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John Overdeck’s Root ROOT Stock Holding History

John Overdeck’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
Q2 		$2.98M Buy
53,263
+22,828
+75% +$1.22M ﹤0.01% 2637
2026
Q1 		$1.34M Buy
+30,435
New +$1.78M ﹤0.01% 3041
2025
Q1 		– Sell
-8,535
Closed -$620K – 3451
2024
Q4 		$620K Sell
8,535
-5,512
-39% -$381K ﹤0.01% 2436
2024
Q3 		$531K Sell
14,047
-3,547
-20% -$183K ﹤0.01% 2450
2024
Q2 		$908K Sell
17,594
-12,500
-42% -$723K ﹤0.01% 2037
2024
Q1 		$1.84M Sell
30,094
-32,193
-52% -$758K ﹤0.01% 1545
2023
Q4 		$653K Buy
+62,287
New +$618K ﹤0.01% 2320
2023
Q1 		– Sell
-20,504
Closed -$92.1K – 3172
2022
Q4 		$92.1K Sell
20,504
-59,057
-74% -$407K ﹤0.01% 2520
2022
Q3 		$627K Buy
79,561
+40,186
+102% +$629K ﹤0.01% 1670
2022
Q2 		$843K Sell
39,375
-11,907
-23% -$322K ﹤0.01% 1618
2022
Q1 		$1.82M Buy
51,282
+23,160
+82% +$835K 0.01% 1398
2021
Q4 		$1.57M Buy
+28,122
New +$2.2M ﹤0.01% 2141

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
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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

John Overdeck's ROOT Position: Q2 2026 in Review

John Overdeck increased its Root (ROOT) stake by 75% in Q2 2026, buying an estimated $1.22M and bringing the position to 53,263 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

John Overdeck first reported a position in ROOT in Q4 2021 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • John Overdeck held 53,263 shares of Root worth $2.98M as of Q2 2026.
  • John Overdeck bought 22,828 Root shares in Q2 2026, an estimated $1.22M.
  • Root made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2637 holding.
  • John Overdeck first reported a position in Root in Q4 2021 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.