Hedge fund increases RBLX holdings by over 7% in Q1 2026 despite lowered bookings guidance for the year.
Renaissance Technologies increased its stake in Roblox Corporation (NYSE:RBLX) to 7.1 million shares in Q1 2026, a 7% rise from the previous quarter. The hedge fund has held RBLX since late 2021, adjusting its position over time, peaking at 11.5 million shares in mid-2022 before trimming it to 4.3 million shares by mid-2024.
Roblox recently cut its full-year 2026 bookings guidance to $7.33 billion–$7.6 billion from an earlier $8.28 billion–$8.55 billion forecast. The revision follows new child-safety and age-verification protocols, which management cited as causing short-term friction. Despite this, Daily Active Users grew 35% year-over-year to 132 million in Q1 2026, signaling strong underlying engagement.