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Knollwood Investment Advisory’s Root ROOT Stock Holding History

Knollwood Investment Advisory’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 		– Sell
-25,110
Closed -$1.81M – 314
2025
Q4 		$1.81M Hold
25,110
– – 0.17% 124
2025
Q3 		$2.25M Hold
25,110
– – 0.2% 110
2025
Q2 		$3.21M Sell
25,110
-3,000
-11% -$406K 0.31% 73
2025
Q1 		$3.75M Buy
+28,110
New +$3.22M 0.41% 52

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Knollwood Investment Advisory's ROOT Position: Q1 2026 in Review

Knollwood Investment Advisory sold out of Root (ROOT) in Q1 2026, closing a stake of 25,110 shares — an estimated $1.81M sold.

Knollwood Investment Advisory first reported a position in ROOT in Q1 2025 and held it in 4 quarters. The position peaked at $3.75M in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Knollwood Investment Advisory reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 25,110 Root shares in Q1 2026, an estimated $1.81M.
  • Knollwood Investment Advisory first reported a position in Root in Q1 2025 and held it in 4 quarters.
  • Knollwood Investment Advisory's Root position peaked at $3.75M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.