Capital Research Global Investors
ROOT icon

Capital Research Global Investors’s Root ROOT Stock Holding History

Capital Research Global Investors’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 		$21.1M Sell
477,124
-177,128
-27% -$10.3M ﹤0.01% 411
2025
Q4 		$47.3M Buy
654,252
+157,654
+32% +$12.6M 0.01% 351
2025
Q3 		$44.5M Hold
496,598
– – 0.01% 358
2025
Q2 		$63.5M Buy
496,598
+127,684
+35% +$17.3M 0.01% 327
2025
Q1 		$49.2M Buy
+368,914
New +$42.3M 0.01% 359

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $139M AUM

Capital Research Global Investors's ROOT Position: Q1 2026 in Review

Capital Research Global Investors reduced its Root (ROOT) stake by 27% in Q1 2026, selling an estimated $10.3M and leaving 477,124 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Capital Research Global Investors first reported a position in ROOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $63.5M in Q2 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Capital Research Global Investors held 477,124 shares of Root worth $21.1M as of Q1 2026.
  • Capital Research Global Investors sold 177,128 Root shares in Q1 2026, an estimated $10.3M.
  • Root made up ﹤0.01% of Capital Research Global Investors's portfolio in Q1 2026, its #411 holding.
  • Capital Research Global Investors first reported a position in Root in Q1 2025 and has held it in 5 quarters since.
  • Capital Research Global Investors's Root position peaked at $63.5M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.