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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

J. Goldman & Co's ROKU Position: Q1 2026 in Review

J. Goldman & Co increased its Roku (ROKU) stake by 72% in Q1 2026, buying an estimated $7.47M and bringing the position to 183,934 shares worth $17.4M. The position accounts for 0.51% of the portfolio, ranked #49.

J. Goldman & Co first reported a position in ROKU in Q1 2018 and has held it in 15 quarters since. The position peaked at $26.3M in Q4 2024. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

J. Goldman & Co held 183,934 shares of Roku worth $17.4M as of Q1 2026.
J. Goldman & Co bought 76,742 Roku shares in Q1 2026, an estimated $7.47M.
Roku made up 0.51% of J. Goldman & Co's portfolio in Q1 2026, its #49 holding.
J. Goldman & Co first reported a position in Roku in Q1 2018 and has held it in 15 quarters since.
J. Goldman & Co's Roku position peaked at $26.3M in Q4 2024.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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