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
2023 Q3	–	Sell	-15,000	Closed	-$8.25K	–	2221
2023 Q2	$8.25K	Buy	+15,000	New	+$82.9K	﹤0.01%	1927

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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.