J. Goldman & Co’s Roku ROKU Stock Holding History

J. Goldman & Co’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 Q2	$43M	Buy	311,109 +127,175	+69%	+$15.5M	1.11%	10
2026 Q1	$17.4M	Buy	183,934 +76,742	+72%	+$7.47M	0.51%	49
2025 Q4	$11.6M	Buy	107,192 +43,791	+69%	+$4.44M	0.31%	94
2025 Q3	$6.35M	Sell	63,401 -152,458	-71%	-$14.1M	0.16%	173
2025 Q2	$19M	Buy	215,859 +98,347	+84%	+$6.87M	0.45%	67
2025 Q1	$8.28M	Sell	117,512 -236,814	-67%	-$19M	0.2%	150
2024 Q4	$26.3M	Buy	354,326 +328,807	+1,288%	+$24.9M	0.69%	31
2024 Q3	$1.91M	Buy	+25,519	New	+$1.64M	0.05%	231
2023 Q4	–	Sell	-293,083	Closed	-$20.7M	–	457
2023 Q3	$20.7M	Buy	293,083 +230,141	+366%	+$17.8M	0.72%	42
2023 Q2	$4.03M	Sell	62,942 -333,364	-84%	-$20.2M	0.15%	159
2023 Q1	$26.1M	Buy	+396,306	New	+$23.2M	1.06%	21
2022 Q1	–	Sell	-29,635	Closed	-$6.76M	–	435
2021 Q4	$6.76M	Buy	+29,635	New	+$7.99M	0.37%	76
2021 Q1	–	Sell	-4,640	Closed	-$1.54M	–	513
2020 Q4	$1.54M	Buy	+4,640	New	+$1.22M	0.08%	216
2020 Q3	–	Sell	-67,489	Closed	-$7.86M	–	375
2020 Q2	$7.86M	Buy	+67,489	New	+$7.72M	0.49%	67
2018 Q3	–	Sell	-11,831	Closed	-$504K	–	374
2018 Q2	$504K	Sell	11,831 -34,669	-75%	-$1.26M	0.03%	285
2018 Q1	$1.45M	Buy	+46,500	New	+$1.91M	0.06%	243

Other funds holding ROKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

J. Goldman & Co's ROKU Position: Q2 2026 in Review

J. Goldman & Co increased its Roku (ROKU) stake by 69% in Q2 2026, buying an estimated $15.5M and bringing the position to 311,109 shares worth $43M. The position accounts for 1.11% of the portfolio, ranked #10.

J. Goldman & Co first reported a position in ROKU in Q1 2018 and has held it in 16 quarters since. 785 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

J. Goldman & Co held 311,109 shares of Roku worth $43M as of Q2 2026.
J. Goldman & Co bought 127,175 Roku shares in Q2 2026, an estimated $15.5M.
Roku made up 1.11% of J. Goldman & Co's portfolio in Q2 2026, its #10 holding.
J. Goldman & Co first reported a position in Roku in Q1 2018 and has held it in 16 quarters since.
785 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.