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RDZN icon

Sheets Smith Wealth Management’s Roadzen RDZN Stock Holding History

Sheets Smith Wealth Management’s Portfolio RDZN Stock Details RDZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-277,060
Closed -$332K – 421
2026
Q1 		$332K Sell
277,060
-82,940
-23% -$127K 0.04% 337
2025
Q4 		$868K Hold
360,000
– – 0.1% 196
2025
Q3 		$311K Hold
360,000
– – 0.04% 338
2025
Q2 		$353K Hold
360,000
– – 0.04% 323
2025
Q1 		$374K Sell
360,000
-80,000
-18% -$108K 0.05% 283
2024
Q4 		$959K Buy
+440,000
New +$543K 0.12% 164

Other funds holding RDZN

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sheets Smith Wealth Management's RDZN Position: Q2 2026 in Review

Sheets Smith Wealth Management sold out of Roadzen (RDZN) in Q2 2026, closing a stake of 277,060 shares — an estimated $332K sold.

Sheets Smith Wealth Management first reported a position in RDZN in Q4 2024 and held it in 6 quarters. The position peaked at $959K in Q4 2024. 7 funds tracked by Wall St. Rank hold RDZN as of Q2 2026.

  • Sheets Smith Wealth Management reported no remaining Roadzen position as of Q2 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 277,060 Roadzen shares in Q2 2026, an estimated $332K.
  • Sheets Smith Wealth Management first reported a position in Roadzen in Q4 2024 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Roadzen position peaked at $959K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Roadzen as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.