ROKU INC (ROKU) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to ROKU INC (ROKU) during the quarter ended June 30, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of ROKU during the latest reporting period reduced its reported position by approximately $195.04M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $1.13B in reported ROKU exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in ROKU INC.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | ARK Invest | Sell | -2,061,333 | 3,820,405 | $361,486,706 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -116 | 4,916 | $465,135 |
| Q4 2025 | ARK Invest | Sell | -1,470,118 | 5,881,738 | $638,109,775 |
| Q4 2025 | First Eagle U.S. Value | Sell | -200 | 6,000 | $650,940 |
| Q3 2025 | ARK Invest | Sell | -1,108,222 | 7,351,856 | $736,141,363 |
| Q2 2025 | Renaissance Technologies LLC | Sell | -522,200 | 1,043,200 | $91,686,848 |
| Q2 2025 | ARK Invest | Sell | -181,970 | 8,460,078 | $743,556,287 |
| Q1 2025 | ARK Invest | Sell | -2,029,908 | 8,642,048 | $608,745,888 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -322 | 3,619 | $254,910 |
| Q4 2024 | ARK Invest | Sell | -550,091 | 10,671,956 | $793,353,237 |
| Q4 2024 | Sequoia Financial Advisors | Sell | -780 | 3,941 | $292,961 |
| Q3 2024 | ARK Invest | Sell | -1,494,385 | 11,222,047 | $837,837,992 |
| Q3 2024 | Renaissance Technologies LLC | Sell | -226,800 | 939,800 | $70,165,468 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -120,400 | 1,166,600 | $69,914,338 |
| Q1 2024 | Renaissance Technologies LLC | Sell | -469,800 | 1,287,000 | $83,874 |
| Q1 2024 | Sequoia Financial Advisors | Sell | -6,220 | 4,249 | $276,896 |
| Q4 2023 | ARK Invest | Sell | -910,941 | 9,528,872 | $873,416,367 |
| Q3 2023 | ARK Invest | Sell | -1,518,479 | 10,439,813 | $736,946,416 |
| Q2 2023 | ARK Invest | Sell | -525,139 | 11,958,292 | $764,852,333 |
| Q2 2023 | Dorsey Asset Management | Sell | -312,087 | 781,185 | $49,964,593 |
| Q1 2023 | Renaissance Technologies LLC | Sell | -1,988,024 | 562,143 | $37,000 |
| Q1 2023 | Dorsey Asset Management | Sell | -584,439 | 1,093,272 | $71,959,163 |
| Q2 2022 | Renaissance Technologies LLC | Sell | -836,400 | 1,971,700 | $161,955 |
| Q4 2021 | Matrix Private Capital Group | Sell | -156 | 956 | $218 |
| Q3 2021 | Renaissance Technologies LLC | Sell | -767,716 | 28,100 | $8,805 |
| Q3 2021 | ARK Invest | Sell | -3,870 | 4,737,742 | $1,484,571 |
| Q2 2021 | Renaissance Technologies LLC | Sell | -659,884 | 795,816 | $365,478 |
| Q2 2021 | ARK Invest | Sell | -256,032 | 4,741,612 | $2,177,585 |
| Q2 2021 | Sequoia Financial Advisors | Sell | -157 | 534 | $245 |
| Q2 2021 | Matrix Private Capital Group | Sell | -2 | 926 | $425 |
Frequently asked questions about ROKU activity
Which institutional owners are buying ROKU?
Institutional owners buying ROKU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ROKU activity?
"Buy" means an investor increased their reported position in ROKU compared to the prior reporting period. This reflects growing exposure to ROKU INC (ROKU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ROKU increasing?
Institutional interest in ROKU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.