ROKU · Communication Services
ROKU INC
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
58
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
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Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$21.3B
Industry
Entertainment
Sector
Communication Services
Exchange
NasdaqGS
About ROKU INC
Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others, as well as offers digital advertising services. The company also sells streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California.
Who's behind the signal
Every informed buyer we can see on ROKU, across all three feeds.
Hedge funds · 10
Point72 (Steve Cohen)
New position
AQR Capital Management
Increased +11%
Millennium Management (Englander)
Increased +213%
Gotham Asset Mgmt (Greenblatt)
Increased +108%
ARK Invest (Cathie Wood)
Decreased −20%
Duquesne Family Office (Druckenmiller)
Decreased −29%
+4 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 1
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2020-02-07 | Kelly Loeffler | Senate | SOLD | $100,001 - $250,000 |
Not a model pick — but on our radar.
ROKU INC isn't in the top-10 model right now, but 10 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
10
Investors
1
New positions
3
Increasing
5
Decreasing
1
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+11%
0.2% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+213%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
+108%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
% of portfolio
4.2%
Position change
−20%
4.2% of ARK Invest's portfolio
Trust weight: 1.6×
% of portfolio
1.5%
Position change
−29%
1.5% of Duquesne Family Office's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−12%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.3×
% of portfolio
0.1%
Position change
—
0.1% of Bridgewater Associates's portfolio
Trust weight: 1.2×
% of portfolio
0.1%
Position change
−45%
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−49%
0.0% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to ROKU INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell ROKU INC or any security.
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