Guru Ownership Trend
Guru Analysis for Roku, Inc. (ROKU)
Roku, Inc. (ROKU), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $693.32 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $525.96 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 86.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Roku, Inc. (ROKU)
Major holders include Renaissance Technologies (RenTech) ($196.75 M), Cliff Asness ($142.84 M), Paul Tudor Jones ($106.99 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 4.48 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $525.96 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited ROKU. The total reported sell value was $669.13 M.
Yes, 3 managers opened new positions in ROKU, and 3 increased their existing holdings. The total reported buy value was $143.16 M.
