Root Financial Partners
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Root Financial Partners’s Red Violet RDVT Stock Holding History

Root Financial Partners’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.37K Buy
+30
New +$2.12K ﹤0.01% 2565
2026
Q2 		– Sell
-23
Closed -$796 – 2529
2026
Q1 		$796 Buy
+23
New +$1.01K ﹤0.01% 2687

Other funds holding RDVT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

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

Root Financial Partners opened a new position in Red Violet (RDVT) in Q3 2026: 30 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #2565 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RDVT as recently as Q1 2026.

Root Financial Partners first reported a position in RDVT in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold RDVT as of Q3 2026.

  • Root Financial Partners held 30 shares of Red Violet worth $2.37K as of Q3 2026.
  • Red Violet was a new Root Financial Partners position in Q3 2026.
  • Red Violet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2565 holding.
  • Root Financial Partners first reported a position in Red Violet in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Red Violet as of Q3 2026.

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