Loftus Peak’s Roku ROKU Stock Holding History

Loftus Peak’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-132,558	Closed	-$18.3M	–	28
2026 Q2	$18.3M	Buy	+132,558	New	+$16.2M	2.49%	16

Other funds holding ROKU

Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Atlas Venture Advisors Boston, Massachusetts $111M AUM 45% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Loftus Peak's ROKU Position: Q3 2026 in Review

Loftus Peak sold out of Roku (ROKU) in Q3 2026, closing a stake of 132,558 shares — an estimated $18.3M sold.

Loftus Peak first reported a position in ROKU in Q2 2026 and held it in 1 quarter. The position peaked at $18.3M in Q2 2026. 208 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

Loftus Peak reported no remaining Roku position as of Q3 2026 after selling out during the quarter.
Loftus Peak sold 132,558 Roku shares in Q3 2026, an estimated $18.3M.
Loftus Peak first reported a position in Roku in Q2 2026 and held it in 1 quarter.
Loftus Peak's Roku position peaked at $18.3M in Q2 2026.
208 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Loftus Peak's 13F filing for Q3 2026, filed 15 Oct 2026.