Marsico Capital Management LLC Has $15.25 Million Stock Position in Roblox Corporation $RBLX

Marsico Capital Management LLC cut its stake in Roblox Corporation (NYSE:RBLX) by 24.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 188,150 shares of the company’s stock after selling 60,163 shares during the quarter. Marsico Capital Management LLC’s holdings in Roblox were worth $15,246,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of RBLX. Norges Bank bought a new stake in Roblox during the 4th quarter worth approximately $435,424,000. Vanguard Group Inc. increased its stake in Roblox by 5.6% during the 3rd quarter. Vanguard Group Inc. now owns 62,437,998 shares of the company’s stock worth $8,648,911,000 after purchasing an additional 3,284,073 shares in the last quarter. Capital International Investors grew its stake in shares of Roblox by 7.3% during the 4th quarter. Capital International Investors now owns 31,953,301 shares of the company’s stock worth $2,589,282,000 after acquiring an additional 2,184,439 shares in the last quarter. BNP Paribas Financial Markets grew its stake in shares of Roblox by 99.5% during the 4th quarter. BNP Paribas Financial Markets now owns 3,377,673 shares of the company’s stock worth $273,693,000 after acquiring an additional 1,684,411 shares in the last quarter. Finally, State Street Corp grew its stake in shares of Roblox by 11.0% during the 3rd quarter. State Street Corp now owns 13,369,844 shares of the company’s stock worth $1,851,991,000 after acquiring an additional 1,326,575 shares in the last quarter. 94.46% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. UBS Group decreased their price target on shares of Roblox from $74.00 to $49.00 and set a “neutral” rating for the company in a research note on Friday, May 1st. Canaccord Genuity Group cut their price target on shares of Roblox from $140.00 to $80.00 and set a “buy” rating for the company in a research note on Friday, May 1st. TD Cowen raised shares of Roblox from a “sell” rating to a “hold” rating and decreased their price objective for the company from $54.00 to $49.00 in a research report on Friday, May 1st. Morgan Stanley reissued an “overweight” rating and issued a $62.00 price objective on shares of Roblox in a research report on Friday, May 1st. Finally, Wolfe Research started coverage on shares of Roblox in a research report on Friday, May 1st. They issued an “outperform” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $87.07.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Russia reportedly lifted its ban on Roblox, potentially reopening access in that market and modestly improving international reach. Russia lifts Roblox ban, Interfax reports
• Neutral Sentiment: Multiple law firms continue to publicize the same securities class action and the August 7 lead-plaintiff deadline, keeping investors focused on the legal process rather than new company-specific developments. RBLX SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Notifies Roblox (RBLX) Investors of Securities Class Action Lawsuit Deadline on August 7, 2026
• Neutral Sentiment: Additional shareholder alerts from Rosen, Robbins LLP, Robbins Geller, Bernstein Liebhard, and others reinforce the same class-action narrative and maintain attention on alleged disclosure issues tied to the April 30 earnings report. Roblox Corporation (RBLX) Faces Securities Class Action Amid Surprise Age Verification Impact, $6.7 Billion Market Cap Wiped Out – HBBS
• Negative Sentiment: The core bearish driver remains the allegation that Roblox’s Q1 2026 update revealed a sharp sequential drop in daily active users tied to the age-check rollout, which investors say triggered a steep selloff and erased billions in market value. Roblox Corporation (RBLX) Faces Securities Class Action Amid Surprise Age Verification Impact, $6.7 Billion Market Cap Wiped Out – HBSS

Insiders Place Their Bets

In related news, insider Matthew D. Kaufman sold 14,356 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $45.27, for a total value of $649,896.12. Following the completion of the transaction, the insider owned 349,964 shares of the company’s stock, valued at $15,842,870.28. The trade was a 3.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Naveen K. Chopra sold 16,863 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $45.28, for a total value of $763,556.64. Following the completion of the transaction, the chief financial officer directly owned 380,758 shares of the company’s stock, valued at approximately $17,240,722.24. This trade represents a 4.24% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 189,449 shares of company stock valued at $9,179,410 over the last 90 days. 10.05% of the stock is owned by company insiders.

Roblox Stock Up 4.7%

RBLX opened at $43.44 on Friday. Roblox Corporation has a fifty-two week low of $40.15 and a fifty-two week high of $150.59. The company has a debt-to-equity ratio of 2.45, a quick ratio of 0.89 and a current ratio of 0.89. The company has a market capitalization of $29.17 billion, a P/E ratio of -27.49 and a beta of 1.44. The stock has a fifty day moving average of $50.35 and a 200-day moving average of $65.72.

Roblox (NYSE:RBLX) last posted its earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.41) by $0.06. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The company had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.74 billion. During the same quarter last year, the firm earned ($0.32) earnings per share. The company’s revenue was up 43.4% on a year-over-year basis. On average, equities analysts expect that Roblox Corporation will post -1.4 EPS for the current year.

Roblox declared that its board has approved a share buyback plan on Tuesday, May 19th that authorizes the company to repurchase $3.00 billion in shares. This repurchase authorization authorizes the company to buy up to 9.5% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Roblox Company Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.