AIM
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ARK Investment Management’s Roku ROKU Stock Holding History

ARK Investment Management’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
2022
Q4 		– Sell
-1,200
Closed -$68K – 242
2022
Q3 		$68K Hold
1,200
– – ﹤0.01% 240
2022
Q2 		$114K Hold
1,200
– – ﹤0.01% 325
2022
Q1 		$150K Buy
1,200
+500
+71% +$73.4K ﹤0.01% 341
2021
Q4 		$160K Buy
+700
New +$189K ﹤0.01% 353

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ARK Investment Management's ROKU Position: Q1 2026 in Review

ARK Investment Management reduced its Roku (ROKU) stake by 35% in Q1 2026, selling an estimated $201M and leaving 3,820,405 shares worth $361M. The position accounts for 2.81% of the portfolio, ranked #11.

ARK Investment Management first reported a position in ROKU in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.18B in Q2 2021. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • ARK Investment Management held 3,820,405 shares of Roku worth $361M as of Q1 2026.
  • ARK Investment Management sold 2,061,333 Roku shares in Q1 2026, an estimated $201M.
  • Roku made up 2.81% of ARK Investment Management's portfolio in Q1 2026, its #11 holding.
  • ARK Investment Management first reported a position in Roku in Q2 2019 and has held it in 28 quarters since.
  • ARK Investment Management's Roku position peaked at $2.18B in Q2 2021.
  • 692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on ARK Investment Management's 13F filing for Q1 2026, filed 12 May 2026.