Follow-The-Filings

Security

ROL

Rollins Inc. · COM

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

16 owners 2 new 4 exits max 0.8% (Polen Capital Management LLC)

owners 16
max % 0.8%
tracked value $3B
qoq N 2 A 1 R 11 E 4

holders

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

manager % port activity shares value history
Polen Capital Management LLC 2026 Q1 0.8% New 0.8% 2,177,678 $116M hist
Terry Smith - Fundsmith LLP 2026 Q1 0.3% Reduce -0.26 pp 619,935 $33M hist
Renaissance Technologies LLC 2026 Q1 0.2% Reduce -0.04 pp 1,936,556 $103M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Reduce -0.04 pp 998,020 $53M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 38,282,523 $2.3B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 4,076,457 $245M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,165,503 $62M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 327,831 $20M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 93,000 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 117,739 $6M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.06 pp 142,587 $8M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 123,059 $7M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce -0.04 pp 12,288 $656 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 144,747 $8M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 26,803 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 4,380 $234 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 541,435 $32M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 218,798 $13M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 22,459 $1M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,792 $228 hist

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 $3.07B $3.39B $3.76B
Gross profit
Gross margin
Net income $434.96M $466.38M $526.7M
Net margin * 14.2% 13.8% 14.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $406.64M $442.62M $472.68M
Total non-current assets * $2.19B $2.38B $2.67B
Total assets $2.6B $2.82B $3.14B
Total current liabilities $576.69M $645.16M $785.52M
Total non-current liabilities * $863.2M $843.94M $980.68M
Total equity $1.16B $1.33B $1.37B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $528.37M $607.65M $678.11M
Cash from investing -$372.9M -$176.23M -$326.7M
Cash from financing -$149.42M -$440.71M -$343.58M
Net change in cash $8.48M -$14.2M $10.37M

ownership over time

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