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.
Roku Inc (ROKU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
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. | Quantinno Capital Hoon Kim | 184,219 | $12,976,386 | +80% | 0.08% |
| 3. | Contrarius Investment Management Stephen Mildenhall | 90,755 | $6,392,782 | 0.44% | |
| 4. | 39,000 | $2,747,160 | 0.33% | ||
| 5. | 38,200 | $2,690,808 | 0.32% |
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 |
|---|---|---|---|---|---|---|
| $70.32 | 206 | Officer | 6,843 | 2025-05-01 | Filing | |
| $70.77 | 207 | Officer | 7,049 | 2025-04-01 | Filing | |
| $75.25 | 20,400 | Large Shareholder, Officer, Director | 0 | 2025-03-21 | Filing | |
| $75.00 | 4,600 | Large Shareholder, Officer, Director | 0 | 2025-03-20 | Filing | |
| $75.00 | 1,000 | Officer | 68,843 | 2025-03-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| 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% |
News See All
Roku, Inc. (NASDAQ:ROKU) Q1 2025 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to the Roku First Quarter 2025 Earnings Call. At this time, all participants are on a listen-only mode.
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Roku, Inc. (NASDAQ:ROKU) Q4 2024 Earnings Call Transcript
Operator: Welcome to the Roku Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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