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Contravisory Investment Management’s Roku ROKU Stock Holding History

Contravisory Investment Management’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
+8,569
New +$1.05M 0.21% 86
2025
Q1 		– Sell
-45
Closed -$3.35K – 439
2024
Q4 		$3.35K Hold
45
– – ﹤0.01% 348
2024
Q3 		$3.36K Hold
45
– – ﹤0.01% 325
2024
Q2 		$2.7K Hold
45
– – ﹤0.01% 333
2024
Q1 		$2.93K Sell
45
-5
-10% -$389 ﹤0.01% 330
2023
Q4 		$4.58K Hold
50
– – ﹤0.01% 333
2023
Q3 		$3.53K Hold
50
– – ﹤0.01% 291
2023
Q2 		$3.2K Sell
50
-50
-50% -$3.04K ﹤0.01% 284
2023
Q1 		$6.58K Buy
+100
New +$5.85K ﹤0.01% 298

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Contravisory Investment Management's ROKU Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Roku (ROKU) in Q2 2026: 8,569 shares worth $1.18M. The stake represents 0.21% of the portfolio and ranks #86 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in ROKU as recently as Q4 2024.

Contravisory Investment Management first reported a position in ROKU in Q1 2023 and has held it in 9 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Contravisory Investment Management held 8,569 shares of Roku worth $1.18M as of Q2 2026.
  • Roku was a new Contravisory Investment Management position in Q2 2026.
  • Roku made up 0.21% of Contravisory Investment Management's portfolio in Q2 2026, its #86 holding.
  • Contravisory Investment Management first reported a position in Roku in Q1 2023 and has held it in 9 quarters since.
  • 785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.