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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.38 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 10.01% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.97 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Catherine Wood reduced exposure by 21.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.84% | Add 7.4% | 9,697,538 | $1.31 B | Q3 2025 | |
| 1.26% | Add 12.8% | 6,883,545 | $953.51 M | Q3 2025 | |
| 4.38% | Reduce -21.5% | 5,312,821 | $735.93 M | Q3 2025 | |
| 10.01% | Reduce -9.5% | 4,283,221 | $593.31 M | Q3 2025 | |
| 1.33% | Reduce -3.1% | 3,476,488 | $481.56 M | Q3 2025 | |
| 0.97% | Add 67.7% | 507,761 | $70.34 M | Q3 2025 | |
| 0.11% | Reduce -14.4% | 453,322 | $62.79 M | Q3 2025 | |
| 0.76% | Add 4.2% | 411,547 | $57.01 M | Q3 2025 | |
| 0.13% | Reduce -4.8% | 210,033 | $29.09 M | Q3 2025 | |
| 0.11% | New Buy | 161,779 | $22.41 M | Q3 2025 | |
| 0.05% | New Buy | 89,728 | $12.43 M | Q3 2025 | |
| 0.00% | New Buy | 3,220 | $446,034 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Roblox Corporation (RBLX)
Major holders include Cliff Asness ($1.31 B), Renaissance Technologies ($953.51 M), Catherine Wood ($735.93 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 31.49 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.97 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited RBLX. The total reported sell value was $291.16 M.
Yes, 3 managers opened new positions in RBLX, and 4 increased their existing holdings. The total reported buy value was $264.19 M.