Jeff Yass’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.8M | Sell |
164,838
-521,207
| -76% | -$63.6M | ﹤0.01% | 2317 |
|
|
2026
Q1 | $64.9M | Buy |
686,045
+109,304
| +19% | +$10.6M | 0.01% | 1092 |
|
|
2025
Q4 | $62.6M | Buy |
576,741
+299,955
| +108% | +$30.4M | 0.01% | 1191 |
|
|
2025
Q3 | $27.7M | Sell |
276,786
-223,434
| -45% | -$20.6M | ﹤0.01% | 1870 |
|
|
2025
Q2 | $44M | Buy |
500,220
+447,308
| +845% | +$31.3M | 0.01% | 1253 |
|
|
2025
Q1 | $3.73M | Sell |
52,912
-259,246
| -83% | -$20.7M | ﹤0.01% | 4223 |
|
|
2024
Q4 | $23.2M | Buy |
312,158
+119,065
| +62% | +$9.02M | ﹤0.01% | 1740 |
|
|
2024
Q3 | $14.4M | Sell |
193,093
-108,213
| -36% | -$6.93M | ﹤0.01% | 2161 |
|
|
2024
Q2 | $18.1M | Buy |
301,306
+95,723
| +47% | +$5.61M | ﹤0.01% | 1837 |
|
|
2024
Q1 | $13.4M | Sell |
205,583
-229,831
| -53% | -$17.9M | ﹤0.01% | 2230 |
|
|
2023
Q4 | $39.9M | Buy |
435,414
+143,126
| +49% | +$12M | 0.01% | 1196 |
|
|
2023
Q3 | $20.6M | Sell |
292,288
-17,801
| -6% | -$1.38M | ﹤0.01% | 1711 |
|
|
2023
Q2 | $19.8M | Buy |
310,089
+80,060
| +35% | +$4.86M | ﹤0.01% | 1726 |
|
|
2023
Q1 | $15.1M | Sell |
230,029
-336,837
| -59% | -$19.7M | ﹤0.01% | 1977 |
|
|
2022
Q4 | $23.1M | Sell |
566,866
-664,974
| -54% | -$34.7M | 0.01% | 1400 |
|
|
2022
Q3 | $69.5M | Buy |
1,231,840
+606,782
| +97% | +$46.2M | 0.02% | 655 |
|
|
2022
Q2 | $51.3M | Sell |
625,058
-228,126
| -27% | -$22.1M | 0.01% | 841 |
|
|
2022
Q1 | $107M | Buy |
853,184
+604,876
| +244% | +$88.8M | 0.02% | 630 |
|
|
2021
Q4 | $56.7M | Sell |
248,308
-79,794
| -24% | -$21.5M | 0.01% | 1017 |
|
|
2021
Q3 | $103M | Buy |
328,102
+130,151
| +66% | +$49M | 0.01% | 774 |
|
|
2021
Q2 | $90.9M | Sell |
197,951
-27,045
| -12% | -$9.57M | 0.01% | 839 |
|
|
2021
Q1 | $73.3M | Buy |
224,996
+42,823
| +24% | +$16.8M | 0.01% | 879 |
|
|
2020
Q4 | $60.5M | Sell |
182,173
-243,606
| -57% | -$63.9M | 0.01% | 902 |
|
|
2020
Q3 | $80.4M | Sell |
425,779
-321,015
| -43% | -$50.8M | 0.02% | 649 |
|
|
2020
Q2 | $87M | Buy |
746,794
+185,040
| +33% | +$21.2M | 0.02% | 563 |
|
|
2020
Q1 | $49.1M | Sell |
561,754
-1,382,406
| -71% | -$159M | 0.02% | 666 |
|
|
2019
Q4 | $260M | Sell |
1,944,160
-63,291
| -3% | -$8.7M | 0.07% | 215 |
|
|
2019
Q3 | $204M | Buy |
2,007,451
+745,701
| +59% | +$91.2M | 0.07% | 236 |
|
|
2019
Q2 | $114M | Buy |
1,261,750
+272,605
| +28% | +$21.9M | 0.04% | 375 |
|
|
2019
Q1 | $63.8M | Buy |
989,145
+158,535
| +19% | +$8.48M | 0.03% | 505 |
|
|
2018
Q4 | $25.4M | Buy |
830,610
+759,112
| +1,062% | +$35.8M | 0.01% | 941 |
|
|
2018
Q3 | $5.22M | Sell |
71,498
-864,026
| -92% | -$49.5M | ﹤0.01% | 2645 |
|
|
2018
Q2 | $39.9M | Buy |
935,524
+834,635
| +827% | +$30.4M | 0.01% | 798 |
|
|
2018
Q1 | $3.14M | Buy |
+100,889
| New | +$4.15M | ﹤0.01% | 3187 |
|
Other funds holding ROKU
PCM
Jeff Yass's ROKU Position: Q2 2026 in Review
Jeff Yass reduced its Roku (ROKU) stake by 76% in Q2 2026, selling an estimated $63.6M and leaving 164,838 shares worth $22.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2317.
Jeff Yass first reported a position in ROKU in Q1 2018 and has held it in 34 quarters since. The position peaked at $260M in Q4 2019. 779 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.
- Jeff Yass held 164,838 shares of Roku worth $22.8M as of Q2 2026.
- Jeff Yass sold 521,207 Roku shares in Q2 2026, an estimated $63.6M.
- Roku made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2317 holding.
- Jeff Yass first reported a position in Roku in Q1 2018 and has held it in 34 quarters since.
- Jeff Yass's Roku position peaked at $260M in Q4 2019.
- 779 funds tracked by Wall St. Rank held Roku as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.