Evolutionary Tree Capital Management’s Roblox RBLX Stock Holding History

Evolutionary Tree Capital Management’s Portfolio RBLX Stock Details RBLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Sell	24,293 -9,106	-27%	-$612K	2.58%	19
2025 Q4	$2.71M	Sell	33,399 -824	-2%	-$87.5K	3.14%	14
2025 Q3	$4.74M	Sell	34,223 -6,540	-16%	-$813K	5.17%	4
2025 Q2	$4.29M	Sell	40,763 -5,732	-12%	-$450K	4.55%	9
2025 Q1	$2.71M	Sell	46,495 -27,388	-37%	-$1.72M	3.15%	14
2024 Q4	$4.27M	Buy	+73,883	New	+$3.72M	4.35%	6

Other funds holding RBLX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Evolutionary Tree Capital Management's RBLX Position: Q1 2026 in Review

Evolutionary Tree Capital Management reduced its Roblox (RBLX) stake by 27% in Q1 2026, selling an estimated $612K and leaving 24,293 shares worth $1.37M. The position accounts for 2.58% of the portfolio, ranked #19.

Evolutionary Tree Capital Management first reported a position in RBLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.74M in Q3 2025. 831 funds tracked by Wall St. Rank hold RBLX as of Q1 2026.

Evolutionary Tree Capital Management held 24,293 shares of Roblox worth $1.37M as of Q1 2026.
Evolutionary Tree Capital Management sold 9,106 Roblox shares in Q1 2026, an estimated $612K.
Roblox made up 2.58% of Evolutionary Tree Capital Management's portfolio in Q1 2026, its #19 holding.
Evolutionary Tree Capital Management first reported a position in Roblox in Q4 2024 and has held it in 6 quarters since.
Evolutionary Tree Capital Management's Roblox position peaked at $4.74M in Q3 2025.
831 funds tracked by Wall St. Rank held Roblox as of Q1 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2026, filed 22 May 2026.