Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13M Buy
25,566
+7,993
+45% +$466K 0.09% 29
2025
Q4
$1.27M Buy
+17,573
New +$1.4M 0.09% 24

Other funds holding ROOT

BloombergSen's ROOT Position: Q1 2026 in Review

BloombergSen increased its Root (ROOT) stake by 45% in Q1 2026, buying an estimated $466K and bringing the position to 25,566 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #29.

BloombergSen first reported a position in ROOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • BloombergSen held 25,566 shares of Root worth $1.13M as of Q1 2026.
  • BloombergSen bought 7,993 Root shares in Q1 2026, an estimated $466K.
  • Root made up 0.09% of BloombergSen's portfolio in Q1 2026, its #29 holding.
  • BloombergSen first reported a position in Root in Q4 2025 and has held it in 2 quarters since.
  • BloombergSen's Root position peaked at $1.27M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on BloombergSen's 13F filing for Q1 2026, filed 8 May 2026.