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ROKU · Roku, Inc
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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ROKU

ROKU, INC
TELECOM · CABLE & OTHER PAY TELEVISION SERVICES · CIK 0001428439
FORM 144 · 15☆ WATCH
INSIDER NET · 180D
-$101.5M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
442
13F, latest reported quarter
REVENUE GROWTH
+15.2%
XBRL, annual
NET MARGIN
1.9%
CONVERSIONS · 180D
88
codes C/M, not in net · $24.0M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$101.5M over 180 days
-$21.4M over 90 days · -$27.8M of it by a 10%+ holder
below 96% of Telecom
CONGRESS
no member of Congress has reported trading it
FUNDS
442 funds added or opened last quarter
more than 92% of Telecom
REVENUE
+15.2% year over year
more than 78% of Telecom
MARGIN
1.9% net margin
more than 64% of Telecom
BUYBACKS
$162.7M repurchased, FY to 2026-06-30
more than 62% of Telecom
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$101.5M across 9 people in 180 days.
442 funds added or opened positions in the latest 13F quarter, of 788 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +64.5%
+64.5%12M
-13%+13%+40%+67%2025-092025-102025-122026-032026-052026-072026-09 2026-04-17 · Collier Charles sold $23.7M2026-04-08 · Collier Charles sold $21.6M2025-10-31 · Collier Charles sold $13.6M2025-10-01 · Collier Charles sold $11.9M2025-09-09 · Ozgen Mustafa sold $5.1M2026-05-11 · Wood Anthony J. sold $4.4M2026-05-11 · Wood Anthony J. sold $4.1M2026-06-12 · Wood Anthony J. sold $3.2M2025-12-11 · Wood Anthony J. sold $2.8M2026-04-16 · Wood Anthony J. sold $2.8M2026-02-10 · Wood Anthony J. sold $2.7M2025-09-18 · Wood Anthony J. sold $2.5M2025-09-09 · Wood Anthony J. sold $2.5M2026-01-12 · Wood Anthony J. sold $2.5M2026-04-10 · Wood Anthony J. sold $2.2M2025-10-30 · Wood Anthony J. sold $1.9M2025-12-10 · Wood Anthony J. sold $1.9M2025-12-10 · Wood Anthony J. sold $1.7M2026-03-10 · Wood Anthony J. sold $1.6M2026-01-12 · Wood Anthony J. sold $1.6M2026-08-06 · Fuchsberg Gilbert sold $1.6M2026-01-12 · Wood Anthony J. sold $1.6M2025-09-10 · Wood Anthony J. sold $1.5M2025-12-10 · Wood Anthony J. sold $1.5M2026-03-10 · Wood Anthony J. sold $1.5M2026-06-12 · Ozgen Mustafa sold $1.5M2026-04-10 · Wood Anthony J. sold $1.4M2026-01-12 · Wood Anthony J. sold $1.4M2026-08-04 · Collier Charles sold $1.4M2026-07-06 · Collier Charles sold $1.3M2026-07-06 · Collier Charles sold $1.3M2026-08-04 · Collier Charles sold $1.3M2025-11-10 · Wood Anthony J. sold $1.3M2026-05-01 · Fuchsberg Gilbert sold $1.2M2025-11-10 · Wood Anthony J. sold $1.2M2025-11-10 · Wood Anthony J. sold $1.1M2026-03-10 · Wood Anthony J. sold $1.1M2026-08-17 · Jedda Dan sold $1.1M2026-06-15 · Jedda Dan sold $1.0M2026-07-15 · Jedda Dan sold $993.3K2026-02-10 · Wood Anthony J. sold $953.4K2026-05-11 · Wood Anthony J. sold $940.0K2026-09-02 · MATT BANKS filed to sell $85.0K2026-09-02 · CHARLES COLLIER filed to sell $1.1M2026-09-02 · GILBERT FUCHSBERG filed to sell $750.8K2026-09-02 · CHRISTOPHER HANDMAN filed to sell $466.8K2026-09-02 · MUSTAFA OZGEN filed to sell $530.7K2026-09-01 · Neil Hunt filed to sell $312.6K2026-08-17 · DANIEL JEDDA filed to sell $1.1M2026-08-06 · GILBERT FUCHSBERG filed to sell $1.6M2026-08-04 · CHARLES COLLIER filed to sell $3.0M2026-08-03 · MATT BANKS filed to sell $80.7K2026-08-03 · Neil Hunt filed to sell $292.5K2026-07-15 · DANIEL JEDDA filed to sell $993.3K2026-07-06 · CHARLES COLLIER filed to sell $2.9M2026-07-01 · MATT BANKS filed to sell $76.9K2026-07-01 · Neil Hunt filed to sell $281.3K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $101.5M sold by insiders over 180 days, 442 funds added last quarter, $13.6M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TMUSCXDONXSTCCOISHENSPOKGSATMDIAATEXSPIRTSQSSP
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, ROKU, INC insiders sold a net $101.5M of stock across 635 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Banks Matthew C.
VP, CAO
SELL
2026-09-02
546.0
$85.0K
Ozgen Mustafa
Pres, Devices, Prod, and Tech
SELL
2026-09-02
3,410.0
$530.7K
Collier Charles
President, Roku Media
SELL
2026-09-02
521.0
$81.2K
Collier Charles
President, Roku Media
SELL
2026-09-02
740.0
$116.1K
Collier Charles
President, Roku Media
SELL
2026-09-02
506.0
$79.9K
635 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 630 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
13,381,980.0 sh
$1.8B
VANGUARD CAPITAL MANAGEMENT LLC
5,926,115.0 sh
$818.6M
VANGUARD PORTFOLIO MANAGEMENT LLC
5,875,815.0 sh
$811.7M
FMR LLC
5,310,616.0 sh
$733.6M
Pentwater Capital Management LP
4,325,000.0 sh
$597.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
MATT BANKS
FILED 2026-09-02
$85.0K
CHARLES COLLIER
FILED 2026-09-02
$1.1M
GILBERT FUCHSBERG
FILED 2026-09-02
$750.8K
CHRISTOPHER HANDMAN
FILED 2026-09-02
$466.8K
MUSTAFA OZGEN
FILED 2026-09-02
$530.7K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Firsthand Technology Opportunities Fund
$6.6M POSITION · AS OF 2026-03-31
16.0%
ARK Innovation ETF
$280.7M POSITION · AS OF 2026-04-30
4.3%
ARK Next Generation Internet ETF
$68.5M POSITION · AS OF 2026-04-30
4.1%
American Beacon ARK Transformational Innovation Fund
$6.3M POSITION · AS OF 2026-03-31
4.0%
Fidelity Disruptive Communications ETF
$3.3M POSITION · AS OF 2026-02-28
3.2%
iShares U.S. Telecommunications ETF
$25.7M POSITION · AS OF 2026-03-31
3.2%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Anthony Wood
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2023
$20.2M
$46.5M
$9.4M
-32%
+67%
2022
$21.0M
-$77.9M
$20.4M
-70%
-5%
2021
$18.1M
-$51.7M
$5.0M
+70%
+81%
2020
$15.4M
$222.7M
$4.2M
+148%
+36%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$4.7B$4.1B$3.5B$3.1B
GROSS PROFIT$2.1B$1.8B$1.5B$1.4B
OPERATING INCOME$-5.6M$-218.2M$-792.4M$-530.9M
NET INCOME$88.4M$-129.4M$-709.6M$-498.0M
EPS (DILUTED)0.59-0.89-5.01-3.62
OPERATING CASH FLOW$483.7M$218.0M$255.9M$11.8M
CASH$1.6B$2.2B$2.0B$2.0B
LONG-TERM DEBT———$0
BUYBACKS$150.0M$0$0—
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →