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 ($453.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $81.00. Options: 43 managers hold calls ($1.8bn notional), 43 hold puts ($1.5bn).
Trends to Q4 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 |
| Q2 2025 | 908 |
| Q3 2025 | 1,027 |
| Q4 2025 | 951 |
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 2024 | 303 | 288 |
| Q2 2024 | 300 | 269 |
| Q3 2024 | 310 | 262 |
| Q4 2024 | 317 | 321 |
| Q1 2025 | 403 | 315 |
| Q2 2025 | 550 | 304 |
| Q3 2025 | 601 | 361 |
| Q4 2025 | 462 | 538 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.0bn | $767.3m | 0.75 |
| Q2 2025 | $3.2bn | $1.9bn | 0.59 |
| Q3 2025 | $3.3bn | $2.7bn | 0.81 |
| Q4 2025 | $1.8bn | $1.5bn | 0.85 |
Biggest buyers
| TWO SIGMA ADVISERS, LP | Added | +3.6m |
| SRS Investment Management, LLC | New | +2.9m |
| Qube Research & Technologies Ltd | Added | +2.7m |
| Capital International Investors | Added | +2.2m |
| BlackRock, Inc. | Added | +2.1m |
| ValueAct Holdings, L.P. | Added | +1.7m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.7m |
| Squarepoint Ops LLC | Added | +1.6m |
| MORGAN STANLEY | Added | +1.6m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.3m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -20.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -4.9m |
| Ninety One UK Ltd | Sold out | -3.4m |
| Durable Capital Partners LP | Reduced | -2.4m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.0m |
| BAILLIE GIFFORD & CO | Reduced | -1.8m |
| Fullerton Fund Management Co Ltd. | Reduced | -1.3m |
| WT Asset Management Ltd | Sold out | -1.1m |
| Greenvale Capital LLP | Sold out | -1.1m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $360.7m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $331.0m4.1m shares |
| JANE STREET GROUP, LLC | Reduced | $234.0m2.9m shares |
| IMC-Chicago, LLC | Reduced | $110.3m1.4m shares |
| Squarepoint Ops LLC | Added | $97.6m1.2m shares |
| NOMURA HOLDINGS INC | Added | $93.1m1.1m shares |
| D. E. Shaw & Co., Inc. | Reduced | $60.3m744.3k shares |
| Walleye Trading LLC | Added | $55.7m687.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $44.9m553.5k shares |
| UBS Group AG | Reduced | $44.1m544.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $291.7m3.6m shares |
| GOLDMAN SACHS GROUP INC | Added | $252.0m3.1m shares |
| CITADEL ADVISORS LLC | Reduced | $161.2m2.0m shares |
| IMC-Chicago, LLC | Reduced | $108.9m1.3m shares |
| JANE STREET GROUP, LLC | Reduced | $87.9m1.1m shares |
| UBS Group AG | Added | $87.2m1.1m shares |
| ADAPT Investment Managers SA | Unchanged | $64.8m800.0k shares |
| D. E. Shaw & Co., Inc. | Added | $63.1m778.4k shares |
| Squarepoint Ops LLC | Reduced | $51.2m631.8k shares |
| NOMURA HOLDINGS INC | Added | $43.4m536.2k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 10 | $795.3m | $784.6m |
| Q3 2025 | 0 | — | 8 | $54.1m | $44.2m |
| Q4 2025 | 0 | — | 7 | $45.7m | $39.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-18 | Baszucki David President & CEO, director · See Footnote | Sold plan | $5.7m66.9k shares |
| 2025-12-01 | Lee Anthony P Director · See footnote | Sold plan | $5.9m64.3k shares |
| 2025-12-01 | Lee Anthony P Director · See Footnotes | Sold plan | $159.7k1.7k shares |
| 2025-11-20 | Kaufman Matthew D Chief Safety Officer | Sold plan | $2.0m20.9k shares |
| 2025-11-20 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $2.0m20.9k shares |
| 2025-11-20 | CHOPRA NAVEEN K. Chief Financial Officer | Sold | $1.8m19.4k shares |
| 2025-11-20 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $1.6m16.8k shares |
| 2025-11-20 | Baszucki David President & CEO, director | Sold | $1.0m10.6k shares |
| 2025-11-20 | Rawlings Amy Marie Chief Accounting Officer | Sold | $251.6k2.6k shares |
| 2025-11-11 | Baszucki David President & CEO, director · See Footnote | Sold plan | $7.0m66.9k shares |
| 2025-11-06 | Kaufman Matthew D Chief Safety Officer | Sold plan | $608.9k6.0k shares |
| 2025-11-05 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold plan | $251.1k2.4k shares |
| 2025-11-04 | Lee Anthony P Director · See footnote | Sold plan | $5.5m52.8k shares |
| 2025-11-04 | Lee Anthony P Director · See Footnotes | Sold plan | $1.4m13.2k shares |
| 2025-11-03 | Kaufman Matthew D Chief Safety Officer | Sold plan | $677.9k6.0k shares |
| 2025-10-02 | Kaufman Matthew D Chief Safety Officer | Sold plan | $810.1k6.0k shares |
| 2025-10-01 | Lee Anthony P Director · See footnote | Sold plan | $7.0m51.2k shares |
| 2025-10-01 | Lee Anthony P Director · See Footnotes | Sold plan | $2.0m14.8k shares |
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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 63.5m $5.1bn | Added +1.0m |
| FMR LLC 0.19% of their portfolio | 46.4m $3.8bn | Reduced -90.9k |
| BlackRock, Inc. 0.06% of their portfolio | 41.5m $3.4bn | Added +2.1m |
| Capital International Investors 0.41% of their portfolio | 32.0m $2.6bn | Added +2.2m |
| BAILLIE GIFFORD & CO 1.45% of their portfolio | 21.5m $1.7bn | Reduced -1.8m |
| MORGAN STANLEY 0.10% of their portfolio | 20.7m $1.7bn | Added +1.6m |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 19.5m $1.6bn | Reduced -20.3m |
| IEQ CAPITAL, LLC 4.18% of their portfolio | 17.2m $1.4bn | Reduced -225.0k |
| STATE STREET CORP 0.04% of their portfolio | 13.8m $1.1bn | Added +442.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 12.2m $988.0m | Added +547.1k |
| Capital World Investors 0.13% of their portfolio | 12.1m $983.5m | Reduced -854.7k |
| AQR CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 10.3m $833.0m | Added +615.3k |
| Temasek Holdings (Private) Ltd 2.03% of their portfolio | 7.8m $630.2m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.83% of their portfolio | 6.6m $537.1m | Reduced -255.0k |
| TWO SIGMA ADVISERS, LP 1.03% of their portfolio | 6.5m $527.3m | Added +3.6m |
| FRANKLIN RESOURCES INC 0.12% of their portfolio | 6.1m $491.3m | Reduced -901.0k |
| D. E. Shaw & Co., Inc. 0.37% of their portfolio | 6.0m $487.3m | Added +975.3k |
| ValueAct Holdings, L.P. 6.89% of their portfolio | 6.0m $484.2m | Added +1.7m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.15% of their portfolio | 5.8m $469.5m | Added +645.9k |
| NORGES BANK 0.05% of their portfolio | 5.4m $435.4m | Not comparable |
| Nuveen, LLC 0.11% of their portfolio | 5.0m $402.4m | Added +839.9k |
| ARK Investment Management LLC 2.60% of their portfolio | 4.8m $391.7m | Reduced -478.5k |
| MARSHALL WACE, LLP 0.35% of their portfolio | 4.5m $363.8m | Added +1.1m |
| Qube Research & Technologies Ltd 0.51% of their portfolio | 4.4m $359.1m | Added +2.7m |
| Whale Rock Capital Management LLC 4.25% of their portfolio | 4.1m $332.6m | Added +385.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.19% of their portfolio | 4.0m $327.0m | Reduced -423.8k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 3.9m $318.3m | Reduced -342.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.9m $315.8m | Reduced -2.0m |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 3.4m $273.7m | Added +1.7m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.3m $267.9m | Added +524.9k |
| SANDS CAPITAL MANAGEMENT, LLC 0.78% of their portfolio | 3.2m $258.0m | Reduced -293.1k |
| Amundi 0.07% of their portfolio | 3.1m $254.7m | Added +1.2m |
| TWO SIGMA INVESTMENTS, LP 0.36% of their portfolio | 3.0m $243.7m | Added +1.3m |
| SRS Investment Management, LLC 2.51% of their portfolio | 2.9m $238.1m | New |
| Amova Asset Management Americas, Inc. 2.59% of their portfolio | 2.8m $224.3m | Reduced -400.5k |
| Legal & General Group Plc 0.05% of their portfolio | 2.7m $220.5m | Added +41.0k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.6m $212.1m | Reduced -1.0m |
| FEDERATED HERMES, INC. 0.35% of their portfolio | 2.6m $207.3m | Reduced -672.1k |
| Foxhaven Asset Management, LP 5.07% of their portfolio | 2.5m $206.0m | Added +79.1k |
| UBS Group AG 0.04% of their portfolio | 2.5m $205.6m | Added +946.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 2.5m $198.6m | Added +107.4k |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 2.3m $185.7m | Added +365.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.3m $183.8m | Added +76.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.68% of their portfolio | 2.2m $174.7m | Added +1.1m |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 2.1m $168.7m | Reduced -480.1k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 2.1m $166.2m | Added +1.1m |
| Squarepoint Ops LLC 0.33% of their portfolio | 2.0m $164.9m | Added +1.6m |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 2.0m $163.4m | Added +133.1k |
| SOMA EQUITY PARTNERS LP 8.89% of their portfolio | 1.9m $152.3m | Added +185.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.59% of their portfolio | 1.9m $152.1m | Added +709.9k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.8m $148.5m | Added +26.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.8m $144.9m | Added +58.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.8m $143.0m | Added +196.5k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.8m $142.6m | Added +927.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $141.6m | Reduced -878.6k |
| GILDER GAGNON HOWE & CO LLC 1.46% of their portfolio | 1.7m $137.9m | Reduced -7.4k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 1.6m $132.7m | Reduced -213.8k |
| Swiss National Bank 0.08% of their portfolio | 1.6m $129.1m | Reduced -40.7k |
| Assenagon Asset Management S.A. 0.19% of their portfolio | 1.6m $125.7m | Added +1.2m |
| Man Group plc 0.22% of their portfolio | 1.4m $116.9m | Added +685.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.41% of their portfolio | 1.4m $116.2m | Added +498.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 1.4m $113.6m | Added +130.4k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.3m $107.3m | Added +2.6k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 1.3m $101.6m | Added +975.9k |
| Durable Capital Partners LP 0.89% of their portfolio | 1.2m $94.2m | Reduced -2.4m |
| Clearbridge Investments, LLC 0.07% of their portfolio | 1.1m $89.7m | Added +654.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.1m $89.3m | Added +134.6k |
| Meritech Capital Associates V L.L.C. 48.58% of their portfolio | 1.1m $87.3m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 1.1m $86.3m | Reduced -514.3k |
| 12 West Capital Management LP 10.13% of their portfolio | 1.1m $85.1m | Reduced -15.0k |
| California Public Employees Retirement System 0.05% of their portfolio | 1.0m $84.8m | Added +22.2k |
| Robeco Institutional Asset Management B.V. 0.12% of their portfolio | 1.0m $83.3m | Added +145.4k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 941.7k $76.3m | Reduced -898 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 913.7k $74.0m | Added +12.9k |
| National Pension Service 0.05% of their portfolio | 906.6k $73.5m | Reduced -791.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 896.8k $72.7m | Added +466.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 895.2k $72.5m | Added +88.1k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 891.1k $72.2m | Reduced -22.2k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.69% of their portfolio | 750.0k $60.8m | Added +250.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 705.6k $57.2m | Reduced -3.6k |
| Quantinno Capital Management LP 0.11% of their portfolio | 700.1k $56.7m | Reduced -17.4k |
| National Philanthropic Trust 0.54% of their portfolio | 677.7k $54.9m | Reduced -16.6k |
| BARCLAYS PLC 0.02% of their portfolio | 677.1k $54.9m | Added +234.4k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 651.9k $52.8m | Added +89.8k |
| CITIGROUP INC 0.04% of their portfolio | 651.5k $52.8m | Reduced -229.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 647.4k $52.5m | Added +30.7k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 642.8k $52.1m | Added +573.2k |
| Holocene Advisors, LP 0.11% of their portfolio | 638.9k $51.8m | Added +353.2k |
| Cerity Partners LLC 0.07% of their portfolio | 619.3k $50.2m | Added +319.3k |
| Jasper Ridge Partners, L.P. 1.06% of their portfolio | 592.3k $48.0m | Reduced -147.1k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 557.7k $45.2m | Added +55.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.11% of their portfolio | 554.8k $45.0m | Reduced -18.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.07% of their portfolio | 547.3k $44.3m | Reduced -793.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 541.8k $43.9m | Added +9.9k |
| Jump Financial, LLC 0.53% of their portfolio | 525.3k $42.6m | Added +348.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 524.2k $42.5m | Reduced -33.9k |
| MAVERICK CAPITAL LTD 0.45% of their portfolio | 517.8k $42.0m | Added +106.3k |
| Trexquant Investment LP 0.37% of their portfolio | 511.0k $41.4m | Added +311.6k |
| Contour Asset Management LLC 0.96% of their portfolio | 510.3k $41.3m | Added +235.1k |
| AVIVA PLC 0.07% of their portfolio | 479.2k $38.8m | Added +27.2k |