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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.19 B.
Top institutional holders include Catherine Wood and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $288.99 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who increased their stake by 28.7%. Conversely, Lee Ainslie reduced exposure by 82.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Roku, Inc. (ROKU)
Major holders include Catherine Wood ($361.49 M), Cliff Asness ($164.42 M), Renaissance Technologies (RenTech) ($148.09 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.29 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $288.99 M, with 2 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited ROKU. The total reported sell value was $332.27 M.
Yes, 0 managers opened new positions in ROKU, and 2 increased their existing holdings. The total reported buy value was $43.28 M.
