ROBLOX CORP (RBLX) — Hedge Fund Ownership Q1 2026
RBLX
- ROBLOX CORP (RBLX) is held by 4 of 84 tracked hedge funds, with ValueAct Capital (6%) and Atreides Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in RBLX holdings came from Atreides Management (+512%), highlighting conviction.
- The biggest decreases in RBLX holdings came from Durable Capital Partners (-44%) and Maverick Capital (-98%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to ROBLOX CORP (RBLX) by +11% vs the prior quarter and -38% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ValueAct Capital
|
5.79% | 5.8M | -2.13% | -33.27% | $330.8M | $56.56 | — |
| 2 |
Atreides Management
|
3.28% | 2.4M | +511.88% | +17.91% | $134.8M | $56.56 | — |
| 3 |
Durable Capital Partners Henry Ellenbogen
|
0.38% | 646K | -44.40% | -81.35% | $36.6M | $56.56 | — |
| 4 |
Maverick Capital Lee Ainslie
|
0.01% | 13K | -97.58% | — | $707,396 | $56.56 | — |
| 4 | Total | — | 8.9M | +10.51% | -37.71% | $502.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.