Firsthand Capital Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.62M | Sell |
70,000
-5,000
| -7% | -$487K | 14.13% | 1 |
|
|
2025
Q4 | $8.14M | Hold |
75,000
| – | – | 15.11% | 1 |
|
|
2025
Q3 | $7.51M | Hold |
75,000
| – | – | 12.61% | 1 |
|
|
2025
Q2 | $6.59M | Hold |
75,000
| – | – | 11.86% | 3 |
|
|
2025
Q1 | $5.28M | Hold |
75,000
| – | – | 12.8% | 2 |
|
|
2024
Q4 | $5.58M | Hold |
75,000
| – | – | 11.6% | 2 |
|
|
2024
Q3 | $5.6M | Buy |
75,000
+74,650
| +21,329% | +$4.78M | 11.05% | 1 |
|
|
2024
Q2 | $13.6K | Sell |
350
-74,650
| -100% | -$4.38M | 0.03% | 43 |
|
|
2024
Q1 | $4.89M | Sell |
75,000
-115,000
| -61% | -$8.95M | 7.96% | 2 |
|
|
2023
Q4 | $7.33M | Buy |
190,000
+90,000
| +90% | +$7.53M | 10.17% | 2 |
|
|
2023
Q3 | $7.06M | Sell |
100,000
-90,000
| -47% | -$6.97M | 10.18% | 2 |
|
|
2023
Q2 | $12.2M | Sell |
190,000
-20,000
| -10% | -$1.21M | 14.59% | 1 |
|
|
2023
Q1 | $13.8M | Sell |
210,000
-31,000
| -13% | -$1.81M | 15.01% | 1 |
|
|
2022
Q4 | $9.81M | Hold |
241,000
| – | – | 11.45% | 2 |
|
|
2022
Q3 | $13.6M | Buy |
241,000
+1,000
| +0.4% | +$76.1K | 12.38% | 2 |
|
|
2022
Q2 | $19.7M | Hold |
240,000
| – | – | 17.03% | 1 |
|
|
2022
Q1 | $30.1M | Hold |
240,000
| – | – | 15.63% | 1 |
|
|
2021
Q4 | $54.8M | Hold |
240,000
| – | – | 20.85% | 1 |
|
|
2021
Q3 | $75.2M | Hold |
240,000
| – | – | 22.45% | 1 |
|
|
2021
Q2 | $110M | Hold |
240,000
| – | – | 27.63% | 1 |
|
|
2021
Q1 | $78.2M | Hold |
240,000
| – | – | 21.9% | 1 |
|
|
2020
Q4 | $79.7M | Hold |
240,000
| – | – | 21.66% | 1 |
|
|
2020
Q3 | $45.3M | Hold |
240,000
| – | – | 18% | 1 |
|
|
2020
Q2 | $28M | Hold |
240,000
| – | – | 12.79% | 1 |
|
|
2020
Q1 | $21M | Hold |
240,000
| – | – | 16.65% | 1 |
|
|
2019
Q4 | $32.1M | Hold |
240,000
| – | – | 12.52% | 1 |
|
|
2019
Q3 | $24.4M | Sell |
240,000
-20,000
| -8% | -$2.45M | 9.86% | 1 |
|
|
2019
Q2 | $23.6M | Hold |
260,000
| – | – | 9.07% | 1 |
|
|
2019
Q1 | $16.8M | Sell |
260,000
-95,000
| -27% | -$5.08M | 6.25% | 4 |
|
|
2018
Q4 | $10.9M | Sell |
355,000
-135,000
| -28% | -$6.36M | 6.86% | 3 |
|
|
2018
Q3 | $35.8M | Hold |
490,000
| – | – | 16.87% | 1 |
|
|
2018
Q2 | $20.9M | Buy |
490,000
+40,000
| +9% | +$1.46M | 9.79% | 2 |
|
|
2018
Q1 | $14M | Buy |
450,000
+200,000
| +80% | +$8.23M | 7.83% | 3 |
|
|
2017
Q4 | $12.9M | Hold |
250,000
| – | – | 9.53% | 3 |
|
|
2017
Q3 | $6.63M | Buy |
+250,000
| New | +$6.25M | 5.89% | 5 |
|
Other funds holding ROKU
VPM
VCM
AIM
Firsthand Capital Management's ROKU Position: Q1 2026 in Review
Firsthand Capital Management reduced its Roku (ROKU) stake by 6.7% in Q1 2026, selling an estimated $487K and leaving 70,000 shares worth $6.62M. The position accounts for 14.13% of the portfolio, ranked #1.
Firsthand Capital Management first reported a position in ROKU in Q3 2017 and has held it in 35 quarters since. The position peaked at $110M in Q2 2021. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.
- Firsthand Capital Management held 70,000 shares of Roku worth $6.62M as of Q1 2026.
- Firsthand Capital Management sold 5,000 Roku shares in Q1 2026, an estimated $487K.
- Roku made up 14.13% of Firsthand Capital Management's portfolio in Q1 2026, its #1 holding.
- Firsthand Capital Management first reported a position in Roku in Q3 2017 and has held it in 35 quarters since.
- Firsthand Capital Management's Roku position peaked at $110M in Q2 2021.
- 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.
Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.