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Steve Schonfeld’s Root ROOT Stock Holding History

Steve Schonfeld’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
Q3 		– Sell
-2,813
Closed -$360K – 2519
2025
Q2 		$360K Sell
2,813
-3,808
-58% -$516K ﹤0.01% 1645
2025
Q1 		$884K Sell
6,621
-579
-8% -$66.3K 0.01% 1339
2024
Q4 		$523K Buy
+7,200
New +$497K ﹤0.01% 1372
2023
Q3 		– Sell
-2,400
Closed -$21.5K – 2222
2023
Q2 		$21.5K Buy
+2,400
New +$13.3K ﹤0.01% 1890
2023
Q1 		– Sell
-24,200
Closed -$109K – 2570
2022
Q4 		$109K Sell
24,200
-17,000
-41% -$117K ﹤0.01% 2158
2022
Q3 		$325K Buy
41,200
+25,839
+168% +$404K ﹤0.01% 2030
2022
Q2 		$329K Buy
15,361
+13,704
+827% +$371K ﹤0.01% 1612
2022
Q1 		$59K Buy
1,657
+194
+13% +$6.99K ﹤0.01% 2317
2021
Q4 		$81K Sell
1,463
-257
-15% -$20.1K ﹤0.01% 1911
2021
Q3 		$163K Buy
+1,720
New +$213K ﹤0.01% 1827
2021
Q2 		– Sell
-4,528
Closed -$1.04M – 2250
2021
Q1 		$1.04M Buy
4,528
+1,067
+31% +$323K 0.01% 881
2020
Q4 		$979K Buy
+3,461
New +$1.14M 0.01% 824

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steve Schonfeld's ROOT Position: Q3 2025 in Review

Steve Schonfeld sold out of Root (ROOT) in Q3 2025, closing a stake of 2,813 shares — an estimated $360K sold.

Steve Schonfeld first reported a position in ROOT in Q4 2020 and held it in 12 quarters. The position peaked at $1.04M in Q1 2021. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Steve Schonfeld reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 2,813 Root shares in Q3 2025, an estimated $360K.
  • Steve Schonfeld first reported a position in Root in Q4 2020 and held it in 12 quarters.
  • Steve Schonfeld's Root position peaked at $1.04M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.