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Get Institutions for : 
Root, Inc. (ROOT)  
$62.95 0.91 (1.42%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    1
Total shares held : 
6,011,352  
% of shares held : 
5.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
108,021  
% of shares held change : 
  0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.83  
Last Quarter's Ending Price : 
$10.48  
Last Quarter's Average Price
$9.92  
Change from last quarter's     
avg. price to the last closing  : 
53.03 (534.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 166,190
 2.76%
 
Increased Positions :
26
 731,380
 12.17%
 
Unchanged Positions :
23
 3,406,309
 56.66%
 
Decreased Positions :
11
-181,821
-3.02%
 
Closed Positions :
4
-607,728
-10.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ribbit Capital GP IV Ltd. 1 - 2023-09-30 1,638,196 $15,579,000 0
   SVB FINANCIAL GROUP 2 - 2023-12-31 783,012 $8,206,000 0
   Schusterman Interests LLC 4 - 2023-12-31 486,111 $5,094,000 0
   Galileo (PTC) Ltd 7 - 2023-12-31 252,669 $2,648,000 0
   Dragoneer Investment Group LLC 27 - 2023-12-31 154,320 $1,617,000 0
   Trinity Financial Advisors LLC 34 - 2024-03-31 10,108 $617,000 0
   Bullfrog Capital GP Ltd. 3 - 2023-09-30 43,107 $410,000 0
   Redpoint Management LLC 8 - 2023-12-31 21,694 $227,000 0
   HUNTINGTON NATIONAL BANK 958 - 2024-03-31 500 $31,000 0
   RHUMBLINE ADVISERS 3674 - 2024-03-31 472 $29,000 0
   FMR LLC 3627 - 2023-12-31 2,679 $28,000 0
   Capital Advisors Ltd. LLC 592 - 2024-03-31 308 $19,000 0
   PNC FINANCIAL SERVICES GROUP INC 3452 - 2024-03-31 300 $18,000 0
   SRS Capital Advisors Inc. 786 - 2023-12-31 800 $8,000 0
   DEUTSCHE BANK AG 3438 - 2023-12-31 479 $5,000 0
   Russell Investments Group Ltd. 2870 - 2024-03-31 72 $4,000 0
   GAMMA Investing LLC 2588 - 2024-03-31 43 $3,000 0
   WOLFF WIESE MAGANA LLC 502 - 2024-03-31 40 $2,000 0
   GRADIENT INVESTMENTS LLC 845 - 2024-03-31 34 $2,000 0
   a16z Perennial Management L.P. 37 - 2024-03-31 10 $1,000 0
   First Command Bank 408 - 2023-06-30 11 $0 0
   Atlantic Trust Group LLC 2969 *New 2024-03-31 0 $0 0
   First Command Financial Services Inc. 430 - 2023-06-30 11 $0 0
   PROEQUITIES INC. 10210 - 2024-03-31 0 $0 0

  24 Records found
  1    
  Page 1 of 1
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