Roblox Corporation $RBLX Holdings Raised by Long Corridor Asset Management Ltd

Long Corridor Asset Management Ltd raised its holdings in Roblox Corporation (NYSE:RBLX) by 73.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 167,600 shares of the company’s stock after purchasing an additional 70,800 shares during the quarter. Roblox accounts for approximately 0.9% of Long Corridor Asset Management Ltd’s investment portfolio, making the stock its 7th biggest holding. Long Corridor Asset Management Ltd’s holdings in Roblox were worth $13,581,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Cypress Wealth Services LLC purchased a new stake in Roblox in the fourth quarter valued at $2,373,000. Yarbrough Capital LLC boosted its holdings in Roblox by 1,514.5% in the fourth quarter. Yarbrough Capital LLC now owns 57,331 shares of the company’s stock valued at $4,646,000 after purchasing an additional 53,780 shares during the last quarter. Glynn Capital Management LLC purchased a new stake in Roblox in the fourth quarter valued at $5,706,000. Norges Bank purchased a new stake in Roblox in the fourth quarter valued at $435,424,000. Finally, Vanguard Group Inc. boosted its holdings in Roblox by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 63,458,784 shares of the company’s stock valued at $5,142,065,000 after purchasing an additional 1,020,786 shares during the last quarter. 94.46% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Gregory Baszucki sold 16,666 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $57.95, for a total transaction of $965,794.70. Following the completion of the transaction, the director owned 1,302,834 shares in the company, valued at $75,499,230.30. This represents a 1.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO David Baszucki sold 50,628 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $45.28, for a total transaction of $2,292,435.84. Following the transaction, the chief executive officer owned 852,214 shares of the company’s stock, valued at approximately $38,588,249.92. This trade represents a 5.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 189,449 shares of company stock worth $9,179,410. Company insiders own 10.05% of the company’s stock.

Roblox Trading Up 4.7%

RBLX stock opened at $43.44 on Friday. Roblox Corporation has a 52-week low of $40.15 and a 52-week high of $150.59. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.45. The company’s 50-day simple moving average is $50.35 and its 200-day simple moving average is $65.72. The firm has a market cap of $29.17 billion, a P/E ratio of -27.49 and a beta of 1.44.

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

Roblox declared that its board has authorized a stock repurchase program on Tuesday, May 19th that authorizes the company to buyback $3.00 billion in shares. This buyback authorization authorizes the company to reacquire up to 9.5% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

More Roblox News

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

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on RBLX shares. Morgan Stanley reissued an “overweight” rating and set a $62.00 target price on shares of Roblox in a research note on Friday, May 1st. Weiss Ratings reissued a “sell (e+)” rating on shares of Roblox in a research note on Friday, March 27th. TD Cowen raised shares of Roblox from a “sell” rating to a “hold” rating and lowered their target price for the stock from $54.00 to $49.00 in a research note on Friday, May 1st. UBS Group lowered their target price on shares of Roblox from $74.00 to $49.00 and set a “neutral” rating on the stock in a research note on Friday, May 1st. Finally, The Goldman Sachs Group lowered their target price on shares of Roblox from $125.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $87.07.

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.