RBLX ranks #637 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
RBLX is a top-conviction position for Linonia Partnership LP — at 11.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in RBLX belongs to FMR LLC, but the position matters far more to Linonia Partnership LP, who has 11.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Two Sigma Investments, LP has added to its RBLX position for two straight quarters, increasing it by $488.8M to reach $732.4M today.
Capital International Investors has trimmed its RBLX position for two straight quarters, cutting it by $1.7B while still holding $874.8M.
RBLX is down 4% today, but institutions show net buying of $5.4B this quarter — a divergence between today's price move and the underlying institutional flow.