Root Financial Partners
CSGP icon

Root Financial Partners’s CoStar Group CSGP Stock Holding History

Root Financial Partners’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39K Buy
+1,423
New +$42.7K ﹤0.01% 1210
2026
Q2 		– Sell
-231
Closed -$9.32K – 1030
2026
Q1 		$9.32K Sell
231
-41
-15% -$2.13K ﹤0.01% 1716
2025
Q4 		$18.3K Sell
272
-97
-26% -$6.87K ﹤0.01% 1229
2025
Q3 		$31.1K Buy
+369
New +$32.6K ﹤0.01% 872

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $4.42B AUM 17.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's CSGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in CoStar Group (CSGP) in Q3 2026: 1,423 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CSGP as recently as Q1 2026.

Root Financial Partners first reported a position in CSGP in Q3 2025 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

  • Root Financial Partners held 1,423 shares of CoStar Group worth $39K as of Q3 2026.
  • CoStar Group was a new Root Financial Partners position in Q3 2026.
  • CoStar Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1210 holding.
  • Root Financial Partners first reported a position in CoStar Group in Q3 2025 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.