HMI Capital Management’s Roblox RBLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-767,300
Closed -$43.4M 17
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

HMI Capital Management's RBLX Position: Q2 2026 in Review

HMI Capital Management sold out of Roblox (RBLX) in Q2 2026, closing a stake of 767,300 shares — an estimated $43.4M sold.

HMI Capital Management first reported a position in RBLX in Q3 2021 and held it in 17 quarters. The position peaked at $281M in Q4 2023. 788 funds tracked by Wall St. Rank hold RBLX as of Q2 2026.

  • HMI Capital Management reported no remaining Roblox position as of Q2 2026 after selling out during the quarter.
  • HMI Capital Management sold 767,300 Roblox shares in Q2 2026, an estimated $43.4M.
  • HMI Capital Management first reported a position in Roblox in Q3 2021 and held it in 17 quarters.
  • HMI Capital Management's Roblox position peaked at $281M in Q4 2023.
  • 788 funds tracked by Wall St. Rank held Roblox as of Q2 2026.

Based on HMI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.