Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-110,405
Closed -$14.1M 28
2025
Q2
$14.1M Buy
110,405
+64,090
+138% +$8.68M 5% 11
2025
Q1
$6.18M Buy
+46,315
New +$5.31M 4.13% 9

Other funds holding ROOT

Monolith Management's ROOT Position: Q3 2025 in Review

Monolith Management sold out of Root (ROOT) in Q3 2025, closing a stake of 110,405 shares — an estimated $14.1M sold.

Monolith Management first reported a position in ROOT in Q1 2025 and held it in 2 quarters. The position peaked at $14.1M in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Monolith Management reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Monolith Management sold 110,405 Root shares in Q3 2025, an estimated $14.1M.
  • Monolith Management first reported a position in Root in Q1 2025 and held it in 2 quarters.
  • Monolith Management's Root position peaked at $14.1M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Monolith Management's 13F filing for Q3 2025, filed 13 Nov 2025.