Root, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-07. 5 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Ribbit Capital GP IV, L.P. | 8.7% | 1,232,607 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| T. Rowe Price Investment Management, Inc. | 8.6% | 1,185,073 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Alexander E. Timm | 7.8% | 1,139,040 | SCHEDULE 13G/A, 2025-08-07 | 2025-06-30 |
| BlackRock, Inc. | 7.2% | 1,011,125 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Carvana Group, LLC | 5.4% | 780,727 | SCHEDULE 13D/A, 2026-09-02 | 2026-08-31 |
| Christopher Olsen | 2.3% | 307,732 | SCHEDULE 13G/A, 2025-08-14 | 2025-05-21 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Carvana Group, LLC
Item 4 of the Schedule 13D is hereby amended and supplemented to add the following: The Warrant Cancellation Agreement and the related transactions were effected to restructure the existing warrant arrangements between Carvana Group and the Issuer. Pursuant to the Warrant Cancellation Agreement, the five Long-Term Warrants (with exercise prices ranging from $180.00 to $540.00 per share and expiring September 1, 2027) were cancelled and exchanged for the New Warrant for an aggregate of 1,525,560 shares of Class A Common Stock across five tranches. Each tranche consists of 305,112 shares of Class A Common Stock with exercise prices ranging from $72.44 to $94.72 per share. The New Warrant is subject to certain conditions to exercise, including achievement of certain insurance sales metrics through the integrated automobile insurance solution for Carvana Group, LLC's online car buying platform (the "Integrated Platform"). As of the date hereof, none of the New Warrant tranches are exercisable. Concurrently with the Warrant Cancellation Agreement, the parties entered into a Second Amendment to the Investment Agreement (the "Second Amendment") and a First Amendment to the Registration Rights Agreement, which, among other things, amended the terms of both agreements to reflect the new warrant economics. Except as set forth in this Amendment No. 13 and the Schedule 13D, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-02; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-07 | Alexander E. Timm | 7.8% | SCHEDULE 13G/A |
| 2025-08-08 | Carvana Group, LLC | 36.9% | SCHEDULE 13D/A |
| 2025-08-14 | Ribbit Capital GP IV, L.P. | 8.7% | SCHEDULE 13G/A |
| 2025-08-14 | Christopher Olsen | 2.3% | SCHEDULE 13G/A |
| 2025-09-02 | Carvana Group, LLC | 14% | SCHEDULE 13D/A |
| 2025-10-30 | The Vanguard Group | 5.32% | SCHEDULE 13G |
| 2026-03-03 | Carvana Group, LLC | 21.2% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 8.6% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 7.2% | SCHEDULE 13G/A |
| 2026-09-02 | Carvana Group, LLC | 5.4% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.