Allen Investment Management, LLC has opened a new $34.2M position in $RBLX, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $RBLX.
$RBLX Hedge Fund Activity
We have seen 577 institutional investors add shares of $RBLX stock to their portfolio, and 337 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 26,538,338 shares (+684.9%) to their portfolio in Q2 2025, for an estimated $2,791,833,157
- FMR LLC added 5,652,582 shares (+12.9%) to their portfolio in Q2 2025, for an estimated $594,651,626
- ALTOS VENTURES MANAGEMENT, INC. removed 4,959,880 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $521,779,376
- BLACKROCK, INC. added 4,887,889 shares (+16.4%) to their portfolio in Q2 2025, for an estimated $514,205,922
- CAPITAL WORLD INVESTORS added 4,558,755 shares (+47.7%) to their portfolio in Q2 2025, for an estimated $479,581,026
- VALUEACT HOLDINGS, L.P. removed 4,032,900 shares (-46.0%) from their portfolio in Q2 2025, for an estimated $424,261,080
- HMI CAPITAL MANAGEMENT, L.P. removed 3,422,004 shares (-86.9%) from their portfolio in Q2 2025, for an estimated $359,994,820
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$RBLX Insider Trading Activity
$RBLX insiders have traded $RBLX stock on the open market 187 times in the past 6 months. Of those trades, 0 have been purchases and 187 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by insiders over the last 6 months:
- DAVID BASZUCKI (President & CEO) has made 0 purchases and 44 sales selling 5,239,761 shares for an estimated $479,431,361.
- ANTHONY P LEE has made 0 purchases and 83 sales selling 560,712 shares for an estimated $63,905,183.
- MARK REINSTRA (Chief Legal Off. & Corp. Sec.) has made 0 purchases and 8 sales selling 231,672 shares for an estimated $22,335,208.
- MANUEL BRONSTEIN (Chief Product Officer) has made 0 purchases and 12 sales selling 207,954 shares for an estimated $18,227,205.
- MATTHEW D KAUFMAN (Chief Safety Officer) has made 0 purchases and 17 sales selling 95,229 shares for an estimated $10,475,916.
- MICHAEL GUTHRIE (Chief Financial Officer) has made 0 purchases and 5 sales selling 124,168 shares for an estimated $10,115,201.
- CHRISTOPHER CARVALHO has made 0 purchases and 4 sales selling 77,910 shares for an estimated $7,656,687.
- ARVIND CHAKRAVARTHY (Chief People & Systems Officer) has made 0 purchases and 6 sales selling 41,146 shares for an estimated $4,080,202.
- AMY MARIE RAWLINGS (Chief Accounting Officer) has made 0 purchases and 7 sales selling 36,486 shares for an estimated $3,285,398.
- ANDREA L WONG sold 5,770 shares for an estimated $752,379
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$RBLX Congressional Stock Trading
Members of Congress have traded $RBLX stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $RBLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$RBLX Analyst Ratings
Wall Street analysts have issued reports on $RBLX in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 11/04/2025
- Wells Fargo issued a "Overweight" rating on 10/31/2025
- Goldman Sachs issued a "Buy" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- BTIG issued a "Buy" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/14/2025
To track analyst ratings and price targets for $RBLX, check out Quiver Quantitative's $RBLX forecast page.
$RBLX Price Targets
Multiple analysts have issued price targets for $RBLX recently. We have seen 19 analysts offer price targets for $RBLX in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- Aaron Lee from Macquarie set a target price of $164.0 on 11/04/2025
- Ken Gawrelski from Wells Fargo set a target price of $141.0 on 10/31/2025
- Cory Carpenter from JP Morgan set a target price of $145.0 on 10/31/2025
- Bernie McTernan from Needham set a target price of $159.0 on 10/31/2025
- Ross Sandler from Barclays set a target price of $130.0 on 10/31/2025
- Eric Sheridan from Goldman Sachs set a target price of $180.0 on 10/31/2025
- Clark Lampen from BTIG set a target price of $174.0 on 10/30/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $RBLX ticker page for more data.
