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
2021 Q4	–	Sell	-8,611	Closed	-$817K	–	5671
2021 Q3	$817K	Hold	8,611	–	–	﹤0.01%	3762
2021 Q2	$1.68M	Buy	+8,611	New	+$1.63M	﹤0.01%	3110

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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.