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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
Q2 		– Sell
-789
Closed -$74.7K – 555
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Plato Investment Management's ROKU Position: Q2 2026 in Review

Plato Investment Management sold out of Roku (ROKU) in Q2 2026, closing a stake of 789 shares — an estimated $74.7K sold.

Plato Investment Management first reported a position in ROKU in Q4 2023 and held it in 10 quarters. The position peaked at $688K in Q1 2025. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Plato Investment Management reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 789 Roku shares in Q2 2026, an estimated $74.7K.
  • Plato Investment Management first reported a position in Roku in Q4 2023 and held it in 10 quarters.
  • Plato Investment Management's Roku position peaked at $688K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.