Roblox Corp (RBLX) — Hedge Fund Ownership Q4 2025
RBLX
- Roblox Corp (RBLX) is held by 3 of 82 tracked hedge funds, with ValueAct Capital (7%) and Durable Capital Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in RBLX holdings came from ValueAct Capital (+40%) and Maverick Capital (+26%), highlighting conviction.
- The biggest decreases in RBLX holdings came from Durable Capital Partners (-67%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Roblox Corp (RBLX) by -7% vs the prior quarter and -50% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ValueAct Capital
|
6.89% | 6.0M | +39.52% | -41.04% | $484.2M | $81.03 | — |
| 2 |
Durable Capital Partners Henry Ellenbogen
|
0.89% | 1.2M | -67.06% | -72.71% | $94.2M | $81.03 | — |
| 3 |
Maverick Capital Lee Ainslie
|
0.45% | 518K | +25.82% | — | $42.0M | $81.03 | — |
| 3 | Total | — | 7.7M | -6.91% | -50.42% | $620.4M | — | — |
* 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.