SSA
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Sierra Summit Advisors’s Root ROOT Stock Holding History

Sierra Summit Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,628
Closed -$862K – 213
2025
Q3 		$862K Buy
9,628
+4,095
+74% +$429K 0.13% 112
2025
Q2 		$708K Buy
+5,533
New +$749K 0.13% 118

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Sierra Summit Advisors's ROOT Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Root (ROOT) in Q4 2025, closing a stake of 9,628 shares — an estimated $862K sold.

Sierra Summit Advisors first reported a position in ROOT in Q2 2025 and held it in 2 quarters. The position peaked at $862K in Q3 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • Sierra Summit Advisors reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 9,628 Root shares in Q4 2025, an estimated $862K.
  • Sierra Summit Advisors first reported a position in Root in Q2 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's Root position peaked at $862K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.