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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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Root Financial Partners reduced its CoStar Group (CSGP) stake by 15% in Q1 2026, selling an estimated $2.13K and leaving 231 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Root Financial Partners first reported a position in CSGP in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.1K in Q3 2025. 793 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Root Financial Partners held 231 shares of CoStar Group worth $9.32K as of Q1 2026.
  • Root Financial Partners sold 41 CoStar Group shares in Q1 2026, an estimated $2.13K.
  • CoStar Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1716 holding.
  • Root Financial Partners first reported a position in CoStar Group in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's CoStar Group position peaked at $31.1K in Q3 2025.
  • 793 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

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