What smart money is saying about Roblox Corporation

Position history

Between Q3 2025 and Q2 2026, 4 fund letters reported a position in Roblox Corporation — 4 trimmed or exited.

Fund activity · 4 positions · 4 moves

• ExitedClearBridge Investments Appreciation Strategy

  June 2026

  “Portfolio Highlights The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter of 2026. On an absolute basis, the Strategy had positive contributions from eight of 11 sectors. The IT sector was the main positive contributor, while energy was the main detractor. In relative terms, stock selection and sector allocation detracted. Stock selection in IT, industrials, communication services, financials and consumer discretionary, overweights to materials and energy and an IT underweight detracted the most. Conversely, stock selection in materials and a consumer discretionary underweight were beneficial. On an individual stock basis, the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir. The biggest detractors were Netflix, underweights to Micron Technology and Advanced Micro Devices, and not owning Intel and Applied Materials. During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy. We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.”

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  Roblox Corporation
• ExitedArtisan Partners U.S. Mid‑Cap Growth Strategy

  June 2026

  “ROBLOX is a leading user-generated content platform with strong global growth and operating leverage, supported by AI-driven innovation and infrastructure advantages. Shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-funnel user trends and disruptions from recent age verification and communication safety changes. While management is implementing product updates intended to restore engagement and improve discovery, the changes are likely to take time to stabilize engagement trends. 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.”

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  Roblox Corporation
• ExitedArtisan Partners Global Discovery Fund

  June 2026

  “ROBLOX is a leading user-generated content platform with strong global growth and operating leverage, supported by AI-driven innovation and infrastructure advantages. Shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-funnel user trends and disruptions from recent age verification and communication safety changes. While management is implementing product updates intended to restore engagement and improve discovery, the changes are likely to take time to stabilize engagement trends. 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.”

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  Roblox Corporation
• ExitedSpyglass Growth Strategy

  June 2026

  “Roblox Corporation (RBLX), an online game platform and game creation system, was a bottom contributor during the second quarter. The Company’s rollout of age verification features impacted bookings and user growth more than we had expected. Although we still view Roblox as a leading platform in its space with attractive business fundamentals and the potential for significant growth, we believe the cone of outcomes materially widened during the quarter, and we decided to exit our position and reallocate capital to other opportunities.”

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  Roblox 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 Letter

  June 2026

  “Consumer Regarding consumer AI, we think it will play out like the browser wars did. Consumers do not neatly follow the “good enough” test because they often have multidimensional reasons for buying a product (status, scarcity, or other factors). We believe that consumer AI will be monetised through engagement, not through subscriptions or by AI substituting for “work”. High-engagement platforms like Meta, Roblox, and AppLovin will continue to benefit from consumer AI.”

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  Roblox Corporation