Marshall Wace
ROOT icon

Marshall Wace’s Root ROOT Stock Holding History

Marshall Wace’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 		$2.7M Buy
48,371
+32,496
+205% +$1.73M ﹤0.01% 1681
2026
Q1 		$701K Sell
15,875
-91,737
-85% -$5.35M ﹤0.01% 2303
2025
Q4 		$7.77M Buy
107,612
+57,870
+116% +$4.61M 0.01% 967
2025
Q3 		$4.45M Buy
49,742
+19,933
+67% +$2.09M ﹤0.01% 1232
2025
Q2 		$3.81M Buy
29,809
+12,276
+70% +$1.66M ﹤0.01% 1277
2025
Q1 		$2.34M Sell
17,533
-42,645
-71% -$4.89M ﹤0.01% 1404
2024
Q4 		$4.37M Sell
60,178
-231,728
-79% -$16M 0.01% 1116
2024
Q3 		$11M Buy
291,906
+93,699
+47% +$4.84M 0.01% 730
2024
Q2 		$10.2M Sell
198,207
-132,048
-40% -$7.64M 0.01% 716
2024
Q1 		$20.2M Buy
+330,255
New +$7.77M 0.03% 508
2023
Q4 		– Sell
-13,505
Closed -$128K – 2548
2023
Q3 		$128K Buy
+13,505
New +$140K ﹤0.01% 2033
2021
Q1 		– Sell
-1,548
Closed -$438K – 2802
2020
Q4 		$438K Buy
+1,548
New +$511K ﹤0.01% 1508

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

Marshall Wace's ROOT Position: Q2 2026 in Review

Marshall Wace increased its Root (ROOT) stake by 205% in Q2 2026, buying an estimated $1.73M and bringing the position to 48,371 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Marshall Wace first reported a position in ROOT in Q4 2020 and has held it in 12 quarters since. The position peaked at $20.2M in Q1 2024. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Marshall Wace held 48,371 shares of Root worth $2.7M as of Q2 2026.
  • Marshall Wace bought 32,496 Root shares in Q2 2026, an estimated $1.73M.
  • Root made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1681 holding.
  • Marshall Wace first reported a position in Root in Q4 2020 and has held it in 12 quarters since.
  • Marshall Wace's Root position peaked at $20.2M in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.