CMF
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Counterpoint Mutual Funds’s Root ROOT Stock Holding History

Counterpoint Mutual Funds’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
Q1 		– Sell
-5,485
Closed -$398K – 392
2024
Q4 		$398K Buy
+5,485
New +$379K 0.05% 155

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Counterpoint Mutual Funds's ROOT Position: Q1 2025 in Review

Counterpoint Mutual Funds sold out of Root (ROOT) in Q1 2025, closing a stake of 5,485 shares — an estimated $398K sold.

Counterpoint Mutual Funds first reported a position in ROOT in Q4 2024 and held it in 1 quarter. The position peaked at $398K in Q4 2024. 177 funds tracked by Wall St. Rank hold ROOT as of Q1 2025.

  • Counterpoint Mutual Funds reported no remaining Root position as of Q1 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,485 Root shares in Q1 2025, an estimated $398K.
  • Counterpoint Mutual Funds first reported a position in Root in Q4 2024 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Root position peaked at $398K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Root as of Q1 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2025, filed 12 Feb 2026.