Renaissance Technologies's ROKU Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.22 M shares of Roku, Inc. (ROKU) worth $122.43 M, representing 0.16% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Renaissance Technologies has maintained a strategic position in ROKU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 2.49 M shares. Largest reduction occurred in Q3 2019, reducing 2.06 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Roku (ROKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roku (ROKU) Trades by Renaissance Technologies
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +616,000 | New Buy | 616,000 | $73.03 |
| Q4 2018 | -616,000 | Sold Out | 616,000 | $0.00 |
| Q1 2019 | +2.86 M | New Buy | 2.86 M | $64.51 |
| Q2 2019 | -739,800 | Reduce 25.91% | 2.12 M | $90.58 |
| Q3 2019 | -2.06 M | Reduce 97.56% | 51,698 | $101.76 |
| Q4 2019 | -51,698 | Sold Out | 51,698 | $0.00 |
| Q3 2020 | +234,400 | New Buy | 234,400 | $188.80 |
| Q4 2020 | +219,555 | Add 93.67% | 453,955 | $332.02 |
| Q1 2021 | +1 M | Add 220.67% | 1.46 M | $325.77 |
| Q2 2021 | -659,884 | Reduce 45.33% | 795,816 | $459.25 |
| Q3 2021 | -767,716 | Reduce 96.47% | 28,100 | $313.35 |
| Q4 2021 | +293,900 | Add 1045.91% | 322,000 | $228.20 |
| Q1 2022 | +2.49 M | Add 772.08% | 2.81 M | $125.27 |
| Q2 2022 | -836,400 | Reduce 29.79% | 1.97 M | $82.14 |
| Q3 2022 | +409,295 | Add 20.76% | 2.38 M | $56.40 |
| Q4 2022 | +169,172 | Add 7.11% | 2.55 M | $0.04 |
| Q1 2023 | -1.99 M | Reduce 77.96% | 562,143 | $0.07 |
| Q2 2023 | -562,143 | Sold Out | 562,143 | $0.00 |
| Q4 2023 | +1.76 M | New Buy | 1.76 M | $91.66 |
| Q1 2024 | -469,800 | Reduce 26.74% | 1.29 M | $65.17 |
| Q2 2024 | -120,400 | Reduce 9.36% | 1.17 M | $59.93 |
| Q3 2024 | -226,800 | Reduce 19.44% | 939,800 | $74.66 |
| Q4 2024 | +357,100 | Add 38.00% | 1.3 M | $74.34 |
| Q1 2025 | +268,500 | Add 20.70% | 1.57 M | $70.44 |
| Q2 2025 | -522,200 | Reduce 33.36% | 1.04 M | $87.89 |
| Q3 2025 | +179,500 | Add 17.21% | 1.22 M | $100.13 |
Renaissance Technologies's Roku Investment FAQs
Renaissance Technologies first purchased Roku, Inc. (ROKU) in Q3 2018, acquiring 616,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Roku, Inc. (ROKU) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to Roku, Inc. (ROKU) was in Q1 2019, adding 2,855,600 shares worth $184.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,222,700 shares of Roku, Inc. (ROKU), valued at approximately $122.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Roku, Inc. (ROKU) represents approximately 0.16% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's peak holding in Roku, Inc. (ROKU) was 2,855,600 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.