Jacobs Levy Equity Management’s Root ROOT Stock Holding History

Jacobs Levy Equity Management’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	$551K	Buy	9,853 +269	+3%	+$14.3K	﹤0.01%	813
2026 Q1	$423K	Buy	9,584 +6,077	+173%	+$355K	﹤0.01%	849
2025 Q4	$253K	Sell	3,507 -63	-2%	-$5.02K	﹤0.01%	872
2025 Q3	$320K	Sell	3,570 -152	-4%	-$15.9K	﹤0.01%	873
2025 Q2	$476K	Buy	+3,722	New	+$504K	﹤0.01%	890
2023 Q1	–	Sell	-46,627	Closed	-$209K	–	1051
2022 Q4	$209K	Sell	46,627 -2,704	-5%	-$18.6K	﹤0.01%	902
2022 Q3	$389K	Buy	+49,331	New	+$772K	﹤0.01%	860

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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

Jacobs Levy Equity Management's ROOT Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Root (ROOT) stake by 2.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 9,853 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Jacobs Levy Equity Management first reported a position in ROOT in Q3 2022 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Jacobs Levy Equity Management held 9,853 shares of Root worth $551K as of Q2 2026.
Jacobs Levy Equity Management bought 269 Root shares in Q2 2026, an estimated $14.3K.
Root made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #813 holding.
Jacobs Levy Equity Management first reported a position in Root in Q3 2022 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.