Dynamic Technology Lab’s Root ROOT Stock Holding History

Dynamic Technology Lab’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 Q1	$276K	Buy	+6,249	New	+$365K	0.04%	640
2025 Q4	–	Sell	-12,910	Closed	-$1.16M	–	1038
2025 Q3	$1.16M	Buy	12,910 +7,824	+154%	+$820K	0.2%	156
2025 Q2	$651K	Buy	5,086 +3,586	+239%	+$486K	0.09%	407
2025 Q1	$200K	Sell	1,500 -2,435	-62%	-$279K	0.03%	844
2024 Q4	$286K	Sell	3,935 -10,333	-72%	-$714K	0.05%	651
2024 Q3	$539K	Buy	+14,268	New	+$737K	0.06%	543
2023 Q1	–	Sell	-14,685	Closed	-$66K	–	1455
2022 Q4	$66K	Buy	+14,685	New	+$101K	0.01%	1018
2022 Q2	–	Sell	-3,589	Closed	-$128K	–	1479
2022 Q1	$128K	Sell	3,589 -21,088	-85%	-$760K	0.02%	989
2021 Q4	$1.38M	Buy	+24,677	New	+$1.93M	0.15%	193

Other funds holding ROOT

RMC

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

FCM

Findell Capital Management New York $341M AUM 135.6% 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

Dynamic Technology Lab's ROOT Position: Q1 2026 in Review

Dynamic Technology Lab opened a new position in Root (ROOT) in Q1 2026: 6,249 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #640 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in ROOT as recently as Q3 2025.

Dynamic Technology Lab first reported a position in ROOT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2021. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

Dynamic Technology Lab held 6,249 shares of Root worth $276K as of Q1 2026.
Root was a new Dynamic Technology Lab position in Q1 2026.
Root made up 0.04% of Dynamic Technology Lab's portfolio in Q1 2026, its #640 holding.
Dynamic Technology Lab first reported a position in Root in Q4 2021 and has held it in 9 quarters since.
Dynamic Technology Lab's Root position peaked at $1.38M in Q4 2021.
149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.