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Sandler Capital Management’s
Roku
ROKU
Stock Holding History
Sandler Capital Management’s Portfolio
ROKU Stock Details
ROKU Fund Activity
Bought
Maintained
Sold
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-100,000
Closed
-$10M
–
189
2025
Q3
$10M
Buy
+100,000
New
+$9.22M
2.94%
4
2025
Q1
–
Sell
-137,100
Closed
-$10.2M
–
165
2024
Q4
$10.2M
Buy
+137,100
New
+$10.4M
1.06%
24
2024
Q3
–
Sell
-200,000
Closed
-$12M
–
169
2024
Q2
$12M
Buy
200,000
+87,000
+77%
+$5.1M
1.28%
15
2024
Q1
$7.36M
Buy
+113,000
New
+$8.79M
0.54%
78
Other funds holding ROKU
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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