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ROKU

Communication Services, filed as ROKU INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 4

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

In 2026 Q2, 1 manager opened a position, 2 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ROKU

Sorted by value, long equity only, as of 2026 Q2.

History
Cathie Wood, Ark Investment Management 0.53%, was 2.8% Reduce −84.4% 595,880 $82M History
Stanley Druckenmiller, Duquesne Family Office 0.49%, was 2.1% Reduce −75.5% 184,055 $25M History
George Soros, Soros Fund Management 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ROKU's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ROKU insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $157M sold by 8 insiders under 10b5-1 plans
  1. Dan Jedda CFO
    Planned sale
    $1.1M 7,000 shares at $152.84 9.4% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  2. Charles Collier President, Roku Media
    Planned sale
    $3.1M 20,538 shares at $151.63 48% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  3. Matthew C. Banks VP, CAO
    Planned sale
    $84K 554 shares at $152.21 6.8% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  4. Neil D Hunt Director
    Planned sale
    $302K 2,000 shares at $151.09 17% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  5. Dan Jedda CFO
    Planned sale
    $1.1M 7,000 shares at $156.81 8.6% of stake
    Traded Sep 15 Filed Sep 16
    ↗
  6. Charles Collier President, Roku Media
    Planned sale
    $3.2M 20,538 shares at $156.99 48% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  7. Matthew C. Banks VP, CAO
    Planned sale
    $85K 546 shares at $155.64 6.3% of stake
    Traded Sep 2 Filed Sep 3
    ↗
  8. Charles Collier President, Roku Media
    Planned sale
    $1.1M 7,067 shares at $156.86 24% of stake
    Traded Sep 2 Filed Sep 3
    ↗
  9. Gilbert Fuchsberg President, Subscriptions
    Planned sale
    $751K 4,824 shares at $155.64 11% of stake
    Traded Sep 2 Filed Sep 3
    ↗
  10. Mustafa Ozgen Pres, Devices, Prod, and Tech
    Planned sale
    $531K 3,410 shares at $155.64 12% of stake
    Traded Sep 2 Filed Sep 3
    ↗
  11. Christopher T. Handman SVP & General Counsel
    Planned sale
    $467K 2,999 shares at $155.64 25% of stake
    Traded Sep 2 Filed Sep 3
    ↗
  12. Neil D Hunt Director
    Planned sale
    $313K 2,000 shares at $156.30 17% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  13. Dan Jedda CFO
    Planned sale
    $1.1M 7,000 shares at $157.11 9.6% of stake
    Traded Aug 17 Filed Aug 17
    ↗
  14. Gilbert Fuchsberg President, Subscriptions
    Planned sale
    $1.6M 10,719 shares at $150.00 21% of stake
    Traded Aug 6 Filed Aug 7
    ↗
  15. Matthew C. Banks VP, CAO
    Planned sale
    $81K 552 shares at $146.25 7.7% of stake
    Traded Aug 3 Filed Aug 5
    ↗

Also filed in the last 12 months, not counted as buying or selling: 98 option exercises, 27 share withholdings for taxes, 24 conversions, 17 gifts, and 1 sale to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 5.07 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.