Point72 Asset Management’s Roku ROKU Stock Holding History

Point72 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
2026 Q1	–	Sell	-10,200	Closed	-$1.11M	–	4385
2025 Q4	$1.11M	Sell	10,200 -30,300	-75%	-$3.08M	﹤0.01%	2819
2025 Q3	$4.06M	Hold	40,500	–	–	0.01%	1151
2025 Q2	$3.56M	Buy	40,500 +17,200	+74%	+$1.2M	0.01%	1084
2025 Q1	$1.64M	Sell	23,300 -176,700	-88%	-$14.1M	﹤0.01%	1303
2024 Q4	$14.9M	Buy	+200,000	New	+$15.2M	0.03%	560
2024 Q1	–	Sell	-50,000	Closed	-$4.58M	–	2552
2023 Q4	$4.58M	Buy	+50,000	New	+$4.18M	0.01%	957
2022 Q3	–	Sell	-65,000	Closed	-$5.34M	–	1687
2022 Q2	$5.34M	Buy	+65,000	New	+$6.3M	0.02%	686

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

Point72 Asset Management's ROKU Position: Q1 2026 in Review

Point72 Asset Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 192,620 shares — an estimated $18.8M sold.

Point72 Asset Management first reported a position in ROKU in Q1 2018 and held it in 17 quarters. The position peaked at $77.7M in Q2 2018. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Point72 Asset Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
Point72 Asset Management sold 192,620 Roku shares in Q1 2026, an estimated $18.8M.
Point72 Asset Management first reported a position in Roku in Q1 2018 and held it in 17 quarters.
Point72 Asset Management's Roku position peaked at $77.7M in Q2 2018.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.