Skip to main content
Livermore
Livermore
ZHEN

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 12 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
Atlantic Union Bankshares Corp400$30.6K0.00%+200+100.0%Added
Aster Capital Management (DIFC) Ltd303$23.2K0.01%−3,298−91.6%Reduced
St Germain D J Co Inc300$22.9K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$22.9K0.01%00.0%Unchanged
Essential Partners LLC286$21.9K0.01%−502−63.7%Reduced
First Horizon Corp233$17.8K0.00%+96+70.1%Added
Ronald Blue Trust, Inc.202$15.4K0.00%+188+1,342.9%Added
Tower Research Capital LLC (TRC)189$14.5K0.00%−4,006−95.5%Reduced
Activest Wealth Management174$13.3K0.00%+75+75.8%Added
Covestor Ltd171$13.0K0.01%+4+2.4%Added
Elequin Capital LP165$12.6K0.00%+165New
Murphy & Mullick Capital Management Corp160$12.2K0.01%+65+68.4%Added
Salomon & Ludwin, LLC165$12.1K0.00%+165New
Westfuller Advisors, LLC150$11.5K0.00%+15+11.1%Added
CoreCap Advisors, LLC140$10.7K0.00%−75−34.9%Reduced
Bullock Wealth Management Group138$10.6K0.01%00.0%Unchanged
DV Equities, LLC125$9.56K0.00%+125New
FIL Ltd112$8.57K0.00%+112New
Quadrant Capital Group LLC106$8.11K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd100$8.00K0.00%−10,000−99.0%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
ORG Partners LLC99$7.57K0.00%−749−88.3%Reduced
International Assets Investment Management, LLC97$7.42K0.00%+97New
Umb Bank N A87$6.65K0.00%+12+16.0%Added
Quest Partners LLC87$6.65K0.00%+87New
SageView Advisory Group, LLC80$6.12K0.00%+80New
Washington Trust Advisors, Inc.79$6.04K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co52$3.98K0.00%00.0%Unchanged
Marquette Asset Management, LLC44$3.37K0.00%+23+109.5%Added
Cape Investment Advisory, Inc.42$3.21K0.00%+15+55.6%Added
Whittier Trust Co of Nevada Inc41$3.08K0.00%+16+64.0%Added
DHJJ Financial Advisors, Ltd.40$3.06K0.00%+20+100.0%Added
Bogart Wealth, LLC37$2.83K0.00%−275−88.1%Reduced
True Wealth Design, LLC35$2.68K0.00%+35New
Roxbury Financial LLC34$2.60K0.00%00.0%Unchanged
CWM Advisors, LLC33$2.55K0.00%+33New
NBT Bank N A76$2.29K0.00%+76New
Park Place Capital Corp27$2.06K0.00%+11+68.8%Added
Motiv8 Investments LLC30$2.00K0.00%+30New
Root Financial Partners, LLC26$1.99K0.00%+26New
Smartleaf Asset Management LLC25$1.95K0.00%+25New
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
Nisa Investment Advisors, LLC21$1.61K0.00%+21New
Larson Financial Group LLC17$1.30K0.00%−101−85.6%Reduced
Brown Brothers Harriman & Co16$1.22K0.00%+16New
Parkside Financial Bank & Trust14$1.07K0.00%−205−93.6%Reduced
Global Retirement Partners, LLC12$9180.00%−604−98.1%Reduced
Clearstead Advisors, LLC11$8420.00%−212−95.1%Reduced
Rialto Wealth Management, LLC10$7650.00%+2+25.0%Added
TD Private Client Wealth LLC10$7650.00%+10New
Atlas Capital Advisors LLC10$7640.00%+10New
Bare Financial Services, Inc7$5350.00%+7New
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
CVA Family Office, LLC5$3820.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.4$3060.00%+4New
HFM Investment Advisors, LLC3$2300.00%+3New
1015 Capital Partners, LLC3$2290.00%+3New
Dunhill Financial, LLC2$1830.00%+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
Bay Harbor Wealth Management, LLC2$1520.00%+2New
Transamerica Financial Advisors, Inc.1$760.00%+1New
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Evergreen Quality Fund GP, Ltd.0$00.00%−592,300−100.0%Sold out
Macquarie Group Ltd0$00.00%−551,964−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−510,935−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−315,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−314,352−100.0%Sold out
LMR Partners LLP0$00.00%−240,250−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−225,549−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−192,223−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−159,400−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−123,000−100.0%Sold out
NewSquare Capital LLC0$00.00%−78,031−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−76,005−100.0%Sold out
Aperture Investors, LLC0$00.00%−61,096−100.0%Sold out
IMC-Chicago, LLC0$00.00%−58,635−100.0%Sold out
Longbow Finance SA0$00.00%−50,657−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−47,648−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−41,500−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−40,866−100.0%Sold out
Mackenzie Financial Corp0$00.00%−34,658−100.0%Sold out
EAM Investors, LLC0$00.00%−32,622−100.0%Sold out
Oak Thistle LLC0$00.00%−30,179−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−28,998−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−21,650−100.0%Sold out
Empowered Funds, LLC0$00.00%−21,416−100.0%Sold out
Polianta Ltd0$00.00%−19,100−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−17,828−100.0%Sold out
Entropy Technologies, LP0$00.00%−16,908−100.0%Sold out