Follow-The-Filings

Security · featured owners

ROKU

Roku Inc. Communication Services COM CL A Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.5%
  • $129M
  • 1 new 2 reduce 2 exits

ROKU (Roku Inc.) is held in 3 featured 13F books as of 2026 Q2. Cathie Wood - Ark Investment Management is the largest tracked holder by portfolio weight (0.53%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.5% (Cathie Wood - Ark Investment Management) · not free-float ownership

  1. Cathie Wood reduce 0.53%
  2. Stanley Druckenmiller reduce 0.49%
  3. George Soros new 0.26%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Cathie Wood - Ark Investment Management 2026 Q2 0.53% Reduce −84.4% 595,880 $82M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.49% Reduce −75.5% 184,055 $25M history
George Soros - Soros Fund Management 2026 Q2 0.26% New 0.26% 155,800 $22M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.16% Exit −0.16% 125,000 $12M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 8,189 $775K history

3 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 4, 2026 Filing Doc
4 Period Sep 1, 2026 · 8 forms Filing Doc
4 Period Aug 14, 2026 · 4 forms Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 14, 2026 · 2 forms Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 · 2 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc

Updated about 11 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.48B $4.11B $4.74B
Gross profit $1.52B $1.81B $2.07B
Gross margin * 43.7% 43.9% 43.8%
Net income -$709.56M -$129.39M $88.36M
Net margin * -20.4% -3.1% 1.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.07B $3.23B $3.4B
Total non-current assets * $1.19B $1.07B $1.03B
Total assets $4.26B $4.3B $4.43B
Total current liabilities $1.28B $1.23B $1.24B
Total non-current liabilities * $659.93M $578.69M $538M
Total equity $2.33B $2.49B $2.66B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $255.86M $218.04M $483.72M
Cash from investing -$92.62M -$25.06M -$782.37M
Cash from financing -$61.24M -$89.2M -$280.1M
Net change in cash * $101.99M $103.78M -$578.75M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders