Fidelity Investments
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Fidelity Investments’s Root ROOT Stock Holding History

Fidelity Investments’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
Q2 		$95.7K Buy
1,712
+454
+36% +$24.2K ﹤0.01% 3995
2026
Q1 		$55.6K Buy
1,258
+156
+14% +$9.1K ﹤0.01% 4084
2025
Q4 		$79.6K Sell
1,102
-21,894
-95% -$1.74M ﹤0.01% 3870
2025
Q3 		$2.06M Sell
22,996
-2,589
-10% -$271K ﹤0.01% 2534
2025
Q2 		$3.27M Buy
25,585
+735
+3% +$99.6K ﹤0.01% 2315
2025
Q1 		$3.32M Sell
24,850
-11,319
-31% -$1.3M ﹤0.01% 2294
2024
Q4 		$2.63M Buy
36,169
+18,129
+100% +$1.25M ﹤0.01% 2351
2024
Q3 		$682K Buy
18,040
+16,348
+966% +$844K ﹤0.01% 2741
2024
Q2 		$87.3K Sell
1,692
-803
-32% -$46.5K ﹤0.01% 3354
2024
Q1 		$152K Sell
2,495
-184
-7% -$4.33K ﹤0.01% 3120
2023
Q4 		$28.1K Hold
2,679
– – ﹤0.01% 3777
2023
Q3 		$25.5K Sell
2,679
-31
-1% -$321 ﹤0.01% 3685
2023
Q2 		$24.2K Sell
2,710
-2,112
-44% -$11.7K ﹤0.01% 3760
2023
Q1 		$21.7K Buy
4,822
+4,495
+1,375% +$22.8K ﹤0.01% 3808
2022
Q4 		$1.47K Buy
327
+138
+73% +$952 ﹤0.01% 4581
2022
Q3 		$1K Buy
189
+111
+142% +$1.74K ﹤0.01% 4731
2022
Q2 		$2K Buy
+78
New +$2.11K ﹤0.01% 4589
2022
Q1 		– Sell
-1,056
Closed -$38.1K – 5405
2021
Q4 		$59K Buy
+1,056
New +$82.6K ﹤0.01% 3196
2021
Q3 		– Hold
0
– – – 4926
2021
Q2 		– Sell
-22
Closed -$4.16K – 4777
2021
Q1 		$5K Buy
22
+21
+2,100% +$6.35K ﹤0.01% 3558
2020
Q4 		$0 Buy
+1
New +$330 ﹤0.01% 4227

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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
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

Fidelity Investments's ROOT Position: Q2 2026 in Review

Fidelity Investments increased its Root (ROOT) stake by 36% in Q2 2026, buying an estimated $24.2K and bringing the position to 1,712 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Fidelity Investments first reported a position in ROOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.32M in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Fidelity Investments held 1,712 shares of Root worth $95.7K as of Q2 2026.
  • Fidelity Investments bought 454 Root shares in Q2 2026, an estimated $24.2K.
  • Root made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3995 holding.
  • Fidelity Investments first reported a position in Root in Q4 2020 and has held it in 20 quarters since.
  • Fidelity Investments's Root position peaked at $3.32M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.