Dark Forest Capital Management’s Roku ROKU Stock Holding History

Dark Forest Capital 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 Q1	$9.89M	Buy	104,558 +49,956	+91%	+$4.87M	0.88%	4
2025 Q4	$5.92M	Sell	54,602 -23,468	-30%	-$2.38M	0.27%	65
2025 Q3	$7.82M	Buy	78,070 +37,871	+94%	+$3.49M	0.29%	44
2025 Q2	$3.53M	Sell	40,199 -33,224	-45%	-$2.32M	0.14%	202
2025 Q1	$5.17M	Buy	73,423 +70,107	+2,114%	+$5.61M	0.24%	66
2024 Q4	$247K	Sell	3,316 -375	-10%	-$28.4K	0.04%	745
2024 Q3	$276K	Buy	+3,691	New	+$237K	0.04%	678
2021 Q4	–	Sell	-535	Closed	-$168K	–	1723
2021 Q3	$168K	Buy	+535	New	+$202K	0.06%	271

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dark Forest Capital Management's ROKU Position: Q1 2026 in Review

Dark Forest Capital Management increased its Roku (ROKU) stake by 91% in Q1 2026, buying an estimated $4.87M and bringing the position to 104,558 shares worth $9.89M. The position accounts for 0.88% of the portfolio, ranked #4.

Dark Forest Capital Management first reported a position in ROKU in Q3 2021 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Dark Forest Capital Management held 104,558 shares of Roku worth $9.89M as of Q1 2026.
Dark Forest Capital Management bought 49,956 Roku shares in Q1 2026, an estimated $4.87M.
Roku made up 0.88% of Dark Forest Capital Management's portfolio in Q1 2026, its #4 holding.
Dark Forest Capital Management first reported a position in Roku in Q3 2021 and has held it in 8 quarters since.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.