In its Q2 2026 investor letter, Artisan Mid Cap Fund stated that Roblox Corporation (NYSE:RBLX) shares declined sharply following a meaningful reduction in bookings guidance, driven by weaker top-of-funnel user trends and disruptions from recent age verification and communication safety changes. The fund, while still seeing long-term value in the platform, redeployed capital into other opportunities. Roblox closed at $43.31 per share on September 4, 2026.