RBLX in the 13F filings
Roblox Corp · CUSIP 771049103
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 46
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 37 listed it in both
- Shares listed
- 162,846,348
- combined, among listed positions
- Reported value
- $13.2bn
- combined, at the quarter end
Among the 92 comparable managers: 25 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +612,837.
Managers listing RBLX in Q4 2025
46 of 46 holders
What managers have written about RBLX
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Roblox's 2020 S-1 letter from David Baszucki · Roblox · 19 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPexisting position · 6,507,141 shares now+3,612,341
- ValueAct Holdings LPexisting position · 5,975,821 shares now+1,692,600
- Squarepoint Ops LLCexisting position · 2,035,659 shares now+1,641,297
- Two Sigma Investments LPexisting position · 3,007,272 shares now+1,313,916
- Millennium Management LLCexisting position · 2,051,179 shares now+1,084,636
Reductions
- Durable Capital Partners LPexisting position · 1,162,730 shares now-2,367,252
- T. Rowe Price Associates Incexisting position · 3,896,778 shares now-2,002,079
- Baillie Gifford & Coexisting position · 21,543,528 shares now-1,753,075
- Invesco Ltdexisting position · 1,747,080 shares now-878,630
- Capital World Investorsexisting position · 12,136,732 shares now-854,676
New positions and exits
New (4)
Exited (4)
- Arrowstreet Capital LPwas $676m
- Moore Capital Management LPwas $70m
- Freestone Grove Partners LPwas $37m
- Hudson Bay Capital Management LPwas $6.3m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 10 | $4.2bn | n.a. | n.a. |
| Q2 2021 | 14 | $6.5bn | n.a. | n.a. |
| Q3 2021 | 18 | $5.9bn | n.a. | n.a. |
| Q4 2021 | 19 | $8.4bn | n.a. | n.a. |
| Q1 2022 | 13 | $2.9bn | n.a. | n.a. |
| Q2 2022 | 15 | $2.4bn | n.a. | n.a. |
| Q3 2022 | 14 | $2.6bn | n.a. | n.a. |
| Q4 2022 | 13 | $2.5bn | n.a. | n.a. |
| Q1 2023 | 19 | $4.3bn | n.a. | n.a. |
| Q2 2023 | 18 | $3.8bn | n.a. | n.a. |
| Q3 2023 | 13 | $2.2bn | n.a. | n.a. |
| Q4 2023 | 18 | $4.2bn | 13 | 3 |
| Q1 2024 | 19 | $4.0bn | 12 | 7 |
| Q2 2024 | 19 | $3.6bn | 12 | 7 |
| Q3 2024 | 23 | $5.6bn | 18 | 4 |
| Q4 2024 | 33 | $9.5bn | 23 | 7 |
| Q1 2025 | 35 | $10.2bn | 16 | 20 |
| Q2 2025 | 38 | $18.3bn | 19 | 20 |
| Q3 2025 | 41 | $22.2bn | 17 | 24 |
| Q4 2025 | 32 | $12.8bn | 25 | 25 |
| Q1 2026 | 23 | $9.9bn | 14 | 31 |
| Q2 2026 | 17 | $10.6bn | 17 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own RBLX, latest filings →Back to the 13F Explorer →