Capstone Investment Advisors
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Capstone Investment Advisors’s Root ROOT Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-4,363
Closed -$558K – 2040
2025
Q2 		$558K Buy
+4,363
New +$591K ﹤0.01% 1090
2021
Q4 		– Sell
-1,110
Closed -$105K – 2064
2021
Q3 		$105K Buy
+1,110
New +$138K ﹤0.01% 1777

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capstone Investment Advisors's ROOT Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Root (ROOT) in Q3 2025, closing a stake of 4,363 shares — an estimated $558K sold.

Capstone Investment Advisors first reported a position in ROOT in Q3 2021 and held it in 2 quarters. The position peaked at $558K in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,363 Root shares in Q3 2025, an estimated $558K.
  • Capstone Investment Advisors first reported a position in Root in Q3 2021 and held it in 2 quarters.
  • Capstone Investment Advisors's Root position peaked at $558K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.