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 ($308.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.47. Options: 38 managers hold calls ($956.8m notional), 36 hold puts ($909.1m).
Trends to Q1 2026
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 |
| Q1 2026 | 835 |
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 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 |
| Q1 2026 | 383 | 523 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $3.2bn | $1.9bn | 0.59 |
| Q3 2025 | $3.3bn | $2.7bn | 0.81 |
| Q4 2025 | $1.8bn | $1.5bn | 0.85 |
| Q1 2026 | $956.8m | $909.1m | 0.95 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +15.2m |
| Capital World Investors | Added | +10.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +9.0m |
| FIL Ltd | Added | +5.5m |
| SRS Investment Management, LLC | Added | +3.7m |
| Artisan Partners Limited Partnership | Added | +3.5m |
| Amundi | Added | +2.6m |
| MORGAN STANLEY | Added | +2.3m |
| GOLDMAN SACHS GROUP INC | Added | +2.2m |
| Contour Asset Management LLC | Added | +2.0m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -12.8m |
| TWO SIGMA ADVISERS, LP | Sold out | -6.5m |
| Nuveen, LLC | Reduced | -2.9m |
| Capital International Investors | Reduced | -2.8m |
| FRANKLIN RESOURCES INC | Reduced | -2.7m |
| FEDERATED HERMES, INC. | Reduced | -2.6m |
| BlackRock, Inc. | Reduced | -2.4m |
| MARSHALL WACE, LLP | Reduced | -2.3m |
| Qube Research & Technologies Ltd | Reduced | -2.1m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -2.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $200.8m3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $152.2m2.7m shares |
| JANE STREET GROUP, LLC | Reduced | $142.2m2.5m shares |
| Squarepoint Ops LLC | Added | $76.2m1.3m shares |
| IMC-Chicago, LLC | Reduced | $67.6m1.2m shares |
| Atreides Management, LP | New | $56.6m1.0m shares |
| Walleye Trading LLC | Reduced | $38.8m685.6k shares |
| GROUP ONE TRADING LLC | Added | $32.2m568.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $32.0m566.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $23.6m417.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $145.2m2.6m shares |
| JANE STREET GROUP, LLC | Added | $144.9m2.6m shares |
| IMC-Chicago, LLC | Added | $107.2m1.9m shares |
| CITADEL ADVISORS LLC | Reduced | $85.1m1.5m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $77.5m1.4m shares |
| D. E. Shaw & Co., Inc. | Added | $49.0m867.1k shares |
| Select Equity Group, L.P. | New | $37.8m668.0k shares |
| UBS Group AG | Reduced | $35.7m631.8k shares |
| Squarepoint Ops LLC | Reduced | $32.8m580.4k shares |
| Tidal Investments LLC | New | $25.5m450.0k 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 2026
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 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 |
| Q1 2026 | 0 | — | 9 | $51.5m | $11.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Baszucki Gregory Director · See Footnotes | Sold plan | $1.1m16.7k shares |
| 2026-02-24 | Wong Andrea L Director · See footnote | Sold | $37.2k563 shares |
| 2026-02-20 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $1.3m21.4k shares |
| 2026-02-20 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $1.1m17.2k shares |
| 2026-02-20 | Kaufman Matthew D Chief Safety Officer | Sold | $937.9k15.2k shares |
| 2026-02-20 | CHOPRA NAVEEN K. Chief Financial Officer | Sold | $783.3k12.7k shares |
| 2026-02-20 | Baszucki David President & CEO, director | Sold | $667.7k10.8k shares |
| 2026-02-20 | Rawlings Amy Marie Chief Accounting Officer | Sold | $181.7k3.0k shares |
| 2026-02-13 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $3.8m60.0k shares |
| 2026-02-11 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $2.7m40.6k shares |
| 2026-02-11 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $1.3m19.9k shares |
| 2026-02-10 | Baszucki David President & CEO, director | Sold | $19.8m272.3k shares |
| 2026-02-10 | Chakravarthy Arvind Chief People & Systems Officer | Sold | $2.6m35.3k shares |
| 2026-02-10 | Reinstra Mark Chief Legal Off. & Corp. Sec. | Sold | $2.5m34.3k shares |
| 2026-02-10 | Kaufman Matthew D Chief Safety Officer | Sold | $2.2m30.0k shares |
| 2026-01-13 | Lee Anthony P Director · See footnote | Sold plan | $577.1k7.0k shares |
| 2026-01-07 | Baszucki David President & CEO, director · See Footnote | Sold plan | $5.1m66.9k shares |
| 2026-01-02 | Lee Anthony P Director · See footnote | Sold plan | $4.7m59.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.14% of their portfolio | 46.6m $2.6bn | Added +186.6k |
| BlackRock, Inc. 0.04% of their portfolio | 39.1m $2.2bn | Reduced -2.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.09% of their portfolio | 30.6m $1.7bn | First filing |
| Capital International Investors 0.39% of their portfolio | 29.2m $1.6bn | Reduced -2.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 28.6m $1.6bn | First filing |
| MORGAN STANLEY 0.08% of their portfolio | 23.1m $1.3bn | Added +2.3m |
| Capital World Investors 0.17% of their portfolio | 22.5m $1.3bn | Added +10.3m |
| BAILLIE GIFFORD & CO 1.24% of their portfolio | 21.4m $1.2bn | Reduced -120.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 19.1m $1.1bn | Added +15.2m |
| IEQ CAPITAL, LLC 4.34% of their portfolio | 16.5m $935.0m | Reduced -715.1k |
| STATE STREET CORP 0.03% of their portfolio | 14.2m $805.2m | Added +423.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 12.3m $692.1m | Added +46.0k |
| TWO SIGMA INVESTMENTS, LP 0.57% of their portfolio | 12.0m $681.2m | Added +9.0m |
| AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 8.3m $449.9m | Reduced -2.0m |
| Temasek Holdings (Private) Ltd 1.48% of their portfolio | 7.8m $439.9m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.63% of their portfolio | 7.1m $403.1m | Added +497.6k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 6.7m $349.7m | Reduced -12.8m |
| SRS Investment Management, LLC 3.94% of their portfolio | 6.6m $373.4m | Added +3.7m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 6.1m $344.7m | Added +2.2m |
| ARK Investment Management LLC 2.59% of their portfolio | 5.9m $333.5m | Added +1.1m |
| ValueAct Holdings, L.P. 5.79% of their portfolio | 5.8m $330.8m | Reduced -127.2k |
| Artisan Partners Limited Partnership 0.54% of their portfolio | 5.8m $328.7m | Added +3.5m |
| Amundi 0.09% of their portfolio | 5.8m $326.6m | Added +2.6m |
| FIL Ltd 0.25% of their portfolio | 5.7m $320.4m | Added +5.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 5.3m $301.1m | Reduced -480.5k |
| D. E. Shaw & Co., Inc. 0.20% of their portfolio | 4.5m $255.4m | Reduced -1.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.16% of their portfolio | 4.5m $251.8m | Added +416.2k |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 4.2m $235.6m | First filing |
| NORTHERN TRUST CORP 0.03% of their portfolio | 3.7m $210.2m | Added +1.1m |
| Whale Rock Capital Management LLC 2.58% of their portfolio | 3.5m $199.8m | Reduced -572.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 3.4m $193.3m | Added +39.3k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 3.4m $191.7m | Reduced -2.7m |
| Amova Asset Management Americas, Inc. 2.59% of their portfolio | 3.2m $183.2m | Added +469.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.9m $161.2m | Added +399.3k |
| SANDS CAPITAL MANAGEMENT, LLC 0.61% of their portfolio | 2.7m $154.2m | Reduced -456.7k |
| Legal & General Group Plc 0.04% of their portfolio | 2.7m $152.4m | Reduced -27.1k |
| Contour Asset Management LLC 4.60% of their portfolio | 2.5m $141.5m | Added +2.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.4m $135.4m | Added +125.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $133.1m | Reduced -952.5k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 2.3m $129.1m | Reduced -2.1m |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.50% of their portfolio | 2.3m $128.5m | Added +115.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.3m $128.4m | Added +505.2k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 2.2m $122.8m | Added +1.1m |
| MARSHALL WACE, LLP 0.13% of their portfolio | 2.2m $122.4m | Reduced -2.3m |
| Foxhaven Asset Management, LP 3.78% of their portfolio | 2.1m $120.5m | Reduced -411.1k |
| Nuveen, LLC 0.03% of their portfolio | 2.1m $117.0m | Reduced -2.9m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.9m $110.2m | Reduced -69.0k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 1.9m $102.7m | Added +303.1k |
| UBS Group AG 0.02% of their portfolio | 1.9m $105.6m | Reduced -670.8k |
| Swiss National Bank 0.06% of their portfolio | 1.7m $97.8m | Added +136.0k |
| Robeco Institutional Asset Management B.V. 0.14% of their portfolio | 1.7m $95.8m | Added +664.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $95.7m | Reduced -95.0k |
| GILDER GAGNON HOWE & CO LLC 1.14% of their portfolio | 1.7m $95.1m | Reduced -21.6k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.7m $95.0m | Reduced -152.8k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 1.7m $93.8m | Reduced -423.3k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 1.6m $91.3m | Added +290.6k |
| SOMA EQUITY PARTNERS LP 6.72% of their portfolio | 1.6m $91.1m | Reduced -269.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 1.6m $90.6m | Added +200.8k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 1.4m $80.8m | Reduced -623.3k |
| Atreides Management, LP 1.91% of their portfolio | 1.4m $78.3m | Added +994.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 1.3m $71.2m | Added +194.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.29% of their portfolio | 1.2m $69.2m | Reduced -653.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $66.7m | Reduced -568.1k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 1.1m $61.4m | Added +1.1m |
| SEI INVESTMENTS CO 0.06% of their portfolio | 1.1m $61.1m | Added +711.3k |
| Meritech Capital Associates V L.L.C. 43.17% of their portfolio | 1.1m $61.0m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 1.1m $60.3m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 1.0m $58.6m | Added +140.0k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 1.0m $56.7m | Reduced -549.3k |
| Man Group plc 0.12% of their portfolio | 991.3k $56.1m | Reduced -451.8k |
| 12 West Capital Management LP 9.07% of their portfolio | 950.0k $53.7m | Reduced -100.0k |
| National Pension Service 0.04% of their portfolio | 928.3k $52.5m | Added +21.7k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 921.4k $53.1m | Added +729.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 903.9k $51.1m | Reduced -9.8k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 889.8k $50.3m | Reduced -1.3k |
| Quantinno Capital Management LP 0.08% of their portfolio | 829.2k $46.9m | Added +129.0k |
| Spyglass Capital Management LLC 3.12% of their portfolio | 780.0k $44.1m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 770.1k $43.6m | Reduced -276.3k |
| HMI Capital Management, L.P. 5.75% of their portfolio | 767.3k $43.4m | New |
| Tidal Investments LLC 0.13% of their portfolio | 749.3k $42.4m | Added +399.9k |
| CITIGROUP INC 0.03% of their portfolio | 728.9k $41.2m | Added +77.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio | 720.6k $40.7m | Added +173.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 716.2k $40.5m | Added +10.7k |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 679.7k $38.4m | Added +122.0k |
| National Philanthropic Trust 0.40% of their portfolio | 667.7k $37.8m | Reduced -10.0k |
| Durable Capital Partners LP 0.38% of their portfolio | 646.4k $36.6m | Reduced -516.3k |
| Cerity Partners LLC 0.05% of their portfolio | 609.3k $34.5m | Reduced -10.0k |
| BARCLAYS PLC 0.01% of their portfolio | 595.4k $33.7m | Reduced -81.7k |
| Jasper Ridge Partners, L.P. 0.75% of their portfolio | 592.3k $33.5m | Unchanged |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 581.7k $32.8m | Reduced -70.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 566.9k $32.1m | Reduced -535.6k |
| TD Asset Management Inc 0.03% of their portfolio | 557.7k $31.5m | Added +90.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 545.5k $30.9m | Added +3.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 535.7k $30.3m | Reduced -19.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 535.1k $30.3m | Reduced -112.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 503.7k $28.5m | Reduced -1.3m |
| AVIVA PLC 0.05% of their portfolio | 494.1k $27.9m | Added +14.9k |
| Grace & Mercy Foundation, Inc. 6.79% of their portfolio | 491.6k $27.8m | Added +353.0k |
| Korea Investment CORP 0.06% of their portfolio | 484.9k $27.4m | Added +90.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 475.9k $26.9m | Reduced -48.3k |