13F stock ownership research
ROKU institutional ownership: holders, changes, and four-quarter trend
This reverse-ownership view starts with ROKU and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.
Deterministic analysis from filing data
How institutions moved in ROKU this quarter
ROKU's current holder list starts with reported scale. 2 active managers reported $361.6M in aggregate value. ARK Invest is the largest tracked holder. The sample is too small for a broad concentration reading.
Position changes show where the quarter differed from the prior filing. ARK Invest made the largest measured share-count move at -35.0%. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.
ROKU's ownership trend is more informative than one filing alone. Holder count remains near the trailing average of 2.0. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
Comparable ownership pages show whether ROKU's pattern is unusual. Related ownership pages include AAPL, AXP, KO. Return to ROKU stock research for financial statements, earnings, and company risks.
Current 13F snapshot
All institutional holders
Every row below links to the manager's full portfolio page. The table contains 2 current or exited observations for ROKU, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| ARK Invest2026-03-31 | 3,820,405 | $361.49M | 2.81% | -35.0% | Reduced |
| Duquesne Family Office2026-03-31 | 750,190 | $70,983 | 2.10% | +28.7% | Increased |
Quarter-over-quarter activity
Holder changes
New holders 0
- No matching holder in the current tracked quarter.
Increased 1
- Duquesne Family Office$70,983 · +28.7%
Reduced 1
- ARK Invest$361.49M · -35.0%
Exited holders 0
- No matching holder in the current tracked quarter.
Manager universe
Holder type breakdown
Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.
Rolling filing history
Last 4 quarters
Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 2 | $361.56M | 4,570,595 | 0 | 0 |
| 2025-12-31 | 2 | $638.17M | 6,464,718 | 0 | 0 |
| 2025-09-30 | 2 | $736.22M | 8,174,291 | 0 | 0 |
| 2025-06-30 | 2 | $743.65M | 9,560,578 | 0 | 0 |
Comparable stocks
How ROKU compares
- Holders
- 2
- Value
- $57.97B
- Top 5
- 100.0%
- Holders
- 1
- Value
- $45.86B
- Top 5
- 100.0%
- Holders
- 2
- Value
- $30.43B
- Top 5
- 100.0%
Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.
Filing interpretation
Common questions about ROKU institutional ownership
Who is the largest tracked institutional holder of ROKU?
ARK Invest is the largest active holder in the current ROKU sample, reporting $361.5M. The ROKU holder table ranks every matched manager.
Which institution increased its ROKU position the most?
Duquesne Family Office recorded the largest increase or new position by reported value in the current cycle. Its row appears in the ROKU change section.
Which institution reduced or exited ROKU most significantly?
ARK Invest recorded the largest reduction or exit by prior reported value. Compare it with the other ROKU holder changes.
Did new holders enter or existing holders exit ROKU?
No new ROKU holder entered the tracked sample. No tracked ROKU holder exited. Named managers are shown in the ROKU activity grid.
How concentrated is tracked ownership in ROKU?
The ROKU sample contains too few active managers for a broad concentration conclusion. The ROKU holder table shows the named positions that are available.
How has tracked ownership in ROKU changed across four quarters?
The latest cycle has 2 active holders versus 2 in the oldest displayed comparison quarter. The ROKU four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside ROKU's 13F changes?
Use the ROKU stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.
Primary-source record
Sources and methodology
Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.
Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.