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Potrero Capital Research’s Roku ROKU Stock Holding History

Potrero Capital Research’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
Q4 		– Sell
-88,268
Closed -$8.84M – 42
2025
Q3 		$8.84M Buy
+88,268
New +$8.14M 1.02% 19

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Potrero Capital Research's ROKU Position: Q4 2025 in Review

Potrero Capital Research sold out of Roku (ROKU) in Q4 2025, closing a stake of 88,268 shares — an estimated $8.84M sold.

Potrero Capital Research first reported a position in ROKU in Q3 2025 and held it in 1 quarter. The position peaked at $8.84M in Q3 2025. 705 funds tracked by Wall St. Rank hold ROKU as of Q4 2025.

  • Potrero Capital Research reported no remaining Roku position as of Q4 2025 after selling out during the quarter.
  • Potrero Capital Research sold 88,268 Roku shares in Q4 2025, an estimated $8.84M.
  • Potrero Capital Research first reported a position in Roku in Q3 2025 and held it in 1 quarter.
  • Potrero Capital Research's Roku position peaked at $8.84M in Q3 2025.
  • 705 funds tracked by Wall St. Rank held Roku as of Q4 2025.

Based on Potrero Capital Research's 13F filing for Q4 2025, filed 17 Feb 2026.