On November 18, 2025, Cathie Wood’s ARK Invest purchased 78,096 Roblox shares worth $7.9 million, signaling strong institutional confidence in the company. This move was accompanied by ARK reducing its positions in other social media stocks, highlighting a strategic shift toward Roblox. Roblox also announced mandatory facial age checks for messaging, expanding globally in early January 2026. The update, aimed at enhancing user safety, follows regulatory scrutiny and lawsuits. Despite these positive developments, RBLX stock is down 3.31% to $98.36 on November 19, 2025, underperforming a strong broader market.