Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Roku Inc (ROKU)

688 + Investors. Track Smart Money conviction in ROKU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — ROKU

Based on 694 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ROKU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
694 hedge funds hold ROKU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

389 buying339 selling
Last quarter: 389 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-47 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 95 → 127 → 164 → 117. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
390 out of 694 hedge funds have held ROKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

117 → 95 → 127 → 164 → 117 new funds/Q
New funds entering each quarter: 95 → 127 → 164 → 117. A growing number of institutions are discovering ROKU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 734 holders: 474 (65%) are 2+ year veterans, 67 entered 1–2 years ago, and 193 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
61 of 689 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ROKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROKU

In 2026 Q1, 389 hedge funds were net buyers of ROKU (117 opened a new position, 272 added to an existing one), while 339 reduced or exited (216 trimmed, 123 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 51% of total institutional value in ROKU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 694.

Hedge Fund Ownership: ROKU

How many hedge funds hold ROKU — quarterly history vs. share price
Quarterly hedge fund ownership of ROKU vs. share price

Market Analysis: ROKU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROKU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Roku Inc (ROKU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ROKU has moved relative to its sector benchmark (XLC) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
ROKU
+13.8%
XLC
+5.4%

ROKU outperformed XLC by +8.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
ROKU
+0.0%
XLC
+0.0%

Since the filing became public, ROKU outperformed XLC by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 7 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: ROKU
2026 Q2 Stats Unlock in 5 days 688 + Investors

Track Smart Money conviction in ROKU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 688 700 -1.71%
13F Shares 124M 129M -3.74%
Total Value $11.30B $13.85B -18.4%
New Positions 117 164 -47
Increased Positions 252 233 +19
Closed Positions 124 69 +55
Reduced Positions 211 183 +28
Total Calls 22 40 -45.0%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 1.05 0.78 Neutral

Statistics: ROKU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

688 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROKU. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ROKU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Firsthand Capital Management, Inc. 13.25% 60,000 $8.3M
2 Birnam Oak Advisors, LP 6.50% 290,000 $40.1M
3 Sand Grove Capital Management LLP 5.99% 166,158 $23.0M
4 Atlas Venture Advisors, Inc. 5.56% 57,707 $8.0M
5 West Tower Group, LLC 4.25% 10,950 $1.5M
6 Alpine Associates Management INC. 2.84% 328,250 $45.3M
7 Nexpoint Asset Management, L.P. 2.70% 292,770 $40.4M
8 Capital Impact Advisors, LLC 2.64% 340,273 $47.0M
9 P Schoenfeld Asset Management LP 2.57% 45,500 $6.3M
10 Slotnik Capital, LLC 2.43% 68,000 $9.4M
11 Ardmore Road Asset Management LP 2.41% 297,000 $41.0M
12 Kennondale Capital Management LLC 2.26% 24,557 $3.4M
13 Olympiad Research LP 2.08% 7,225 $998K
14 GABELLI & Co INVESTMENT ADVISERS, INC. 1.96% 97,800 $13.5M
15 Beck Bode, LLC 1.50% 71,566 $9.9M
16 Quarry LP 1.42% 123,791 $17.1M
17 Monetta Financial Services Inc 1.40% 15,000 $2.1M
18 Verity Asset Management, Inc. 1.23% 23,611 $3.3M
19 Index Technologies Group LLC 1.16% 10,524 $1.5M
20 NINE MASTS CAPITAL Ltd 1.15% 83,000 $11.5M
21 Amova Asset Management Americas, Inc. 1.03% 576,072 $79.6M
22 Quantum Portfolio Management LLC 0.86% 17,292 $2.4M
23 Prelude Capital Management, LLC 0.83% 82,394 $11.4M
24 Convergence Investment Partners, LLC 0.78% 59,928 $8.3M
25 Headlands Technologies LLC 0.78% 53,299 $7.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Roku Inc (ROKU)

What does the Smart Money Trend signal show for ROKU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ROKU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ROKU?

Slight buying edge — 53% buying: Last quarter: 389 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ROKU holders?

Elite ownership — 51% AUM from top-100 funds: 61 of 689 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ROKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROKU?

56% of holders stayed for 2+ years: 390 out of 694 hedge funds have held ROKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Roku Inc (ROKU) following the 2026 Q2 hedge fund 13F filings?

As of today, ROKU has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ROKU has gained +13.8% vs +5.4% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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