Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,070
Closed -$777K 1971
2025
Q2
$777K Buy
+6,070
New +$822K 0.02% 1053
2025
Q1
Sell
-3,517
Closed -$255K 1549
2024
Q4
$255K Buy
+3,517
New +$243K 0.02% 986

Other funds holding ROOT

Y-Intercept (HK)'s ROOT Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Root (ROOT) in Q3 2025, closing a stake of 6,070 shares — an estimated $777K sold.

Y-Intercept (HK) first reported a position in ROOT in Q4 2024 and held it in 2 quarters. The position peaked at $777K in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Y-Intercept (HK) reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 6,070 Root shares in Q3 2025, an estimated $777K.
  • Y-Intercept (HK) first reported a position in Root in Q4 2024 and held it in 2 quarters.
  • Y-Intercept (HK)'s Root position peaked at $777K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.