Ticker · CUSIP 77543R102

ROKU

ROKU INC

Communication Services·Entertainment

···Share

Holders (tracked)

Combined shares

21,251,030

Combined value

$2.31B

Last close

$116.19

Quarter

2025Q4

Price is +7.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$116.19+57.73 (+98.75%)H $116.19 · L $58.46 · Avg Vol 3.5M

Insider sell

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

AI flow digest· claude-sonnet-4-5-20250929· Synthesized from manager portfolios + last 30 days of insider & Congress activity.

ROKU insiders dumped $30.5M in shares over the past month, with President of Roku Media Charles Collier unloading $21.6M and CEO Anthony Wood selling across multiple transactions totaling over $5M. This heavy selling comes as institutional money splits sharply: Cathie Wood slashed her ARK position by 1.47M shares despite remaining the largest holder at $638M, while Stanley Druckenmiller and Wellington Management also headed for the exits. Countering the exodus, Steve Cohen's Point72, Norway's sovereign wealth fund, and Paul Tudor Jones all initiated new positions, and Millennium added 856K shares. The divergence suggests smart money disagrees on ROKU's streaming prospects, but when your own CEO and media chief are aggressively selling, that's typically the louder signal.

SEC event timeline

30 events

Wood Anthony J. · CEO and Chairman BOD
2026-04-16
Sold $2.75M @ $110.19
Insider sell
Collier Charles · President, Roku Media
2026-04-16
Sold $378.0K @ $110.17
Insider sell
Jedda Dan · CFO & COO
2026-04-15
Sold $749.0K @ $107.00
Insider sell
Wood Anthony J. · CEO and Chairman BOD
2026-04-10
Sold $2.17M @ $100.56
Insider sell
Wood Anthony J. · CEO and Chairman BOD
2026-04-10
Sold $1.40M @ $101.26
Insider sell
Wood Anthony J. · CEO and Chairman BOD
2026-04-10
Sold $794.7K @ $102.60
Insider sell
Wood Anthony J. · CEO and Chairman BOD
2026-04-10
Sold $172.2K @ $98.44
Insider sell
Wood Anthony J. · CEO and Chairman BOD
2026-04-10
Sold $506.6K @ $99.40
Insider sell
Collier Charles · President, Roku Media
2026-04-08
Sold $21.61M @ $105.00
Insider sell
T. Rowe Price added2026-02-17
+561,666 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+274,024 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−568,396 shares · 2025Q4
Position
Stanley Druckenmiller (Duquesne) trimmed2026-02-17
−239,455 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+128,185 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−332,947 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−213,601 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+855,668 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+192,620 shares · 2025Q4
Position
Wellington Management exited2026-02-17
−5,086 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+3,730 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) added2026-02-13
+14,454 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+52,200 shares · 2025Q4
Position
Cathie Wood (ARK Invest) trimmed2026-02-11
−1,470,118 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+855,449 shares · 2025Q4
Position
First Eagle Investment Management trimmed2026-02-04
−200 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−559,362 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−775,862 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+1,825,651 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+1,645,670 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) trimmed2025-11-14
−13,731 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$30.54M

Buys

0 · $0

Sells

9 · $30.54M

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-16	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	C	25,000	—	—
04-16	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	25,000	$110.19	$2.75M
04-16	Collier Charles President, Roku Media · Officer	S	3,431	$110.17	$378.0K
04-15	Jedda Dan CFO & COO · Officer	S	7,000	$107.00	$749.0K
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	C	50,000	—	—
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	1,749	$98.44	$172.2K
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	5,097	$99.40	$506.6K
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	21,603	$100.56	$2.17M
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	13,805	$101.26	$1.40M
04-10	Wood Anthony J. CEO and Chairman BOD · Officer, Director, 10%+	S	7,746	$102.60	$794.7K
04-08	Collier Charles President, Roku Media · Officer	M	177,139	$49.59	$8.78M
04-08	Collier Charles President, Roku Media · Officer	M	1,332	$65.71	$87.5K
04-08	Collier Charles President, Roku Media · Officer	M	1,150	$65.22	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,117	$67.18	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	846	$88.65	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,184	$63.35	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,269	$59.13	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,457	$60.05	$87.5K
04-08	Collier Charles President, Roku Media · Officer	M	898	$97.49	$87.5K
04-08	Collier Charles President, Roku Media · Officer	M	1,295	$57.94	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,007	$74.49	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,415	$53.03	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	1,466	$59.70	$87.5K
04-08	Collier Charles President, Roku Media · Officer	M	1,009	$74.34	$75.0K
04-08	Collier Charles President, Roku Media · Officer	M	974	$77.05	$75.0K

View full insider history for ROKU →

Follow-the-investor returns

If you'd copied each holder of ROKU…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Cathie Wood (ARK Invest)	2019Q2	$58.56	+98.4%	$683.4M
Stanley Druckenmiller (Duquesne)	2025Q1	$80.06	+45.1%	$67.7M
Lee Ainslie (Maverick Capital)	2019Q3	$87.61	+32.6%	$5.3M
Renaissance Technologies	2018Q3	$91.52	+27.0%	$148.1M
Ray Dalio (Bridgewater Associates)	2022Q1	$93.44	+24.3%	$24.8M
AQR Capital Management	2018Q3	$94.26	+23.3%	$332.3M
Ken Griffin (Citadel Advisors)	2017Q3	$96.20	+20.8%	$120.0M
Ken Griffin (Citadel Advisors)	2017Q3	$96.20	+20.8%	$120.0M
Ken Griffin (Citadel Advisors)	2017Q3	$96.20	+20.8%	$120.0M
Paul Tudor Jones (Tudor Investment)	2018Q1	$97.09	+19.7%	$14.9M
Paul Tudor Jones (Tudor Investment)	2018Q1	$97.09	+19.7%	$14.9M
First Eagle Investment Management	2025Q3	$100.13	+16.0%	$697K
Norges Bank (Norway SWF)	2017Q3	$106.72	+8.9%	$99.4M
D.E. Shaw & Co.	2018Q1	$106.99	+8.6%	$20.5M
D.E. Shaw & Co.	2018Q1	$106.99	+8.6%	$20.5M
D.E. Shaw & Co.	2018Q1	$106.99	+8.6%	$20.5M
Izzy Englander (Millennium Mgmt)	2017Q3	$107.31	+8.3%	$10.5M
Izzy Englander (Millennium Mgmt)	2017Q3	$107.31	+8.3%	$10.5M
Izzy Englander (Millennium Mgmt)	2017Q3	$107.31	+8.3%	$10.5M
Steve Cohen (Point72)	2018Q1	$107.70	+7.9%	$2.8M
Steve Cohen (Point72)	2018Q1	$107.70	+7.9%	$2.8M
Steve Cohen (Point72)	2018Q1	$107.70	+7.9%	$2.8M
Two Sigma Investments	2018Q2	$108.46	+7.1%	$1.5M
Two Sigma Investments	2018Q2	$108.46	+7.1%	$1.5M
Two Sigma Investments	2018Q2	$108.46	+7.1%	$1.5M
T. Rowe Price	2017Q3	$116.57	-0.3%	$118.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+855,449
$92.8M
Steve Cohen (Point72)
+192,620
$20.9M
Paul Tudor Jones (Tudor Investment)
+128,185
$13.9M

Added to6

Izzy Englander (Millennium Mgmt)
+855,668
$92.8M
AQR Capital Management
+274,024
$29.7M
Renaissance Technologies
+52,200
$5.7M
Lee Ainslie (Maverick Capital)
+14,454
$1.6M
Ray Dalio (Bridgewater Associates)
+3,730
$405K
T. Rowe Price
+561,666
$61K

Trimmed6

Cathie Wood (ARK Invest)
−1,470,118
$159.5M
Ken Griffin (Citadel Advisors)
−568,396
$61.7M
Two Sigma Investments
−332,947
$36.1M
D.E. Shaw & Co.
−213,601
$23.2M
Stanley Druckenmiller (Duquesne)
−239,455
$26K
First Eagle Investment Management
−200
$22K

Exited1

Wellington Management
−5,086
$509K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	22	34,657,092	$106.81B	—
2022Q2	21	35,059,111	$55.91B	-1
2022Q3	23	35,536,433	$2.00B	+2
2022Q4	22	38,892,485	$1.58B	-1
2023Q1	21	38,683,396	$2.55B	-1
2023Q2	23	36,729,780	$2.35B	+2
2023Q3	19	30,621,267	$2.16B	-4
2023Q4	20	31,291,287	$2.87B	+1
2024Q1	20	32,220,860	$2.10B	—
2024Q2	23	33,531,770	$2.01B	+3
2024Q3	21	24,689,238	$1.84B	-2
2024Q4	19	22,512,958	$1.67B	-2
2025Q1	22	17,942,642	$1.26B	+3
2025Q2	24	18,493,691	$1.63B	+2
2025Q3	23	20,974,237	$2.10B	-1
2025Q4	26	21,251,030	$2.31B	+3

Who owns ROKU

26 super-investors · 2025Q4

Tracked stake

21.25M

Combined value

$2.31B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added8Trim12

#	Manager	Shares	Value	% of book	Last action
1	Cathie Wood ARK Invest	5.88M	$638M	4.2%	Trim−1.47M
2	AQR Capital Management	2.86M	$310M	0.2%	Added+274.0K
3	Two Sigma Investments	1.84M	$200M	0.3%	Trim−332.9K
4	D.E. Shaw & Co.	1.50M	$163M	0.1%	Trim−213.6K
5	Renaissance Technologies	1.27M	$138M	0.2%	Added+52.2K
6	Izzy Englander Millennium Mgmt	1.26M	$136M	0.1%	Added+855.7K
7	Ken Griffin Citadel Advisors	1.21M	$131M	0.0%	Trim−568.4K
8	Ken Griffin Citadel Advisors	1.03M	$112M	0.0%	Trim−568.4K
9	T. Rowe Price	1.02M	$111M	0.0%	Added+561.7K
10	Norges Bank Norway SWF	855.4K	$93M	0.0%	New+855.4K
11	Ken Griffin Citadel Advisors	596.9K	$65M	0.0%	Trim−568.4K
12	Stanley Druckenmiller Duquesne	583.0K	$63M	1.4%	Trim−239.5K
13	Ray Dalio Bridgewater Associates	213.0K	$23M	0.1%	Added+3.7K
14	Izzy Englander Millennium Mgmt	209.4K	$23M	0.0%	Added+855.7K
15	Steve Cohen Point72	192.6K	$21M	0.0%	New+192.6K
16	D.E. Shaw & Co.	176.5K	$19M	0.0%	Trim−213.6K
17	D.E. Shaw & Co.	153.3K	$17M	0.0%	Trim−213.6K
18	Paul Tudor Jones Tudor Investment	128.2K	$14M	0.0%	New+128.2K
19	Izzy Englander Millennium Mgmt	90.5K	$10M	0.0%	Added+855.7K
20	Paul Tudor Jones Tudor Investment	62.2K	$7M	0.0%	New+128.2K
21	Lee Ainslie Maverick Capital	45.6K	$5M	0.1%	Added+14.5K
22	Steve Cohen Point72	24.3K	$3M	0.0%	New+192.6K
23	Two Sigma Investments	13.1K	$1M	0.0%	Trim−332.9K
24	Steve Cohen Point72	10.2K	$1M	0.0%	New+192.6K
25	Two Sigma Investments	9.0K	$976K	0.0%	Trim−332.9K
26	First Eagle Investment Management	6.0K	$651K	0.0%	Trim−200

Recent moves

20 transactions

ADDT. Rowe Price
+561,666 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+855,668 · 2025Q4
TRIMD.E. Shaw & Co.
−213,601 · 2025Q4
SOLDWellington Management
−5,086 · 2025Q4
TRIMTwo Sigma Investments
−332,947 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−568,396 · 2025Q4
TRIMStanley Druckenmiller (Duquesne)
−239,455 · 2025Q4
NEWSteve Cohen (Point72)
+192,620 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+128,185 · 2025Q4
ADDAQR Capital Management
+274,024 · 2025Q4
ADDLee Ainslie (Maverick Capital)
+14,454 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+3,730 · 2025Q4
ADDRenaissance Technologies
+52,200 · 2025Q4
TRIMCathie Wood (ARK Invest)
−1,470,118 · 2025Q4
NEWNorges Bank (Norway SWF)
+855,449 · 2025Q4
TRIMFirst Eagle Investment Management
−200 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−559,362 · 2025Q3
SOLDSteve Cohen (Point72)
−775,862 · 2025Q3
ADDTwo Sigma Investments
+1,825,651 · 2025Q3
ADDD.E. Shaw & Co.
+1,645,670 · 2025Q3

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