ValueAct Capital (Mason Morfit)'s RBLX Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 4.28 M 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 (Mason Morfit) has maintained a strategic position in RBLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 7.84 M shares. Largest reduction occurred in Q2 2025, reducing 4.03 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Roblox Corporation (RBLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roblox Corporation (RBLX) Trades by ValueAct Capital (Mason Morfit)
| Report Date | 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 (Mason Morfit)'s Roblox Corporation Investment FAQs
ValueAct Capital (Mason Morfit) 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 (Mason Morfit) has held Roblox Corporation (RBLX) for 9 quarters since Q3 2023.
ValueAct Capital (Mason Morfit)'s largest addition to Roblox Corporation (RBLX) was in Q3 2024, adding 10,135,921 shares worth $448.62 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 4,283,221 shares of Roblox Corporation (RBLX), valued at approximately $593.31 M.
As of the Q3 2025 filing, Roblox Corporation (RBLX) represents approximately 10.01% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in Roblox Corporation (RBLX) was 10,135,921 shares, as reported at the end of Q3 2024.