Renaissance Technologies
ROKU icon

Renaissance Technologies’s Roku ROKU Stock Holding History

Renaissance Technologies’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 		$197M Sell
1,424,300
-140,800
-9% -$17.2M 0.27% 60
2026
Q1 		$148M Buy
1,565,100
+290,200
+23% +$28.3M 0.23% 83
2025
Q4 		$138M Buy
1,274,900
+52,200
+4% +$5.3M 0.21% 102
2025
Q3 		$122M Buy
1,222,700
+179,500
+17% +$16.6M 0.16% 125
2025
Q2 		$91.7M Sell
1,043,200
-522,200
-33% -$36.5M 0.12% 175
2025
Q1 		$110M Buy
1,565,400
+268,500
+21% +$21.5M 0.17% 131
2024
Q4 		$96.4M Buy
1,296,900
+357,100
+38% +$27.1M 0.14% 154
2024
Q3 		$70.2M Sell
939,800
-226,800
-19% -$14.5M 0.11% 227
2024
Q2 		$69.9M Sell
1,166,600
-120,400
-9% -$7.06M 0.12% 194
2024
Q1 		$83.9M Sell
1,287,000
-469,800
-27% -$36.6M 0.13% 167
2023
Q4 		$161M Buy
+1,756,800
New +$147M 0.25% 75
2023
Q2 		– Sell
-562,143
Closed -$37M – 4217
2023
Q1 		$37M Sell
562,143
-1,988,024
-78% -$116M 0.05% 438
2022
Q4 		$104M Buy
2,550,167
+169,172
+7% +$8.84M 0.14% 148
2022
Q3 		$134M Buy
2,380,995
+409,295
+21% +$31.2M 0.19% 117
2022
Q2 		$162M Sell
1,971,700
-836,400
-30% -$81M 0.19% 103
2022
Q1 		$352M Buy
2,808,100
+2,486,100
+772% +$365M 0.41% 38
2021
Q4 		$73.5M Buy
322,000
+293,900
+1,046% +$79.3M 0.09% 230
2021
Q3 		$8.8M Sell
28,100
-767,716
-96% -$289M 0.01% 1108
2021
Q2 		$365M Sell
795,816
-659,884
-45% -$233M 0.46% 32
2021
Q1 		$474M Buy
1,455,700
+1,001,745
+221% +$393M 0.59% 22
2020
Q4 		$151M Buy
453,955
+219,555
+94% +$57.6M 0.16% 118
2020
Q3 		$44.3M Buy
+234,400
New +$37.1M 0.04% 421
2019
Q4 		– Sell
-51,698
Closed -$5.26M – 3704
2019
Q3 		$5.26M Sell
51,698
-2,064,102
-98% -$252M ﹤0.01% 1765
2019
Q2 		$192M Sell
2,115,800
-739,800
-26% -$59.4M 0.17% 124
2019
Q1 		$184M Buy
+2,855,600
New +$153M 0.17% 135
2018
Q4 		– Sell
-616,000
Closed -$45M – 3570
2018
Q3 		$45M Buy
+616,000
New +$35.3M 0.05% 482

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies's ROKU Position: Q2 2026 in Review

Renaissance Technologies reduced its Roku (ROKU) stake by 9% in Q2 2026, selling an estimated $17.2M and leaving 1,424,300 shares worth $197M. The position accounts for 0.27% of the portfolio, ranked #60.

Renaissance Technologies first reported a position in ROKU in Q3 2018 and has held it in 26 quarters since. The position peaked at $474M in Q1 2021. 572 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Renaissance Technologies held 1,424,300 shares of Roku worth $197M as of Q2 2026.
  • Renaissance Technologies sold 140,800 Roku shares in Q2 2026, an estimated $17.2M.
  • Roku made up 0.27% of Renaissance Technologies's portfolio in Q2 2026, its #60 holding.
  • Renaissance Technologies first reported a position in Roku in Q3 2018 and has held it in 26 quarters since.
  • Renaissance Technologies's Roku position peaked at $474M in Q1 2021.
  • 572 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.