2 tracked superinvestors hold Roku Inc (ROKU), worth $108M combined, led by Cathie Wood. Smart money is trimming ROKU as of the latest 13F filings.
Current price
$155.59
+60.2%
1Y
Roku, Inc., alongside its affiliated companies, operates a significant platform for television streaming. The enterprise is segmented into two primary areas: Platform and Player. Through its platform, users can effortlessly explore and access a vast selection of content, including films, television series, live broadcasts, news updates, sports events, and other forms of entertainment. As of…
Market cap
$18.3B
P/E
91.54
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$108M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-2
0 buying · 2 selling
Smart money is net reducing ROKU: 2 funds trimmed versus 0 adding.
Roku Inc (ROKU) is held by 2 tracked funds worth $108M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Cathie Wood at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.5% | $82M | |
| Trimmed | 0.5% | $25M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $16M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Charles Collier | Officer | 20,538 | $3M | 2026-09-04 |
| Charles Collier | Officer | 7,067 | $1M | 2026-09-02 |
| Gilbert Fuchsberg | Officer | 4,824 | $751K | 2026-09-02 |
| Mustafa Ozgen | Officer | 3,410 | $531K | 2026-09-02 |
| Daniel Jedda | Officer | 7,000 | $1M | 2026-08-17 |
| Gilbert Fuchsberg | Officer | 10,719 | $2M | 2026-08-06 |
| Charles Collier | Officer | 20,538 | $3M | 2026-08-04 |
| Daniel Jedda | Officer | 7,000 | $993K | 2026-07-15 |
Which superinvestors own ROKU?
2 tracked funds hold Roku Inc (ROKU), the largest being Cathie Wood (ARK Invest) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ROKU?
In the most recent 13F quarter, 0 tracked funds added or opened ROKU and 2 trimmed it.
How much ROKU do tracked funds hold?
Combined disclosed long exposure to ROKU across tracked superinvestors is $108M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.