Goldman Sachs
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Goldman Sachs’s Roku ROKU Stock Holding History

Goldman Sachs’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
Q1 		$45.7M Sell
482,600
-98,700
-17% -$9.61M 0.01% 1649
2025
Q4 		$63.1M Buy
581,300
+38,200
+7% +$3.88M 0.01% 1313
2025
Q3 		$54.4M Buy
543,100
+324,800
+149% +$30M 0.01% 1354
2025
Q2 		$19.2M Buy
218,300
+76,900
+54% +$5.37M ﹤0.01% 2170
2025
Q1 		$9.96M Sell
141,400
-36,800
-21% -$2.94M ﹤0.01% 2697
2024
Q4 		$13.2M Buy
178,200
+13,700
+8% +$1.04M ﹤0.01% 2530
2024
Q3 		$12.3M Sell
164,500
-7,500
-4% -$481K ﹤0.01% 2516
2024
Q2 		$10.3M Sell
172,000
-7,700
-4% -$451K ﹤0.01% 2473
2024
Q1 		$11.7M Buy
179,700
+61,500
+52% +$4.78M ﹤0.01% 2335
2023
Q4 		$10.8M Buy
+118,200
New +$9.89M ﹤0.01% 2452
2023
Q3 		– Sell
-786,400
Closed -$50.3M – 5812
2023
Q2 		$50.3M Sell
786,400
-516,500
-40% -$31.4M 0.01% 1094
2023
Q1 		$85.8M Buy
1,302,900
+1,214,800
+1,379% +$71.1M 0.02% 767
2022
Q4 		$3.59M Sell
88,100
-5,700
-6% -$298K ﹤0.01% 3473
2022
Q3 		$5.29M Buy
93,800
+2,500
+3% +$190K ﹤0.01% 3076
2022
Q2 		$7.5M Sell
91,300
-2,700
-3% -$262K ﹤0.01% 2772
2022
Q1 		$11.8M Buy
94,000
+73,200
+352% +$10.7M ﹤0.01% 2523
2021
Q4 		$4.75M Buy
+20,800
New +$5.61M ﹤0.01% 3462
2021
Q2 		– Sell
-10,000
Closed -$3.26M – 6473
2021
Q1 		$3.26M Buy
10,000
+3,000
+43% +$1.18M ﹤0.01% 3522
2020
Q4 		$2.32M Sell
7,000
-185,400
-96% -$48.6M ﹤0.01% 3618
2020
Q3 		$36.3M Buy
192,400
+160,700
+507% +$25.4M 0.01% 1246
2020
Q2 		$3.69M Buy
31,700
+17,500
+123% +$2M ﹤0.01% 3012
2020
Q1 		$1.24M Buy
+14,200
New +$1.63M ﹤0.01% 3609
2019
Q2 		– Sell
-33,900
Closed -$2.19M – 5319
2019
Q1 		$2.19M Buy
+33,900
New +$1.81M ﹤0.01% 3585

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs's ROKU Position: Q1 2026 in Review

Goldman Sachs increased its Roku (ROKU) stake by 107% in Q1 2026, buying an estimated $48M and bringing the position to 954,524 shares worth $90.3M. The position accounts for 0.01% of the portfolio, ranked #1096.

Goldman Sachs first reported a position in ROKU in Q3 2017 and has held it in 35 quarters since. The position peaked at $420M in Q4 2020. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Goldman Sachs held 954,524 shares of Roku worth $90.3M as of Q1 2026.
  • Goldman Sachs bought 492,756 Roku shares in Q1 2026, an estimated $48M.
  • Roku made up 0.01% of Goldman Sachs's portfolio in Q1 2026, its #1096 holding.
  • Goldman Sachs first reported a position in Roku in Q3 2017 and has held it in 35 quarters since.
  • Goldman Sachs's Roku position peaked at $420M in Q4 2020.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.