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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.81 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 6.89% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $15.61 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 76.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Roblox Corporation (RBLX)
Major holders include Cliff Asness ($832.97 M), Renaissance Technologies ($537.11 M), ValueAct Capital (Mason Morfit) ($484.22 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 32.16 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.61 M, with 5 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited RBLX. The total reported sell value was $202.96 M.
Yes, 2 managers opened new positions in RBLX, and 3 increased their existing holdings. The total reported buy value was $218.57 M.
