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RBLX
LONGINSIDER SELLROBLOX CORP
Funds
3
Score
4.50
vs SPY
-33.0%
Stock return (since Q-end)
-16.6%
SPY return (since Q-end)
+16.3%
Current price
$47.15
News Summary
NegativeRoblox delivered strong revenue growth (39% YoY) and beat EPS expectations in Q1 2026, but management slashed full-year bookings guidance by ~$1 billion due to age-verification rollouts restricting user engagement and new sign-ups. The company faces significant regulatory headwinds from EU/DSA investigations and U.S. state AG actions regarding youth safety, while DAU decline from 144M to 132M signals momentum loss.
Red flags
- •Bookings guidance cut ~$1 billion (from $8.28-8.55B to $7.33-7.6B) in single quarter
- •DAU declined 8% sequentially (144M to 132M) despite YoY growth claims
- •Age-verification completion only 51% vs. 90% target, directly restricting platform engagement
- •EU DSA investigation launched (January 2026) with potential fines/binding instructions
- •Multiple U.S. state AG investigations/litigation for gambling facilitation, inadequate safety controls
- •$57 million legal accrual for youth safety settlements in Q1 alone
- •BTIG downgraded to Neutral citing 'surprisingly weak' Q1 and 'sharp' guidance cut
- •CFO noted 'second order impacts' including reduced viral sharing and weaker app store sentiment
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| ValueAct Holdings | Mason Morfit | 5.8M | +5.8M | $330.8B | — | NEW |
| Durable Capital Partners | Henry Ellenbogen | 646K | +646K | $36.6B | — | NEW |
| Maverick Capital | Lee Ainslie | 13K | +13K | $707M | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Rawlings Amy Marie | Chief Accounting Officer | SELL | 274 | $48.00 | $0.01M | 2026-05-26 |
| BUCKLEY SEAN JACK | Chief People & Systems Officer | SELL | 5K | $46.36 | $0.22M | 2026-05-22 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 5K | $46.46 | $0.23M | 2026-05-21 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 561 | $45.93 | $0.03M | 2026-05-21 |
| BUCKLEY SEAN JACK | Chief People & Systems Officer | SELL | 4K | $45.44 | $0.20M | 2026-05-20 |
| CHOPRA NAVEEN K. | Chief Financial Officer | SELL | 2K | $44.47 | $0.08M | 2026-05-20 |
| CHOPRA NAVEEN K. | Chief Financial Officer | SELL | 15K | $45.38 | $0.68M | 2026-05-20 |
| Rawlings Amy Marie | Chief Accounting Officer | SELL | 911 | $44.76 | $0.04M | 2026-05-20 |
| Rawlings Amy Marie | Chief Accounting Officer | SELL | 2K | $45.46 | $0.09M | 2026-05-20 |
| Kaufman Matthew D | Chief Safety Officer | SELL | 1K | $44.42 | $0.06M | 2026-05-20 |
| Kaufman Matthew D | Chief Safety Officer | SELL | 13K | $45.36 | $0.58M | 2026-05-20 |
| Kaufman Matthew D | Chief Safety Officer | SELL | 190 | $45.89 | $0.01M | 2026-05-20 |
| Baszucki David | President & CEO | SELL | 5K | $44.40 | $0.21M | 2026-05-20 |
| Baszucki David | President & CEO | SELL | 45K | $45.36 | $2.04M | 2026-05-20 |
| Baszucki David | President & CEO | SELL | 900 | $45.89 | $0.04M | 2026-05-20 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 2K | $44.48 | $0.08M | 2026-05-20 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 15K | $45.38 | $0.70M | 2026-05-20 |
| BUCKLEY SEAN JACK | Chief People & Systems Officer | SELL | 1K | $44.71 | $0.06M | 2026-05-20 |
| Baszucki Gregory | — | SELL | 4K | $44.09 | $0.16M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 2K | $45.24 | $0.10M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 2K | $45.84 | $0.11M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 200 | $47.04 | $0.01M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 4K | $44.09 | $0.16M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 2K | $45.24 | $0.10M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 2K | $45.84 | $0.11M | 2026-05-05 |
| Baszucki Gregory | — | SELL | 200 | $47.04 | $0.01M | 2026-05-05 |
| Kaufman Matthew D | Chief Safety Officer | SELL | 13K | $57.94 | $0.77M | 2026-04-13 |
| Kaufman Matthew D | Chief Safety Officer | SELL | 100 | $58.45 | $0.01M | 2026-04-13 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 19K | $57.94 | $1.07M | 2026-04-13 |
| Reinstra Mark | Chief Legal Off. & Corp. Sec. | SELL | 100 | $58.47 | $0.01M | 2026-04-13 |
| Baszucki Gregory | — | SELL | 5K | $57.70 | $0.28M | 2026-04-01 |
| Baszucki Gregory | — | SELL | 3K | $58.31 | $0.20M | 2026-04-01 |
| Baszucki Gregory | — | SELL | 5K | $57.70 | $0.28M | 2026-04-01 |
| Baszucki Gregory | — | SELL | 3K | $58.31 | $0.20M | 2026-04-01 |