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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.3 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 5.79% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $120.53 M net outflow during the quarter.
Recent activity highlights Catherine Wood who increased their stake by 22.0%. Conversely, Lee Ainslie reduced exposure by 97.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Roblox Corporation (RBLX)
Major holders include Cliff Asness ($449.89 M), Renaissance Technologies (RenTech) ($403.05 M), Catherine Wood ($333.48 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 30.07 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $120.53 M, with 2 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited RBLX. The total reported sell value was $208.73 M.
Yes, 0 managers opened new positions in RBLX, and 2 increased their existing holdings. The total reported buy value was $88.2 M.
