Guru Ownership Over Time
Guru Analysis for Roku, Inc. (ROKU)
Roku, Inc. (ROKU), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.38 B.
Top institutional holders include Catherine Wood and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $38.02 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 275.5%. Conversely, Lee Ainslie reduced exposure by 30.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.38% | Reduce -13.1% | 7,351,856 | $736.14 M | Q3 2025 | |
| 0.17% | Add 275.5% | 2,586,125 | $258.9 M | Q3 2025 | |
| 0.16% | Add 17.2% | 1,222,700 | $122.43 M | Q3 2025 | |
| 2.03% | Reduce -25.3% | 822,435 | $82.35 M | Q3 2025 | |
| 0.04% | New Buy | 232,745 | $23.3 M | Q3 2025 | |
| 0.08% | Add 134.3% | 209,308 | $20.96 M | Q3 2025 | |
| 0.17% | Add 56.2% | 124,975 | $12.51 M | Q3 2025 | |
| 0.02% | Reduce -12.3% | 46,253 | $4.63 M | Q3 2025 | |
| 0.04% | Reduce -30.6% | 31,117 | $3.12 M | Q3 2025 | |
| 0.23% | New Buy | 10,500 | $1.05 M | Q3 2025 | |
| 0.00% | New Buy | 6,200 | $620,806 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Roku, Inc. (ROKU)
Top Guru holders include Catherine Wood ($736.14 M), Cliff Asness ($258.9 M), Renaissance Technologies ($122.43 M). Collectively, tracked Gurus hold 12.64 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $38.02 M, with 7 Gurus buying and 6 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 2 Gurus sold out of ROKU completely. Total sell value was $211.4 M.
Yes, 3 Gurus opened new positions in ROKU, and 4 added to their existing holdings. Total buy value was $249.41 M.