| Quarter | Score |
|---|---|
| 2022-Q3 | 68.0 |
| 2022-Q4 | 50.1 |
| 2023-Q1 | 53.3 |
| 2023-Q2 | 64.9 |
| 2023-Q3 | 48.1 |
| 2023-Q4 | 43.6 |
| 2024-Q1 | 63.8 |
| 2024-Q2 | 41.4 |
| 2024-Q3 | 89.0 |
| 2024-Q4 | 86.1 |
| 2025-Q1 | 86.1 |
| 2025-Q2 | 86.0 |
| 2025-Q3 | 86.1 |
| 2025-Q4 | 86.2 |
| 2026-Q1 | 86.2 |
| 2026-Q2 | 81.0 |
Solid consensus with smart money net adding at reasonable prices
Trading +18.1% above funds' estimated purchase price
2 of 18 tracked funds hold RBLX. Avg conviction: 1.5%. Net holding. First tracked at $40.73 (current +18.1% vs tracked).
ValueAct Capital has 3.0% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| ValueAct Capital | 3.0% | Reduce |
| Citadel Advisors | 0.0% | Add |