§ MEDIA
USD · MediaRBLX
ROBLOX CORP -CLASS A
USDSector · MediaMarket cap · $39.8BBeta · 1.65
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 47.56HIGH 47.63LOW 46.5652W 50.10 — 150.59
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
399 increased/new, 318 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 144.18 | EPS (TTM) | -1.54 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 35.4M | 0.1% | +0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30.6M | 0.1% | n/a |
| Capital International Investors | 29.2M | 0.4% | −9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.6M | 0.0% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.6M | 0.0% | n/a |
| Capital World Investors | 22.5M | 0.2% | +85% |
◇ AC INTELLIGENCE
Top institutional owners for RBLX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER14.5% · 0 holders
OTHER35.8% · 675 holders
QUALITY / COMPOUNDER21.2% · 40 holders
DEALER / BANK10.5% · 55 holders
PASSIVE / INDEX8.5% · 11 holders
GROWTH / MOMENTUM3.0% · 2 holders
SYSTEMATIC / QUANT2.9% · 19 holders
ACTIVIST1.7% · 2 holders
INCOME / DEFENSIVE1.0% · 33 holders
TACTICAL / MACRO1.0% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RBLX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RBLX yet.