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X-Square Capital’s Root ROOT Stock Holding History

X-Square Capital’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 		$1.59M Sell
36,048
-41,048
-53% -$2.39M 0.54% 64
2025
Q4 		$5.57M Buy
+77,096
New +$6.14M 1.83% 10

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

X-Square Capital's ROOT Position: Q1 2026 in Review

X-Square Capital reduced its Root (ROOT) stake by 53% in Q1 2026, selling an estimated $2.39M and leaving 36,048 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #64.

X-Square Capital first reported a position in ROOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.57M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • X-Square Capital held 36,048 shares of Root worth $1.59M as of Q1 2026.
  • X-Square Capital sold 41,048 Root shares in Q1 2026, an estimated $2.39M.
  • Root made up 0.54% of X-Square Capital's portfolio in Q1 2026, its #64 holding.
  • X-Square Capital first reported a position in Root in Q4 2025 and has held it in 2 quarters since.
  • X-Square Capital's Root position peaked at $5.57M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.