InceptionR’s Root ROOT Stock Holding History

InceptionR’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	–	Sell	-3,076	Closed	-$222K	–	862
2025 Q4	$222K	Buy	+3,076	New	+$245K	0.06%	514

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

InceptionR's ROOT Position: Q1 2026 in Review

InceptionR sold out of Root (ROOT) in Q1 2026, closing a stake of 3,076 shares — an estimated $222K sold.

InceptionR first reported a position in ROOT in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

InceptionR reported no remaining Root position as of Q1 2026 after selling out during the quarter.
InceptionR sold 3,076 Root shares in Q1 2026, an estimated $222K.
InceptionR first reported a position in Root in Q4 2025 and held it in 1 quarter.
InceptionR's Root position peaked at $222K in Q4 2025.
149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.