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Root Financial Partners’s Quantum-Si Incorporated QSI Stock Holding History

Root Financial Partners’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-292
Closed -$226 – 2503
2026
Q1 		$226 Buy
+292
New +$303 ﹤0.01% 3122

Other funds holding QSI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Root Financial Partners's QSI Position: Q2 2026 in Review

Root Financial Partners sold out of Quantum-Si Incorporated (QSI) in Q2 2026, closing a stake of 292 shares — an estimated $226 sold.

Root Financial Partners first reported a position in QSI in Q1 2026 and held it in 1 quarter. The position peaked at $226 in Q1 2026. 141 funds tracked by Wall St. Rank hold QSI as of Q2 2026.

  • Root Financial Partners reported no remaining Quantum-Si Incorporated position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 292 Quantum-Si Incorporated shares in Q2 2026, an estimated $226.
  • Root Financial Partners first reported a position in Quantum-Si Incorporated in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Quantum-Si Incorporated position peaked at $226 in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.