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	$27M	Buy	285,800 +256,800	+886%	+$25M	0.79%	19
2025 Q4	$3.15M	Sell	29,000 -13,000	-31%	-$1.32M	0.08%	260
2025 Q3	$4.21M	Sell	42,000 -222,100	-84%	-$20.5M	0.11%	217
2025 Q2	$23.2M	Buy	264,100 +261,100	+8,703%	+$18.2M	0.56%	53
2025 Q1	$211K	Buy	+3,000	New	+$240K	0.01%	434
2024 Q4	–	Sell	-7,500	Closed	-$560K	–	598
2024 Q3	$560K	Buy	+7,500	New	+$481K	0.02%	342
2023 Q4	–	Sell	-11,200	Closed	-$791K	–	456
2023 Q3	$791K	Sell	11,200 -392,100	-97%	-$30.4M	0.03%	248
2023 Q2	$25.8M	Sell	403,300 -1,700	-0.4%	-$103K	0.94%	23
2023 Q1	$26.7M	Buy	+405,000	New	+$23.7M	1.08%	16
2022 Q3	–	Sell	-1,500	Closed	-$123K	–	474
2022 Q2	$123K	Buy	+1,500	New	+$145K	0.01%	318

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.