Essential Partners’s Roadzen RDZN Stock Holding History

Essential Partners’s Portfolio RDZN Stock Details RDZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17	Buy	+13	New	+$17	﹤0.01%	2822
2025 Q3	–	Sell	-10	Closed	-$10	–	2766
2025 Q2	$10	Buy	+10	New	+$10	﹤0.01%	2251

Other funds holding RDZN

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's RDZN Position: Q3 2026 in Review

Essential Partners opened a new position in Roadzen (RDZN) in Q3 2026: 13 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #2822 among its holdings. This is a return to the name: Essential Partners previously reported a position in RDZN as recently as Q2 2025.

Essential Partners first reported a position in RDZN in Q2 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold RDZN as of Q3 2026.

Essential Partners held 13 shares of Roadzen worth $17 as of Q3 2026.
Roadzen was a new Essential Partners position in Q3 2026.
Roadzen made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2822 holding.
Essential Partners first reported a position in Roadzen in Q2 2025 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Roadzen as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.