ROKU
Roku, Inc. · Communication Services · Entertainment
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +5.3% · nuevas posiciones netas -4.5% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 177.44K | $26.59M | n/a | −1 |
| Q2 2026 | 145 | +3 | 77.73M | $10.71B | +11 | −9 |
| Q1 2026 | 146 | -2 | 84.34M | $7.97B | +7 | −10 |
| Q4 2025 | 148 | 0 | 87.85M | $9.50B | +2 | −1 |
| Q3 2025 | 22 | 0 | 65.22M | $6.53B | +1 | −2 |
| Q2 2025 | 20 | +1 | 60.10M | $5.28B | +2 | −1 |
| Q1 2025 | 16 | +1 | 22.40M | $1.58B | +1 | n/a |
| Q4 2024 | 15 | -1 | 24.90M | $1.85B | n/a | −1 |
| Q3 2024 | 15 | +1 | 22.69M | $1.69B | +1 | n/a |
| Q2 2024 | 14 | n/a | 22.45M | $1.35B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 19.30M | -0.7% | $1.93B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | The Vanguard Group ✦ (pasivo) | 13.00M | +2.5% | $1.30B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | ARK Investment Management ✦ | 7.35M | -13.1% | $736.14M | 4.4% | ▼ Trim | 6 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 6.80M | +2.6% | $681.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×19 |
| 5 | AQR Capital Management ✦ | 2.59M | +275.5% | $258.90M | 0.2% | ▲ Add | 6 | SEC ↗ ×7 |
| 6 | Geode Capital Management ✦ (pasivo) | 2.30M | +2.7% | $229.93M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasivo) | 2.24M | -1.0% | $224.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 2.17M | +525.3% | $217.60M | 0.3% | ▲ Add | 6 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 1.72M | +2319.0% | $171.89M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 1.41M | -21.1% | $141.12M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 1.22M | +17.2% | $122.43M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.17M | -6.3% | $116.68M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 975.35K | n/a | $97.66M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 14 | Duquesne Family Office ✦ | 822.43K | -25.3% | $82.35M | 2.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 508.26K | n/a | $50.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 490.19K | n/a | $49.08M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 17 | T. Rowe Price ✦ | 459.25K | +360.9% | $45.99M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 402.30K | -58.2% | $40.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 209.31K | +134.2% | $20.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 46.25K | -12.3% | $4.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 41.71K | Nuevo | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 5.09K | -26.3% | $509,261 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $4.18M | 0.0% |
Posición cerrada
| Point72 Asset Management | $68.19M | era 0.2% |
| Norges Bank | $12.27M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 686 tenedores, 112.76M acciones, $10.21B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 7.00K acc. · $1.07M
Officer · 424 acc. · $64,478
Officer · 9.69K acc. · $1.47M
Officer · 580 acc. · $88,195
Officer · 9.85K acc. · $1.49M
Officer · 554 acc. · $84,324
Director · 1.59K acc. · $240,153
Director · 408 acc. · $62,032
Officer · 7.00K acc. · $1.10M
Officer · 1.43K acc. · $224,923
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología