ROOT 13F Hedge Fund and Asset Management Owners

Data derived from most recent annual or quarterly report
Market Cap	134.197 Million	Shares Outstanding	14.111 Million	Avg 30-day Volume	62.714 Thousand
P/E Ratio	0.0	Dividend Yield	0.0	EPS	-2.55
Price to Revenue	0.441	Debt to Equity	0.9112	EBITDA	-147.1 Million
Price to Book Value	0.5963	Operating Margin	-55.122499999999995	Enterprise Value	-257.858 Million
Current Ratio	4.954	EPS Growth	0.524	Quick Ratio	4.954
1 Yr BETA	2.1751	52-week High/Low	14.8 / 3.31	Profit Margin	-69.7827
Operating Cash Flow Growth	29.0277	Free Cash Flow to Firm (FCFF) TTM	-159.06 Million	Free Cash Flow to Equity (FCFE) TTM	-120.66 Million
Altman Z-Score	-1.5292

Funds Holding ROOT (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding ROOT

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Active Schedule 13D and 13G filings

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Recent Filings

Financial Reporting

Ownership

4: filed on 2023-09-20 by ALLISON JONATHAN

4: filed on 2023-09-06 by BONAKDARPOUR MAHTIYAR

4: filed on 2023-08-24 by BONAKDARPOUR MAHTIYAR

4: filed on 2023-08-18 by ULMAN DOUG

4: filed on 2023-08-18 by ALLISON JONATHAN

4: filed on 2023-08-18 by SZUDAREK JULIE

4: filed on 2023-08-11 by TIMM ALEXANDER E.

4: filed on 2023-08-11 by BONAKDARPOUR MAHTIYAR

4: filed on 2023-08-11 by BINKLEY MEGAN

4: filed on 2023-08-11 by ALLISON JONATHAN

Events (8k)

8-K: filed on 2023-08-11:

Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
Item 9.01: Financial Statements and Exhibits

8-K: filed on 2023-08-02:

Item 2.02: Results of Operations and Financial Condition
Item 9.01: Financial Statements and Exhibits

8-K: filed on 2023-06-09:

Item 5.07: Submission of Matters to a Vote of Security Holders

8-K: filed on 2023-05-03:

Item 2.02: Results of Operations and Financial Condition
Item 9.01: Financial Statements and Exhibits

8-K: filed on 2023-03-01:

8-K: filed on 2023-02-22:

Item 2.02: Results of Operations and Financial Condition
Item 9.01: Financial Statements and Exhibits

8-K: filed on 2022-12-30:

Item 2.06: Material Impairments
Item 8.01: Other Events

8-K: filed on 2022-11-23:

Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

8-K: filed on 2022-11-09:

Item 2.02: Results of Operations and Financial Condition
Item 9.01: Financial Statements and Exhibits

8-K: filed on 2022-08-15:

Item 3.03: Material Modifications to Rights of Security Holders
Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
Item 8.01: Other Events
Item 9.01: Financial Statements and Exhibits

Proposed Sales (Form 144)

Proxy

Prospectus

All

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

17.4 Thousand total shares from 3 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name	Type	Last Reported Shares Held	Last Reported Date	Filings in past year
ALLISON JONATHAN CHIEF ADMINISTRATIVE OFFICER	Officer	94,185	2023-09-18	9
BONAKDARPOUR MAHTIYAR CHIEF TECHNOLOGY OFFICER	Officer	463,886	2023-09-01	12
KRAMER NANCY J	Director	14,192	2023-08-16	1
DEVARD JERRI	Director	16,487	2023-08-16	2
HILSHEIMER LAWRENCE A.	Director	38,724	2023-08-16	4
BIRNBAUM BETH A	Director	15,443	2023-08-16	1
ULMAN DOUG	Director	25,153	2023-08-16	1
SZUDAREK JULIE	Director	14,698	2023-08-16	1
TIMM ALEXANDER E. CHIEF EXECUTIVE OFFICER	Officer Director 10% Owner	162,587	2023-08-09	7
BINKLEY MEGAN CHIEF FINANCIAL OFFICER	Officer	77,106	2023-08-09	8
ROSENTHAL DANIEL H CH. REV. AND OPERATING OFFICER	Officer Director	94,784	2023-02-01	2
MAW SCOTT HARLAN	Director	11,201	2022-12-30	1
MALKA MEYER BULLFROG CAPITAL, L.P. BULLFROG CAPITAL GP, LTD.	10% Owner	43,107	2022-12-19	1
CARVANA CO. CARVANA GROUP, LLC	10% Owner	0	2022-09-01	0
DRIVE CAPITAL OVERDRIVE FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. DRIVE CAPITAL OVERDRIVE IGNITION FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (GP), LLC DRIVE CAPITAL I (GP) LLC	10% Owner	193,595	2022-08-31	0
OLSEN CHRISTOPHER	10% Owner	193,595	2022-08-31	0
BATEMAN ROBERT H. CHIEF FINANCIAL OFFICER	Officer	0	2022-04-11	0
SHAH HEMAL CHIEF PRODUCT OFFICER	Officer	880,775	2022-02-01	0
DRIVE CAPITAL OVERDRIVE FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. DRIVE CAPITAL OVERDRIVE IGNITION FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (GP), LLC DC I INVESTMENT LLC KVAMME MARK DRIVE CAPITAL I (GP) LLC	10% Owner	29,012,809	2021-11-23	0
DRIVE CAPITAL OVERDRIVE FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. DRIVE CAPITAL OVERDRIVE FUND I (GP), LLC DC I INVESTMENT LLC KVAMME MARK DRIVE CAPITAL I (GP) LLC	10% Owner	452,721	2021-11-23	0
KUNDU ANIRBAN CHIEF TECHNOLOGY OFFICER	Officer	2,321,913	2021-07-01	0
VON AHN LUIS	Director	45,999	2021-06-30	0
REDPOINT OMEGA II, L.P. REDPOINT OMEGA ASSOCIATES II, LLC REDPOINT OMEGA II, LLC	10% Owner	3,784,804	2021-06-14	0
GEIDT ELLIOT	Director	3,825,981	2021-06-14	0
DRIVE CAPITAL OVERDRIVE FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. DRIVE CAPITAL OVERDRIVE IGNITION FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (GP), LLC DC I INVESTMENT LLC KVAMME MARK	10% Owner	452,721	2021-06-10	0
DRIVE CAPITAL I (GP) LLC	10% Owner	452,721	2021-06-10	0
MANGES DANIEL CHIEF TECHNOLOGY OFFICER	Officer 10% Owner	437,424	2021-05-28	0
MALKA MEYER	10% Owner	1,753,976	2020-12-30	1
SVB FINANCIAL GROUP	10% Owner	14,094,225	2020-10-30	0
SILVER LAKE GROUP, L.L.C. SLTA VI (GP), L.L.C. SILVER LAKE TECHNOLOGY ASSOCIATES VI, L.P. SLP VI AGGREGATOR GP, L.L.C. SLP OMNI AGGREGATOR, L.P.	10% Owner	9,259,259	2020-10-30	0
CAPITAL PARTNERS III, L.P.	10% Owner	11,286,225	2020-10-30	0
VENTURE OVERAGE FUND, L.P.	10% Owner	2,808,000	2020-10-30	0
SCALE VENTURE PARTNERS V, L.P.	10% Owner	No longer subject to file	2020-10-30	0
DRIVE CAPITAL OVERDRIVE FUND I, L.P. DRIVE CAPITAL OVERDRIVE FUND I (TE), L.P. DRIVE CAPITAL OVERDRIVE IGNITION FUND I, L.P. KVAMME MARK	10% Owner	0	2020-10-27	0
MALKA MEYER RIBBIT CAPITAL IV, L.P. RIBBIT FOUNDER FUND IV, L.P. RT-E RIBBIT OPPORTUNITY IV, LLC	10% Owner	0	2020-10-27	1
SHALEK NICK	Director	0	2020-10-27	0

Insider Transactions Last 60 Days

Reporting Owners	Filing Date	Trans Date	Trans Code	Shares	Share Price	Acquired Disposed	Shares Owned after	D/I	Perf 1d*	Perf 5d*	Perf 1m*	Max Gain	Max Gain Days	Max Loss	Max Loss Days
ALLISON JONATHAN - Officer CHIEF ADMINISTRATIVE OFFICER	2023-09-20 16:15:18 -0400	2023-09-18	F	13	$10.58	d	94,185	direct	-1.8287	-8.5659		0.0	1	-8.5659	6
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-09-06 19:14:25 -0400	2023-09-01	F	5,035	$11.80	d	295,442	direct	-2.9361	-5.8722		0.0	1	-6.8221	5
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-08-24 17:32:09 -0400	2023-08-24	P	713	$9.83	a	300,477	direct	-0.9355	10.3835		10.3835	6	-0.9355	2
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-08-24 17:32:09 -0400	2023-08-23	P	7,214	$9.78	a	299,764	direct	-0.9355	10.3835		10.3835	6	-0.9355	2
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-08-24 17:32:09 -0400	2023-08-22	P	9,485	$8.99	a	292,550	direct	-0.9355	10.3835		10.3835	6	-0.9355	2
SZUDAREK JULIE - Director	2023-08-18 16:05:19 -0400	2023-08-16	A	7,792		a	14,698	direct	0.5574	18.0602		19.175	5	0.0	1
KRAMER NANCY J - Director	2023-08-18 16:05:24 -0400	2023-08-16	A	7,792		a	14,192	direct	0.5574	18.0602		19.175	5	0.0	1
DEVARD JERRI - Director	2023-08-18 16:05:07 -0400	2023-08-16	A	7,792		a	16,487	direct	0.5574	18.0602		19.175	5	0.0	1
BIRNBAUM BETH A - Director	2023-08-18 16:05:14 -0400	2023-08-16	A	7,792		a	15,443	direct	0.5574	18.0602		19.175	5	0.0	1
HILSHEIMER LAWRENCE A. - Director	2023-08-18 16:05:16 -0400	2023-08-16	A	7,792		a	37,128	direct	0.5574	18.0602		19.175	5	0.0	1
ALLISON JONATHAN - Officer CHIEF ADMINISTRATIVE OFFICER	2023-08-18 16:05:27 -0400	2023-08-16	F	14	$9.16	d	94,198	direct	0.5574	18.0602		19.175	5	0.0	1
ULMAN DOUG - Director	2023-08-18 16:05:28 -0400	2023-08-16	A	7,792		a	15,547	direct	0.5574	18.0602		19.175	5	0.0	1
TIMM ALEXANDER E. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER	2023-08-11 16:10:34 -0400	2023-08-09	A	97,239		a	162,587	direct	-3.0108	-3.5484	4.8387	26.8817	15	-4.7312	4
ALLISON JONATHAN - Officer CHIEF ADMINISTRATIVE OFFICER	2023-08-11 16:08:32 -0400	2023-08-09	A	63,652		a	94,212	direct	-3.0108	-3.5484	4.8387	26.8817	15	-4.7312	4
ALLISON JONATHAN - Officer CHIEF ADMINISTRATIVE OFFICER	2023-08-11 16:08:32 -0400	2023-08-09	A	21,473		a	21,473	direct
BINKLEY MEGAN - Officer CHIEF FINANCIAL OFFICER	2023-08-11 16:09:07 -0400	2023-08-09	A	70,904		a	77,106	direct	-3.0108	-3.5484	4.8387	26.8817	15	-4.7312	4
BINKLEY MEGAN - Officer CHIEF FINANCIAL OFFICER	2023-08-11 16:09:07 -0400	2023-08-09	A	15,922		a	15,922	direct
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-08-11 16:09:45 -0400	2023-08-09	A	143,476		a	143,476	direct
BONAKDARPOUR MAHTIYAR - Officer CHIEF TECHNOLOGY OFFICER	2023-08-11 16:09:45 -0400	2023-08-09	A	72,316		a	283,065	direct	-3.0108	-3.5484	4.8387	26.8817	15	-4.7312	4
TIMM ALEXANDER E. - Director - Officer - > 10% Owner CHIEF EXECUTIVE OFFICER	2023-08-11 16:10:34 -0400	2023-08-09	A	209,896		a	209,896	direct

* -

Transaction Code Definitions
Code	Definition
A	Grant, award or other acquisition pursuant to Rule 16b-3(d)
C	Conversion of derivative security
D	Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E	Expiration of short derivative position
F	Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G	Bona fide gift
H	Expiration (or cancellation) of long derivative position with value received
I	Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J	Other acquisition or disposition
L	Small acquisition under Rule 16a-6
M	Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O	Exercise of out-of-the-money derivative security
P	Open market or private purchase of non-derivative or derivative security
S	Open market or private sale of non-derivative or derivative security
U	Disposition pursuant to a tender of shares in a change of control transaction
W	Acquisition or disposition by will or the laws of descent and distribution
X	Exercise of in-the-money or at-the-money derivative security
Z	Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security	Date/Time	Rebate Rate	Fee Rate	Shares Available
ROOT INC-OH -CLASS A ROOT	2023-09-29 22:15:03 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 21:45:04 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 21:15:03 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 20:45:05 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 20:15:04 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 19:45:04 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 19:15:03 UTC	0.0	0.0	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 18:45:03 UTC	0.0	0.0	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 18:15:03 UTC	0.0	0.0	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 17:45:03 UTC	0.0	0.0	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 17:15:04 UTC	0.0	0.0	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 16:45:04 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 16:15:03 UTC	-0.0925	5.4125	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 15:45:04 UTC	-0.0604	5.3804	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 15:15:04 UTC	-0.0604	5.3804	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 14:45:04 UTC	-0.0604	5.3804	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 14:15:04 UTC	-0.0604	5.3804	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 13:45:03 UTC	-0.0388	5.3588	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 13:15:04 UTC	-0.0388	5.3588	150000
ROOT INC-OH -CLASS A ROOT	2023-09-29 12:45:05 UTC	-0.0388	5.3588	150000

Current Active Short Positions

Holder	Issuer	Net Short Position	Position Date	Origin
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund	ROOT	-717.0 shares, $-6409.98	2023-06-30	N-PORT
Caldwell & Orkin Funds, Inc.- CALDWELL & ORKIN - GATOR CAPITAL LONG/SHORT FUND	ROOT	-4663.0 shares, $-50780.07	2023-07-31	N-PORT

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Root, Inc. (ROOT)

Funds Holding ROOT (via 13F filings)

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Mutual Funds Holding ROOT

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Recent Filings

Financial Reporting

Ownership

Events (8k)

Proposed Sales (Form 144)

Proxy

Prospectus

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

Open Market Sells (S)

Exercise Derivative Conversion (M)

Current/Former Insiders

Insider Transactions Last 60 Days

IBR Securities Loan Availability

Current Active Short Positions

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* To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page*

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Root, Inc. (ROOT)

Funds Holding ROOT (via 13F filings)

Filter by:

Mutual Funds Holding ROOT

Active Schedule 13D and 13G filings

Recent Filings

Financial Reporting

Ownership

Events (8k)

Proposed Sales (Form 144)

Proxy

Prospectus

All

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

Open Market Sells (S)

Exercise Derivative Conversion (M)

Current/Former Insiders

Insider Transactions Last 60 Days

IBR Securities Loan Availability

Current Active Short Positions

No recent transactions

*** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

Elevate your investments

* To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page*