Jefferies Financial Group
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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
Q3 		$624K Sell
4,100
-89,952
-96% -$13.5M ﹤0.01% 926
2026
Q2 		$13M Buy
94,052
+88,780
+1,684% +$10.8M 0.09% 207
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Jefferies Financial Group's ROKU Position: Q3 2026 in Review

Jefferies Financial Group reduced its Roku (ROKU) stake by 96% in Q3 2026, selling an estimated $13.5M and leaving 4,100 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Jefferies Financial Group first reported a position in ROKU in Q2 2023 and has held it in 11 quarters since. The position peaked at $13M in Q2 2026. 584 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Jefferies Financial Group held 4,100 shares of Roku worth $624K as of Q3 2026.
  • Jefferies Financial Group sold 89,952 Roku shares in Q3 2026, an estimated $13.5M.
  • Roku made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #926 holding.
  • Jefferies Financial Group first reported a position in Roku in Q2 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Roku position peaked at $13M in Q2 2026.
  • 584 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.