RBLX
Roblox Corp -class A
4 super-investors hold RBLX worth a combined $397M. The largest position: Jeffrey Ubben et al at 5.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #623 of 724 scored stocks.
Why super-investors own RBLX
Jeffrey Ubben dominates this story: his 5.8% portfolio allocation, worth $331M, accounts for roughly 83% of the cohort's total $397M in RBLX exposure and represents by far the highest conviction bet among the four holders. The cohort has been a narrow, stable group — owner count has held at two for six consecutive quarters before ticking up to four most recently — but the 2026Q1 signal is mildly cautious: Henry Ellenbogen trimmed his position, no one added, and no new names entered. Joel Greenblatt and Lee Ainslie hold negligible positions. With Ubben so dominant and the only active move this quarter being a trim, broader super-investor interest in Roblox looks contained rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jeffrey Ubben et al | 5.8% | 11q | $331M | 5,848,621 |
| 2 | Henry Ellenbogen | 0.4% | 6q | $37M | 646,429 |
| 3 | Joel Greenblatt | <0.1% | 21q | $28M | 503,739 |
| 4 | Lee Ainslie | <0.1% | 6q | $707K | 12,507 |
Owners of RBLX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 0.4% | -44% | $37M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 771049103. Not investment advice.