Root Financial Partners
EXTR icon

Root Financial Partners’s Extreme Networks EXTR Stock Holding History

Root Financial Partners’s Portfolio EXTR Stock Details EXTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.58K Buy
+260
New +$6.68K ﹤0.01% 2189
2026
Q2 		– Sell
-235
Closed -$3.54K – 1309
2026
Q1 		$3.54K Buy
+235
New +$3.51K ﹤0.01% 2078

Other funds holding EXTR

Geode Capital Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Extreme Networks (EXTR) in Q3 2026: 260 shares worth $5.58K. The stake represents ﹤0.01% of the portfolio and ranks #2189 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXTR as recently as Q1 2026.

Root Financial Partners first reported a position in EXTR in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold EXTR as of Q3 2026.

  • Root Financial Partners held 260 shares of Extreme Networks worth $5.58K as of Q3 2026.
  • Extreme Networks was a new Root Financial Partners position in Q3 2026.
  • Extreme Networks made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2189 holding.
  • Root Financial Partners first reported a position in Extreme Networks in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Extreme Networks as of Q3 2026.

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