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Apella Capital’s Roku ROKU Stock Holding History

Apella Capital’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 		$940K Buy
+6,659
New +$812K 0.01% 379

Other funds holding ROKU

ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Apella Capital's ROKU Position: Q2 2026 in Review

Apella Capital opened a new position in Roku (ROKU) in Q2 2026: 6,659 shares worth $940K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

103 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Apella Capital held 6,659 shares of Roku worth $940K as of Q2 2026.
  • Roku was a new Apella Capital position in Q2 2026.
  • Roku made up 0.01% of Apella Capital's portfolio in Q2 2026, its #379 holding.
  • 103 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.