Roblox Corporation $RBLX Shares Bought by Cerity Partners LLC

Cerity Partners LLC raised its position in Roblox Corporation (NYSE:RBLX) by 106.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 619,303 shares of the company’s stock after acquiring an additional 319,287 shares during the quarter. Cerity Partners LLC’s holdings in Roblox were worth $50,182,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of RBLX. Norges Bank acquired a new position in Roblox in the 4th quarter valued at about $435,424,000. Vanguard Group Inc. grew its position in Roblox by 5.6% in the 3rd quarter. Vanguard Group Inc. now owns 62,437,998 shares of the company’s stock valued at $8,648,911,000 after acquiring an additional 3,284,073 shares in the last quarter. Capital International Investors grew its position in Roblox by 7.3% in the 4th quarter. Capital International Investors now owns 31,953,301 shares of the company’s stock valued at $2,589,282,000 after acquiring an additional 2,184,439 shares in the last quarter. BNP Paribas Financial Markets grew its position in Roblox by 99.5% in the 4th quarter. BNP Paribas Financial Markets now owns 3,377,673 shares of the company’s stock valued at $273,693,000 after acquiring an additional 1,684,411 shares in the last quarter. Finally, State Street Corp grew its position in Roblox by 11.0% in the 3rd quarter. State Street Corp now owns 13,369,844 shares of the company’s stock valued at $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 and hedge funds.

Trending Headlines about Roblox

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Russia reportedly lifted its ban on Roblox, potentially reopening access to users in that market and easing a prior regulatory overhang. Reuters: Russia lifts Roblox ban, Interfax reports
• Neutral Sentiment: Roblox CEO-related insider activity also drew attention, with disclosure of a pre-arranged share sale by an executive; investors may watch insider selling, but it was executed under a 10b5-1 plan.
• Negative Sentiment: Multiple law firms are urging Roblox investors to join or lead a securities class action covering purchases from October 30, 2025 through April 30, 2026, signaling ongoing litigation risk and potential distraction for management. Rosen: Roblox investors to secure counsel before deadline
• Negative Sentiment: The class-action notices cite Roblox’s Q1 report, which highlighted a sharp sequential decline in daily active users after age-verification changes, reinforcing concerns about engagement trends and the company’s near-term outlook. HBSS: Roblox faces securities class action amid age verification impact

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Piper Sandler downgraded Roblox from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $100.00 to $50.00 in a research report on Monday, May 4th. Wedbush downgraded Roblox from a “hold” rating to a “neutral” rating in a research report on Friday, May 1st. Jefferies Financial Group downgraded Roblox from a “hold” rating to a “hold” rating in a research report on Friday, May 1st. Wolfe Research assumed coverage on Roblox in a research report on Friday, May 1st. They set an “outperform” rating for the company. Finally, BTIG Research downgraded Roblox from a “buy” rating to a “neutral” rating in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $87.07.

Insider Activity

In related news, CEO David Baszucki sold 50,628 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 852,214 shares in the company, valued at $38,588,249.92. The trade was a 5.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Amy Marie Rawlings sold 2,895 shares of the business’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $45.24, for a total value of $130,969.80. Following the sale, the chief accounting officer owned 35,238 shares of the company’s stock, valued at approximately $1,594,167.12. The trade was a 7.59% 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. Insiders own 10.05% of the company’s stock.

Roblox Stock Performance

Shares of Roblox stock opened at $41.48 on Thursday. Roblox Corporation has a one year low of $40.15 and a one year high of $150.59. The company has a market cap of $27.86 billion, a PE ratio of -26.25 and a beta of 1.44. 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 business has a 50-day simple moving average of $50.62 and a 200-day simple moving average of $66.04.

Roblox (NYSE:RBLX) last posted its 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. The firm had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.74 billion. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The firm’s revenue was up 43.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.32) earnings per share. On average, equities research analysts forecast that Roblox Corporation will post -1.4 EPS for the current fiscal year.

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

Roblox 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.