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. | Walleye Capital Will England | 362,062 | $34,258,306 | -37% | 0.14% |
| 3. | 64,400 | $6,093,528 | -59% | 0.03% | |
| 4. | Katamaran Capital Priya Kodeeswaran | 52,548 | $4,972,092 | +91% | 4% |
| 5. | Antipodes Partners Jacob Mitchell | 29,447 | $2,786,275 | +114% | 0.05% |
| 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. | 7,426,295 | $702,676,078 | 0.01% | |
| 2. | 6,458,259 | $611,080,467 | 0.03% | |
| 3. | 5,876,046 | $555,991,472 | 0.01% | |
| 4. | 1,874,369 | $177,352,795 | 0.11% | |
| 5. | 1,848,889 | $174,923,388 | 2.47% |