Catherine Wood's ROKU Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 5.88 M shares of Roku, Inc. (ROKU) worth $638.11 M, representing 4.24% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Catherine Wood has maintained a strategic position in ROKU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 3.03 M shares. Largest reduction occurred in Q1 2025, reducing 2.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's Roku (ROKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roku (ROKU) Trades by Catherine Wood
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.47 M | Reduce 20.00% | 5.88 M | $108.49 |
| Q3 2025 | -1.11 M | Reduce 13.10% | 7.35 M | $100.13 |
| Q2 2025 | -181,970 | Reduce 2.11% | 8.46 M | $87.89 |
| Q1 2025 | -2.03 M | Reduce 19.02% | 8.64 M | $70.44 |
| Q4 2024 | -550,091 | Reduce 4.90% | 10.67 M | $74.34 |
| Q3 2024 | -1.49 M | Reduce 11.75% | 11.22 M | $74.66 |
| Q2 2024 | +159,785 | Add 1.27% | 12.72 M | $59.93 |
| Q1 2024 | +3.03 M | Add 31.77% | 12.56 M | $65.17 |
| Q4 2023 | -910,941 | Reduce 8.73% | 9.53 M | $91.66 |
| Q3 2023 | -1.52 M | Reduce 12.70% | 10.44 M | $70.59 |
| Q2 2023 | -525,139 | Reduce 4.21% | 11.96 M | $63.96 |
| Q1 2023 | +368,450 | Add 3.04% | 12.48 M | $65.82 |
| Q4 2022 | +197,115 | Add 1.65% | 12.11 M | $40.70 |
| Q3 2022 | +1.77 M | Add 17.48% | 11.92 M | $56.40 |
| Q2 2022 | +1.87 M | Add 22.65% | 10.14 M | $94.90 |
| Q1 2022 | +2.24 M | Add 37.09% | 8.27 M | $125.27 |
| Q4 2021 | +1.3 M | Add 27.35% | 6.03 M | $228.20 |
| Q3 2021 | -3,870 | Reduce 0.08% | 4.74 M | $313.35 |
| Q2 2021 | -256,032 | Reduce 5.12% | 4.74 M | $459.25 |
| Q1 2021 | -379,178 | Reduce 7.05% | 5 M | $325.77 |
| Q4 2020 | +1.42 M | Add 35.96% | 5.38 M | $332.02 |
| Q3 2020 | +631,631 | Add 19.01% | 3.95 M | $188.80 |
| Q2 2020 | +1.64 M | Add 96.99% | 3.32 M | $116.53 |
| Q1 2020 | +949,270 | Add 128.70% | 1.69 M | $87.48 |
| Q4 2019 | +448,310 | Add 154.98% | 737,580 | $133.90 |
| Q3 2019 | +211,845 | Add 273.61% | 289,270 | $101.76 |
| Q2 2019 | +77,425 | New Buy | 77,425 | $90.58 |
Catherine Wood's Roku Investment FAQs
Catherine Wood first purchased Roku, Inc. (ROKU) in Q2 2019, acquiring 77,425 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held Roku, Inc. (ROKU) for 27 quarters since Q2 2019.
Catherine Wood's largest addition to Roku, Inc. (ROKU) was in Q1 2024, adding 12,556,647 shares worth $818.32 M.
According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 5,881,738 shares of Roku, Inc. (ROKU), valued at approximately $638.11 M.
As of the Q4 2025 filing, Roku, Inc. (ROKU) represents approximately 4.24% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.
Catherine Wood's peak holding in Roku, Inc. (ROKU) was 12,716,432 shares, as reported at the end of Q2 2024.