Simplex Trading
ROOT icon

Simplex Trading’s Root ROOT Stock Holding History

Simplex Trading’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
2026
Q1 		$340K Sell
7,700
-9,500
-55% -$554K ﹤0.01% 3684
2025
Q4 		$1.24M Sell
17,200
-15,600
-48% -$1.24M ﹤0.01% 2418
2025
Q3 		$2.94M Buy
32,800
+11,300
+53% +$1.18M ﹤0.01% 1945
2025
Q2 		$2.75M Sell
21,500
-1,700
-7% -$230K ﹤0.01% 1830
2025
Q1 		$3.1M Sell
23,200
-10,600
-31% -$1.21M ﹤0.01% 1637
2024
Q4 		$2.45M Sell
33,800
-1,000
-3% -$69.1K ﹤0.01% 2015
2024
Q3 		$1.31M Sell
34,800
-6,000
-15% -$310K ﹤0.01% 2659
2024
Q2 		$2.1M Sell
40,800
-400
-1% -$23.1K ﹤0.01% 2154
2024
Q1 		$2.52M Buy
41,200
+7,400
+22% +$174K ﹤0.01% 2177
2023
Q4 		$152K Buy
33,800
+7,900
+31% +$78.4K ﹤0.01% 4960
2023
Q3 		$246K Sell
25,900
-20,600
-44% -$213K ﹤0.01% 4135
2023
Q2 		$415K Buy
46,500
+14,300
+44% +$79.1K ﹤0.01% 3506
2023
Q1 		$145K Sell
32,200
-20,400
-39% -$103K ﹤0.01% 4721
2022
Q4 		$236K Sell
52,600
-59,800
-53% -$412K ﹤0.01% 4025
2022
Q3 		$885K Buy
112,400
+101,311
+914% +$1.59M ﹤0.01% 2793
2022
Q2 		$237K Sell
11,089
-6,972
-39% -$189K ﹤0.01% 4403
2022
Q1 		$640K Buy
18,061
+5,144
+40% +$185K ﹤0.01% 3513
2021
Q4 		$720K Sell
12,917
-5,677
-31% -$444K ﹤0.01% 3326
2021
Q3 		$3.33M Sell
18,594
-850
-4% -$105K ﹤0.01% 1569
2021
Q2 		$3.79M Buy
19,444
+19,372
+26,906% +$3.66M ﹤0.01% 1440
2021
Q1 		$1.64M Buy
72
+56
+350% +$16.9K ﹤0.01% 1846
2020
Q4 		$460K Buy
+16
New +$5.28K ﹤0.01% 3534

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 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

Simplex Trading's ROOT Position: Q1 2025 in Review

Simplex Trading sold out of Root (ROOT) in Q1 2025, closing a stake of 10,654 shares — an estimated $1.22M sold.

Simplex Trading first reported a position in ROOT in Q4 2020 and held it in 12 quarters. The position peaked at $1.1M in Q3 2021. 177 funds tracked by Wall St. Rank hold ROOT as of Q1 2025.

  • Simplex Trading reported no remaining Root position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 10,654 Root shares in Q1 2025, an estimated $1.22M.
  • Simplex Trading first reported a position in Root in Q4 2020 and held it in 12 quarters.
  • Simplex Trading's Root position peaked at $1.1M in Q3 2021.
  • 177 funds tracked by Wall St. Rank held Root as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.