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Algert Global’s Root ROOT Stock Holding History

Algert Global’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$351K Sell
7,950
-520
-6% -$30.3K 0.01% 1006
2025
Q4 		$612K Buy
8,470
+4,010
+90% +$319K 0.01% 921
2025
Q3 		$399K Buy
4,460
+680
+18% +$71.3K 0.01% 951
2025
Q2 		$484K Sell
3,780
-2,550
-40% -$345K 0.01% 937
2025
Q1 		$845K Sell
6,330
-21,590
-77% -$2.47M 0.02% 805
2024
Q4 		$2.03M Buy
27,920
+20,837
+294% +$1.44M 0.05% 605
2024
Q3 		$268K Buy
7,083
+1,500
+27% +$77.5K 0.01% 1022
2024
Q2 		$288K Buy
+5,583
New +$323K 0.01% 1136
2021
Q4 		– Sell
-858
Closed -$81K – 1095
2021
Q3 		$81K Sell
858
-2,759
-76% -$342K 0.01% 979
2021
Q2 		$704K Buy
+3,617
New +$684K 0.24% 139

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Algert Global's ROOT Position: Q1 2026 in Review

Algert Global reduced its Root (ROOT) stake by 6.1% in Q1 2026, selling an estimated $30.3K and leaving 7,950 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1006.

Algert Global first reported a position in ROOT in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.03M in Q4 2024. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Algert Global held 7,950 shares of Root worth $351K as of Q1 2026.
  • Algert Global sold 520 Root shares in Q1 2026, an estimated $30.3K.
  • Root made up 0.01% of Algert Global's portfolio in Q1 2026, its #1006 holding.
  • Algert Global first reported a position in Root in Q2 2021 and has held it in 10 quarters since.
  • Algert Global's Root position peaked at $2.03M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.