Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026?

Cathie Wood's ARK Invest has been steadily accumulating shares of Roblox (RBLX), adding to positions across multiple funds, including ARKF (ARKF), ARKK (ARKK), and ARKW (ARKW), as part of a broader portfolio shift toward long-term innovation themes. The buying activity comes as Wood reduces exposure to mature tech names such as Meta Platforms (META), Palantir Technologies (PLTR), and Roku (ROKU), indicating a shift in its investment approach. More News from Barchart Valued at a market cap of $58 billio ...