ROKU, INC (ROKU) research

ROKU, INC
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Media
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$152.39
As of

ROKU, INC (ROKU): 8 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-09.

As of . Source: SEC EDGAR filings for ROKU. Method and limitations.

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You are seeing 5 of 31 signals recorded on ROKU since 2026-05-17.

The five above landed across 2 days. The other 26 were recorded on 3 other days. 22 of the 31 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in ROKU (2026Q2)

Manager / securityMarket value% portfolioQoQ
MILLENNIUM MANAGEMENT LLCCUSIP 77543R102 · 2026Q2$260.2M0.09%,
CITADEL ADVISORS LLCCUSIP 77543R102 · 2026Q2$251.7M0.03%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 77543R102 · 2026Q2$196.8M0.27%,
SOROS FUND MANAGEMENT LLCCUSIP 77543R102 · 2026Q2$21.5M0.26%,
TWO SIGMA INVESTMENTS, LPCUSIP 77543R102 · 2026Q2$16.3M0.01%,
Point72 Asset Management, L.P.CUSIP 77543R102 · 2026Q2$6M0.01%,
Bridgewater Associates, LPCUSIP 77543R102 · 2026Q2$3.6M0.01%,
D. E. Shaw & Co., Inc.CUSIP 77543R102 · 2026Q2$1.1M0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, ROKU

ROKU against its peers

ROKU's operating margin of -0.1% ranks in the 16th percentile of 21 Media sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-06-30.

MetricROKUPeer medianPercentilen
Revenue FY4.7B USD1.9B USD8022
Gross margin43.8%n/an/a4
Operating margin-0.1%12.9%1621
Net margin1.9%7.6%2022
Return on equity3.3%8.5%2918
P / E258.3x34.7x9217

Peers (23): FWONA, RDDT, BIDU, RBLX, WMG, PINS, NYT, MSGS, MTCH, SIRI, LBRDA, SPHR, CNK, MSGE, MGNI, LION, IMAX, CARG, DV, ZD, CCO, GTM, YELP. Left out: TME (period gap), AMC (no annual filing). Fiscal periods ending between 2025-09-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (ROKU: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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