Roblox Corporation (RBLX): A Bull Case Theory
We came across a bullish thesis on Roblox Corporation (RBLX) on Substack by SuperJoost. In this article, we will summarize the bulls’ thesis on RBLX.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | ARK Investment Management Catherine D. Wood | 9,071,978 | $528,805,601 | -11% | 5.29% |
2. | Neo Ivy Capital Renee Yao | 36,120 | $2,105,434 | -38% | 0.67% |
3. | 14,900 | $868,521 | 0.09% | ||
4. | Tabor Asset Management Jonathan Jacoby | 12,393 | $722,388 | 0.58% | |
5. | 5,300 | $308,937 | 0.03% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$40.29 | 1 | Officer | 659,173 | 2023-12-04 | Filing | |
$31.05 | 3 | Officer | 659,172 | 2023-10-19 | Filing | |
$27.61 | 1 | Officer | 659,170 | 2023-08-18 | Filing | |
$42.43 | 8 | Officer | 659,177 | 2023-06-01 | Filing | |
$42.84 | 1 | Officer | 659,170 | 2023-03-29 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$71.07 | 16 | Director | 297,480 | 2025-05-06 | Filing | |
$70.50 | 1,010 | Director | 297,496 | 2025-05-06 | Filing | |
$69.68 | 1,494 | Director | 298,506 | 2025-05-06 | Filing | |
$71.07 | 20 | Director | 297,480 | 2025-05-06 | Filing | |
$70.50 | 1,069 | Director | 297,500 | 2025-05-06 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 29,719,138 | $1,732,328,568 | 0.04% | |
2. | 27,478,545 | $1,601,724,388 | 1.4% | |
3. | 7,229,215 | $421,390,942 | 0.3% | |
4. | 6,141,027 | $357,960,464 | 4.61% | |
5. | 3,256,815 | $189,839,747 | 0.06% |