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ROOT Smart Money

Root, Inc.
1W: -0.5% 1M: +11.9% 3M: -7.5% YTD: -26.2% 1Y: -31.4% 3Y: +467.1% 5Y: -43.6%
$52.29
+0.46 (+0.89%)
Pre-Market: $52.00 (-0.29, -0.55%)
Weekly Expected Move ±3.7%
$49 $51 $53 $55 $57
NASDAQ · Financial Services · Insurance - Property & Casualty · Tech Score Buy · Power 59 · $715.7M mcap · 12M float · 1.86% daily turnover · Short 60% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
190
Institutions Holding
-11 vs prior
63.8%
Ownership
+12.15%
42 New
59 Increased
59 Reduced
25 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-21 Forish Ryan officer: chief accounting officer F-Tax Withholding 294 $49.78 $15K Filing
2026-09-15 Forish Ryan officer: chief accounting officer F-Tax Withholding 490 $53.60 $26K Filing
2026-08-21 Forish Ryan officer: chief accounting officer F-Tax Withholding 88 $55.79 $5K Filing
2026-08-21 Binkley Megan officer: chief financial officer G-Gift 1,523 $— $0 Filing
2026-06-22 Forish Ryan officer: chief accounting officer F-Tax Withholding 294 $51.07 $15K Filing
2026-06-15 Forish Ryan officer: chief accounting officer F-Tax Withholding 490 $54.86 $27K Filing
2026-06-03 Ulman Doug director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 Hilsheimer Lawrence A. director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 KRAMER NANCY J director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 DEVARD JERRI director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 Birnbaum Beth A director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 Szudarek Julie director A-Grant/Award 2,864 $— $0 Filing
2026-06-03 Dorsey Donna director A-Grant/Award 2,864 $— $0 Filing
2026-05-21 Forish Ryan officer: chief accounting officer F-Tax Withholding 351 $57.85 $20K Filing
2026-05-15 Allison Jonathan officer: chief administrative officer S-Sale 1,606 $55.96 $90K Filing
2026-05-12 Allison Jonathan officer: chief administrative officer S-Sale 1,706 $55.74 $95K Filing
2026-05-01 Forish Ryan officer: chief accounting officer F-Tax Withholding 82 $55.05 $5K Filing
2026-04-07 Allison Jonathan officer: chief administrative officer S-Sale 1,706 $44.35 $76K Filing
2026-04-02 Allison Jonathan officer: chief administrative officer S-Sale 4,112 $42.33 $174K Filing
2026-04-01 Allison Jonathan officer: chief administrative officer F-Tax Withholding 2,874 $43.26 $124K Filing
2026-04-01 Timm Alexander E. officer: chief executive officer F-Tax Withholding 28,557 $43.26 $1.2M Filing
2026-04-01 Timm Alexander E. officer: chief executive officer F-Tax Withholding 3,480 $43.26 $151K Filing
2026-04-01 Timm Alexander E. officer: chief executive officer F-Tax Withholding 14,965 $43.26 $647K Filing
2026-04-01 Bonakdarpour Mahtiyar officer: president and cto F-Tax Withholding 10,882 $43.26 $471K Filing
2026-04-01 Bonakdarpour Mahtiyar officer: president and cto F-Tax Withholding 1,642 $43.26 $71K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Ribbit Management Company, LLC 1,232,607 $69M — 2026-06-30 Filing
BlackRock, Inc. 1,149,263 $64M +98,936 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 528,317 $30M +11,685 2026-06-30 Filing
FINDELL CAPITAL MANAGEMENT LLC 460,000 $26M +85,000 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 345,379 $19M +25,851 2026-06-30 Filing
STATE STREET CORP 290,772 $16M +24,833 2026-06-30 Filing
Galileo (PTC) Ltd 252,669 $14M — 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 245,281 $14M +6,500 2026-06-30 Filing
BOOTHBAY FUND MANAGEMENT, LLC 203,234 $11M +64,238 2026-06-30 Filing
Quinn Opportunity Partners LLC 171,176 $10M +100,837 2026-06-30 Filing
Tairen Capital Ltd 160,798 $9M — 2026-06-30 Filing
Dragoneer Investment Group, LLC 154,320 $9M — 2026-06-30 Filing
MORGAN STANLEY 148,225 $8M +7,148 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 144,306 $8M -5,011 2026-06-30 Filing
NORTHERN TRUST CORP 120,334 $7M +10,926 2026-06-30 Filing
Sixth Street Partners Management Company 109,270 $6M +109,270 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 109,270 $6M +1,577 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 106,983 $6M +16,067 2026-06-30 Filing
BANK OF AMERICA CORP /DE 105,524 $6M -22,057 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 97,201 $5M +6,013 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms