Baillie Gifford & Co
ROKU icon

Baillie Gifford & Co’s Roku ROKU Stock Holding History

Baillie Gifford & Co’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
2025
Q2 		– Sell
-2,489,007
Closed -$175M – 280
2025
Q1 		$175M Sell
2,489,007
-147,607
-6% -$11.8M 0.15% 103
2024
Q4 		$196M Sell
2,636,614
-261,867
-9% -$19.8M 0.15% 101
2024
Q3 		$216M Sell
2,898,481
-106,885
-4% -$6.85M 0.16% 95
2024
Q2 		$180M Sell
3,005,366
-63,448
-2% -$3.72M 0.14% 98
2024
Q1 		$200M Sell
3,068,814
-6,017
-0.2% -$468K 0.16% 99
2023
Q4 		$282M Sell
3,074,831
-124,821
-4% -$10.4M 0.22% 86
2023
Q3 		$226M Sell
3,199,652
-124,176
-4% -$9.62M 0.21% 85
2023
Q2 		$213M Sell
3,323,828
-75,798
-2% -$4.6M 0.18% 95
2023
Q1 		$224M Sell
3,399,626
-5,874
-0.2% -$344K 0.2% 90
2022
Q4 		$139M Sell
3,405,500
-2,109
-0.1% -$110K 0.14% 103
2022
Q3 		$192M Sell
3,407,609
-34,617
-1% -$2.63M 0.2% 89
2022
Q2 		$283M Sell
3,442,226
-115,572
-3% -$11.2M 0.29% 78
2022
Q1 		$446M Sell
3,557,798
-86,607
-2% -$12.7M 0.31% 74
2021
Q4 		$832M Sell
3,644,405
-9,044
-0.2% -$2.44M 0.46% 61
2021
Q3 		$1.14B Sell
3,653,449
-147,547
-4% -$55.6M 0.6% 44
2021
Q2 		$1.75B Buy
3,800,996
+191,988
+5% +$67.9M 0.85% 28
2021
Q1 		$1.18B Buy
3,609,008
+476,242
+15% +$187M 0.66% 39
2020
Q4 		$1.04B Buy
3,132,766
+649,128
+26% +$170M 0.58% 40
2020
Q3 		$469M Buy
2,483,638
+55,456
+2% +$8.77M 0.32% 60
2020
Q2 		$283M Buy
2,428,182
+91,532
+4% +$10.5M 0.22% 76
2020
Q1 		$204M Sell
2,336,650
-30,428
-1% -$3.5M 0.22% 78
2019
Q4 		$317M Buy
2,367,078
+139,135
+6% +$19.1M 0.31% 74
2019
Q3 		$227M Sell
2,227,943
-49,020
-2% -$6M 0.26% 82
2019
Q2 		$206M Buy
2,276,963
+448,539
+25% +$36M 0.22% 87
2019
Q1 		$118M Buy
+1,828,424
New +$97.8M 0.13% 94

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Baillie Gifford & Co's ROKU Position: Q2 2025 in Review

Baillie Gifford & Co sold out of Roku (ROKU) in Q2 2025, closing a stake of 2,489,007 shares — an estimated $175M sold.

Baillie Gifford & Co first reported a position in ROKU in Q1 2019 and held it in 25 quarters. The position peaked at $1.75B in Q2 2021. 568 funds tracked by Wall St. Rank hold ROKU as of Q2 2025.

  • Baillie Gifford & Co reported no remaining Roku position as of Q2 2025 after selling out during the quarter.
  • Baillie Gifford & Co sold 2,489,007 Roku shares in Q2 2025, an estimated $175M.
  • Baillie Gifford & Co first reported a position in Roku in Q1 2019 and held it in 25 quarters.
  • Baillie Gifford & Co's Roku position peaked at $1.75B in Q2 2021.
  • 568 funds tracked by Wall St. Rank held Roku as of Q2 2025.

Based on Baillie Gifford & Co's 13F filing for Q2 2025, filed 6 Aug 2025.