ValueAct Capital's RBLX Position Overview
ValueAct Capital (via Valueact Holdings, L.P.) currently holds 4.3M shares of Roblox Corporation (RBLX) worth $593.31 M, representing 10.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, ValueAct Capital has maintained a strategic position in RBLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 7.8M shares. Largest reduction occurred in Q2 2025, reducing 4.0M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital's Roblox Corporation (RBLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roblox Corporation (RBLX) Trades by ValueAct Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +1.8 M | New Buy | 1.8 M | $28.96 |
| Q1 2024 | +500,000 | Add 27.78% | 2.3 M | $38.18 |
| Q3 2024 | +7.84 M | Add 340.69% | 10.14 M | $44.26 |
| Q1 2025 | -1.37 M | Reduce 13.53% | 8.76 M | $58.29 |
| Q2 2025 | -4.03 M | Reduce 46.01% | 4.73 M | $105.20 |
| Q3 2025 | -448,800 | Reduce 9.48% | 4.28 M | $138.52 |
ValueAct Capital's Roblox Corporation Investment FAQs
ValueAct Capital first purchased Roblox Corporation (RBLX) in Q3 2023, acquiring 1,800,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital has held Roblox Corporation (RBLX) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's largest addition to Roblox Corporation (RBLX) was in Q3 2024, adding 10,135,921 shares worth $448.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, ValueAct Capital's firm, Valueact Holdings, L.P., owns 4,283,221 shares of Roblox Corporation (RBLX), valued at approximately $593.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Roblox Corporation (RBLX) represents approximately 10.01% of ValueAct Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's peak holding in Roblox Corporation (RBLX) was 10,135,921 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.