Vista Investment Partners’s Roku ROKU Stock Holding History

Vista Investment Partners’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,859	Closed	-$838K	–	185
2026 Q1	$838K	Sell	8,859 -294	-3%	-$28.6K	0.22%	92
2025 Q4	$993K	Sell	9,153 -14	-0.2%	-$1.42K	0.26%	90
2025 Q3	$918K	Buy	9,167 +181	+2%	+$16.7K	0.26%	83
2025 Q2	$790K	Buy	8,986 +300	+3%	+$21K	0.23%	89
2025 Q1	$612K	Buy	+8,686	New	+$695K	0.19%	99
2024 Q1	–	Sell	-2,350	Closed	-$215K	–	165
2023 Q4	$215K	Buy	+2,350	New	+$197K	0.08%	133

Other funds holding ROKU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Vista Investment Partners's ROKU Position: Q2 2026 in Review

Vista Investment Partners sold out of Roku (ROKU) in Q2 2026, closing a stake of 8,859 shares — an estimated $838K sold.

Vista Investment Partners first reported a position in ROKU in Q4 2023 and held it in 6 quarters. The position peaked at $993K in Q4 2025. 183 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Vista Investment Partners reported no remaining Roku position as of Q2 2026 after selling out during the quarter.
Vista Investment Partners sold 8,859 Roku shares in Q2 2026, an estimated $838K.
Vista Investment Partners first reported a position in Roku in Q4 2023 and held it in 6 quarters.
Vista Investment Partners's Roku position peaked at $993K in Q4 2025.
183 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.