Question 1

How many shares of ROKU does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 60,566 shares of ROKU (ROKU INC).

Question 2

What is Creative Planning's ROKU position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's ROKU position is worth $8.4M.

Question 3

Is Creative Planning buying or selling ROKU?

Accepted Answer

In 2026-Q2, Creative Planning increased their ROKU position (+15.3% change in shares).

Question 4

When did Creative Planning first buy ROKU?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in ROKU in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	60,566	+15.3%	$8.4M	0.0%	$138.14	32
2026-Q1	Increased	52,534	+2.0%	$5M	0.0%	$94.07	27
2025-Q4	Increased	51,504	+22.2%	$5.6M	0.0%	$110.82	33
2025-Q3	Increased	42,154	+134.6%	$4.2M	0.0%	$100.08	43
2025-Q2	Increased	17,967	+5.1%	$1.6M	0.0%	$86.94	27
2025-Q1	Increased	17,088	+7.0%	$1.2M	0.0%	$72.49	27
2024-Q4	Decreased	15,972	-6.3%	$1.2M	0.0%	$74.89	0
2024-Q3	Decreased	17,037	-17.6%	$1.3M	0.0%	$74.41	0