Root Financial Partners
GDYN icon

Root Financial Partners’s Grid Dynamics Holdings GDYN Stock Holding History

Root Financial Partners’s Portfolio GDYN Stock Details GDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.37K Buy
+428
New +$3.07K ﹤0.01% 2392
2026
Q2 		– Sell
-645
Closed -$3.68K – 1493
2026
Q1 		$3.68K Buy
+645
New +$4.75K ﹤0.01% 2067

Other funds holding GDYN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in Grid Dynamics Holdings (GDYN) in Q3 2026: 428 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #2392 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GDYN as recently as Q1 2026.

Root Financial Partners first reported a position in GDYN in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.68K in Q1 2026. 145 funds tracked by Wall St. Rank hold GDYN as of Q3 2026.

  • Root Financial Partners held 428 shares of Grid Dynamics Holdings worth $3.37K as of Q3 2026.
  • Grid Dynamics Holdings was a new Root Financial Partners position in Q3 2026.
  • Grid Dynamics Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2392 holding.
  • Root Financial Partners first reported a position in Grid Dynamics Holdings in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Grid Dynamics Holdings position peaked at $3.68K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Grid Dynamics Holdings as of Q3 2026.

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