Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Root ROOT Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		– Sell
-18,700
Closed -$1.35M – 2483
2025
Q4 		$1.35M Buy
+18,700
New +$1.49M ﹤0.01% 1893
2025
Q3 		– Sell
-15,154
Closed -$1.94M – 2655
2025
Q2 		$1.94M Buy
+15,154
New +$2.05M 0.01% 1700

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 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

Capital Fund Management (CFM)'s ROOT Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Root (ROOT) in Q1 2026, closing a stake of 18,700 shares — an estimated $1.35M sold.

Capital Fund Management (CFM) first reported a position in ROOT in Q2 2025 and held it in 2 quarters. The position peaked at $1.94M in Q2 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 18,700 Root shares in Q1 2026, an estimated $1.35M.
  • Capital Fund Management (CFM) first reported a position in Root in Q2 2025 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Root position peaked at $1.94M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.