ROKU — ROKU INC
Communication Services · Entertainment
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying ROKU?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 3 tracked investors who changed their ROKU position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are a headwind for Communication Services (Macro Tailwind 44/100 in a Squeeze regime).
- +1 tracked investor added or increased positions last quarter (Stanley Druckenmiller)
- +7 tracked investors reported holding ROKU at their latest filing
- −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
- −Current Squeeze regime has historically been a headwind for Communication Services (Macro Tailwind 44/100)
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.
About ROKU INC (ROKU)
ROKU INC (ROKU) appears in the most recent 13F filings of 7 tracked institutional investors. ROKU INC is classified in the Communication Services sector (Entertainment industry). The largest disclosed position is held by Cathie Wood (ARK Investment Management), valued at $361M. Across recent filings, tracked investors recorded 3 new positions, 2 increased, 4 reduced, and 0 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in ROKU
How many top investors track ROKU
Several tracked investors have exposure.
ROKU Ownership Composition
How ROKU INC is held across tracked investor types, based on reported 13F positions.
- Growth Funds51.1%
- Other48.8%
- Hedge Funds0.1%
Tracked investors reporting ROKU
- Cathie WoodMar 31, 2026ARK Investment ManagementShares3.8MValue$361.5M% Portfolio2.81%
- Ken GriffinMar 31, 2026Citadel AdvisorsShares2MValue$185.7M% Portfolio0.03%
- Izzy EnglanderMar 31, 2026Millennium ManagementShares573KValue$54.2M% Portfolio0.02%
- Stanley DruckenmillerMar 31, 2026Duquesne Family OfficeShares750.2KValue$71M% Portfolio2.10%
- Steve CohenMar 31, 2026Point72 Asset ManagementShares8.2KValue$775.9K% Portfolio0.00%
- Paul Tudor JonesMar 31, 2026Tudor Investment CorpShares169.7KValue$16.1M% Portfolio0.03%
- Ray DalioMar 31, 2026Bridgewater AssociatesShares194.5KValue$18.4M% Portfolio0.08%
Recent activity
- Increased$71M(28.68%)May 15, 2026
- Reduced$18.4M(-8.72%)May 15, 2026
- Reduced$361.5M(-35.05%)May 12, 2026
- Reduced$63.2M(-29.12%)Feb 17, 2026
- Increased$23.1K(1.78%)Feb 13, 2026
- Reduced$638.1K(-20.00%)Feb 11, 2026
- $82.4MNov 14, 2025
- New$21KNov 13, 2025
- New$736.1KNov 12, 2025
Frequently asked questions
- How many institutional investors hold ROKU?
- 7 tracked institutional investors disclosed a position in ROKU (ROKU INC) in their most recent 13F filing.
- Who is the largest institutional holder of ROKU?
- Cathie Wood, ARK Investment Management, holds the largest disclosed position in ROKU, valued at $361M.
- Did institutional ownership of ROKU increase or decrease?
- Across recent 13F filings, tracked investors recorded 3 new positions, 2 increased, 4 reduced, and 0 fully exited ROKU.
- What sector is ROKU in?
- ROKU INC is classified in the Communication Services GICS sector, Entertainment industry.
- Where does this ROKU ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.