ROKU INC

$ROKU
Smart money positioned

24 of the Top-200 alpha managers hold $ROKU as of the latest 13F snapshot.

13F holders
676
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

24 holders · Q1 2026

$ROKU is held by 24 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.93%, with an average of 0.37% of portfolio. Largest holder: Hazelview Securities Inc. at 2.93%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 676 · Source: 13F-HR
01
Gates Foundation Trust
0.08% of portfolio
17,566,050 sh
02
Brightline Capital Management, LLC
0.04% of portfolio
11,863,200 sh
03
Exor N.V.
0.03% of portfolio
4,873,939 sh
04
Marshall & Sullivan Inc.
0.60% of portfolio
2,944,536 sh
05
Campbell Newman Asset Management Inc.
0.34% of portfolio
2,521,078 sh
06
Axa S.a.
0.01% of portfolio
2,262,711 sh
07
State Street
0.01% of portfolio
2,216,237 sh
08
Caz Investments LP
0.10% of portfolio
2,038,347 sh
09
Sumitomo Mitsui Trust Group, Inc.
0.11% of portfolio
1,874,369 sh
10
Brown, Lisle/Cummings, Inc.
0.12% of portfolio
1,874,369 sh
See all 676 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 6 filers
10 Feb 2026
Wood Anthony J.
▼ SOLD
9,846
$91.44
S
10 Feb 2026
Wood Anthony J.
▼ SOLD
29,575
$90.82
S
10 Feb 2026
Wood Anthony J.
▼ SOLD
10,579
$90.12
S
02 Feb 2026
Hunt Neil D
▼ SOLD
20
$97.71
S
02 Feb 2026
Hunt Neil D
▼ SOLD
918
$97.10
S
02 Feb 2026
Hunt Neil D
▼ SOLD
794
$96.07
S
02 Feb 2026
Hunt Neil D
▼ SOLD
268
$95.47
S
15 Jan 2026
Jedda Dan
▼ SOLD
3,000
$107.56
S
12 Jan 2026
Wood Anthony J.
▼ SOLD
200
$114.98
S
12 Jan 2026
Wood Anthony J.
▼ SOLD
400
$113.09
S
12 Jan 2026
Wood Anthony J.
▼ SOLD
2,200
$112.18
S
12 Jan 2026
Wood Anthony J.
▼ SOLD
14,579
$110.98
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ROKU in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:19 UTC.