D.A. Davidson & Co’s Root ROOT Stock Holding History

D.A. Davidson & Co’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 Q4	–	Sell	-2,620	Closed	-$235K	–	1596
2025 Q3	$235K	Buy	+2,620	New	+$275K	﹤0.01%	1390

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

D.A. Davidson & Co's ROOT Position: Q4 2025 in Review

D.A. Davidson & Co sold out of Root (ROOT) in Q4 2025, closing a stake of 2,620 shares — an estimated $235K sold.

D.A. Davidson & Co first reported a position in ROOT in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

D.A. Davidson & Co reported no remaining Root position as of Q4 2025 after selling out during the quarter.
D.A. Davidson & Co sold 2,620 Root shares in Q4 2025, an estimated $235K.
D.A. Davidson & Co first reported a position in Root in Q3 2025 and held it in 1 quarter.
D.A. Davidson & Co's Root position peaked at $235K in Q3 2025.
170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on D.A. Davidson & Co's 13F filing for Q4 2025, filed 29 Jan 2026.