Kerrisdale Advisers’s Root ROOT Stock Holding History

Kerrisdale Advisers’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	$372K	Sell	6,650 -180	-3%	-$9.6K	0.09%	101
2026 Q1	$302K	Buy	+6,830	New	+$398K	0.11%	102

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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

Kerrisdale Advisers's ROOT Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Root (ROOT) stake by 2.6% in Q2 2026, selling an estimated $9.6K and leaving 6,650 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #101.

Kerrisdale Advisers first reported a position in ROOT in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Kerrisdale Advisers held 6,650 shares of Root worth $372K as of Q2 2026.
Kerrisdale Advisers sold 180 Root shares in Q2 2026, an estimated $9.6K.
Root made up 0.09% of Kerrisdale Advisers's portfolio in Q2 2026, its #101 holding.
Kerrisdale Advisers first reported a position in Root in Q1 2026 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.