Proficio Capital Partners LLC Purchases Shares of 3,825 Roku, Inc. $ROKU

Posted by Brian Himes on Sep 3rd, 2026

Proficio Capital Partners LLC acquired a new stake in Roku, Inc. (NASDAQ:ROKU – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,825 shares of the company’s stock, valued at approximately $528,000.

Other hedge funds have also recently made changes to their positions in the company. Raleigh Capital Management Inc. grew its position in shares of Roku by 6.5% during the first quarter. Raleigh Capital Management Inc. now owns 1,522 shares of the company’s stock worth $144,000 after purchasing an additional 93 shares in the last quarter. Quantum Portfolio Management LLC boosted its stake in Roku by 2.6% in the 1st quarter. Quantum Portfolio Management LLC now owns 4,135 shares of the company’s stock worth $391,000 after purchasing an additional 105 shares during the period. HB Wealth Management LLC boosted its stake in Roku by 3.7% in the 1st quarter. HB Wealth Management LLC now owns 3,447 shares of the company’s stock worth $326,000 after purchasing an additional 122 shares during the period. Quarry LP grew its holdings in Roku by 21.7% during the 4th quarter. Quarry LP now owns 689 shares of the company’s stock valued at $75,000 after buying an additional 123 shares in the last quarter. Finally, Swiss Life Asset Management Ltd grew its holdings in Roku by 2.2% during the 4th quarter. Swiss Life Asset Management Ltd now owns 5,969 shares of the company’s stock valued at $648,000 after buying an additional 127 shares in the last quarter. Institutional investors own 86.30% of the company’s stock.

Analyst Ratings Changes

ROKU has been the topic of a number of research reports. Fox Advisors set a $157.00 price target on shares of Roku in a report on Friday, July 17th. Needham & Company LLC reissued a “buy” rating on shares of Roku in a report on Friday, August 7th. JPMorgan Chase & Co. initiated coverage on Roku in a research report on Monday, August 24th. They set a “neutral” rating and a $160.00 price objective for the company. Evercore cut Roku from a “strong-buy” rating to a “hold” rating in a report on Monday, June 15th. Finally, Seaport Research Partners downgraded Roku from a “buy” rating to a “neutral” rating in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nineteen have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $156.17.

View Our Latest Analysis on Roku

Key Headlines Impacting Roku

Here are the key news stories impacting Roku this week:

Positive Sentiment: Roku launched its first OLED televisions, introducing the Roku Pro Series OLED and Pro Series LX OLED at prices starting at $999. The aggressive pricing positions Roku below many competing OLED models and could help the company gain share in the premium TV market while expanding its platform, advertising and content ecosystem. The TVs are available exclusively through Amazon. Roku Launches All-New Pro Series OLED and Pro Series LX OLED TVs
Positive Sentiment: Multiple technology publications highlighted Roku’s decision to bring OLED picture quality to a more accessible price point, increasing visibility for the brand and potentially strengthening its position in connected-TV hardware. Roku’s first OLED TVs undercut the midrange competition
Neutral Sentiment: The new products could improve Roku’s premium-TV mix, but the financial benefit is uncertain. Hardware sales typically carry less attractive margins than platform advertising and may require marketing and promotional spending before generating meaningful ecosystem benefits. Roku Crashes The OLED TV Party With Pro Series Starting At $999
Neutral Sentiment: A Roku-powered Aurzen portable projector is being promoted at a discounted price, offering another way for consumers to use Roku’s interface, although the deal is unlikely to have a material near-term effect on revenue. Roku TV Built-In Aurzen Portable Projector Hits Its Lowest Price
Neutral Sentiment: Roku recently reported revenue growth of 21.9% year over year and earnings above analyst expectations, providing a favorable fundamental backdrop. However, the stock’s elevated valuation and beta mean investors may demand strong execution from the OLED launch.

Insider Transactions at Roku

In related news, CFO Dan Jedda sold 7,000 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $143.87, for a total value of $1,007,090.00. Following the completion of the transaction, the chief financial officer owned 79,963 shares of the company’s stock, valued at approximately $11,504,276.81. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Charles Collier sold 20,538 shares of Roku stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $145.93, for a total value of $2,997,110.34. Following the completion of the transaction, the insider owned 15,200 shares of the company’s stock, valued at approximately $2,218,136. This represents a 57.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 124,927 shares of company stock worth $17,321,537 in the last quarter. Company insiders own 13.45% of the company’s stock.

Roku Stock Performance

Shares of ROKU opened at $157.70 on Thursday. The company’s fifty day moving average is $147.69 and its 200 day moving average is $124.00. Roku, Inc. has a fifty-two week low of $78.53 and a fifty-two week high of $159.89. The stock has a market capitalization of $23.41 billion, a PE ratio of 67.39 and a beta of 2.05.

Roku (NASDAQ:ROKU – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $1.08 EPS for the quarter, beating the consensus estimate of $0.61 by $0.47. Roku had a net margin of 6.82% and a return on equity of 13.73%. The business had revenue of $1.35 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same quarter last year, the business earned $0.07 earnings per share. Roku’s quarterly revenue was up 21.9% compared to the same quarter last year. As a group, research analysts forecast that Roku, Inc. will post 2.85 earnings per share for the current year.

Roku Company Profile

(Free Report)

Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.