Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Root ROOT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-97,629
Closed -$12.5M – 1694
2025
Q2 		$12.5M Sell
97,629
-1,258
-1% -$170K 0.04% 343
2025
Q1 		$13.2M Sell
98,887
-29,036
-23% -$3.33M 0.06% 266
2024
Q4 		$9.29M Buy
127,923
+79,317
+163% +$5.48M 0.04% 335
2024
Q3 		$1.84M Sell
48,606
-21,748
-31% -$1.12M 0.01% 693
2024
Q2 		$3.63M Sell
70,354
-2,074
-3% -$120K 0.02% 507
2024
Q1 		$4.42M Buy
72,428
+50,864
+236% +$1.2M 0.02% 461
2023
Q4 		$226K Buy
21,564
+4,941
+30% +$49K ﹤0.01% 1239
2023
Q3 		$158K Buy
+16,623
New +$172K ﹤0.01% 1258

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 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 $145B AUM 22.78% 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 $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Connor, Clark & Lunn Investment Management (CC&L)'s ROOT Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Root (ROOT) in Q3 2025, closing a stake of 97,629 shares — an estimated $12.5M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ROOT in Q3 2023 and held it in 8 quarters. The position peaked at $13.2M in Q1 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 97,629 Root shares in Q3 2025, an estimated $12.5M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Root in Q3 2023 and held it in 8 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Root position peaked at $13.2M in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.