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Bayforest Capital’s Root ROOT Stock Holding History

Bayforest Capital’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
2025
Q4 		– Sell
-3,513
Closed -$314K – 928
2025
Q3 		$314K Sell
3,513
-824
-19% -$86.4K 0.15% 276
2025
Q2 		$555K Buy
4,337
+1,630
+60% +$221K 0.24% 148
2025
Q1 		$361K Buy
+2,707
New +$310K 0.16% 252

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Bayforest Capital's ROOT Position: Q4 2025 in Review

Bayforest Capital sold out of Root (ROOT) in Q4 2025, closing a stake of 3,513 shares — an estimated $314K sold.

Bayforest Capital first reported a position in ROOT in Q1 2025 and held it in 3 quarters. The position peaked at $555K in Q2 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • Bayforest Capital reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • Bayforest Capital sold 3,513 Root shares in Q4 2025, an estimated $314K.
  • Bayforest Capital first reported a position in Root in Q1 2025 and held it in 3 quarters.
  • Bayforest Capital's Root position peaked at $555K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on Bayforest Capital's 13F filing for Q4 2025, filed 27 Jan 2026.