Cathie Wood Ignores AI Panic — Buys More Nvidia, Sells This Gaming Stock Instead
Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down.
Roblox Corp (RBLX)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Contrarius Investment Management Stephen Mildenhall | 404,316 | $21,986,704 | 1.01% | |
| 2. | Long Corridor Asset Management James Xinjun Tu | 206,800 | $11,245,784 | +6% | 3.39% |
| 3. | 123,100 | $6,694,178 | +43% | 0.02% | |
| 4. | Motley Fool Asset Management Bryan Hinmon | 45,277 | $2,462,163 | -24% | 0.09% |
| 5. | 37,100 | $2,017,498 | -62% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.13 | 13 | $534.69 | 16,636 | 2023-03-03 | Filing | |
| $46.19 | 9 | $415.67 | 16,632 | 2022-08-02 | Filing | |
| $40.29 | 1 | $40.29 | 659,173 | 2023-12-04 | Filing | |
| $31.05 | 3 | $93.15 | 659,172 | 2023-10-19 | Filing | |
| $27.61 | 1 | $27.61 | 659,170 | 2023-08-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.02 | 1,001 | $38,061.62 | 1,269,502 | 2026-08-04 | Filing | |
| $37.39 | 7,332 | $274,128.08 | 1,270,503 | 2026-08-04 | Filing | |
| $38.02 | 1,000 | $38,023.50 | 8,953,718 | 2026-08-04 | Filing | |
| $37.39 | 7,333 | $274,166.94 | 8,954,718 | 2026-08-04 | Filing | |
| $57.94 | 1,100 | $63,736.64 | 422,248 | 2026-07-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,327,569 | $2,084,253,192 | 0.03% | |
| 2. | 22,709,293 | $1,234,930,130 | 0.15% | |
| 3. | 21,124,935 | $1,148,773,966 | 1.04% | |
| 4. | 16,574,553 | $901,324,203 | 4.16% | |
| 5. | 16,086,049 | $874,758,020 | 0.18% |
News See All
Here's Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
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Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
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