Renaissance Technologies's ROKU Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.27 M shares of Roku, Inc. (ROKU) worth $138.31 M, representing 0.21% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 27 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 2019, adding 2.86 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +52,200 | Add 4.27% | 1.27 M | $108.49 |
| Q3 2025 | +179,500 | Add 17.21% | 1.22 M | $100.13 |
| Q2 2025 | -522,200 | Reduce 33.36% | 1.04 M | $87.89 |
| Q1 2025 | +268,500 | Add 20.70% | 1.57 M | $70.44 |
| Q4 2024 | +357,100 | Add 38.00% | 1.3 M | $74.34 |
| Q3 2024 | -226,800 | Reduce 19.44% | 939,800 | $74.66 |
| Q2 2024 | -120,400 | Reduce 9.36% | 1.17 M | $59.93 |
| Q1 2024 | -469,800 | Reduce 26.74% | 1.29 M | $65.17 |
| Q4 2023 | +1.76 M | New Buy | 1.76 M | $91.66 |
| Q2 2023 | -562,143 | Sold Out | 0 | $0.00 |
| Q1 2023 | -1.99 M | Reduce 77.96% | 562,143 | $0.07 |
| Q4 2022 | +169,172 | Add 7.11% | 2.55 M | $0.04 |
| Q3 2022 | +409,295 | Add 20.76% | 2.38 M | $56.40 |
| Q2 2022 | -836,400 | Reduce 29.79% | 1.97 M | $82.14 |
| Q1 2022 | +2.49 M | Add 772.08% | 2.81 M | $125.27 |
| Q4 2021 | +293,900 | Add 1045.91% | 322,000 | $228.20 |
| Q3 2021 | -767,716 | Reduce 96.47% | 28,100 | $313.35 |
| Q2 2021 | -659,884 | Reduce 45.33% | 795,816 | $459.25 |
| Q1 2021 | +1 M | Add 220.67% | 1.46 M | $325.77 |
| Q4 2020 | +219,555 | Add 93.67% | 453,955 | $332.02 |
| Q3 2020 | +234,400 | New Buy | 234,400 | $188.80 |
| Q4 2019 | -51,698 | Sold Out | 0 | $0.00 |
| Q3 2019 | -2.06 M | Reduce 97.56% | 51,698 | $101.76 |
| Q2 2019 | -739,800 | Reduce 25.91% | 2.12 M | $90.58 |
| Q1 2019 | +2.86 M | New Buy | 2.86 M | $64.51 |
| Q4 2018 | -616,000 | Sold Out | 0 | $0.00 |
| Q3 2018 | +616,000 | New Buy | 616,000 | $73.03 |
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 27 quarters since Q3 2018.
Renaissance Technologies's largest addition to Roku, Inc. (ROKU) was in Q1 2019, adding 2,855,600 shares worth $184.22 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,274,900 shares of Roku, Inc. (ROKU), valued at approximately $138.31 M.
As of the Q4 2025 filing, Roku, Inc. (ROKU) represents approximately 0.21% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Roku, Inc. (ROKU) was 2,855,600 shares, as reported at the end of Q1 2019.