SEC 13F Intelligence

Whale Rock Capital Management LLC / RBLX

Whale Rock Capital Management LLC’s Roblox Corp Position

Does Whale Rock Capital Management LLC own Roblox Corp (RBLX)? Yes — 3.53M shares worth $200M (+2.58% of its 13F portfolio) as of Q1 2026, down from 4.11M shares the prior filed quarter.

Position Value
$200M
Q1 2026
Shares
3.53M
% of Portfolio
+2.58%
Quarters Held
9
currently held

Position History RBLX

Reported value by quarter
Q2 ’21: $390MQ2 ’21Q3 ’21: $161MQ3 ’24: $107MQ3 ’24Q4 ’24: $275MQ1 ’25: $244MQ1 ’25Q2 ’25: $361MQ3 ’25: $515MQ3 ’25Q4 ’25: $333MQ1 ’26: $200MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.53M$200M+2.58%
Q4 20254.11M$333M+4.25%
Q3 20253.72M$515M+6.07%
Q2 20253.43M$361M+5.01%
Q1 20254.19M$244M+4.23%
Q4 20244.76M$275M+3.26%
Q3 20242.43M$107M+1.51%
Q3 20212.13M$161M+1.06%
Q2 20214.34M$390M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of RBLX.