Qsemble Capital Management LP Invests $3.89 Million in Roku, Inc. $ROKU

Posted by Brenda Bartman on May 16th, 2026

Qsemble Capital Management LP purchased a new position in Roku, Inc. (NASDAQ:ROKU – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 35,894 shares of the company’s stock, valued at approximately $3,894,000.

Other large investors also recently modified their holdings of the company. Apollon Wealth Management LLC lifted its position in Roku by 1.5% in the 4th quarter. Apollon Wealth Management LLC now owns 6,450 shares of the company’s stock valued at $700,000 after purchasing an additional 96 shares during the last quarter. Cornerstone Wealth Management LLC lifted its position in Roku by 3.8% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 2,728 shares of the company’s stock valued at $273,000 after purchasing an additional 100 shares during the last quarter. Thoroughbred Financial Services LLC lifted its position in Roku by 1.0% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 9,945 shares of the company’s stock valued at $995,000 after purchasing an additional 100 shares during the last quarter. Aviance Capital Partners LLC lifted its position in Roku by 2.6% in the 3rd quarter. Aviance Capital Partners LLC now owns 4,172 shares of the company’s stock valued at $418,000 after purchasing an additional 106 shares during the last quarter. Finally, Swiss Life Asset Management Ltd lifted its position in Roku by 2.2% in the 4th quarter. Swiss Life Asset Management Ltd now owns 5,969 shares of the company’s stock valued at $648,000 after purchasing an additional 127 shares during the last quarter. 86.30% of the stock is currently owned by institutional investors.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

Positive Sentiment: Jefferies said Roku has a credible path to beat its full-year guidance, citing political advertising, higher World Cup viewership, and improving ad fill rates. The firm sees upside to about 25% year-over-year platform revenue growth in fiscal 2026, above Roku’s current guidance of roughly 21%. Article Title
Positive Sentiment: Roku’s latest earnings beat expectations, with EPS of $0.57 versus the $0.34 estimate and revenue of $1.25 billion topping forecasts. Revenue also rose 22.4% year over year, reinforcing the view that the business is still growing strongly.
Positive Sentiment: Analyst sentiment remains favorable, with multiple firms raising price targets after earnings and the broader consensus rating still sitting at Moderate Buy.
Neutral Sentiment: Roku was also highlighted in “trending stock” coverage from Zacks, which mainly suggests increased investor interest rather than a clear new fundamental catalyst. Article Title
Negative Sentiment: CEO Anthony Wood sold 75,000 shares in a pre-arranged Rule 10b5-1 transaction, which can weigh on sentiment even though the sale was planned in advance. Article Title

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Citigroup lifted their price objective on shares of Roku from $100.00 to $120.00 and gave the company a “neutral” rating in a research report on Monday, May 4th. KeyCorp lifted their price objective on shares of Roku from $140.00 to $150.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Needham & Company LLC lifted their price objective on shares of Roku from $110.00 to $140.00 and gave the company a “buy” rating in a research report on Friday, May 1st. UBS Group reiterated an “outperform” rating and issued a $145.00 price objective on shares of Roku in a research report on Friday, May 1st. Finally, Piper Sandler lifted their price objective on shares of Roku from $140.00 to $148.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Twenty-one equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $143.42.

Read Our Latest Research Report on ROKU

Roku Trading Down 1.5%

ROKU stock opened at $124.02 on Friday. Roku, Inc. has a 52 week low of $67.67 and a 52 week high of $131.39. The company has a market capitalization of $18.28 billion, a price-to-earnings ratio of 93.25 and a beta of 2.04. The firm’s 50-day moving average is $106.50 and its two-hundred day moving average is $102.74.

Roku (NASDAQ:ROKU – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.57 EPS for the quarter, topping analysts’ consensus estimates of $0.34 by $0.23. Roku had a net margin of 4.06% and a return on equity of 7.64%. The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the previous year, the firm earned ($0.19) EPS. Roku’s revenue was up 22.4% on a year-over-year basis. On average, equities research analysts predict that Roku, Inc. will post 2.41 earnings per share for the current year.

Insider Buying and Selling at Roku

In other news, CEO Anthony J. Wood sold 75,000 shares of Roku stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $128.79, for a total value of $9,659,250.00. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Dan Jedda sold 15,000 shares of Roku stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $94.23, for a total transaction of $1,413,450.00. Following the completion of the transaction, the chief financial officer directly owned 85,115 shares in the company, valued at $8,020,386.45. This represents a 14.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 688,038 shares of company stock worth $76,076,295. 13.45% of the stock is currently owned by company insiders.

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.