Numerai’s Roku ROKU Stock Holding History

Numerai’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 Q1	$1.38M	Buy	14,541 +7,268	+100%	+$708K	0.14%	238
2025 Q4	$789K	Buy	7,273 +5,029	+224%	+$510K	0.1%	296
2025 Q3	$225K	Buy	+2,244	New	+$207K	0.03%	486
2024 Q2	–	Sell	-6,618	Closed	-$431K	–	414
2024 Q1	$431K	Buy	6,618 +3,753	+131%	+$292K	0.19%	150
2023 Q4	$263K	Buy	+2,865	New	+$240K	0.09%	199

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Numerai's ROKU Position: Q1 2026 in Review

Numerai increased its Roku (ROKU) stake by 100% in Q1 2026, buying an estimated $708K and bringing the position to 14,541 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #238.

Numerai first reported a position in ROKU in Q4 2023 and has held it in 5 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Numerai held 14,541 shares of Roku worth $1.38M as of Q1 2026.
Numerai bought 7,268 Roku shares in Q1 2026, an estimated $708K.
Roku made up 0.14% of Numerai's portfolio in Q1 2026, its #238 holding.
Numerai first reported a position in Roku in Q4 2023 and has held it in 5 quarters since.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Numerai's 13F filing for Q1 2026, filed 15 May 2026.