$ROOT

$51.83 -$1.05 (1.99%) Close

$ROOT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 15.7M shares outstanding

Who owns ROOT?

By type of holder

Institutions 59.6% Insiders 0.0% Everyone else 40.4%

Concentration Top 10 holders own 44.9%

Ribbit Management Company, LLC 7.9% · T. Rowe Price Investment Management, Inc. 7.8%

Institutional ownership

59.6%

-2.3 pts vs last qtr

Institutional holders

159

+11 vs last qtr

Net shares bought

−352.5K

by institutions in Q2 2026

New / sold out

39 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Quinn Opportunity Partners LLC +100.8K
BlackRock, Inc. +98.9K

Biggest sellers in Q2 2026

Capital Research Global Investors −399.6K
Buckley Capital Advisors, LLC SOLD OUT −174.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.11M

13 notices from 4 people

Shares covered

57.9K

0.37% of the company

Arranged in advance

81%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Allison Jonathan Officer 10b5-1 $1.51M
Ulman Doug Director $593K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+307.1%

+32.42% a year

Each share's claim on the business

−75.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$200K vs $129M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years35% 3–5 years7% 1–3 years49% Under 1 year9%

Quarterly turnover

13.2%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting ROOT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RM Ribbit Management Company, LLC	1.2M	7.85%	Unchanged	2023	3.4%
Shares held by quarter Peak holding1.7M (Q3'24) Change over 8 quarters−435.4K Share of the company7.850% Ribbit Management Company, LLC's full portfolio →
TR T. Rowe Price Investment Management, Inc.	1.2M	7.78%	+35.8K (+3.0%)	2024	0.0%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company7.780% T. Rowe Price Investment Management, Inc.'s full portfolio →

Ribbit Management Company, LLC

1.2M

% of company

7.85%

Change vs last qtr

Unchanged

Held since

2023

T. Rowe Price Investment Management, Inc.

1.2M

% of company

7.78%

Change vs last qtr

+35.8K (+3.0%)

Held since

2024

28 more super investors behind a free account

See every manager holding Root Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ROOT on Form N-PORT; together they hold 18.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$19.9M	355.4K	2.26%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$19.1M	341.6K	2.18%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$19.9M

% of company

2.26%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$19.1M

% of company

2.18%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Root Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
C Carvana Co. 5%+ holder 13D · 5.4%	780.7K	4.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.970% Disclosed stake13D · 5.4% View the 13D/G filing →
CG Carvana Group, LLC 5%+ holder 13D · 5.4%	780.7K	4.97%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.970% Disclosed stake13D · 5.4% View the 13D/G filing →

Carvana Co.

5%+ holder13D · 5.4%

780.7K

% of company

4.97%

Change vs last qtr

—

Held since

—

Carvana Group, LLC

5%+ holder13D · 5.4%

780.7K

% of company

4.97%

Change vs last qtr

—

Held since

—

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