Roku, Inc. (ROKU): A Bull Case Theory
We came across a bullish thesis on Roku, Inc. (ROKU) on The Finance Corner’s Substack by Kostadin Ristovski. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.
Roku Inc (ROKU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ARK Investment Management Catherine D. Wood | 8,642,048 | $608,745,888 | -20% | 6.09% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,129,064 | $149,971,269 | -9% | 0.19% |
| 3. | Cadian Capital Eric Bannasch | 2,086,800 | $146,994,192 | +78% | 6.29% |
| 4. | Renaissance Technologies Jim Simons | 1,565,400 | $110,266,776 | +21% | 0.17% |
| 5. | 917,000 | $64,593,480 | -7% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.14 | 11 | Director | 5,764 | 2025-01-23 | Filing | |
| $63.96 | 8,000 | Director | 8,000 | 2024-03-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.55 | 488 | Large Shareholder, Officer, Director | 0 | 2025-06-10 | Filing | |
| $80.67 | 10,372 | Large Shareholder, Officer, Director | 488 | 2025-06-10 | Filing | |
| $79.94 | 14,140 | Large Shareholder, Officer, Director | 10,860 | 2025-06-10 | Filing | |
| $78.50 | 914 | Director | 4,374 | 2025-06-06 | Filing | |
| $75.00 | 7,181 | Officer | 10,970 | 2025-06-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,911,923 | $1,332,155,911 | 0.09% | |
| 2. | 12,503,595 | $880,753,231 | 0.02% | |
| 3. | 7,854,212 | $553,250,719 | 0.01% | |
| 4. | 4,749,063 | $334,523,998 | 0.24% | |
| 5. | 4,509,341 | $317,863,447 | 4.1% |
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Roku, Inc. (ROKU): A Bull Case Theory
We came across a bullish thesis on Roku, Inc. (ROKU) on Substack by LongYield. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.
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