Plato Investment Management’s Roku ROKU Stock Holding History

Plato Investment 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
2026 Q1	$74.7K	Buy	789 +754	+2,154%	+$73.4K	0.01%	442
2025 Q4	$3.82K	Hold	35	–	–	﹤0.01%	481
2025 Q3	$3.48K	Sell	35 -5,183	-99%	-$478K	﹤0.01%	491
2025 Q2	$457K	Sell	5,218 -4,445	-46%	-$311K	0.03%	351
2025 Q1	$688K	Buy	9,663 +6,619	+217%	+$530K	0.06%	293
2024 Q4	$227K	Hold	3,044	–	–	0.02%	403
2024 Q3	$227K	Hold	3,044	–	–	0.02%	377
2024 Q2	$182K	Hold	3,044	–	–	0.02%	340
2024 Q1	$198K	Buy	3,044 +2,586	+565%	+$201K	0.02%	320
2023 Q4	$42K	Buy	+458	New	+$38.3K	0.05%	246

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

Plato Investment Management's ROKU Position: Q1 2026 in Review

Plato Investment Management increased its Roku (ROKU) stake by 2,154% in Q1 2026, buying an estimated $73.4K and bringing the position to 789 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #442.

Plato Investment Management first reported a position in ROKU in Q4 2023 and has held it in 10 quarters since. The position peaked at $688K in Q1 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Plato Investment Management held 789 shares of Roku worth $74.7K as of Q1 2026.
Plato Investment Management bought 754 Roku shares in Q1 2026, an estimated $73.4K.
Roku made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #442 holding.
Plato Investment Management first reported a position in Roku in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Roku position peaked at $688K in Q1 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.