HCM
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HMI Capital Management’s Roblox RBLX Stock Holding History

HMI 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 		$43.4M Buy
+767,300
New +$51.5M 5.75% 9
2025
Q3 		– Sell
-514,086
Closed -$54.1M – 13
2025
Q2 		$54.1M Sell
514,086
-3,422,004
-87% -$269M 3.07% 9
2025
Q1 		$229M Sell
3,936,090
-391,506
-9% -$24.6M 12.49% 3
2024
Q4 		$250M Sell
4,327,596
-705,100
-14% -$35.5M 12.58% 4
2024
Q3 		$223M Sell
5,032,696
-2,417,117
-32% -$101M 9.22% 6
2024
Q2 		$277M Buy
7,449,813
+1,302,117
+21% +$46.4M 10.55% 1
2024
Q1 		$235M Hold
6,147,696
– – 8.63% 6
2023
Q4 		$281M Sell
6,147,696
-1,022,148
-14% -$37.8M 12.19% 1
2023
Q3 		$208M Buy
7,169,844
+3,748,400
+110% +$125M 7.98% 7
2023
Q2 		$138M Hold
3,421,444
– – 4.9% 9
2023
Q1 		$154M Sell
3,421,444
-732,390
-18% -$28M 6.01% 10
2022
Q4 		$118M Sell
4,153,834
-420,000
-9% -$14.8M 5.05% 10
2022
Q3 		$164M Sell
4,573,834
-215,088
-4% -$8.9M 6.17% 10
2022
Q2 		$157M Buy
4,788,922
+1,400,000
+41% +$47M 6.32% 10
2022
Q1 		$157M Buy
3,388,922
+1,195,015
+54% +$72.1M 4.57% 11
2021
Q4 		$226M Buy
2,193,907
+276,207
+14% +$26.8M 6.18% 8
2021
Q3 		$145M Buy
+1,917,700
New +$157M 4.34% 9

Other funds holding RBLX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

HMI Capital Management's RBLX Position: Q1 2026 in Review

HMI Capital Management opened a new position in Roblox (RBLX) in Q1 2026: 767,300 shares worth $43.4M. The stake represents 5.75% of the portfolio and ranks #9 among its holdings. This is a return to the name: HMI Capital Management previously reported a position in RBLX as recently as Q2 2025.

HMI Capital Management first reported a position in RBLX in Q3 2021 and has held it in 17 quarters since. The position peaked at $281M in Q4 2023. 831 funds tracked by Wall St. Rank hold RBLX as of Q1 2026.

  • HMI Capital Management held 767,300 shares of Roblox worth $43.4M as of Q1 2026.
  • Roblox was a new HMI Capital Management position in Q1 2026.
  • Roblox made up 5.75% of HMI Capital Management's portfolio in Q1 2026, its #9 holding.
  • HMI Capital Management first reported a position in Roblox in Q3 2021 and has held it in 17 quarters since.
  • HMI Capital Management's Roblox position peaked at $281M in Q4 2023.
  • 831 funds tracked by Wall St. Rank held Roblox as of Q1 2026.

Based on HMI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.