Stocklore

Roku, Inc. (ROKU)

Media · US stock

What changed in recent filings

  • Institutions — 4 new · 2 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Roku, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 22019 Q2 · 32019 Q3 · 42019 Q4 · 52020 Q1 · 42020 Q2 · 42020 Q3 · 62020 Q4 · 52021 Q1 · 42021 Q2 · 52021 Q3 · 52021 Q4 · 52022 Q1 · 42022 Q2 · 32022 Q3 · 42022 Q4 · 42023 Q1 · 42023 Q2 · 62023 Q3 · 42023 Q4 · 42024 Q1 · 52024 Q2 · 52024 Q3 · 42024 Q4 · 32025 Q1 · 52025 Q2 · 62025 Q3 · 62025 Q4 · 72026 Q1 · 62026 Q2 · 9
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Roku, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • ARK Invest0.53% of portfolio · since 2019 Q2
  • Moore Capital Management0.15% of portfolio · since 2025 Q1
  • Duquesne Family Office0.49% of portfolio · since 2025 Q1
  • Bridgewater Associates0.01% of portfolio · since 2025 Q2
  • Tudor Investment Corp0.15% of portfolio · since 2025 Q3
  • Point72 Asset ManagementNew this quarter0.01% of portfolio · since 2026 Q2
  • Soros Fund ManagementNew this quarter0.26% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.07% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The No. 1 US company in the streaming-TV platform market. It earns revenue from its smart-TV OS and advertising platform.

What is the Media sector?

Streaming, entertainment, and ads. Subscriber growth is the key metric.

Roku, Inc. is classified under the Media sector. See peers below.

ETFs holding Roku, Inc.

Per SEC N-PORT · 2026-04-30 · by weight · factual

ARKKARK Innovation ETF
4.33%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%

ROKU on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Media average
See full ROKU analysis →

Peers · Media

ROKU FAQ

What is Roku, Inc. (ROKU)?

The No. 1 US company in the streaming-TV platform market. It earns revenue from its smart-TV OS and advertising platform.

What sector is Roku, Inc. in?

Roku, Inc. is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.

Where can I analyze Roku, Inc. (ROKU) stock?

On Stocklore you can see ROKU's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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