Roku Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:R35 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Mar 24	Buy€467,522	Jeffrey Blackburn	Individual		8,000	€58.44

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of R35?
Owner Type	Number of Shares	Ownership Percentage
State or Government	55,213	0.038%
General Public	13,356,418	9.2%
Individual Insiders	17,864,620	12.3%
Institutions	113,922,976	78.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.1%	Anthony Wood	17,519,192	€1.4b	-0.4%	no data
9.99%	FMR LLC	14,507,351	€1.2b	1.77%	0.07%
8.72%	Nikko Asset Management Co., Ltd.	12,659,131	€1.0b	83.6%	0.36%
8.31%	The Vanguard Group, Inc.	12,063,415	€959.8m	0.38%	0.01%
7.73%	ARK Investment Management LLC	11,222,047	€892.8m	-11.8%	6.42%
5.24%	BlackRock, Inc.	7,610,246	€605.5m	-3.55%	0.01%
4.44%	Sumitomo Mitsui Trust Asset Management Co., Ltd.	6,451,262	€513.3m	40,200%	0.35%
2%	Baillie Gifford & Co.	2,898,481	€230.6m	-3.56%	0.1%
1.82%	State Street Global Advisors, Inc.	2,645,616	€210.5m	0.14%	0.01%
1.65%	Balyasny Asset Management L.P.	2,390,597	€190.2m	307%	0.51%
1.47%	T. Rowe Price Group, Inc.	2,133,172	€169.7m	2,750%	0.01%
1.44%	Geode Capital Management, LLC	2,090,439	€166.3m	-1.48%	0.01%
1.19%	Holocene Advisors, LP	1,728,028	€137.5m	0%	0.56%
1.12%	Citadel Advisors LLC	1,619,333	€128.8m	94%	0.14%
1.06%	Westfield Capital Management Company, L.P.	1,535,576	€122.2m	126%	0.53%
0.84%	UBS Asset Management AG	1,218,829	€97.0m	12.3%	0.01%
0.75%	Millennium Management LLC	1,092,198	€86.9m	-4.17%	0.07%
0.68%	Norges Bank Investment Management	985,835	€78.4m	0%	0.01%
0.66%	Charles Schwab Investment Management, Inc.	955,969	€76.1m	3.24%	0.01%
0.66%	Morgan Stanley, Investment Banking and Brokerage Investments	952,107	€75.7m	48.9%	0.01%
0.65%	Renaissance Technologies LLC	939,800	€74.8m	-19.4%	0.11%
0.61%	Voya Investment Management LLC	890,147	€70.8m	-56%	0.08%
0.55%	Point72 Asset Management, L.P.	797,370	€63.4m	113%	0.16%
0.47%	Jane Street Group, LLC, Asset Management Arm	685,553	€54.5m	3.46%	0.09%
0.46%	JPMorgan Chase & Co, Brokerage and Securities Investments	671,320	€53.4m	349%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 05:31
End of Day Share Price	2024/12/17 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Roku, Inc. is covered by 45 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Richard Kramer	Arete Research Services LLP
David Mak	Arete Research Services LLP
Vikram Kesavabhotla	Baird