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Livermore
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Rubrik, Inc.

RBRK
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001943896

In the last 90 days, Rubrik, Inc. insiders filed 0 open-market purchases and 11 sales; 575 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Rubrik, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
473
+42 vs. Q3 2025
Shares held
115.5M
+13.1M (+12.8%) vs. Q3 2025
Total value
$8.83B
+$410.7M (+4.9%) vs. Q3 2025
New holders
119
182 more added
Sold out
77
124 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RBRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 473 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 135 institutionsQ3 2024: 169 institutionsQ4 2024: 252 institutionsQ1 2025: 305 institutionsQ2 2025: 390 institutionsQ3 2025: 438 institutionsQ4 2025: 473 institutionsQ1 2026: 466 institutionsQ2 2026: 575 institutions
Value heldQ4 2025: $8.83B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $1.09BQ3 2024: $1.68BQ4 2024: $4.38BQ1 2025: $4.89BQ2 2025: $8.93BQ3 2025: $8.43BQ4 2025: $8.83BQ1 2026: $5.69BQ2 2026: $10.4B
Institutions holding RBRK and their total value by quarter
QuarterHoldersValue
Q2 2026575$10.4B
Q1 2026466$5.69B
Q4 2025473$8.83B
Q3 2025438$8.43B
Q2 2025390$8.93B
Q1 2025305$4.89B
Q4 2024252$4.38B
Q3 2024169$1.68B
Q2 2024135$1.09B
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Rubrik, Inc.; share changes are against Q3 2025.

Institutions holding RBRK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$760.00%+1New
Bay Harbor Wealth Management, LLC2$1520.00%+2New
Manchester Capital Management LLC2$1530.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2$1530.00%+2New
Seneschal Advisors, LLC2$1530.00%+2New
Wealth Watch Advisors, INC2$1530.00%+2New
Godfrey Financial Associates, Inc.2$1530.00%+2New
Dunhill Financial, LLC2$1830.00%+2New
1015 Capital Partners, LLC3$2290.00%+3New
HFM Investment Advisors, LLC3$2300.00%+3New
Keating Financial Advisory Services, Inc.4$3060.00%+4New
CVA Family Office, LLC5$3820.00%00.0%Unchanged
North Star Investment Management Corp.6$4590.00%+6New
Fortitude Family Office, LLC6$4590.00%+6New
DiNuzzo Private Wealth, Inc.6$4590.00%+6New
Optima Capital LLC6$4590.00%+6New
Bare Financial Services, Inc7$5350.00%+7New
Atlas Capital Advisors LLC10$7640.00%+10New
Rialto Wealth Management, LLC10$7650.00%+2+25.0%Added
TD Private Client Wealth LLC10$7650.00%+10New
Clearstead Advisors, LLC11$8420.00%−212−95.1%Reduced
Global Retirement Partners, LLC12$9180.00%−604−98.1%Reduced
Parkside Financial Bank & Trust14$1.07K0.00%−205−93.6%Reduced
Brown Brothers Harriman & Co16$1.22K0.00%+16New
Larson Financial Group LLC17$1.30K0.00%−101−85.6%Reduced
Nisa Investment Advisors, LLC21$1.61K0.00%+21New
TFC Financial Management25$1.91K0.00%00.0%Unchanged
Zions Bancorporation, National Association25$1.91K0.00%+25New
SJS Investment Consulting Inc.25$1.91K0.00%+25New
Smartleaf Asset Management LLC25$1.95K0.00%+25New
Root Financial Partners, LLC26$1.99K0.00%+26New
Motiv8 Investments LLC30$2.00K0.00%+30New
Park Place Capital Corp27$2.06K0.00%+11+68.8%Added
NBT Bank N A76$2.29K0.00%+76New
CWM Advisors, LLC33$2.55K0.00%+33New
Roxbury Financial LLC34$2.60K0.00%00.0%Unchanged
True Wealth Design, LLC35$2.68K0.00%+35New
Bogart Wealth, LLC37$2.83K0.00%−275−88.1%Reduced
DHJJ Financial Advisors, Ltd.40$3.06K0.00%+20+100.0%Added
Whittier Trust Co of Nevada Inc41$3.08K0.00%+16+64.0%Added
Cape Investment Advisory, Inc.42$3.21K0.00%+15+55.6%Added
Marquette Asset Management, LLC44$3.37K0.00%+23+109.5%Added
Northwestern Mutual Wealth Management Co52$3.98K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.79$6.04K0.00%00.0%Unchanged
SageView Advisory Group, LLC80$6.12K0.00%+80New
Umb Bank N A87$6.65K0.00%+12+16.0%Added
Quest Partners LLC87$6.65K0.00%+87New
International Assets Investment Management, LLC97$7.42K0.00%+97New
ORG Partners LLC99$7.57K0.00%−749−88.3%Reduced
Flagship Harbor Advisors, LLC100$7.65K0.00%+100New
Kingdom Financial Group LLC.100$7.65K0.00%+100New
Commonwealth Retirement Investments LLC100$7.65K0.00%+100New
Harvest Fund Management Co., Ltd100$8.00K0.00%−10,000−99.0%Reduced
Quadrant Capital Group LLC106$8.11K0.00%00.0%Unchanged
FIL Ltd112$8.57K0.00%+112New
DV Equities, LLC125$9.56K0.00%+125New
Bullock Wealth Management Group138$10.6K0.01%00.0%Unchanged
CoreCap Advisors, LLC140$10.7K0.00%−75−34.9%Reduced
Westfuller Advisors, LLC150$11.5K0.00%+15+11.1%Added
Salomon & Ludwin, LLC165$12.1K0.00%+165New
Murphy & Mullick Capital Management Corp160$12.2K0.01%+65+68.4%Added
Elequin Capital LP165$12.6K0.00%+165New
Covestor Ltd171$13.0K0.01%+4+2.4%Added
Activest Wealth Management174$13.3K0.00%+75+75.8%Added
Tower Research Capital LLC (TRC)189$14.5K0.00%−4,006−95.5%Reduced
Ronald Blue Trust, Inc.202$15.4K0.00%+188+1,342.9%Added
First Horizon Corp233$17.8K0.00%+96+70.1%Added
Essential Partners LLC286$21.9K0.01%−502−63.7%Reduced
St Germain D J Co Inc300$22.9K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$22.9K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd303$23.2K0.01%−3,298−91.6%Reduced
Catalyst Capital Advisors LLC400$30.6K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp400$30.6K0.00%+200+100.0%Added
Banque Cantonale Vaudoise410$31.0K0.00%00.0%Unchanged
Quarry LP406$31.1K0.01%−2,363−85.3%Reduced
SRS Capital Advisors, Inc.412$31.5K0.00%−5,889−93.5%Reduced
EverSource Wealth Advisors, LLC414$31.7K0.00%+49+13.4%Added
Triumph Capital Management433$33.1K0.01%+433New
Los Angeles Capital Management LLC488$34.7K0.00%+488New
Harbour Investments, Inc.500$38.2K0.00%+174+53.4%Added
Advocate Investing Services LLC500$38.2K0.03%+500New
Signaturefd, LLC508$38.9K0.00%−29−5.4%Reduced
Nemes Rush Group LLC600$45.9K0.00%00.0%Unchanged
Heritage Wealth Advisors620$47.4K0.00%+620New
GAMMA Investing LLC709$54.2K0.00%+498+236.0%Added
Daiwa Securities Group Inc.745$57.0K0.00%−12,890−94.5%Reduced
Allworth Financial LP803$61.4K0.00%+61+8.2%Added
Rothschild Investment LLC837$64.0K0.00%−321−27.7%Reduced
FNY Investment Advisers, LLC1,000$76.0K0.02%−10,000−90.9%Reduced
Ramirez Asset Management, Inc.1,000$76.5K0.01%00.0%Unchanged
DV Trading LLC1,002$76.6K0.01%+1,002New
Geneos Wealth Management Inc.1,090$83.4K0.00%00.0%Unchanged
Operose Advisors LLC1,191$91.1K0.02%−3,295−73.5%Reduced
Danske Bank A/S1,400$107.1K0.00%+400+40.0%Added
Ankerstar Wealth, LLC1,476$112.9K0.11%+1,476New
The PNC Financial Services Group, Inc.1,638$125.3K0.00%+399+32.2%Added
NVWM, LLC1,646$125.9K0.03%−424−20.5%Reduced
Centaurus Financial, Inc.1,765$135.0K0.01%00.0%Unchanged
GWM Advisors LLC1,840$140.7K0.00%+490+36.3%Added