RBLX Roblox Corp

NEUTRAL Impact: 2/10 Insider Cluster (6 insiders)
Horizon days Filed May 22, 2026 Processed 23d 12h ago
Insider cluster: 6 insiders, $0.5M total
Latest settled — T+5d ⚠ clustered
RBLX ▲ +2.17% at T+5d
NEUTRAL call ✓ call won +2.17% · α vs SPY +1.09% · entry $46.00 → $47.00
Next anchor: T+20d in 8d
Last close $43.31 (close Jun 12) · -5.85% from $46.00 entry
Entry anchored
May 22, 04:51 PM ET
via Databento tick
T+1d
+0.45%
call +0.45% · α +0.49%
$46.21
settled 20d ago
T+5d
+2.17%
call +2.17% · α +1.09%
$47.00
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Six Roblox insiders, including CEO David Baszucki and CFO Naveen Chopra, sold a total of $538K in open-market sales over a two-day window (May 20-21, 2026). The cluster is 100% selling, with no insider purchases. At $33B market cap, the $538K represents ~0.0016% of market cap — a trivial amount that falls well below the 0.1% materiality threshold. The sales are likely routine liquidity/vesting-related, not a bearish signal. The historical calibration shows past bearish calls on RBLX have been wrong (T+20 win rate 70% for the model, but bearish calls specifically had negative outcomes), and the score calibration for this segment shows poor predictive power for bullish/bearish directional calls at scores 6-8. The cross-filing amplifiers are noted but do not change the trivial nature of these sales.

Key Financial Metrics

Direction
selling
Total Value
$538.0K
Insiders
6

Actionable Insight

These sales are too small to be informative. The CEO's $208K sale is less than 0.0006% of his likely stake. Monitor for any material insider buying (which would be a stronger signal per academic literature) or a material increase in sale volumes above 0.1% of market cap. No action warranted.

Key Facts

  • Six insiders sold $538K total in open-market sales on May 20-21, 2026
  • CEO David Baszucki sold $208K (4,686 shares at ~$44.40)
  • CFO Naveen Chopra sold $83K (1,873 shares at ~$44.47)
  • Total sales represent ~0.0016% of $33B market cap — trivial
  • No insider purchases in the cluster window
  • Sales are likely routine liquidity/vesting-related, not informational

Financial Impact

Total insider sales of $538K, representing ~0.0016% of $33B market cap — immaterial

insider_activity

Risk Factors

  • No material risk identified from this cluster — sales are trivial relative to market cap
  • If future filings reveal a material adverse event, these sales could be viewed as opportunistic in hindsight, but current data does not support that

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
75% bullish (44 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RBLX-1779485396557
18 reports for RBLX
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+20▲ +28.36%Apr 13, 2026
Filters
Rows
Reports for RBLX — sortable, filterable
Type Now
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.83 $43.68▼ −6.73%▼ −6.68%$43.31 (−7.52%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$47.00 $41.82▼ −11.02%▼ −8.27%$43.31 (−7.85%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.83 $43.68▼ −6.73%▼ −6.68%$43.31 (−7.52%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$47.00 $41.82▼ −11.02%▼ −8.27%$43.31 (−7.85%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.00 $47.00▲ +2.17%▲ +1.09%$43.31 (−5.85%)
May 22, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.00 $47.00▲ +2.17%▲ +1.09%$43.31 (−5.85%)
May 19, 2026
26d ago
8-K
BULLISH ★ 6/10
$45.79 $45.63▼ −0.35%▼ −1.59%$43.31 (−5.42%)
Apr 13, 2026
8w ago
144
NEUTRAL ★ 3/10
$58.30 $61.26▲ +5.08%▲ +3.68%$43.31 (−25.71%)
Apr 13, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$57.66 $61.83▼ −7.23%▼ −3.94%$43.31 (+24.89%)
Apr 13, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$57.66 $61.83▲ +7.23%▲ +3.94%$43.31 (−24.89%)
Showing 10 of 18

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