Roku, Inc. (NASDAQ:ROKU) Q1 2026 Earnings Call Transcript
Operator: Hello, and thank you for standing by. Welcome to Roku, Inc. First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ARK Investment Management Catherine D. Wood | 3,820,405 | $361,486,706 | -36% | 2.81% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,038,347 | $192,868,393 | +230% | 0.1% |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 1,777,966 | $168,231,143 | +36% | 0.2% |
| 4. | AQR Capital Management Cliff Asness | 1,782,733 | $164,421,460 | -38% | 0.08% |
| 5. | Renaissance Technologies Jim Simons | 1,565,100 | $148,089,762 | +23% | 0.23% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.14 | 11 | $892.54 | 5,764 | 2025-01-23 | Filing | |
| $63.96 | 8,000 | $511,680.00 | 8,000 | 2024-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $130.82 | 1,611 | $210,751.02 | 0 | 2026-05-11 | Filing | |
| $129.87 | 7,238 | $939,999.06 | 1,611 | 2026-05-11 | Filing | |
| $129.12 | 31,491 | $4,066,117.92 | 8,849 | 2026-05-11 | Filing | |
| $128.17 | 34,660 | $4,442,372.20 | 40,340 | 2026-05-11 | Filing | |
| $125.52 | 725 | $91,002.00 | 6,222 | 2026-05-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,011,060 | $1,609,586,482 | 0.08% | |
| 2. | 7,426,295 | $702,676,078 | 0.01% | |
| 3. | 6,458,259 | $611,080,467 | 0.03% | |
| 4. | 5,876,046 | $555,991,472 | 0.01% | |
| 5. | 2,780,900 | $263,499,697 | 0.02% |