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. | Katamaran Capital Priya Kodeeswaran | 52,548 | $4,972,092 | +91% | 4% |
| 2. | Antipodes Partners Jacob Mitchell | 29,447 | $2,786,275 | +114% | 0.05% |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 5,272 | $498,837 | -58% | 0% |
| 4. | Bayforest Capital Theodoros Tsagaris | 4,181 | $395,606 | +21% | 0.44% |
| 5. | Hurley Capital Charles Goldblum | 55 | $5,204 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $125.52 | 725 | $91,002.00 | 6,222 | 2026-05-01 | Filing | |
| $125.52 | 9,593 | $1,204,113.36 | 50,863 | 2026-05-01 | Filing | |
| $124.79 | 68 | $8,485.72 | 7,782 | 2026-05-01 | Filing | |
| $123.69 | 733 | $90,664.77 | 7,850 | 2026-05-01 | Filing | |
| $122.57 | 259 | $31,745.63 | 8,583 | 2026-05-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,458,259 | $611,080,467 | 0.03% | |
| 2. | 5,876,046 | $555,991,472 | 0.01% | |
| 3. | 1,874,369 | $177,352,795 | 0.11% | |
| 4. | 1,848,889 | $174,923,388 | 2.47% | |
| 5. | 1,162,051 | $109,953,266 | 0.17% |