Jim Simons
ROOT icon

Jim Simons’s Root ROOT Stock Holding History

Jim Simons’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
Q1 		$10.5M Sell
238,781
-13,200
-5% -$770K 0.02% 944
2025
Q4 		$18.2M Sell
251,981
-81,635
-24% -$6.5M 0.03% 643
2025
Q3 		$29.9M Sell
333,616
-72,699
-18% -$7.62M 0.04% 558
2025
Q2 		$52M Sell
406,315
-13,200
-3% -$1.79M 0.07% 328
2025
Q1 		$56M Buy
419,515
+156,000
+59% +$17.9M 0.08% 291
2024
Q4 		$19.1M Buy
263,515
+77,699
+42% +$5.37M 0.03% 694
2024
Q3 		$7.02M Sell
185,816
-15,200
-8% -$785K 0.01% 1241
2024
Q2 		$10.4M Sell
201,016
-36,199
-15% -$2.09M 0.02% 897
2024
Q1 		$14.5M Buy
237,215
+26,231
+12% +$617K 0.02% 796
2023
Q4 		$2.21M Buy
210,984
+39,168
+23% +$389K ﹤0.01% 1890
2023
Q3 		$1.63M Sell
171,816
-9,500
-5% -$98.4K ﹤0.01% 1979
2023
Q2 		$1.62M Sell
181,316
-18,372
-9% -$102K ﹤0.01% 2137
2023
Q1 		$901K Sell
199,688
-26,352
-12% -$134K ﹤0.01% 2547
2022
Q4 		$1.01M Buy
226,040
+40,447
+22% +$279K ﹤0.01% 2526
2022
Q3 		$1.46M Sell
185,593
-22,851
-11% -$358K ﹤0.01% 2250
2022
Q2 		$4.46M Sell
208,444
-11,962
-5% -$324K 0.01% 1652
2022
Q1 		$7.82M Sell
220,406
-25,366
-10% -$915K 0.01% 1292
2021
Q4 		$13.7M Buy
+245,772
New +$19.2M 0.02% 911

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $341M AUM 135.6% 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
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM

Jim Simons's ROOT Position: Q1 2026 in Review

Jim Simons reduced its Root (ROOT) stake by 5.2% in Q1 2026, selling an estimated $770K and leaving 238,781 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #944.

Jim Simons first reported a position in ROOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $56M in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Jim Simons held 238,781 shares of Root worth $10.5M as of Q1 2026.
  • Jim Simons sold 13,200 Root shares in Q1 2026, an estimated $770K.
  • Root made up 0.02% of Jim Simons's portfolio in Q1 2026, its #944 holding.
  • Jim Simons first reported a position in Root in Q4 2021 and has held it in 18 quarters since.
  • Jim Simons's Root position peaked at $56M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.