Follow-The-Filings

Security

ROKU

Roku Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 new 1 exit max 2.8% (Cathie Wood - Ark Investm...)

grid → activity → earnings →
owners 17
max % 2.8%
tracked value $2.8B
qoq N 2 A 5 R 10 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Cathie Wood - Ark Investment Management LLC 2026 Q1 2.8% Reduce -35.0% 3,820,405 $361M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 2.1% Add +28.7% 750,190 $71M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Reduce -15.3% 1,840,257 $200M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +22.8% 1,565,100 $148M hist
Davidson Kempner Capital Management LP 2026 Q1 0.2% New 0.2% 125,000 $12M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +88.4% 998,619 $94M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -37.7% 1,782,733 $164M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -8.7% 194,468 $18M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -85.9% 228,587 $22M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.1% 12,987,786 $1.4B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +114.6% 1,280,965 $121M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -72.7% 410,949 $39M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -31.3% 66,167 $6M hist
Norges Bank 2025 Q4 stale 0.0% Add +513.0% 855,449 $93M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -71.7% 355,668 $34M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce -82.0% 8,189 $775 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 1,926 $182 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 192,620 $21M hist

17 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc

Updated less than a minute 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