Root Inc (ROOT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Root Inc (ROOT) following the 2026 Q2 hedge fund 13F filings?

As of today, ROOT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ROOT gained -8.0% vs +8.5% 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 153 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 — 74% of 3.0Y peak

74% of all-time peak

153 funds currently hold this stock — 74% 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 — 15% fewer funds vs a year ago

fund count last 6Q

26 fewer hedge funds hold ROOT compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 47% buying

85 buying97 selling

Last quarter: 97 funds reduced or exited vs 85 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 (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 57 → 34 → 35 → 29. 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+) ■ 33% medium ■ 27% new

61 out of 153 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 → 57 → 34 → 35 → 29 new funds/Q

New funds entering each quarter: 57 → 34 → 35 → 29. 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 — 50% veterans vs 37% newcomers

■ 50% veterans ■ 13% 1-2yr ■ 37% new

Entry-cohort mix of 160 holders: 80 (50%) are 2+ year veterans, 21 entered 1–2 years ago, and 59 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

39 of 150 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ROOT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

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 Q2)

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:

2026 Q2 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.

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	Findell Capital Management LLC	3.62%	460,000	$25.7M
2	Ribbit Management Company, LLC	3.36%	1,232,607	$68.9M
3	Galileo (PTC) Ltd	1.28%	252,669	$14.1M
4	Tairen Capital Ltd	0.79%	160,798	$9.0M
5	Trinity Financial Advisors LLC	0.46%	31,984	$1.8M
6	Quinn Opportunity Partners LLC	0.44%	171,176	$9.6M
7	Dragoneer Investment Group, LLC	0.30%	154,320	$8.6M
8	Jump Financial, LLC	0.19%	105,728	$14.1M
9	Diametric Capital, LP	0.16%	26,994	$1.5M
10	Boothbay Fund Management, LLC	0.15%	203,234	$11.4M
11	BloombergSen Inc.	0.11%	25,566	$1.4M
12	Kerrisdale Advisers, LLC	0.09%	6,650	$372K
13	Dynamic Technology Lab Private Ltd	0.09%	7,096	$397K
14	Requisite Capital Management, LLC	0.06%	6,844	$383K
15	Gmt Capital Corp	0.06%	20,900	$1.2M
16	Fox Run Management, L.L.C.	0.04%	4,757	$266K
17	Frazier Financial Advisors, LLC	0.04%	1,517	$85K
18	RBF Capital, LLC	0.03%	14,600	$816K
19	Prelude Capital Management, LLC	0.03%	7,031	$393K
20	Voleon Capital Management LP	0.02%	22,345	$1.2M
21	Renaissance Technologies LLC	0.02%	245,281	$13.7M
22	Persistent Asset Partners Ltd	0.02%	924	$52K
23	HB Wealth Management, LLC	0.01%	47,396	$2.7M
24	Signature Equity Partners, LLC	0.01%	500	$28K
25	Entropy Technologies, LP	0.01%	4,800	$268K

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: 97 funds reduced or exited vs 85 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?

Elite ownership — 45% AUM from top-100 funds: 39 of 150 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ROOT. 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 ROOT?

40% of holders stayed for 2+ years: 61 out of 153 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 Q2 hedge fund 13F filings?

As of today, ROOT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ROOT has gained -8.0% vs +8.5% 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 — 74% of 3.0Y peak

Outflows — 15% fewer funds vs a year ago

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-6 vs last Q)

40% of holders stayed for 2+ years

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

Peak discovery — momentum slowing

Veteran-anchored — 50% veterans vs 37% newcomers

Elite ownership — 45% AUM from top-100 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 Q2)

Frequently Asked Questions — Root Inc (ROOT)

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