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Root Financial Partners’s CarGurus CARG Stock Holding History

Root Financial Partners’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.3K Buy
185
+15
+9% +$491 ﹤0.01% 1865
2025
Q4 		$6.52K Buy
170
+29
+21% +$1.04K ﹤0.01% 1675
2025
Q3 		$5.25K Buy
+141
New +$4.82K ﹤0.01% 1705

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's CARG Position: Q1 2026 in Review

Root Financial Partners increased its CarGurus (CARG) stake by 8.8% in Q1 2026, buying an estimated $491 and bringing the position to 185 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Root Financial Partners first reported a position in CARG in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.52K in Q4 2025. 359 funds tracked by Wall St. Rank hold CARG as of Q1 2026.

  • Root Financial Partners held 185 shares of CarGurus worth $6.3K as of Q1 2026.
  • Root Financial Partners bought 15 CarGurus shares in Q1 2026, an estimated $491.
  • CarGurus made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1865 holding.
  • Root Financial Partners first reported a position in CarGurus in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's CarGurus position peaked at $6.52K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held CarGurus as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.