Roku, Inc. (ROKU)
What changed in recent filings
- Revenue +22% YoYQuarter ended Jun 30, 2026
- Institutions — 3 new · 3 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Roku, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 6, 2026Revenue +21.9% YoY · EPS $1.08Released after the close: Aug 6 close → Aug 7 close, the stock moved +2.0% · over the same window, market +0.6% · sector +2.0%
- 26Q1Released Apr 30, 2026Revenue +22.4% YoY · EPS $0.57Released after the close: Apr 30 close → May 1 close, the stock moved +6.0% · over the same window, market +0.3% · sector +1.1%
- 25Q4Released Feb 12, 2026Revenue +16.1% YoY · EPS $0.54Released after the close: Feb 12 close → Feb 13 close, the stock moved +8.6% · over the same window, market +0.1% · sector +1.3%
- 25Q3Released Oct 30, 2025Revenue +14.0% YoY · EPS $0.16Released after the close: Oct 30 close → Oct 31 close, the stock moved +6.1% · over the same window, market +0.3% · sector +2.4%
The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Roku, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 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
- Caisse de depot (Quebec)0.07% 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
- BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2
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.
Q2 2026 13F recap — stocks several institutions bought and sold together →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.
Roku, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Roku, Inc. vs Media sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ROKU revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $1.4B, +21.9% YoY.
The largest segment is Advertising, 49.7% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Advertising segment (about 55% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Roku, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
ROKU on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Media average
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.
What are Roku, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 18.5%, Operating margin 10.8%, Net margin 6.8%, ROE 3.3%. Definitions and interpretation are available on Stocklore.
What are Roku, Inc.'s main revenue segments?
The largest segment is Advertising, about 49.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
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.