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David Shaw’s Root ROOT Stock Holding History

David Shaw’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
2026
Q2 		$336K Buy
+6,000
New +$320K ﹤0.01% 4363
2026
Q1 		– Sell
-12,700
Closed -$917K – 4984
2025
Q4 		$917K Sell
12,700
-4,900
-28% -$390K ﹤0.01% 3602
2025
Q3 		$1.58M Sell
17,600
-10,900
-38% -$1.14M ﹤0.01% 3151
2025
Q2 		$3.65M Buy
28,500
+11,900
+72% +$1.61M ﹤0.01% 2267
2025
Q1 		$2.22M Sell
16,600
-24,800
-60% -$2.84M ﹤0.01% 2530
2024
Q4 		$3.01M Buy
41,400
+6,200
+18% +$428K ﹤0.01% 2395
2024
Q3 		$1.33M Buy
35,200
+5,100
+17% +$263K ﹤0.01% 3053
2024
Q2 		$1.55M Buy
30,100
+20,100
+201% +$1.16M ﹤0.01% 2881
2024
Q1 		$611K Buy
+10,000
New +$235K ﹤0.01% 3388
2022
Q3 		– Sell
-2,778
Closed -$60K – 5479
2022
Q2 		$60K Hold
2,778
– – ﹤0.01% 4810
2022
Q1 		$99K Hold
2,778
– – ﹤0.01% 4998
2021
Q4 		$155K Buy
+2,778
New +$217K ﹤0.01% 4956

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

David Shaw's ROOT Position: Q4 2025 in Review

David Shaw sold out of Root (ROOT) in Q4 2025, closing a stake of 9,484 shares — an estimated $756K sold.

David Shaw first reported a position in ROOT in Q2 2021 and held it in 16 quarters. The position peaked at $26.9M in Q1 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • David Shaw reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • David Shaw sold 9,484 Root shares in Q4 2025, an estimated $756K.
  • David Shaw first reported a position in Root in Q2 2021 and held it in 16 quarters.
  • David Shaw's Root position peaked at $26.9M in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on D.E. Shaw & Co's 13F filing for Q4 2025, filed 17 Feb 2026.