PMAM
ROKU icon

Picton Mahoney Asset Management’s Roku ROKU Stock Holding History

Picton Mahoney Asset Management’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
2025
Q1 		– Sell
-360,000
Closed -$26.8M – 1011
2024
Q4 		$26.8M Buy
+360,000
New +$27.3M 0.55% 26

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Picton Mahoney Asset Management's ROKU Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Roku (ROKU) stake by 83% in Q1 2026, buying an estimated $4.58M and bringing the position to 103,408 shares worth $9.78M. The position accounts for 0.07% of the portfolio, ranked #246.

Picton Mahoney Asset Management first reported a position in ROKU in Q3 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Picton Mahoney Asset Management held 103,408 shares of Roku worth $9.78M as of Q1 2026.
  • Picton Mahoney Asset Management bought 46,997 Roku shares in Q1 2026, an estimated $4.58M.
  • Roku made up 0.07% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #246 holding.
  • Picton Mahoney Asset Management first reported a position in Roku in Q3 2024 and has held it in 6 quarters since.
  • 694 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.