Donoghue Forlines’s Roku ROKU Stock Holding History

Donoghue Forlines’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 Q3	$3.53M	Buy	+23,183	New	+$3.49M	0.89%	29
2024 Q3	–	Sell	-3,423	Closed	-$205K	–	269
2024 Q2	$205K	Buy	+3,423	New	+$201K	0.06%	217
2021 Q1	–	Sell	-4,411	Closed	-$1.46M	–	288
2020 Q4	$1.46M	Sell	4,411 -4,138	-48%	-$1.09M	0.28%	88
2020 Q3	$1.61M	Buy	+8,549	New	+$1.35M	0.44%	31
2019 Q4	–	Sell	-16,442	Closed	-$1.67M	–	195
2019 Q3	$1.67M	Buy	+16,442	New	+$2.01M	0.24%	116

Other funds holding ROKU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Donoghue Forlines's ROKU Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Roku (ROKU) in Q3 2026: 23,183 shares worth $3.53M. The stake represents 0.89% of the portfolio and ranks #29 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in ROKU as recently as Q2 2024.

Donoghue Forlines first reported a position in ROKU in Q3 2019 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Donoghue Forlines held 23,183 shares of Roku worth $3.53M as of Q3 2026.
Roku was a new Donoghue Forlines position in Q3 2026.
Roku made up 0.89% of Donoghue Forlines's portfolio in Q3 2026, its #29 holding.
Donoghue Forlines first reported a position in Roku in Q3 2019 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.