What smart money is saying about Roblox Corp
4 funds in our archive have pitched Roblox Corp — most recently Artisan Global Opportunities Strategy in March 2026.
Roblox Corporation develops and operates an online entertainment platform. The company offers Roblox Studio, a free toolset that allows developers and creators to build, publish, and operate 3D experiences, and other content; Roblox Client, an application that allows users to explore 3D digital world; Roblox Education for learning experiences; and Roblox Cloud, which provides services and infrastructure that power the human co-experience platform. It serves customers in the United States, the United Kingdom, Canada, Europe, China, the Asia-Pacific, and internationally. The company was incorporated in 2004 and is headquartered in San Mateo, California.
Fund coverage · 4 theses
- 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 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 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.
Read the full thesis
Read every full thesis on Roblox Corp
Unlock all 4 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→