SCM
ROOT icon

SVB Capital Management’s Root ROOT Stock Holding History

SVB Capital Management’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
Q2 		– Sell
-58,000
Closed -$7.74M – 12
2025
Q1 		$7.74M Sell
58,000
-725,012
-93% -$83.1M 22.83% 2
2024
Q4 		$56.8M Hold
783,012
– – 81.85% 1
2024
Q3 		$29.6M Buy
+783,012
New +$40.4M 26.72% 2

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Capital Management's ROOT Position: Q2 2025 in Review

SVB Capital Management sold out of Root (ROOT) in Q2 2025, closing a stake of 58,000 shares — an estimated $7.74M sold.

SVB Capital Management first reported a position in ROOT in Q3 2024 and held it in 3 quarters. The position peaked at $56.8M in Q4 2024. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

  • SVB Capital Management reported no remaining Root position as of Q2 2025 after selling out during the quarter.
  • SVB Capital Management sold 58,000 Root shares in Q2 2025, an estimated $7.74M.
  • SVB Capital Management first reported a position in Root in Q3 2024 and held it in 3 quarters.
  • SVB Capital Management's Root position peaked at $56.8M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on SVB Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.