Roku Inc. Class A (ROKU)
ROKU · Communication Services · 
United States
Roku Inc. Class A (ROKU) is a US company in the Communication Services sector. The stock has its largest weight in WDSD (MSCI World Small Cap), at 0.19%. Anyone who holds an ETF containing Roku also has an indirect stake in the company.
Data and Charts: Roku
Key Data for Roku
Roku Stock Price Chart
The Roku chart shows daily closing prices and is set to the current year by default. The stock is up 40.5% year to date and up 46.8% over twelve months. The last recorded close on October 2, 2026 was at 90% of the 52-week range.
Roku Stock Performance
| Year to date | +40.5% | 1 year | +46.8% |
|---|---|---|---|
| 1 month | -3.4% | 3 months | +7.1% |
| Calendar year 2025 | +45.9% |
Measured in euros, Roku is up 47.0% year to date and up 53.7% over twelve months. The difference from the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.
Alysly Data Analysis: Roku
What ETF Is Roku In?
Roku has average ETF coverage and is held by 7 of the 101 ETFs we track, which together follow 3 indices. That puts the stock in more ETFs than 43.8% of the 4,347 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| ZPRS / WDSD | MSCI World Small Cap | 0.19% | €1.93 |
| XSWC / XSWD | MSCI World Small Cap | 0.19% | €1.89 |
| WIMI | MSCI World IMI | 0.02% | €0.20 |
| SPYI / SPSA | MSCI ACWI IMI | 0.01% | €0.07 |
The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Roku as of the fund's latest holdings list.
US-listed ETFs holding Roku (weight per latest SEC filing): ONEQ 0.04%, VTI 0.03%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
To see how much Roku overlaps with other holdings in a portfolio, use What's Inside Your ETF Portfolio or the ETF overlap check.
Which Tracked Investors Hold Roku?
Roku is not among the largest purchases in the quarter to Jun 30, 2026. The list is led by GOOGL, DAL and CVNA. Of the 3 tracked managers holding the stock, 1 added and 2 cut.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Duquesne Family Office | 184,055 | $25M | reduced by 566,135 |
| Soros Fund Management | 155,800 | $22M | newly added |
| Bridgewater Associates | 25,812 | $4M | reduced by 168,656 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Roku
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Roku | – | – | +46.8% | 51.7% | 1.9% | +15.2% |
| SiriusXM Holdings | 7 | – | +13.8% | 39.6% | 9.4% | -1.6% |
| Trade Desk | 7 | – | -76.5% | 64.1% | 15.3% | +18.5% |
| Alcoa Corporation | 7 | – | +20.4% | 53.1% | 9.0% | +7.9% |
| Celsius Holdings | 7 | – | -54.6% | 62.4% | 4.3% | +85.5% |
| Chewy | 7 | – | -53.7% | 45.5% | 1.8% | +6.2% |
| Cleveland-Cliffs Inc | 7 | – | -10.9% | 71.1% | -7.9% | -3.0% |
| DraftKings | 7 | – | -46.7% | 49.3% | 0.1% | +27.0% |
| DocuSign | 7 | – | +1.3% | 51.2% | 9.6% | +8.2% |
These stocks reach a portfolio through largely the same funds as Roku. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Roku
Roku Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 3.5 | -0.7 | -20.4% |
| FY ended Dec 2024 | 4.1 | -0.1 | -3.1% |
| FY ended Dec 2025 | 4.7 | 0.1 | 1.9% |
Technical Analysis: Roku
Roku Risk Metrics
The close on Oct 2, 2026 was 4.6% below the highest close since Sep 12, 2024. That high was reached on Aug 25, 2026. Over the past 252 trading days, on days when the S&P 500 rose or fell 1%, Roku moved on average 1.48% in the same direction. The correlation of 0.46 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Roku, but far from all.
What Roku Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| ORCA | +0.49 | |
| AT | +0.44 | |
| Albemarle Corporation | +0.40 | |
| Jinkosolar Holding Adr Rep | +0.36 | |
| USD1 | +0.36 | |
| TRUMP | +0.36 | |
| RE | -0.26 | |
| BANANAS31 | -0.24 | |
| STRAX | -0.23 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
