Roku

At a glance

Roku reported 2025 revenue of $4.74B, up 15.2% from $4.11B in 2024. Over 4 years since 2021 ($2.76B), that is growth of about 14.4% a year. Operating margin was -0.1%, down from 8.5% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2022, 2023, 2024 and 2025.

In the last 12 months 9 insiders reported 0 open-market purchases and 72 sales ($157M). 71 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $23.7M by President, Roku Media Charles Collier on Apr 21, 2026.

Roku filed 10 current reports (Form 8-K) in the last 12 months, most often for other events (3), results of operations (3), shareholder vote results (2) and material agreement (1). It reported a material agreement or a completed acquisition or disposal 1 time.

5 of the 20 investors tracked here held Roku at the last quarter end, worth $304.2M combined. It is the largest weight for Duquesne Family Office (0.6% of its portfolio), followed by ARK Investment Management (0.5%). New this quarter: Soros Fund Management. Reduced: Duquesne Family Office, ARK Investment Management, Renaissance Technologies and Bridgewater Associates.

Annual results

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.