IC
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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
Q2 		– Sell
-9,261
Closed -$409K – 2158
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 $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

IEQ Capital's ROOT Position: Q2 2026 in Review

IEQ Capital sold out of Root (ROOT) in Q2 2026, closing a stake of 9,261 shares — an estimated $409K sold.

IEQ Capital first reported a position in ROOT in Q3 2021 and held it in 13 quarters. The position peaked at $1.28M in Q2 2025. 161 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • IEQ Capital reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 9,261 Root shares in Q2 2026, an estimated $409K.
  • IEQ Capital first reported a position in Root in Q3 2021 and held it in 13 quarters.
  • IEQ Capital's Root position peaked at $1.28M in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.