funds/Q

New funds entering each quarter: 56 → 34 → 35 → 28. ROOT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new

Entry-cohort mix of 158 holders: 80 (51%) are 2+ year veterans, 21 entered 1–2 years ago, and 57 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

39 of 148 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.4

out of 10

Low Exit Risk

Exit risk score 2.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	150	175	-14.29%
13F Shares	10M	10M	0.64%
Total Value	$397M	$738M	-46.15%
New Positions	27	35	-8
Increased Positions	52	65	-13
Closed Positions	52	43	+9
Reduced Positions	42	46	-4
Total Calls	5	13	-61.54%
Total Puts	4	9	-55.56%
PUT/CALL Ratio	0.8	0.69	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

150

175

-14.29%

13F Shares

10M

0.64%

Total Value

$397M

$738M

-46.15%

New Positions

-8

Increased Positions

-13

Closed Positions

Reduced Positions

-4

Total Calls

-61.54%

Total Puts

-55.56%

PUT/CALL Ratio

0.8

0.69

Neutral

Institutional Holders (2026 Q1)

150 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ROOT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Buckley Capital Advisors, LLC	5.54%	174,554	$7.7M
2	Findell Capital Management LLC	4.85%	375,000	$16.6M
3	Ribbit Management Company, LLC	3.24%	1,232,607	$54.4M
4	Palisades Investment Partners, LLC	1.56%	90,336	$4.0M
5	Cannell Capital LLC	1.42%	52,331	$2.3M
6	Galileo (PTC) Ltd	1.09%	252,669	$11.2M
7	Tairen Capital Ltd	0.77%	160,798	$7.1M
8	Prosperitas Financial LLC	0.43%	26,262	$1.2M
9	Trinity Financial Advisors LLC	0.40%	31,984	$1.4M
10	Diametric Capital, LP	0.34%	29,213	$1.3M
11	Dragoneer Investment Group, LLC	0.23%	154,320	$6.8M
12	Zweig-DiMenna Associates LLC	0.17%	27,000	$1.2M
13	Quinn Opportunity Partners LLC	0.16%	70,339	$3.1M
14	Kerrisdale Advisers, LLC	0.11%	6,830	$302K
15	BloombergSen Inc.	0.09%	25,566	$1.1M
16	Boothbay Fund Management, LLC	0.08%	138,996	$6.1M
17	Hennessy Advisors Inc	0.08%	47,102	$2.1M
18	Requisite Capital Management, LLC	0.06%	6,843	$302K
19	Dynamic Technology Lab Private Ltd	0.04%	6,249	$276K
20	Frazier Financial Advisors, LLC	0.04%	1,618	$71K
21	RBF Capital, LLC	0.03%	14,600	$645K
22	Campbell & CO Investment Adviser LLC	0.03%	13,065	$577K
23	Voleon Capital Management LP	0.03%	32,349	$1.4M
24	Belpointe Asset Management LLC	0.03%	16,920	$747K
25	Trexquant Investment LP	0.03%	80,354	$3.5M

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 — Root Inc (ROOT)

What does the Smart Money Trend signal show for ROOT?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their ROOT 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 ROOT?

More sellers than buyers — 47% buying: Last quarter: 96 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ROOT holders?

Strong quality — 32% AUM from major funds: 39 of 148 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ROOT?

40% of holders stayed for 2+ years: 61 out of 151 hedge funds have held ROOT 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 Root Inc (ROOT) following the 2026 Q1 hedge fund 13F filings?

As of today, ROOT has moved -7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.7% for the XLF sector ETF — an outperformance of -104.0%. Since the quarter end (March 31, 2026), ROOT has gained +16.2% vs +127.2% for XLF. 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.

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Root Inc (ROOT)

Smart Money Signals — ROOT

Selling streak — 3 quarters in a row

High ownership — 73% of 3.0Y peak

Outflows — 16% fewer funds vs a year ago

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-7 vs last Q)

40% of holders stayed for 2+ years

Buying through price weakness — shares +1%, value -46%

Peak discovery — momentum slowing

Veteran-anchored — 51% veterans vs 36% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — ROOT

Hedge Fund Ownership: ROOT

Market Analysis: ROOT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ROOT

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

Hedge Fund Positioning: ROOT

Statistics: ROOT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Root Inc (ROOT)

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