Whale Analyzer
Top public holders · 13F and disclosure aggregation

Who owns ROIV? 13F holders and whale ownership

ROIV is tracked across public portfolios in Whale Analyzer. This page answers who owns ROIV, which top funds are buying ROIV, aggregate disclosed value, and recent position changes based on public data. Joseph Edelman is the largest reported holder at $230M; the top five funds control 100.0% of reported ownership; institutions were net buying last quarter (3 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $7.71. Top tracked holders include Joseph Edelman, Andreas Halvorsen, Baker Bros. Advisors, and Lee Ainslie.

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NMS · latest quote
$34.07
+$2.64 (+8.4%)
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4Tracked holders
$593.7MAggregate reported value
2026-05-21Page updated
2 increased, 1 new, 1 reducedRecent changes

Top holders

InvestorReported valueSharesChange
Joseph Edelman 13F portfolio
Perceptive Advisors holdings
$229.5M8.3MIncreased
Andreas Halvorsen 13F portfolio
Viking Global Investors holdings
$184.3M6.7MIncreased
Baker Bros. Advisors 13F portfolio
Baker Bros. Advisors holdings
$134.8M4.9MReduced
Lee Ainslie 13F portfolio
Maverick Capital holdings
$45.1M1.6MNew

Ownership concentration

Reported ownership of ROIV is highly concentrated across tracked institutions.

Whale activity this quarter

Across 4 tracked institutions, 3 increased, 1 reduced. Net positioning is net buying.

Whale cost basis vs current price

The aggregate tracked cost basis is $7.71 versus a current price of $34.07, so ROIV trades above its cost basis (+341.6%). Average unrealized P&L across tracked holders: 1156%.

Sector positioning — Other

ROIV sits within the Other sector alongside 670 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live ROIV dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Learn more in Whale Analyzer Academy

Deepen your read on ROIV with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns ROIV stock?

Whale Analyzer tracks 4 public institutional holders of ROIV with a combined reported value of $593.7M. See the holder table above for the largest tracked positions.

Which top funds are buying ROIV?

Tracked institutions were net buying last quarter — 3 increased, 1 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is ROIV ownership?

The top five tracked holders report 100.0% of aggregate ownership.

Is ROIV above or below the whale cost basis?

The aggregate tracked cost basis is $7.71 versus a current price of $34.07 (+341.6%).

What does 13F ownership mean for ROIV?

Use the interactive ROIV dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.