ROBLOX CORP RBLX
CL A · Common Stock · CUSIP 771049103 · ISIN US7710491033
American video game developer
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Mateo, CA
- Founded2004
- Websitecorp.roblox.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($511.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.89. Options: 52 managers hold calls ($1.4bn notional), 46 hold puts ($944.5m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 597 |
| Q4 2022 | 564 |
| Q1 2023 | 621 |
| Q2 2023 | 613 |
| Q3 2023 | 546 |
| Q4 2023 | 665 |
| Q1 2024 | 638 |
| Q2 2024 | 641 |
| Q3 2024 | 676 |
| Q4 2024 | 731 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 304 | 239 |
| Q2 2023 | 263 | 257 |
| Q3 2023 | 238 | 286 |
| Q4 2023 | 312 | 219 |
| Q1 2024 | 303 | 288 |
| Q2 2024 | 300 | 269 |
| Q3 2024 | 310 | 262 |
| Q4 2024 | 317 | 321 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $895.8m | $652.2m | 0.73 |
| Q2 2024 | $848.9m | $555.5m | 0.65 |
| Q3 2024 | $1.0bn | $935.1m | 0.90 |
| Q4 2024 | $1.4bn | $944.5m | 0.68 |
Biggest buyers
| FMR LLC | Added | +18.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +4.4m |
| Durable Capital Partners LP | New | +4.3m |
| BNP PARIBAS FINANCIAL MARKETS | New | +4.2m |
| IEQ CAPITAL, LLC | Added | +3.5m |
| Whale Rock Capital Management LLC | Added | +2.3m |
| Qube Research & Technologies Ltd | Added | +1.8m |
| Amundi | Added | +1.7m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.5m |
Biggest sellers
| ALTOS VENTURES MANAGEMENT, INC. | Reduced | -18.7m |
| ValueAct Holdings, L.P. | Reduced | -10.1m |
| MARSHALL WACE, LLP | Reduced | -5.0m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.8m |
| Meritech Capital Associates V L.L.C. | Reduced | -2.2m |
| 12 West Capital Management LP | Reduced | -2.0m |
| Balyasny Asset Management L.P. | Sold out | -1.9m |
| ARK Investment Management LLC | Reduced | -1.7m |
| Dragoneer Investment Group, LLC | Reduced | -1.6m |
| NORGES BANK | Reduced | -1.5m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $261.9m4.5m shares |
| JANE STREET GROUP, LLC | Added | $145.9m2.5m shares |
| CITADEL ADVISORS LLC | Reduced | $129.3m2.2m shares |
| UBS Group AG | Reduced | $88.0m1.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $69.9m1.2m shares |
| Walleye Trading LLC | Reduced | $65.4m1.1m shares |
| BARCLAYS PLC | Added | $64.8m1.1m shares |
| IMC-Chicago, LLC | Added | $63.6m1.1m shares |
| PEAK6 LLC | First filing | $50.6m874.7k shares |
| WOLVERINE TRADING, LLC | New | $49.9m852.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $98.4m1.7m shares |
| UBS Group AG | Reduced | $94.6m1.6m shares |
| CITADEL ADVISORS LLC | Reduced | $83.6m1.4m shares |
| Walleye Trading LLC | Added | $82.7m1.4m shares |
| JANE STREET GROUP, LLC | Added | $71.1m1.2m shares |
| PEAK6 LLC | First filing | $53.5m925.2k shares |
| IMC-Chicago, LLC | Added | $53.4m923.5k shares |
| SIMPLEX TRADING, LLC | Added | $47.6m822.8k shares |
| Squarepoint Ops LLC | Reduced | $46.1m797.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $40.6m700.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.0 pts · filed 2026-07-08 | 11.9% |
| Baszucki David 13G · exempt (held before listing) filed 2025-08-12 | 7.0% |
| BlackRock, Inc. 13G · institution new · filed 2025-10-17 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 1 | $43 | 9 | $29.5m | — |
| Q2 2023 | 1 | $339 | 9 | $41.7m | $38.0m |
| Q3 2023 | 1 | $28 | 8 | $40.3m | $37.5m |
| Q4 2023 | 1 | $133 | 8 | $44.6m | $161.2k |
| Q1 2024 | 0 | — | 7 | $30.2m | $5.6m |
| Q2 2024 | 0 | — | 9 | $28.9m | $24.4m |
| Q3 2024 | 0 | — | 8 | $51.6m | $45.8m |
| Q4 2024 | 0 | — | 8 | $98.2m | $92.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-26 | Baszucki Gregory Director · See Footnotes | Sold plan | $1.6m26.0k shares |
| 2024-12-23 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold plan | $1.4m24.0k shares |
| 2024-12-11 | Bronstein Manuel Chief Product Officer | Sold plan | $2.7m44.9k shares |
| 2024-12-11 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold plan | $300.0k5.0k shares |
| 2024-12-05 | Baszucki David President & CEO, director | Sold plan | $19.1m333.3k shares |
| 2024-12-05 | Guthrie Michael Chief Financial Officer | Sold plan | $5.6m100.0k shares |
| 2024-12-05 | Baszucki David President & CEO, director | Sold plan | $4.8m83.3k shares |
| 2024-12-05 | Baszucki David President & CEO, director · See Footnote | Sold plan | $3.8m66.7k shares |
| 2024-12-02 | Guthrie Michael Chief Financial Officer | Sold plan | $2.1m40.0k shares |
| 2024-12-02 | Lee Anthony P Director · See footnote | Sold plan | $1.3m25.0k shares |
| 2024-11-27 | Baszucki Gregory Director · See Footnotes | Sold plan | $1.3m26.0k shares |
| 2024-11-26 | Chakravarthy Arvind Chief People & Systems Officer | Sold plan | $705.2k14.3k shares |
| 2024-11-26 | Reinstra Mark Gen. Counsel & Secretary | Sold plan | $100.0k2.0k shares |
| 2024-11-25 | Reinstra Mark Gen. Counsel & Secretary | Sold plan | $338.7k7.0k shares |
| 2024-11-22 | Bronstein Manuel Chief Product Officer | Sold plan | $518.8k10.5k shares |
| 2024-11-22 | Rawlings Amy Marie Chief Accounting Officer | Sold plan | $177.6k3.6k shares |
| 2024-11-20 | Bronstein Manuel Chief Product Officer | Sold | $2.3m45.6k shares |
| 2024-11-20 | Guthrie Michael Chief Financial Officer | Sold | $1.1m21.7k shares |
| 2024-11-20 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $916.5k17.8k shares |
| 2024-11-20 | Reinstra Mark Gen. Counsel & Secretary | Sold | $847.6k16.5k shares |
| 2024-11-20 | Baszucki David President & CEO, director | Sold | $332.2k6.5k shares |
| 2024-11-20 | Rawlings Amy Marie Chief Accounting Officer | Sold | $311.4k6.1k shares |
| 2024-11-18 | Baszucki David President & CEO, director | Sold plan | $8.5m166.7k shares |
| 2024-11-18 | Baszucki David President & CEO, director · See Footnote | Sold plan | $2.7m54.1k shares |
| 2024-11-18 | Baszucki David President & CEO, director | Sold plan | $1.1m20.9k shares |
| 2024-11-15 | Guthrie Michael Chief Financial Officer | Sold plan | $2.1m40.0k shares |
| 2024-11-15 | Lee Anthony P Director · See footnote | Sold plan | $1.3m25.0k shares |
| 2024-11-04 | Bronstein Manuel Chief Product Officer | Sold plan | $2.0m37.8k shares |
| 2024-11-04 | Reinstra Mark Gen. Counsel & Secretary | Sold plan | $465.1k9.0k shares |
| 2024-11-04 | Rawlings Amy Marie Chief Accounting Officer | Sold plan | $115.6k2.2k shares |
The latest 30 of 38 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 53.2m $3.1bn | Added +462.4k |
| FMR LLC 0.14% of their portfolio | 39.7m $2.3bn | Added +18.7m |
| BlackRock, Inc. 0.03% of their portfolio | 29.5m $1.7bn | Added +1.1m |
| BAILLIE GIFFORD & CO 1.25% of their portfolio | 28.0m $1.6bn | Reduced -753.1k |
| MORGAN STANLEY 0.10% of their portfolio | 25.7m $1.5bn | Added +40.6k |
| IEQ CAPITAL, LLC 9.28% of their portfolio | 16.6m $960.0m | Added +3.5m |
| ALTOS VENTURES MANAGEMENT, INC. 100.00% of their portfolio | 15.0m $867.4m | Reduced -18.7m |
| Temasek Holdings (Private) Ltd 2.89% of their portfolio | 12.6m $728.6m | Reduced -1.2m |
| STATE STREET CORP 0.03% of their portfolio | 11.2m $650.9m | Added +392.9k |
| ARK Investment Management LLC 4.89% of their portfolio | 10.1m $586.8m | Reduced -1.7m |
| ValueAct Holdings, L.P. 13.36% of their portfolio | 10.1m $586.5m | Reduced -10.1m |
| Dragoneer Investment Group, LLC 10.21% of their portfolio | 10.1m $584.4m | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 8.6m $495.6m | Added +246.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio | 7.7m $448.3m | Reduced -1.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.65% of their portfolio | 7.6m $438.1m | Added +1.5m |
| TWO SIGMA ADVISERS, LP 0.97% of their portfolio | 7.3m $419.9m | Added +1.4m |
| Amova Asset Management Americas, Inc. 4.18% of their portfolio | 6.7m $385.7m | Reduced -1.3m |
| FRANKLIN RESOURCES INC 0.10% of their portfolio | 6.0m $349.0m | Reduced -668.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.22% of their portfolio | 4.8m $278.5m | Added +4.4m |
| Whale Rock Capital Management LLC 3.26% of their portfolio | 4.8m $275.1m | Added +2.3m |
| TWO SIGMA INVESTMENTS, LP 0.60% of their portfolio | 4.5m $261.2m | Added +921.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 4.4m $252.5m | Added +871.0k |
| HMI Capital Management, L.P. 12.58% of their portfolio | 4.3m $250.4m | Reduced -705.1k |
| Durable Capital Partners LP 2.01% of their portfolio | 4.3m $246.6m | New |
| SANDS CAPITAL MANAGEMENT, LLC 0.72% of their portfolio | 4.2m $243.9m | Reduced -201.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.19% of their portfolio | 4.2m $240.2m | New |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 3.7m $213.3m | Reduced -2.8m |
| CITADEL ADVISORS LLC 0.18% of their portfolio | 3.3m $191.1m | Added +431.8k |
| Amundi 0.07% of their portfolio | 3.2m $198.0m | Added +1.7m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 3.1m $179.6m | Added +415.8k |
| Foxhaven Asset Management, LP 4.67% of their portfolio | 3.0m $174.1m | Added +945.8k |
| SOMA EQUITY PARTNERS LP 9.26% of their portfolio | 2.9m $167.6m | Reduced -99.9k |
| NORGES BANK 0.02% of their portfolio | 2.9m $167.2m | Reduced -1.5m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.58% of their portfolio | 2.9m $165.1m | Added +326.8k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 2.8m $162.4m | Added +397.2k |
| AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 2.8m $159.9m | Reduced -18.5k |
| FIRST TRUST ADVISORS LP 0.14% of their portfolio | 2.7m $158.5m | Added +713.6k |
| Greenvale Capital LLP 12.55% of their portfolio | 2.6m $153.3m | Reduced -1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.52% of their portfolio | 2.6m $147.9m | Added +1.6m |
| D. E. Shaw & Co., Inc. 0.16% of their portfolio | 2.5m $147.2m | Added +634.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 2.3m $134.8m | Reduced -470.4k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 2.3m $132.2m | Added +375.8k |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 2.2m $128.5m | Added +1.8m |
| Squarepoint Ops LLC 0.32% of their portfolio | 2.2m $126.4m | Added +531.9k |
| Legal & General Group Plc 0.03% of their portfolio | 2.2m $125.2m | Reduced -5.4k |
| Meritech Capital Associates V L.L.C. 48.19% of their portfolio | 2.2m $124.7m | Reduced -2.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.1m $124.3m | Added +132.5k |
| MARSHALL WACE, LLP 0.16% of their portfolio | 2.1m $124.2m | Reduced -5.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.1m $122.9m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.1m $120.6m | Added +140.1k |
| 12 West Capital Management LP 12.50% of their portfolio | 2.1m $119.3m | Reduced -2.0m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.7m $100.9m | Reduced -251.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $100.5m | Added +9.5k |
| Man Group plc 0.30% of their portfolio | 1.7m $97.2m | Reduced -192.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.63% of their portfolio | 1.7m $96.6m | Added +408.9k |
| GILDER GAGNON HOWE & CO LLC 1.01% of their portfolio | 1.6m $93.3m | Added +14.2k |
| Invesco Ltd. 0.02% of their portfolio | 1.6m $93.0m | Added +266.0k |
| Swiss National Bank 0.05% of their portfolio | 1.4m $78.3m | Reduced -51.3k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 1.3m $73.9m | Reduced -613.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.21% of their portfolio | 1.3m $73.7m | Added +637.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.68% of their portfolio | 1.2m $69.2m | Reduced -46.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $62.9m | Reduced -700.2k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 1.1m $62.2m | Added +268.8k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 1.1m $61.8m | Added +7.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.0m $60.7m | New |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 1.0m $59.6m | Reduced -839.3k |
| BARCLAYS PLC 0.03% of their portfolio | 998.5k $57.8m | Reduced -490.8k |
| Accredited Investors Inc. 3.38% of their portfolio | 996.9k $57.7m | Reduced -188.5k |
| MOORE CAPITAL MANAGEMENT, LP 1.04% of their portfolio | 962.7k $55.7m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 919.9k $53.2m | Added +742.6k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 821.7k $47.5m | Added +657.1k |
| Robeco Institutional Asset Management B.V. 0.09% of their portfolio | 807.1k $46.7m | Added +2.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 803.6k $46.5m | Reduced -42.5k |
| National Pension Service 0.04% of their portfolio | 790.1k $45.7m | Reduced -58.3k |
| UBS Group AG 0.01% of their portfolio | 775.5k $44.9m | Reduced -260.4k |
| Blue Whale Capital LLP 3.30% of their portfolio | 768.8k $44.5m | Added +211.5k |
| Kora Management LP 5.96% of their portfolio | 765.0k $44.3m | Unchanged |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 748.6k $43.3m | Added +12.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 731.6k $42.3m | Reduced -744 |
| Connor, Clark & Lunn Investment Management Ltd. 0.18% of their portfolio | 704.5k $40.8m | Added +355.3k |
| National Philanthropic Trust 0.57% of their portfolio | 686.8k $39.7m | Unchanged |
| Woodline Partners LP 0.26% of their portfolio | 666.3k $38.6m | Added +145.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 627.4k $36.3m | Reduced -366.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 621.0k $35.9m | Added +36.8k |
| Jasper Ridge Partners, L.P. 1.12% of their portfolio | 613.1k $35.5m | Added +124.2k |
| Atreides Management, LP 1.10% of their portfolio | 608.4k $35.2m | Reduced -279.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 596.0k $34.9m | Added +96.4k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 595.5k $34.5m | Added +205.3k |
| Trexquant Investment LP 0.40% of their portfolio | 589.7k $34.1m | Reduced -5.2k |
| Yiheng Capital Management, L.P. 7.34% of their portfolio | 573.3k $33.2m | Added +72.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 499.7k $28.9m | Added +35.2k |
| a16z Perennial Management, L.P. 1.60% of their portfolio | 470.9k $27.2m | Reduced -15.3k |
| Erste Asset Management GmbH 0.34% of their portfolio | 470.0k $27.5m | Unchanged |
| EXCHANGE TRADED CONCEPTS, LLC 0.54% of their portfolio | 461.1k $26.7m | Reduced -133.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 460.2k $26.6m | Added +119.9k |
| Tidal Investments LLC 0.20% of their portfolio | 425.8k $24.6m | Reduced -64.4k |
| Generali Powszechne Towarzystwo Emerytalne 8.25% of their portfolio | 425.0k $24.6m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 418.5k $24.2m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 413.8k $23.9m | Reduced -347.3k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 399.5k $23.1m | Reduced -8.0k |