In a significant portfolio adjustment, investment manager Baillie Gifford reduced its stake in Roblox (RBLX) by 54.05% during the third quarter of 2026. The firm's holding decreased from 21.12 million shares to 9.71 million, with the position's reported value falling from $1.15 billion to approximately $411.26 million.
This trade information was disclosed in a quarterly 13F filing with the SEC on November 9, 2026, which reflects transactions made between July 1 and September 30. During that period, Roblox reported its first-ever year-over-year decline in daily active users and engagement hours for Q3, even as it beat revenue estimates and highlighted strong growth in AI-powered game creation on its platform.