What smart money is saying about Roblox Corporation
4 funds in our archive have pitched Roblox Corporation — most recently Artisan Global Discovery Strategy in March 2026.
Roblox Corporation oversees the development and operation of a leading digital entertainment ecosystem. Its offerings include Roblox Studio, a complimentary suite of tools empowering developers and artists to construct, launch, and manage interactive 3D environments and various other forms of content. Through the Roblox Client application, users can navigate and immerse themselves in these digital 3D realms. The platform also features Roblox Education, specifically designed for educational pursuits. Furthermore, Roblox Cloud furnishes the fundamental services and infrastructure necessary to support its unique human co-experience platform. With a vast customer base, the company caters to users across the United States, the United Kingdom, Canada, numerous European nations, China, the Asia-Pacific region, and other global markets. Incorporated in 2004, its primary corporate operations are based in San Mateo, California.
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Position history
Between Q3 2025 and Q2 2026, 4 fund letters reported a position in Roblox Corporation — 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 4 | 0 |
| Q1 2026 | 0 | 0 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 4 moves
- ExitedClearBridge Investments Appreciation StrategyJune 2026
“We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.”
Read the letterRoblox Corporation - ExitedArtisan Partners U.S. Mid‑Cap Growth StrategyJune 2026
“Although we continue to see long-term value in the platform and its user base, we exited the position and redeployed capital into other opportunities where recent pullbacks have created more attractive entry points.”
Read the letterRoblox Corporation - ExitedArtisan Partners Global Discovery FundJune 2026
“Although we continue to see long-term value in the platform and its user base, we exited the position and redeployed capital into other opportunities where recent pullbacks have created more attractive entry points.”
Read the letterRoblox Corporation - ExitedSpyglass Growth StrategyJune 2026
“and we decided to exit our position and reallocate capital to other opportunities.”
Read the letterRoblox Corporation
Also mentioned · 1
These funds discuss Roblox Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSaltLight Capital Co‑Investor LetterJune 2026
“High-engagement platforms like Meta, Roblox, and AppLovin will continue to benefit from consumer AI.”
Read the letterRoblox Corporation
Fund coverage · 4 theses
- Artisan Global Discovery StrategyMarch 2026
Roblox Corporation is a leading UGC platform with powerful network effects and AI-enabled advantages, where valuation looks disconnected from stable engagement and long-term monetization.
Read the full thesis - Artisan Global Opportunities StrategyMarch 2026
Roblox is a leading UGC platform with durable engagement and network effects, where valuation overly discounts growth and competition versus long-term monetization potential.
Read the full thesis - Artisan U.S. Mid-Cap Growth StrategyDecember 2025
Roblox is a leading UGC platform with strong growth and operating leverage, and continued investments support long-term growth despite near-term volatility.
Read the full thesis - Clearbridge Mid Cap Growth StrategySeptember 2025
Roblox is experiencing a re-acceleration in growth driven by improved algorithms, AI advancements, and expanding market opportunities, positioning it for strong revenue growth and margin expansion.
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