Zacks Investment Management’s Roku ROKU Stock Holding History

Zacks Investment 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 Q1	$11.8M	Buy	124,445 +4,185	+3%	+$408K	0.09%	158
2025 Q4	$13M	Buy	120,260 +1,153	+1%	+$117K	0.1%	159
2025 Q3	$11.9M	Buy	+119,107	New	+$11M	0.1%	160
2021 Q4	–	Sell	-25,900	Closed	-$8.12M	–	668
2021 Q3	$8.12M	Buy	25,900 +14,316	+124%	+$5.39M	0.13%	149
2021 Q2	$5.32M	Sell	11,584 -10,818	-48%	-$3.83M	0.09%	179
2021 Q1	$7.3M	Buy	22,402 +1,698	+8%	+$666K	0.13%	142
2020 Q4	$6.88M	Buy	+20,704	New	+$5.43M	0.13%	138
2019 Q1	–	Sell	-10,000	Closed	-$306K	–	586
2018 Q4	$306K	Buy	+10,000	New	+$471K	0.01%	467

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Zacks Investment Management's ROKU Position: Q1 2026 in Review

Zacks Investment Management increased its Roku (ROKU) stake by 3.5% in Q1 2026, buying an estimated $408K and bringing the position to 124,445 shares worth $11.8M. The position accounts for 0.09% of the portfolio, ranked #158.

Zacks Investment Management first reported a position in ROKU in Q4 2018 and has held it in 8 quarters since. The position peaked at $13M in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Zacks Investment Management held 124,445 shares of Roku worth $11.8M as of Q1 2026.
Zacks Investment Management bought 4,185 Roku shares in Q1 2026, an estimated $408K.
Roku made up 0.09% of Zacks Investment Management's portfolio in Q1 2026, its #158 holding.
Zacks Investment Management first reported a position in Roku in Q4 2018 and has held it in 8 quarters since.
Zacks Investment Management's Roku position peaked at $13M in Q4 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.