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Root Financial Partners’s Planet Labs PL Stock Holding History

Root Financial Partners’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.18K Buy
257
+100
+64% +$2.56K ﹤0.01% 1808
2025
Q4 		$3.09K Hold
157
– – ﹤0.01% 1895
2025
Q3 		$2.03K Buy
+157
New +$1.21K ﹤0.01% 1954

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Root Financial Partners increased its Planet Labs (PL) stake by 64% in Q1 2026, buying an estimated $2.56K and bringing the position to 257 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Root Financial Partners first reported a position in PL in Q3 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold PL as of Q1 2026.

  • Root Financial Partners held 257 shares of Planet Labs worth $7.18K as of Q1 2026.
  • Root Financial Partners bought 100 Planet Labs shares in Q1 2026, an estimated $2.56K.
  • Planet Labs made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1808 holding.
  • Root Financial Partners first reported a position in Planet Labs in Q3 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

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