Franklin Resources
ROOT icon

Franklin Resources’s Root ROOT Stock Holding History

Franklin Resources’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
2025
Q4 		– Sell
-3,853
Closed -$345K – 3252
2025
Q3 		$345K Sell
3,853
-207,680
-98% -$21.8M ﹤0.01% 2603
2025
Q2 		$27.1M Buy
211,533
+79,330
+60% +$10.7M 0.01% 832
2025
Q1 		$17.6M Buy
+132,203
New +$15.1M 0.01% 936
2024
Q4 		– Sell
-6,589
Closed -$278K – 3008
2024
Q3 		$278K Buy
+6,589
New +$340K ﹤0.01% 2516
2021
Q1 		– Sell
-23,197
Closed -$6.56M – 2020
2020
Q4 		$6.56M Buy
+23,197
New +$7.66M ﹤0.01% 1037

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Franklin Resources's ROOT Position: Q4 2025 in Review

Franklin Resources sold out of Root (ROOT) in Q4 2025, closing a stake of 3,853 shares — an estimated $345K sold.

Franklin Resources first reported a position in ROOT in Q4 2020 and held it in 5 quarters. The position peaked at $27.1M in Q2 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • Franklin Resources reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • Franklin Resources sold 3,853 Root shares in Q4 2025, an estimated $345K.
  • Franklin Resources first reported a position in Root in Q4 2020 and held it in 5 quarters.
  • Franklin Resources's Root position peaked at $27.1M in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.