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Polymer Capital Management’s Roku ROKU Stock Holding History

Polymer Capital 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
-12,856
Closed -$1.39M – 995
2025
Q4 		$1.39M Buy
12,856
+1,481
+13% +$150K 0.15% 157
2025
Q3 		$1.14M Buy
+11,375
New +$1.05M 0.12% 155
2025
Q2 		– Sell
-8,158
Closed -$575K – 751
2025
Q1 		$575K Buy
+8,158
New +$653K 0.15% 139

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Polymer Capital Management's ROKU Position: Q1 2026 in Review

Polymer Capital Management sold out of Roku (ROKU) in Q1 2026, closing a stake of 12,856 shares — an estimated $1.39M sold.

Polymer Capital Management first reported a position in ROKU in Q1 2025 and held it in 3 quarters. The position peaked at $1.39M in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Polymer Capital Management reported no remaining Roku position as of Q1 2026 after selling out during the quarter.
  • Polymer Capital Management sold 12,856 Roku shares in Q1 2026, an estimated $1.39M.
  • Polymer Capital Management first reported a position in Roku in Q1 2025 and held it in 3 quarters.
  • Polymer Capital Management's Roku position peaked at $1.39M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.