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Empirical Capital Management’s Roku ROKU Stock Holding History

Empirical 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
Q2 		$13.5M Buy
+97,700
New +$11.9M 3.69% 11
2022
Q3 		$2.26M Buy
+40,000
New +$3.04M 2.32% 14
2019
Q1 		– Sell
-150,000
Closed -$434K – 23
2018
Q4 		$434K Buy
+150,000
New +$7.07M 0.59% 17
2018
Q3 		– Sell
-310,000
Closed -$3.5M – 19
2018
Q2 		$3.5M Buy
+310,000
New +$11.3M 3.29% 12

Other funds holding ROKU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return

Empirical Capital Management's ROKU Position: Q2 2026 in Review

Empirical Capital Management held its Roku (ROKU) position steady in Q2 2026 at 345,661 shares worth $47.8M. The position accounts for 13.05% of the portfolio, ranked #1.

Empirical Capital Management first reported a position in ROKU in Q2 2018 and has held it in 28 quarters since. 207 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Empirical Capital Management held 345,661 shares of Roku worth $47.8M as of Q2 2026.
  • Empirical Capital Management left its Roku share count unchanged in Q2 2026.
  • Roku made up 13.05% of Empirical Capital Management's portfolio in Q2 2026, its #1 holding.
  • Empirical Capital Management first reported a position in Roku in Q2 2018 and has held it in 28 quarters since.
  • 207 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Empirical Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.