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NYSE · Communication Services

Roblox Corp (RBLX)

As-reported financials and SEC filings for Roblox Corp. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Roblox Corp

Roblox Corp operates an immersive gaming and creation platform called the Roblox Platform, which includes the Roblox Client, Roblox Studio, and Roblox Cloud. The platform allows users to explore, create, and share a wide variety of interactive experiences and avatar customization items. Roblox serves a global community of users and creators, providing tools for creators to build and monetize content while enabling users to engage with millions of experiences across multiple devices.

Snapshot

Revenue
$4.89B
Revenue growth (YoY)
35.8%
Net income
$-1.07B
Diluted EPS
$-1.54
Gross margin
78.1%
Operating margin
-25.2%
Net margin
-21.8%
FCF margin
27.7%
ROE
-284.0%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$31.80B
Long-term debt / equity
2.65×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Roblox

  • Revenue grew 35.8% to $4.9B in FY2025, faster than the 28.7% the year before.
  • Operating margin is -25.2% in FY2025, +0.6 pp against -25.8% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $1.5B, up 35.9% from Q2 FY2025.
  • Free cash flow was $1.4B in FY2025, 27.7% of revenue.
  • Net loss widened to $1.1B in FY2025, from $935M in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Roblox’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin78.1%
78th percentile of 264
Operating margin-25.2%
14th percentile of 303
Net margin-21.8%
16th percentile of 307
FCF margin27.7%
82nd percentile of 285
Revenue growth (YoY)+35.8%
88th percentile of 325
ROE-284.0%
1st percentile of 285
Long-term debt / equity2.65×
89th percentile of 127
Short interest1.00d
1st percentile of 329

Roblox’s return on equity of -284.0% ranks in the 1st percentile of the 285 software companies reporting it. Roblox’s long-term debt to equity of 2.65 ranks in the 89th percentile of the 127 software companies reporting it. Roblox’s revenue growth of +35.8% ranks in the 88th percentile of the 325 software companies reporting it.

No reported insider purchases (code P) in the last 90 days; 36 insider sales totaling $7.5M. For context, about 14% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
4
+6 quant / multi-strat
Initiated / added
5
0 new, 5 added
Reduced / exited
7
4 trimmed, 3 exited
Combined position
$2.77B
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$735.4M13.5MAdded
Two Sigma InvestmentsquantQ2 2026$731.3M13.4MAdded
Renaissance TechnologiesquantQ2 2026$370.5M6.8MReduced
ARK Investment ManagementQ2 2026$351.6M6.5MAdded
D. E. ShawquantQ2 2026$214.1M3.9MReduced
ValueAct CapitalQ2 2026$171.2M3.1MReduced
Citadel AdvisorsquantQ2 2026$112.9M2.1MAdded
Millennium ManagementquantQ2 2026$73.0M1.3MReduced
Gotham Asset ManagementQ2 2026$12.1M222.4KAdded
Bridgewater AssociatesQ2 2026$696,93412.8KHeld

No longer held by: Maverick Capital (as of Q2 2026), Sands Capital Management (as of Q2 2026), Whale Rock Capital Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
36
$7.5M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-09-08
filed 2026-09-09
Reinstra MarkChief Legal Off. & Corp. Sec.Sell3.8K$45.03$169K
2026-09-08
filed 2026-09-09
Reinstra MarkChief Legal Off. & Corp. Sec.Sell1.9K$44.30$85K
2026-09-08
filed 2026-09-09
Reinstra MarkChief Legal Off. & Corp. Sec.Sell100$45.73$5K
2026-09-01
filed 2026-09-02
Baszucki GregoryDirectorSell5.2K$40.33$209K
2026-09-01
filed 2026-09-02
Baszucki GregoryDirectorSell5.2K$40.33$209K
2026-09-01
filed 2026-09-02
Baszucki GregoryDirectorSell3.2K$40.69$128K
2026-09-01
filed 2026-09-02
Baszucki GregoryDirectorSell3.2K$40.69$128K
2026-08-31
filed 2026-09-01
Wong Andrea LDirectorSell562$40.89$23K
2026-08-25
filed 2026-08-26
Rawlings Amy MarieChief Accounting OfficerSell237$38.89$9K
2026-08-24
filed 2026-08-25
BUCKLEY SEAN JACKChief People & Systems OfficerSell4.3K$38.68$167K
2026-08-20
filed 2026-08-24
Baszucki DavidPresident & CEOSell38.2K$37.78$1.4M
2026-08-20
filed 2026-08-24
Baszucki DavidPresident & CEOSell14.4K$38.44$552K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
13.9M
settled 2026-08-14
Change vs prior
-42.4%
vs previous settlement
Days to cover
1.00
at avg daily volume
Avg daily volume
16.5M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1413.9M-42.4%1.00
2026-07-3124.1M-17.8%1.82
2026-07-1529.3M+1.1%3.95
2026-06-3029.0M-4.2%2.09
2026-06-1530.3M+26.3%3.01
2026-05-2924.0M-4.9%2.11
2026-05-1525.2M+21.5%1.44
2026-04-3020.7M+5.4%2.20

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$4.89B$3.60B$2.80B$2.23B$1.92B
Gross profit$3.82B$2.80B$2.15B$1.68B$1.42B
Operating income$-1.23B$-1.06B$-1.26B$-923.8M$-495.1M
Net income$-1.07B$-935.4M$-1.15B$-924.4M$-491.7M
Diluted EPS$-1.54$-1.44$-1.87$-1.55$-0.97

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$1.21B$711.7M$678.5M$2.98B$3.00B
Current assets$4.90B$3.73B$3.28B$3.84B$3.75B
Total assets$9.56B$7.18B$6.17B$5.38B$4.56B
Current liabilities$5.13B$3.66B$3.05B$2.48B$2.17B
Long-term debt$993.0M$1.01B$1.00B$989.0M$987.7M
Total liabilities$9.18B$6.97B$6.10B$5.07B$3.97B
Total equity$375.0M$208.7M$68.6M$305.0M$592.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.80B$822.3M$458.2M$369.3M$659.1M
Capital expenditure$441.0M$179.6M$320.7M$426.2M$93.3M
Free cash flow$1.36B$642.7M$137.5M$-56.9M$565.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.47B35.9%$-183.0M$-0.26
Q1 FY2026$1.44B39.3%$-246.0M$-0.35
Q4 FY2025$1.42B43.2%$-316.0M$-0.45
Q3 FY2025$1.36B48.0%$-255.6M$-0.37
Q2 FY2025$1.08B21.0%$-278.0M$-0.41
Q1 FY2025$1.03B29.2%$-215.0M$-0.32
Q4 FY2024$988.2M31.8%$-219.6M$-0.33
Q3 FY2024$919.0M28.8%$-239.3M$-0.37

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorCommunication Services
SIC industryServices-Prepackaged Software
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2022
SEC CIK1315098

Selected SEC filings

10-K2026-02-11
View on EDGAR →
10-K2025-02-18
View on EDGAR →
10-Q2026-07-30
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
10-Q2025-10-30
View on EDGAR →
10-Q2025-07-31
View on EDGAR →
8-K2026-07-30
View on EDGAR →
8-K2026-05-29
View on EDGAR →

Largest software peers

All software stocksAll Communication Services companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.