Roku

ROKU

Market cap $21B

ROKU Hedge Fund Activity: Q1 2026 in Review

691 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2026, worth a combined $10.7B — down 11% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of ROKU and 109 opened new positions — a net loss of 4 holders — while 203 trimmed existing stakes and 264 added.

The largest buyer was Fidelity Investments, adding an estimated $324M. The largest seller was ARK Investment Management, cutting an estimated $201M.

• 691 institutional investors held Roku (ROKU) as of Q1 2026, down from 705 in Q4 2025.
• Funds reported $10.7B of Roku stock for Q1 2026, down 11% quarter-over-quarter.
• 109 funds opened new Roku positions in Q1 2026 and 113 closed out, a net change of -4 holders.
• The largest Roku buyer in Q1 2026 was Fidelity Investments, an estimated $324M added.
• The largest Roku seller in Q1 2026 was ARK Investment Management, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2026.