Mason Morfit’s Roblox RBLX Stock Holding History

Mason Morfit’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 Q2	$171M	Sell	3,147,421 -2,701,200	-46%	-$134M	3.04%	12
2026 Q1	$331M	Sell	5,848,621 -127,200	-2%	-$8.54M	5.79%	9
2025 Q4	$484M	Buy	5,975,821 +1,692,600	+40%	+$180M	6.89%	8
2025 Q3	$593M	Sell	4,283,221 -448,800	-9%	-$55.8M	10.01%	3
2025 Q2	$498M	Sell	4,732,021 -4,032,900	-46%	-$317M	8.89%	4
2025 Q1	$511M	Sell	8,764,921 -1,371,000	-14%	-$86.2M	11.15%	5
2024 Q4	$586M	Hold	10,135,921	–	–	13.36%	4
2024 Q3	$449M	Buy	10,135,921 +7,835,921	+341%	+$327M	10.26%	4
2024 Q2	$85.6M	Hold	2,300,000	–	–	2.41%	8
2024 Q1	$87.8M	Buy	2,300,000 +500,000	+28%	+$20.3M	1.93%	10
2023 Q4	$82.3M	Hold	1,800,000	–	–	1.65%	11
2023 Q3	$52.1M	Buy	+1,800,000	New	+$59.8M	1.17%	10

Other funds holding RBLX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mason Morfit's RBLX Position: Q2 2026 in Review

Mason Morfit reduced its Roblox (RBLX) stake by 46% in Q2 2026, selling an estimated $134M and leaving 3,147,421 shares worth $171M. The position accounts for 3.04% of the portfolio, ranked #12.

Mason Morfit first reported a position in RBLX in Q3 2023 and has held it in 12 quarters since. The position peaked at $593M in Q3 2025. 786 funds tracked by Wall St. Rank hold RBLX as of Q2 2026.

Mason Morfit held 3,147,421 shares of Roblox worth $171M as of Q2 2026.
Mason Morfit sold 2,701,200 Roblox shares in Q2 2026, an estimated $134M.
Roblox made up 3.04% of Mason Morfit's portfolio in Q2 2026, its #12 holding.
Mason Morfit first reported a position in Roblox in Q3 2023 and has held it in 12 quarters since.
Mason Morfit's Roblox position peaked at $593M in Q3 2025.
786 funds tracked by Wall St. Rank held Roblox as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.