Roblox Corporation
At today's price, Roblox Corporation (RBLX) is priced for today's economics sustained for ~9.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Roblox does not yet earn an operating profit, so the price is set against sales. At roughly 5.4 times revenue near $51.51 (as of June 27, 2026), the price implies the business eventually reaches an operating margin around 30% and grows revenue at its self-funding ceiling for about six years. That is an elevated bet: only about a quarter of comparable fast-growers have sustained such a run. The balance sheet is the strong point. Net cash sits near $2.0 billion with about $3.2 billion of liquid a
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813 institutional managers reported holding RBLX in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 42%. 92 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), BlackRock, among others. On the short side, 30.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RBLX's share count grew 24.6% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RBLX over the trailing three years: 2023: 3 buys totaling $0k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RBLX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -18.9% | +3.3% |
| 2023-11-09 | +8.5% | +11.5% |
| 2024-02-22 | -3.4% | -16.2% |
| 2024-05-10 | -19.4% | +28.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RBLX's latest 8-K filings: 2026-05-29 (items 5.07); 2026-05-19 (items 8.01, 9.01); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-03-20 (items 5.02, 9.01); 2026-03-02 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.