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IEQ Capital’s Root ROOT Stock Holding History

IEQ Capital’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
Q1 		$409K Sell
9,261
-712
-7% -$41.5K ﹤0.01% 1386
2025
Q4 		$720K Hold
9,973
– – ﹤0.01% 1166
2025
Q3 		$893K Hold
9,973
– – ﹤0.01% 1051
2025
Q2 		$1.28M Buy
9,973
+712
+8% +$96.4K 0.01% 782
2025
Q1 		$1.24M Hold
9,261
– – 0.01% 700
2024
Q4 		$672K Hold
9,261
– – 0.01% 764
2024
Q3 		$350K Buy
9,261
+2,415
+35% +$125K ﹤0.01% 872
2024
Q2 		$353K Sell
6,846
-963
-12% -$55.7K ﹤0.01% 754
2024
Q1 		$477K Buy
+7,809
New +$184K 0.01% 630
2022
Q3 		– Sell
-6,511
Closed -$139K – 867
2022
Q2 		$139K Hold
6,511
– – ﹤0.01% 754
2022
Q1 		$231K Sell
6,511
-397
-6% -$14.3K 0.01% 718
2021
Q4 		$385K Buy
6,908
+1,668
+32% +$130K 0.01% 530
2021
Q3 		$497K Buy
+5,240
New +$650K 0.01% 435

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IEQ Capital's ROOT Position: Q1 2026 in Review

IEQ Capital reduced its Root (ROOT) stake by 7.1% in Q1 2026, selling an estimated $41.5K and leaving 9,261 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

IEQ Capital first reported a position in ROOT in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.28M in Q2 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • IEQ Capital held 9,261 shares of Root worth $409K as of Q1 2026.
  • IEQ Capital sold 712 Root shares in Q1 2026, an estimated $41.5K.
  • Root made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1386 holding.
  • IEQ Capital first reported a position in Root in Q3 2021 and has held it in 13 quarters since.
  • IEQ Capital's Root position peaked at $1.28M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.