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Roblox Corporation

RBLX Communication Services
$45.5 +$0.62 (1.38%)
Market Cap: $32.5 B
Gurus Holding
8
Popularity Rank
#954
% of Shares Held
4.26%
Net Activity (Q2 2026)
+$14.83 M

Guru Ownership Trend

Guru Analysis for Roblox Corporation (RBLX)

Roblox Corporation (RBLX), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.39 B.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $14.83 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, ValueAct Capital (Mason Morfit) reduced exposure by 46.2%.

Recent Activity Breakdown (Q2 2026)

+$333.63 M
Total Buy Value
New Buys 1
Additions 4
-$318.79 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Roblox Corporation (RBLX)

Major holders include Cliff Asness ($735.37 M), Renaissance Technologies (RenTech) ($370.55 M), Catherine Wood ($351.62 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 30.45 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.83 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited RBLX. The total reported sell value was $318.79 M.

Yes, 1 managers opened new positions in RBLX, and 4 increased their existing holdings. The total reported buy value was $333.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% Add 63.3% 13,522,824 $735.37 M Q2 2026
0.51% Reduce -4.4% 6,814,063 $370.55 M Q2 2026
2.28% Add 9.7% 6,465,890 $351.62 M Q2 2026
3.04% Reduce -46.2% 3,147,421 $171.16 M Q2 2026
0.02% Add 1771.6% 241,609 $13.14 M Q2 2026
0.03% Add 47.8% 222,386 $12.09 M Q2 2026
0.01% New Buy 21,037 $1.14 M Q2 2026
0.00% 12,816 $696,934 Q2 2026
Date
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