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ROKUROKU
22 quarters

Position history for TWO SIGMA ADVISERS, LPTWO SIGMA ADVISERS, LP's holdings in ROKU INC

Yes. Two Sigma holds 1,529,800 shares of ROKU, worth $166M, as of its Q4 2025 13F filing. It reduced the position by 52,000 shares (-3.3%) from Q3 2025. Two Sigma has held ROKU since Q2 2022, across 15 quarterly 13F filings. ROKU is 0.3% of Two Sigma's reported 13F portfolio.

Current Value

$166M

Current Shares

1.5M

Total Value Change

+$147.9M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Decreased
1.5M
-3.3%
$166M0.3%$110.82
0
2025-Q3
Increased
1.6M
+5035.7%
$158.4M0.3%$100.08
59
2025-Q2
Decreased
30,800
-90.1%
$2.7M0.0%$86.94
0
2025-Q1
Decreased
310,200
-45.4%
$21.9M0.0%$72.49
0
2024-Q4
Increased
568,100
+479.1%
$42.2M0.1%$74.89
47
2024-Q3
Increased
98,100
+3.1%
$7.3M0.0%$74.41
28
2024-Q2
Decreased
95,100
-48.9%
$5.7M0.0%$59.93
0
2024-Q1
Decreased
186,100
-91.6%
$12.1M0.0%$65.17
0
2023-Q4
Increased
2.2M
+44.5%
$202.4M0.5%$91.66
49
2023-Q3
Decreased
1.5M
-34.7%
$107.9M0.3%$70.59
0
2023-Q2
Increased
2.3M
+1.7%
$149.6M0.4%$63.00
37
2023-Q1
Increased
2.3M
+263.6%
$151.4M0.4%$61.62
58
2022-Q4
Increased
632,600
+172.2%
$25.7M0.1%$40.70
46
2022-Q3
Increased
232,400
+448.1%
$13.1M0.0%$56.78
45
2022-Q2
New
42,400
-
$3.5M0.0%$87.11
37
2021-Q3
Exited
0
-100.0%
$00.0%$302.92
0
2021-Q2
Increased
814,004
+2.3%
$373.8M1.0%$440.48
45
2021-Q1
New
795,604
-
$259.2M0.7%$311.96
60
2020-Q2
Exited
0
-100.0%
$00.0%$115.05
0
2020-Q1
New
48,804
-
$4.3M0.0%$89.61
37
2019-Q4
Exited
0
-100.0%
$00.0%$131.60
0
2019-Q3
New
177,100
-
$18M0.0%$99.74
39

Other major holders of ROKU: FMR LLC, ARK Investment Management LLC

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