Jefferies Financial Group’s Roku ROKU Stock Holding History

Jefferies Financial Group’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	$499K	Sell	5,272 -7,128	-57%	-$694K	﹤0.01%	1212
2025 Q4	$1.35M	Buy	+12,400	New	+$1.26M	0.01%	954
2025 Q3	–	Sell	-27,000	Closed	-$2.37M	–	1647
2025 Q2	$2.37M	Buy	+27,000	New	+$1.89M	0.02%	476
2025 Q1	–	Sell	-13,546	Closed	-$1.01M	–	1944
2024 Q4	$1.01M	Buy	13,546 +1,988	+17%	+$151K	0.01%	879
2024 Q3	$863K	Buy	11,558 +258	+2%	+$16.5K	0.01%	825
2024 Q2	$677K	Buy	11,300 +5,949	+111%	+$349K	0.01%	868
2024 Q1	$349K	Sell	5,351 -1,259	-19%	-$98K	﹤0.01%	1165
2023 Q4	$606K	Buy	+6,610	New	+$553K	﹤0.01%	1143
2023 Q3	–	Sell	-3,285	Closed	-$210K	–	1942
2023 Q2	$210K	Buy	+3,285	New	+$200K	﹤0.01%	1414

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

Jefferies Financial Group's ROKU Position: Q1 2026 in Review

Jefferies Financial Group reduced its Roku (ROKU) stake by 57% in Q1 2026, selling an estimated $694K and leaving 5,272 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Jefferies Financial Group first reported a position in ROKU in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.37M in Q2 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Jefferies Financial Group held 5,272 shares of Roku worth $499K as of Q1 2026.
Jefferies Financial Group sold 7,128 Roku shares in Q1 2026, an estimated $694K.
Roku made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1212 holding.
Jefferies Financial Group first reported a position in Roku in Q2 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Roku position peaked at $2.37M in Q2 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.