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3Chopt Investment Partners’s Roku ROKU Stock Holding History

3Chopt Investment Partners’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485K Sell
3,509
-271
-7% -$33.1K 0.09% 160
2026
Q1 		$358K Buy
3,780
+181
+5% +$17.6K 0.08% 164
2025
Q4 		$390K Buy
3,599
+848
+31% +$86.1K 0.09% 163
2025
Q3 		$275K Buy
+2,751
New +$254K 0.06% 185

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

3Chopt Investment Partners's ROKU Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Roku (ROKU) stake by 7.2% in Q2 2026, selling an estimated $33.1K and leaving 3,509 shares worth $485K. The position accounts for 0.09% of the portfolio, ranked #160.

3Chopt Investment Partners first reported a position in ROKU in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • 3Chopt Investment Partners held 3,509 shares of Roku worth $485K as of Q2 2026.
  • 3Chopt Investment Partners sold 271 Roku shares in Q2 2026, an estimated $33.1K.
  • Roku made up 0.09% of 3Chopt Investment Partners's portfolio in Q2 2026, its #160 holding.
  • 3Chopt Investment Partners first reported a position in Roku in Q3 2025 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.