Back to ROKU
Concurrent Investment Advisors, LLC → ROKU
Concurrent Investment Advisors, LLC ROKU Position History
Roku, Inc. • Technology
Quarters held
9
Latest value
$759K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $428K |
| Q4 2025 | $19K |
| Q4 2025 | $641K |
| Q1 2026 | $588K |
| Q1 2026 | $40K |
| Q2 2026 | $687K |
| Q2 2026 | $94K |
| Q3 2026 | $1.3M |
| Q3 2026 | $759K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $759K | 5.0K | — | — |
| Q3 2026 | $1.3M | 8.4K | — | — |
| Q2 2026 | $94K | 684 | — | — |
| Q2 2026 | $687K | 5.0K | — | — |
| Q1 2026 | $40K | 423 | — | — |
| Q1 2026 | $588K | 6.2K | — | — |
| Q4 2025 | $641K | 5.9K | — | — |
| Q4 2025 | $19K | 179 | — | — |
| Q3 2025 | $428K | 4.3K | — | — |
Other funds holding ROKU
$568.5M
$568.5M
$330.4M
$305.5M
$260.2M
$253.7M