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Yousif Capital Management’s Roku ROKU Stock Holding History

Yousif Capital Management’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 		$4.99M Buy
+36,117
New +$4.41M 0.06% 315
2022
Q2 		– Sell
-1,691
Closed -$212K – 2004
2022
Q1 		$212K Buy
1,691
+30
+2% +$4.4K ﹤0.01% 1903
2021
Q4 		$379K Buy
+1,661
New +$448K ﹤0.01% 1750

Other funds holding ROKU

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Yousif Capital Management's ROKU Position: Q2 2026 in Review

Yousif Capital Management opened a new position in Roku (ROKU) in Q2 2026: 36,117 shares worth $4.99M. The stake represents 0.06% of the portfolio and ranks #315 among its holdings. This is a return to the name: Yousif Capital Management previously reported a position in ROKU as recently as Q1 2022.

Yousif Capital Management first reported a position in ROKU in Q4 2021 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Yousif Capital Management held 36,117 shares of Roku worth $4.99M as of Q2 2026.
  • Roku was a new Yousif Capital Management position in Q2 2026.
  • Roku made up 0.06% of Yousif Capital Management's portfolio in Q2 2026, its #315 holding.
  • Yousif Capital Management first reported a position in Roku in Q4 2021 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.