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 13 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, Q2 2026
Institutional positions in Rubrik, Inc. as of Jun 30, 2026. 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
- 575
- +115 vs. Q1 2026
- Shares held
- 130.2M
- +14.5M (+12.5%) vs. Q1 2026
- Total value
- $10.4B
- +$4.71B (+82.9%) vs. Q1 2026
- New holders
- 187
- 221 more added
- Sold out
- 72
- 118 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 575 | $10.4B |
| Q1 2026 | 466 | $5.69B |
| Q4 2025 | 473 | $8.83B |
| Q3 2025 | 438 | $8.43B |
| Q2 2025 | 390 | $8.93B |
| Q1 2025 | 305 | $4.89B |
| Q4 2024 | 252 | $4.38B |
| Q3 2024 | 169 | $1.68B |
| Q2 2024 | 135 | $1.09B |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Rubrik, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 3,741 | $300.3K | 0.01% | +1,608+75.4% | Added |
| LeConte Wealth Management, LLC | 3,678 | $295.3K | 0.16% | +3,678 | New |
| Axxion S.A. | 3,669 | $294.5K | 0.02% | +3,669 | New |
| Farther Finance Advisors, LLC | 3,685 | $293.3K | 0.00% | +1,455+65.2% | Added |
| Private Advisory Group LLC | 3,641 | $292.3K | 0.02% | +3,641 | New |
| Knightsbridge Asset Management, LLC | 3,634 | $291.7K | 0.04% | +3,634 | New |
| Jasper Ridge Partners, L.P. | 3,550 | $285.0K | 0.01% | +3,550 | New |
| PFG Investments, LLC | 3,455 | $277.4K | 0.01% | +3,455 | New |
| Themes Management Co LLC | 3,447 | $276.7K | 0.18% | +3,447 | New |
| Soltis Investment Advisors LLC | 3,396 | $272.6K | 0.02% | +3,396 | New |
| Cresset Asset Management, LLC | 3,379 | $271.3K | 0.00% | +3,379 | New |
| Laird Norton Trust Company, LLC | 3,349 | $268.9K | 0.01% | +3,349 | New |
| Savvy Advisors, Inc. | 3,330 | $267.3K | 0.01% | +3,330 | New |
| Fifth Third Bancorp | 3,309 | $265.6K | 0.00% | −1,277−27.8% | Reduced |
| Moors & Cabot, Inc. | 3,270 | $262.5K | 0.01% | +3,270 | New |
| STRS Ohio | 3,268 | $262.4K | 0.00% | −115,031−97.2% | Reduced |
| Abundance Wealth Counselors | 3,256 | $261.4K | 0.02% | +3,256 | New |
| Haven Private, LLC | 3,223 | $258.7K | 0.10% | +3,223 | New |
| Axxcess Wealth Management, LLC | 3,193 | $256.3K | 0.00% | +3,193 | New |
| Cliffwater LLC | 3,184 | $255.6K | 0.06% | 00.0% | Unchanged |
| New World Advisors LLC | 3,177 | $255.1K | 0.04% | +3,177 | New |
| Essential Partners LLC | 3,152 | $253.0K | 0.12% | +2,582+453.0% | Added |
| Dara Capital US, Inc. | 3,121 | $250.6K | 0.17% | +919+41.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,076 | $246.9K | 0.00% | +3,076 | New |
| Frec Markets, Inc. | 3,067 | $246.2K | 0.02% | +3,067 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,000 | $240.8K | 0.01% | −3,000−50.0% | Reduced |
| Corps Capital Advisors, LLC | 3,000 | $240.8K | 0.19% | +3,000 | New |
| PVG Asset Management Corp | 2,992 | $240.2K | 0.14% | +2,992 | New |
| Proficio Capital Partners LLC | 2,979 | $239.2K | 0.01% | +2,979 | New |
| Vise Technologies, Inc. | 2,979 | $239.1K | 0.00% | +2,979 | New |
| Motley Fool Asset Management LLC | 2,972 | $238.6K | 0.01% | +2,972 | New |
| Twelve Points Wealth Management LLC | 2,908 | $233.5K | 0.05% | +2,908 | New |
| Facet Wealth, Inc. | 2,906 | $233.3K | 0.00% | +2,906 | New |
| Clearstead Advisors, LLC | 2,872 | $230.6K | 0.00% | +872+43.6% | Added |
| Northwest Wealth Management, LLC | 2,872 | $230.6K | 0.03% | +2,872 | New |
| Mainsail Asset Management, LLC | 2,919 | $230.5K | 0.09% | +2,919 | New |
| Pinnacle Associates Ltd | 2,777 | $222.9K | 0.00% | +2,777 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,777 | $222.9K | 0.01% | +2,777 | New |
| Alphadyne Asset Management LP | 2,774 | $222.7K | 0.01% | +2,774 | New |
| Values First Advisors, Inc. | 2,765 | $222.0K | 0.10% | +2,765 | New |
| Old Mission Capital LLC | 2,693 | $216.2K | 0.01% | +2,693 | New |
| Allen Investment Management LLC | 2,680 | $215.2K | 0.00% | +2,680 | New |
| Investment Research Partners LLC | 2,606 | $209.2K | 0.07% | +2,606 | New |
| Truefg, LLC | 2,600 | $208.7K | 0.05% | +2,600 | New |
| Palumbo Wealth Management LLC | 2,596 | $208.4K | 0.04% | +2,596 | New |
| Sym Financial Corp | 2,560 | $205.5K | 0.02% | +2,560 | New |
| Keel Point, LLC | 2,559 | $205.4K | 0.01% | +2,559 | New |
| Avail Investment Partners, LLC | 2,544 | $204.2K | 0.16% | +2,544 | New |
| Penn Mutual Asset Management, LLC | 2,467 | $198.1K | 1.02% | −14,005−85.0% | Reduced |
| Parallel Advisors, LLC | 2,457 | $197.2K | 0.00% | −473−16.1% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 2,448 | $196.5K | 0.02% | −128−5.0% | Reduced |
| True Wealth Design, LLC | 2,381 | $191.1K | 0.05% | +2,350+7,580.6% | Added |
| Cisco Systems, Inc. | 2,319 | $186.2K | 0.05% | +2,319 | New |
| Sterling Capital Management LLC | 2,212 | $177.6K | 0.00% | −330−13.0% | Reduced |
| Triumph Capital Management | 1,928 | $154.8K | 0.03% | −151−7.3% | Reduced |
| GAMMA Investing LLC | 1,852 | $148.7K | 0.01% | +591+46.9% | Added |
| 1620 Investment Advisors, Inc. | 1,823 | $146.3K | 0.09% | −72−3.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,760 | $141.3K | 0.01% | +1,760 | New |
| DV Trading LLC | 1,712 | $137.4K | 0.01% | +1,712 | New |
| Crewe Advisors LLC | 1,500 | $120.4K | 0.01% | +1,500 | New |
| CX Institutional | 1,393 | $112.0K | 0.00% | +1,069+329.9% | Added |
| Eurizon Capital SGR S.p.A. | 1,322 | $101.3K | 0.00% | −2,117−61.6% | Reduced |
| Operose Advisors LLC | 1,191 | $95.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,129 | $91.0K | 0.05% | +1,030+1,040.4% | Added |
| Noble Wealth Management PBC | 1,088 | $87.3K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,085 | $87.1K | 0.00% | +158+17.0% | Added |
| Versant Capital Management, Inc | 926 | $74.3K | 0.01% | +327+54.6% | Added |
| Harbour Investments, Inc. | 913 | $73.3K | 0.00% | +5+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 825 | $66.0K | 0.00% | +825 | New |
| NBC Securities, Inc. | 700 | $56.2K | 0.00% | +700 | New |
| Signaturefd, LLC | 682 | $54.7K | 0.00% | −37−5.1% | Reduced |
| Heritage Wealth Advisors | 620 | $49.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 600 | $48.2K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 600 | $48.2K | 0.04% | 00.0% | Unchanged |
| Markowski Investments | 595 | $47.8K | 0.01% | +595 | New |
| Hollencrest Capital Management | 500 | $40.1K | 0.00% | +500 | New |
| Quarry LP | 442 | $35.5K | 0.01% | +442 | New |
| Aquatic Capital Management LLC | 390 | $31.3K | 0.00% | +390 | New |
| Silver Grove Financial Group, Inc. | 376 | $30.2K | 0.02% | +376 | New |
| SJS Investment Consulting Inc. | 365 | $29.3K | 0.00% | +275+305.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $24.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 300 | $24.1K | 0.00% | +300 | New |
| Activest Wealth Management | 276 | $22.2K | 0.00% | +102+58.6% | Added |
| TD Waterhouse Canada Inc. | 264 | $21.6K | 0.00% | −13,525−98.1% | Reduced |
| Catalyst Capital Advisors LLC | 250 | $20.1K | 0.00% | −150−37.5% | Reduced |
| Ronald Blue Trust, Inc. | 250 | $20.1K | 0.00% | +123+96.9% | Added |
| International Assets Investment Management, LLC | 230 | $18.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 230 | $18.5K | 0.00% | +230 | New |
| Bogart Wealth, LLC | 218 | $17.5K | 0.00% | +167+327.5% | Added |
| Owl Creek Wealth Partners LLC | 210 | $16.9K | 0.00% | +40+23.5% | Added |
| Founders Capital Management | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 181 | $14.5K | 0.00% | +23+14.6% | Added |
| Whittier Trust Co of Nevada Inc | 147 | $12.8K | 0.00% | +56+61.5% | Added |
| Westfuller Advisors, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 148 | $11.9K | 0.00% | +8+5.7% | Added |
| Bullock Wealth Management Group | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 105 | $8.43K | 0.00% | +105 | New |
| Umb Bank N A | 102 | $8.19K | 0.00% | +14+15.9% | Added |