Marc Stad’s Root ROOT Stock Holding History

Marc Stad’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	$8.63M	Hold	154,320	–	–	0.3%	12
2026 Q1	$6.82M	Hold	154,320	–	–	0.23%	14
2025 Q4	$11.1M	Hold	154,320	–	–	0.24%	23
2025 Q3	$13.8M	Hold	154,320	–	–	0.31%	22
2025 Q2	$19.7M	Hold	154,320	–	–	0.4%	18
2025 Q1	$20.6M	Hold	154,320	–	–	0.43%	21
2024 Q4	$11.2M	Hold	154,320	–	–	0.2%	23
2024 Q3	$5.83M	Hold	154,320	–	–	0.1%	21
2024 Q2	$7.96M	Hold	154,320	–	–	0.15%	26
2024 Q1	$9.43M	Hold	154,320	–	–	0.22%	24
2023 Q4	$1.62M	Hold	154,320	–	–	0.04%	27
2023 Q3	$1.47M	Hold	154,320	–	–	0.03%	28
2023 Q2	$1.38M	Hold	154,320	–	–	0.03%	25
2023 Q1	$696K	Hold	154,320	–	–	0.02%	29
2022 Q4	$693K	Hold	154,320	–	–	0.02%	30
2022 Q3	$1.22M	Sell	154,320 -1	-0%	-$16	0.03%	33
2022 Q2	$3.31M	Hold	154,321	–	–	0.08%	34
2022 Q1	$5.47M	Hold	154,321	–	–	0.07%	42
2021 Q4	$8.61M	Sell	154,321 -360,082	-70%	-$28.2M	0.1%	49
2021 Q3	$48.8M	Hold	514,403	–	–	0.64%	30
2021 Q2	$100M	Hold	514,403	–	–	1.29%	23
2021 Q1	$118M	Hold	514,403	–	–	1.69%	19
2020 Q4	$145M	Buy	+514,403	New	+$170M	2.18%	16

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

Marc Stad's ROOT Position: Q2 2026 in Review

Marc Stad held its Root (ROOT) position steady in Q2 2026 at 154,320 shares worth $8.63M. The position accounts for 0.3% of the portfolio, ranked #12.

Marc Stad first reported a position in ROOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $145M in Q4 2020. 159 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Marc Stad held 154,320 shares of Root worth $8.63M as of Q2 2026.
Marc Stad left its Root share count unchanged in Q2 2026.
Root made up 0.3% of Marc Stad's portfolio in Q2 2026, its #12 holding.
Marc Stad first reported a position in Root in Q4 2020 and has held it in 23 quarters since.
Marc Stad's Root position peaked at $145M in Q4 2020.
159 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Dragoneer Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.