Congress trades

Roku, Inc. (ROKU)

NASDAQ · Communication Services · last filed 3 years ago

20
Congress disclosures shown
31d
Median delay on the congress disclosures
of the 45 day limit
9 buys·10 sells
Purchases and sales in the disclosures shown
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About Roku, Inc.

from the company's filings and listing, as of Oct 21, 2026
Exchange
NASDAQ
Sector
Communication Services
Industry
Entertainment
Chief executive
Anthony J. Wood
Employees
3,600
Listed since
Sep 28, 2017
Market value
$20.8B
Price to earnings (12 mo)
65.7
Net income per share, as reported (12 mo)
$2.40
Dividend yield
-

www.roku.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 6, 2026$1.08$0.61$1.4B$1.3BEPS beat, GAAPRevenue beat
Q1 FY2026reported Apr 30, 2026$0.57$0.33$1.2B$1.2BEPS beat, GAAPRevenue beat
Q4 FY2025reported Feb 12, 2026$0.53$0.28$1.4B$1.4BEPS beatRevenue beat
Q3 FY2025reported Oct 30, 2025$0.16$0.07$1.2B$1.4BEPS beat, GAAPRevenue miss
Q2 FY2025reported Jul 31, 2025$0.07-$0.16$1.1B$1.2BEPS beat, GAAPRevenue miss
Q1 FY2025reported May 1, 2025-$0.19-$0.27$1.0B$1.0BEPS beat, GAAPRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 24, 2026
ExecutiveSalaryStock awardsOtherTotal
Anthony WoodChief Executive Officer, President, and Chairman$1.0M$12.7M$12.9M$26.6M
Charlie CollierPresident, Roku Media$6.8M$7.1M$22K$13.9M
Chris HandmanSVP and General Counsel$456K$10.3M$304K$11.1M
Dan JeddaChief Financial Officer and Chief Operating Officer$2.6M$7.2M$28K$9.9M
Mustafa OzgenPresident, Devices, Products, and Technology$2.6M$4.8M$32K$7.4M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$1.8B13,381,980+80.2%9.04%
Vanguard Capital Management LLC$818.6M5,926,115+0.9%4.00%
Vanguard Portfolio Management LLC$811.7M5,875,815-9.0%3.97%
FMR LLC$733.6M5,310,616-68.8%3.59%
Pentwater Capital Management LP$597.5M4,325,000New2.92%
State Street Corp$568.5M4,115,278+81.9%2.79%
Balyasny Asset Management L.P.Dmitry Balyasny$434.8M3,147,789+1277.1%2.13%
Geode Capital Management, LLC$424.0M3,064,548+10.2%2.07%
Goldman Sachs Group Inc$366.0M2,649,231+177.5%1.79%
Schroder Investment Management Group$286.3M2,072,383-10.2%1.40%
Millennium Management LLC$260.2M1,883,645+429.6%1.27%
Arrowstreet Capital, Limited Partnership$254.6M1,842,808-9.6%1.25%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding ROKU

8 managers
ManagerValueSharesShare of book
Pentwater Capital Management$597.5M4,325,0003.7%
Dmitry BalyasnyBalyasny Asset Management$434.8M3,147,7890.5%
HBK Capital Management$163.6M1,184,3341.6%
Cathie WoodARK Invest$82.3M595,8800.5%
Magnetar Capital$70.0M507,0800.6%
Empyrean Capital Partners$44.2M320,0001.5%
Glazer Capital$27.7M200,6660.7%
Stanley DruckenmillerDuquesne Family Office$25.4M184,0550.5%

8 of the 97 fund managers we track list ROKU shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next ROKU filing is reported.

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Congress trades in ROKU

20 disclosures · median 31d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Daniel S. GoldmanStockPurchase$15,001 - $50,000+146.6%S&P 500 +85.6% · +60.9 pts vs S&P 500Apr 10, 2023May 19, 202339d
Ro KhannaStockSale$1,001 - $15,000+223.8%After the saleS&P 500 +92.2% · +131.6 pts vs S&P 500Jan 11, 2023Feb 7, 202327d
Ro KhannaStockPurchase$1,001 - $15,000+67.4%S&P 500 +94.8% · -27.4 pts vs S&P 500Jun 27, 2022Jul 7, 202210d
Ro KhannaStockPurchase$1,001 - $15,000+54.8%S&P 500 +83.6% · -28.8 pts vs S&P 500May 5, 2022Jun 10, 202236d
Ro KhannaStockSale$1,001 - $15,000+72.8%After the saleS&P 500 +91.5% · -18.7 pts vs S&P 500May 23, 2022Jun 10, 202218d
Ro KhannaStockExchange$15,001 - $50,000-49.4%S&P 500 +64.5% · -113.9 pts vs S&P 500Nov 2, 2021Dec 7, 202135d
Roger MarshallStockSale$500,001 - $1,000,000+18.6%After the saleS&P 500 +140.6% · -122.0 pts vs S&P 500Jul 8, 2020Sep 28, 2021447d
Josh GottheimerJointStockSale$1,001 - $15,000-57.9%After the saleS&P 500 +82.1% · -140.0 pts vs S&P 500Apr 16, 2021May 7, 202121d
Josh GottheimerJointStockPurchase$1,001 - $15,000-56.3%S&P 500 +91.7% · -148.0 pts vs S&P 500Mar 15, 2021Apr 21, 202137d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-52.1%After the saleS&P 500 +107.6% · -159.6 pts vs S&P 500Dec 11, 2020Jan 11, 202131d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-26.9%After the saleS&P 500 +114.7% · -141.6 pts vs S&P 500Nov 10, 2020Dec 15, 202035d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-29.2%After the saleS&P 500 +119.3% · -148.5 pts vs S&P 500Oct 9, 2020Nov 5, 202027d
Roger MarshallDependent childStockPurchase$1,001 - $15,000-0.8%S&P 500 +121.9% · -122.7 pts vs S&P 500Sep 4, 2020Oct 13, 202039d
Roger MarshallDependent childStockSale$1,001 - $15,000-5.9%After the saleS&P 500 +123.5% · -129.4 pts vs S&P 500Sep 15, 2020Oct 13, 202028d
Roger MarshallDependent childStockPurchase$1,001 - $15,000+36.7%S&P 500 +160.2% · -123.5 pts vs S&P 500May 19, 2020Jun 3, 202015d
Gilbert Ray Cisneros, Jr.StockPurchase$15,001 - $50,000+23.0%S&P 500 +132.7% · -109.7 pts vs S&P 500Jan 29, 2020Feb 18, 202020d
Gilbert Ray Cisneros, Jr.StockSale$15,001 - $50,000+20.5%After the saleS&P 500 +136.8% · -116.3 pts vs S&P 500Dec 30, 2019Jan 10, 202011d
Gilbert Ray Cisneros, Jr.StockPurchase$15,001 - $50,000+6.1%S&P 500 +153.4% · -147.4 pts vs S&P 500Sep 16, 2019Oct 16, 201930d
Roger MarshallDependent childStockSale$1,001 - $15,000+574.8%After the saleS&P 500 +203.8% · +371.0 pts vs S&P 500Sep 28, 2017Aug 6, 2018312d
Roger MarshallDependent childStockPurchase$1,001 - $15,000+574.8%S&P 500 +203.8% · +371.0 pts vs S&P 500Sep 28, 2017Aug 6, 2018312d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in ROKU, filterable by party, chamber, type and account.

A congressional disclosure names a company by its ticker symbol alone, and a symbol can be reassigned after its previous holder leaves the market. 4 disclosures filed under ROKU are dated before this company began trading under it, and are not shown here.

Questions

Which members of Congress have traded ROKU?

Daniel S. Goldman, Ro Khanna, Roger Marshall, Josh Gottheimer and Gilbert Ray Cisneros, Jr. disclosed ROKU transactions in the filings shown here.

How quickly are ROKU trades disclosed?

Congressional disclosures took a median of 31 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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