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Prosperitas Financial’s Root ROOT Stock Holding History

Prosperitas Financial’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
26,262
+4,196
+19% +$245K 0.43% 38
2025
Q4 		$1.59M Buy
+22,066
New +$1.76M 0.62% 35

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 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 $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prosperitas Financial's ROOT Position: Q1 2026 in Review

Prosperitas Financial increased its Root (ROOT) stake by 19% in Q1 2026, buying an estimated $245K and bringing the position to 26,262 shares worth $1.16M. The position accounts for 0.43% of the portfolio, ranked #38.

Prosperitas Financial first reported a position in ROOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Prosperitas Financial held 26,262 shares of Root worth $1.16M as of Q1 2026.
  • Prosperitas Financial bought 4,196 Root shares in Q1 2026, an estimated $245K.
  • Root made up 0.43% of Prosperitas Financial's portfolio in Q1 2026, its #38 holding.
  • Prosperitas Financial first reported a position in Root in Q4 2025 and has held it in 2 quarters since.
  • Prosperitas Financial's Root position peaked at $1.59M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.