Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Root Inc (ROOT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — ROOT

Based on 160 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ROOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
160 funds currently hold this stock — 77% of the 3.0-year high of 207 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
47 fewer hedge funds hold ROOT compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

99 buying73 selling
Last quarter: 99 funds bought or added vs 73 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new ROOT position: 34 → 35 → 29 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 31% medium ■ 26% new
68 out of 160 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.
➡️

Steady discovery — ~40 new funds/quarter

57 → 34 → 35 → 29 → 40 new funds/Q
New funds entering each quarter: 34 → 35 → 29 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

■ 54% veterans ■ 18% 1-2yr ■ 28% new
Entry-cohort mix of 172 holders: 93 (54%) are 2+ year veterans, 31 entered 1–2 years ago, and 48 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
42 of 158 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — ROOT

In 2026 Q2, 99 hedge funds were net buyers of ROOT (40 opened a new position, 59 added to an existing one), while 73 reduced or exited (40 trimmed, 33 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 37% of total institutional value in ROOT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 160.

Hedge Fund Ownership: ROOT

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

Market Analysis: ROOT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROOT

-- --

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

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

Signal Freshness measures how much ROOT has moved relative to its sector benchmark (XLF) since the 2026 Q3 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 September 30, 2026 · 45d ago
ROOT
-4.9%
XLF
+9.9%

ROOT outperformed XLF by -14.8% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
ROOT
+0.0%
XLF
+0.0%

Since the filing became public, ROOT outperformed XLF by +0.0% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: ROOT
2026 Q3 Stats Unlock in 5 days 156 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 156 153 1.96%
13F Shares 10M 10M -2.4%
Total Value $498M $398M 25.11%
New Positions 39 29 +10
Increased Positions 56 52 +4
Closed Positions 34 52 -18
Reduced Positions 36 43 -7
Total Calls 8 5 60.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.62 0.8 Bullish

Statistics: ROOT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q3)

156 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ROOT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tairen Capital Ltd 1.78% 160,798 $7.4M
2 Quinn Opportunity Partners LLC 0.47% 190,176 $8.8M
3 Trinity Financial Advisors LLC 0.38% 31,984 $1.5M
4 Requisite Capital Management, LLC 0.05% 6,844 $316K
5 Frazier Financial Advisors, LLC 0.03% 1,492 $69K
6 RBF Capital, LLC 0.03% 14,600 $673K
7 Axq Capital, LP 0.03% 4,426 $204K
8 All Options USA, LLC 0.02% 3,400 $157K
9 State of Wyoming 0.02% 6,278 $289K
10 Jump Financial, LLC 0.02% 47,337 $2.2M
11 Renaissance Technologies LLC 0.02% 247,781 $11.4M
12 All Options USA, LLC 0.01% 1,800 $83K
13 HB Wealth Management, LLC 0.01% 47,536 $2.2M
14 Entropy Technologies, LP 0.01% 7,286 $336K
15 FORA Capital, LLC 0.01% 5,177 $239K
16 All Options USA, LLC 0.01% 959 $44K
17 Y-Intercept (Hong Kong) Ltd 0.01% 5,057 $233K
18 Quadrature Capital Ltd 0.00% 12,585 $580K
19 California State Teachers Retirement System 0.00% 69,702 $3.9M
20 SBI Securities Co., Ltd. 0.00% 2,950 $136K
21 American Century Companies Inc 0.00% 117,143 $5.4M
22 Squarepoint Ops LLC 0.00% 42,034 $1.9M
23 First Trust Advisors LP 0.00% 59,410 $2.7M
24 Summit Securities Group LLC 0.00% 346 $16K
25 Ameritas Investment Partners, Inc. 0.00% 1,169 $54K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ROOT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROOT?

Slight buying edge — 58% buying: Last quarter: 99 funds bought or added vs 73 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 ROOT holders?

Strong quality — 37% AUM from major funds: 42 of 158 holders rank in the top 100 by AUM, accounting for 37% 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?

42% of holders stayed for 2+ years: 68 out of 160 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 Q3 hedge fund 13F filings?

As of today, ROOT has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ROOT has gained -4.9% vs +9.9% 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.

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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