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 ($431.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.28. Options: 42 managers hold calls ($1.0bn notional), 46 hold puts ($767.3m).
Trends to Q1 2025
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 |
| Q1 2025 | 780 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 403 | 315 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $848.9m | $555.5m | 0.65 |
| Q3 2024 | $1.0bn | $935.1m | 0.90 |
| Q4 2024 | $1.4bn | $944.5m | 0.68 |
| Q1 2025 | $1.0bn | $767.3m | 0.75 |
Biggest buyers
| Capital World Investors | Added | +9.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +6.0m |
| MARSHALL WACE, LLP | Added | +4.6m |
| VANGUARD GROUP INC | Added | +4.4m |
| FMR LLC | Added | +4.2m |
| Capital International Investors | New | +3.9m |
| Ninety One UK Ltd | New | +2.4m |
| IEQ CAPITAL, LLC | Added | +2.3m |
| JPMORGAN CHASE & CO | Added | +2.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +2.2m |
Biggest sellers
| ALTOS VENTURES MANAGEMENT, INC. | Reduced | -9.9m |
| Dragoneer Investment Group, LLC | Reduced | -8.3m |
| MORGAN STANLEY | Reduced | -4.3m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.5m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -1.4m |
| ValueAct Holdings, L.P. | Reduced | -1.4m |
| ROYAL BANK OF CANADA | Reduced | -1.3m |
| Greenvale Capital LLP | Reduced | -1.2m |
| Meritech Capital Associates V L.L.C. | Reduced | -1.1m |
| ARK Investment Management LLC | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $228.5m3.9m shares |
| CITADEL ADVISORS LLC | Added | $158.6m2.7m shares |
| JANE STREET GROUP, LLC | Reduced | $140.6m2.4m shares |
| UBS Group AG | Reduced | $53.4m916.7k shares |
| Walleye Trading LLC | Reduced | $47.7m817.6k shares |
| IMC-Chicago, LLC | Reduced | $47.3m812.1k shares |
| Squarepoint Ops LLC | Added | $40.5m694.7k shares |
| PEAK6 LLC | Reduced | $38.7m663.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $38.6m662.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $31.4m539.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $125.3m2.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $104.0m1.8m shares |
| UBS Group AG | Reduced | $64.4m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $54.7m938.2k shares |
| Walleye Trading LLC | Reduced | $44.0m754.9k shares |
| IMC-Chicago, LLC | Reduced | $43.9m752.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $42.6m731.4k shares |
| Squarepoint Ops LLC | Reduced | $42.5m728.5k shares |
| JANE STREET GROUP, LLC | Reduced | $36.3m622.7k shares |
| PEAK6 LLC | Reduced | $34.6m594.1k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2025 | 0 | — | 9 | $92.7m | $82.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-17 | Baszucki David President & CEO, director | Sold plan | $1.9m34.1k shares |
| 2025-03-17 | Baszucki David President & CEO, director | Sold plan | $389.0k6.8k shares |
| 2025-03-10 | Baszucki Gregory Director | Sold plan | $5.2m97.4k shares |
| 2025-03-04 | Guthrie Michael Chief Financial Officer | Sold plan | $3.0m50.0k shares |
| 2025-03-03 | Baszucki David President & CEO, director | Sold plan | $12.7m195.1k shares |
| 2025-03-03 | Baszucki David President & CEO, director | Sold plan | $3.5m53.5k shares |
| 2025-03-03 | Baszucki David President & CEO, director · See Footnote | Sold plan | $940.7k14.5k shares |
| 2025-03-03 | Carvalho Christopher Director | Sold plan | $825.5k13.0k shares |
| 2025-02-27 | Chakravarthy Arvind Chief People & Systems Officer | Sold plan | $60.2k982 shares |
| 2025-02-25 | Chakravarthy Arvind Chief People & Systems Officer | Sold plan | $1.1m18.8k shares |
| 2025-02-25 | Baszucki David President & CEO, director | Sold plan | $87.4k1.4k shares |
| 2025-02-25 | Baszucki David President & CEO, director | Sold plan | $17.7k293 shares |
| 2025-02-24 | Guthrie Michael Chief Financial Officer | Sold plan | $3.1m50.0k shares |
| 2025-02-24 | Bronstein Manuel Chief Product Officer | Sold plan | $899.4k14.7k shares |
| 2025-02-24 | Rawlings Amy Marie Chief Accounting Officer | Sold plan | $250.7k4.1k shares |
| 2025-02-21 | Chakravarthy Arvind Chief People & Systems Officer | Sold plan | $395.6k6.3k shares |
| 2025-02-20 | Bronstein Manuel Chief Product Officer | Sold | $2.8m45.5k shares |
| 2025-02-20 | Guthrie Michael Chief Financial Officer | Sold | $1.3m21.6k shares |
| 2025-02-20 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $1.0m16.4k shares |
| 2025-02-20 | Chakravarthy Arvind Chief People & Systems Officer | Sold plan | $948.2k15.5k shares |
| 2025-02-20 | Baszucki David President & CEO, director | Sold | $395.5k6.4k shares |
| 2025-02-20 | Rawlings Amy Marie Chief Accounting Officer | Sold | $274.1k4.5k shares |
| 2025-02-11 | Guthrie Michael Chief Financial Officer | Sold | $1.7m26.2k shares |
| 2025-02-11 | Bronstein Manuel Chief Product Officer | Sold | $1.7m26.1k shares |
| 2025-02-11 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $1.3m19.5k shares |
| 2025-01-31 | Baszucki David President & CEO, director | Sold plan | $6.4m89.2k shares |
| 2025-01-31 | Baszucki David President & CEO, director | Sold plan | $2.9m40.1k shares |
| 2025-01-30 | Baszucki David President & CEO, director | Sold plan | $9.9m138.6k shares |
| 2025-01-30 | Baszucki David President & CEO, director · See Footnote | Sold plan | $4.5m62.4k shares |
| 2025-01-22 | Baszucki Gregory Director · See Footnotes | Sold plan | $1.7m26.0k shares |
The latest 30 of 34 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 57.6m $3.4bn | Added +4.4m |
| FMR LLC 0.16% of their portfolio | 43.9m $2.6bn | Added +4.2m |
| BlackRock, Inc. 0.04% of their portfolio | 29.7m $1.7bn | Added +203.7k |
| BAILLIE GIFFORD & CO 1.40% of their portfolio | 27.5m $1.6bn | Reduced -553.2k |
| MORGAN STANLEY 0.09% of their portfolio | 21.5m $1.3bn | Reduced -4.3m |
| IEQ CAPITAL, LLC 8.76% of their portfolio | 18.9m $1.1bn | Added +2.3m |
| Temasek Holdings (Private) Ltd 2.72% of their portfolio | 11.6m $673.5m | Reduced -1.0m |
| STATE STREET CORP 0.03% of their portfolio | 11.3m $660.7m | Added +85.6k |
| Capital World Investors 0.09% of their portfolio | 9.6m $556.7m | Added +9.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 9.2m $535.5m | Added +626.6k |
| ARK Investment Management LLC 5.29% of their portfolio | 9.1m $528.8m | Reduced -1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.52% of their portfolio | 8.8m $504.4m | Added +6.0m |
| ValueAct Holdings, L.P. 11.15% of their portfolio | 8.8m $510.9m | Reduced -1.4m |
| TWO SIGMA ADVISERS, LP 0.96% of their portfolio | 7.3m $427.5m | Added +76.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio | 7.2m $421.4m | Reduced -518.7k |
| MARSHALL WACE, LLP 0.52% of their portfolio | 6.7m $391.2m | Added +4.6m |
| Amova Asset Management Americas, Inc. 4.61% of their portfolio | 6.1m $358.0m | Reduced -525.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.54% of their portfolio | 6.1m $355.1m | Reduced -1.5m |
| FRANKLIN RESOURCES INC 0.10% of their portfolio | 5.8m $336.6m | Reduced -257.8k |
| ALTOS VENTURES MANAGEMENT, INC. 100.00% of their portfolio | 5.1m $295.6m | Reduced -9.9m |
| Amundi 0.11% of their portfolio | 5.0m $288.8m | Added +1.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.22% of their portfolio | 4.6m $266.7m | Reduced -237.6k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 4.4m $253.7m | Added +665.8k |
| Whale Rock Capital Management LLC 4.23% of their portfolio | 4.2m $244.0m | Reduced -569.8k |
| SANDS CAPITAL MANAGEMENT, LLC 0.79% of their portfolio | 4.0m $233.5m | Reduced -209.2k |
| TWO SIGMA INVESTMENTS, LP 0.51% of their portfolio | 4.0m $233.2m | Reduced -514.8k |
| HMI Capital Management, L.P. 12.49% of their portfolio | 3.9m $229.4m | Reduced -391.5k |
| Capital International Investors 0.04% of their portfolio | 3.9m $225.8m | New |
| Durable Capital Partners LP 1.81% of their portfolio | 3.5m $202.1m | Reduced -794.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 3.4m $195.4m | Reduced -1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 3.3m $189.8m | Added +2.2m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 3.2m $184.4m | Added +60.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 3.0m $176.1m | First filing |
| Foxhaven Asset Management, LP 5.31% of their portfolio | 3.0m $174.9m | Reduced -8.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 2.9m $169.9m | Added +587.3k |
| NORGES BANK 0.02% of their portfolio | 2.8m $161.8m | Reduced -114.0k |
| Squarepoint Ops LLC 0.38% of their portfolio | 2.7m $156.8m | Added +504.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.6m $154.2m | Added +2.2m |
| SOMA EQUITY PARTNERS LP 9.27% of their portfolio | 2.6m $153.7m | Reduced -260.4k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 2.5m $147.1m | Reduced -282.5k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 2.5m $143.8m | Reduced -272.7k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 2.4m $142.3m | Reduced -103.3k |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 2.4m $138.3m | Reduced -929.7k |
| Ninety One UK Ltd 0.38% of their portfolio | 2.4m $137.4m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.3m $135.4m | Added +175.8k |
| Legal & General Group Plc 0.03% of their portfolio | 2.2m $128.0m | Added +32.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.2m $126.6m | Added +87.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.1m $124.7m | Added +1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 2.1m $120.5m | Reduced -488.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.1m $120.4m | Reduced -58.9k |
| Atreides Management, LP 4.28% of their portfolio | 2.0m $117.8m | Added +1.4m |
| Balyasny Asset Management L.P. 0.29% of their portfolio | 2.0m $116.1m | New |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.8m $107.5m | Added +99.2k |
| Qube Research & Technologies Ltd 0.16% of their portfolio | 1.8m $104.2m | Reduced -432.7k |
| Dragoneer Investment Group, LLC 2.15% of their portfolio | 1.8m $102.3m | Reduced -8.3m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $101.9m | Added +12.3k |
| GILDER GAGNON HOWE & CO LLC 1.33% of their portfolio | 1.7m $101.8m | Added +134.2k |
| Invesco Ltd. 0.02% of their portfolio | 1.7m $99.0m | Added +90.8k |
| FEDERATED HERMES, INC. 0.20% of their portfolio | 1.6m $93.2m | Added +524.7k |
| Man Group plc 0.27% of their portfolio | 1.6m $91.8m | Reduced -105.3k |
| Holocene Advisors, LP 0.27% of their portfolio | 1.5m $89.8m | New |
| Greenvale Capital LLP 8.23% of their portfolio | 1.4m $84.5m | Reduced -1.2m |
| Artisan Partners Limited Partnership 0.14% of their portfolio | 1.4m $84.4m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.33% of their portfolio | 1.4m $83.6m | Reduced -1.4m |
| UBS Group AG 0.02% of their portfolio | 1.4m $82.6m | Added +641.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.23% of their portfolio | 1.4m $81.9m | Added +132.1k |
| Swiss National Bank 0.06% of their portfolio | 1.4m $79.9m | Added +18.2k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 1.2m $72.6m | Added +424.5k |
| Nuveen, LLC 0.02% of their portfolio | 1.2m $70.3m | First filing |
| 12 West Capital Management LP 10.18% of their portfolio | 1.2m $69.0m | Reduced -879.0k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 1.2m $68.9m | Added +112.8k |
| SG Americas Securities, LLC 0.23% of their portfolio | 1.2m $67.4m | Added +1.1m |
| Allspring Global Investments Holdings, LLC 0.12% of their portfolio | 1.1m $68.2m | Added +106.1k |
| Meritech Capital Associates V L.L.C. 40.29% of their portfolio | 1.1m $62.8m | Reduced -1.1m |
| Alyeska Investment Group, L.P. 0.25% of their portfolio | 1.1m $61.7m | New |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 999.3k $58.2m | Added +918.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 983.4k $57.3m | Reduced -1.3m |
| Accredited Investors Inc. 3.46% of their portfolio | 956.9k $55.8m | Reduced -40.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.33% of their portfolio | 910.4k $53.1m | Reduced -759.5k |
| Schonfeld Strategic Advisors LLC 0.34% of their portfolio | 874.6k $51.0m | Added +619.2k |
| California Public Employees Retirement System 0.03% of their portfolio | 818.6k $47.7m | Added +15.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.21% of their portfolio | 810.2k $47.2m | Added +105.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 799.8k $46.6m | Reduced -120.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 761.5k $44.4m | Added +12.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 741.1k $43.2m | Added +9.5k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.55% of their portfolio | 735.5k $42.9m | New |
| BARCLAYS PLC 0.02% of their portfolio | 734.4k $42.8m | Reduced -264.1k |
| National Pension Service 0.04% of their portfolio | 722.0k $42.1m | Reduced -68.1k |
| Jasper Ridge Partners, L.P. 1.32% of their portfolio | 705.7k $41.1m | Added +92.6k |
| National Philanthropic Trust 0.65% of their portfolio | 686.0k $40.0m | Reduced -728 |
| TUDOR INVESTMENT CORP ET AL 0.34% of their portfolio | 659.5k $38.4m | New |
| Kora Management LP 4.90% of their portfolio | 642.0k $37.4m | Reduced -123.0k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 641.9k $37.4m | Added +595.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 639.7k $37.3m | Added +18.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 607.1k $35.4m | Reduced -20.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 597.4k $35.3m | Added +1.4k |
| PANAGORA ASSET MANAGEMENT INC 0.17% of their portfolio | 589.6k $34.4m | Added +398.2k |
| Blue Whale Capital LLP 2.75% of their portfolio | 583.2k $34.0m | Reduced -185.6k |
| Robeco Institutional Asset Management B.V. 0.07% of their portfolio | 575.6k $33.6m | Reduced -231.4k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 526.7k $30.7m | Added +291.8k |