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Jefferies Financial Group’s Root ROOT Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-8,534
Closed -$1.14M – 1734
2025
Q1 		$1.14M Buy
+8,534
New +$978K 0.01% 759
2024
Q2 		– Sell
-3,700
Closed -$226K – 1815
2024
Q1 		$226K Buy
+3,700
New +$87.1K ﹤0.01% 1308

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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jefferies Financial Group's ROOT Position: Q2 2025 in Review

Jefferies Financial Group sold out of Root (ROOT) in Q2 2025, closing a stake of 8,534 shares — an estimated $1.14M sold.

Jefferies Financial Group first reported a position in ROOT in Q1 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • Jefferies Financial Group reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 8,534 Root shares in Q2 2025, an estimated $1.14M.
  • Jefferies Financial Group first reported a position in Root in Q1 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Root position peaked at $1.14M in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.