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Rubrik (RBRK) Institutional Ownership

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$93.17 -13.85 (-12.94%)
As of 08/28/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Rubrik (NYSE:RBRK)

Current
Institutional Ownership
Percentage
49.54%
Number of
Institutional Buyers
(last 12 months)
339
Total
Institutional Inflows
(last 12 months)
$3.83B
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$1.41B
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RBRK Institutional Buying and Selling by Quarter

Rubrik Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP144,651$11.61M0.0%N/A0.070%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al35,000$2.81M0.0%N/A0.017%
8/24/2026 California State Teachers Retirement System14,781,716$1.19B0.0%+8,477.0%7.182%
8/23/2026 Straight Path Wealth Management4,020$323K0.1%N/A0.002%
8/23/2026 Wedmont Private Capital16,054$1.36M0.0%+181.0%0.008%
8/23/2026 HB Wealth Management LLC10,241$822K0.0%N/A0.005%
8/22/2026 Markowski Investments595$48K0.0%N/A0.000%
8/22/2026 Odyssean LLC15,782$1.27M0.2%+85.5%0.008%
8/22/2026 FirstWave Capital Management LLC33,807$2.71M1.2%N/A0.016%
8/22/2026 Concurrent Investment Advisors LLC11,761$944K0.0%+48.0%0.006%
8/21/2026 Alamar Capital Management LLC26,620$2.14M1.1%-8.4%0.013%
8/21/2026 Nykredit A S5,586$448K0.0%N/A0.003%
8/21/2026 Triumph Capital Management1,928$155K0.0%-7.3%0.001%
8/20/2026 Proficio Capital Partners LLC2,979$239K0.0%N/A0.001%
8/20/2026 Grandeur Peak Global Advisors LLC44,025$3.53M0.9%+11.7%0.021%
8/19/2026 Wellington Management Group LLP731,736$58.74M0.0%+48.8%0.356%
8/18/2026 Public Employees Retirement System of Ohio44,184$3.55M0.0%N/A0.021%
8/7/2026 Buckland Partners Management Co LLC17,000$1.37M0.7%N/A0.008%
8/6/2026 S&CO Inc.53,612$4.30M0.2%N/A0.026%
7/10/2026 Handelsbanken Fonder AB44,400$3.56M0.0%+35.4%0.022%
7/8/2026 Gradient Investments LLC25,652$2.06M0.0%+34.4%0.012%
7/8/2026 FNY Investment Advisers LLC9,677$776K0.3%+112.7%0.005%
7/8/2026 Assenagon Asset Management S.A.280,448$22.51M0.0%+11.1%0.136%
7/7/2026 Balefire LLC4,288$344K0.1%N/A0.002%
7/7/2026 GAMMA Investing LLC1,852$149K0.0%+46.9%0.001%
7/7/2026 Avior Wealth Management LLC4,640$372K0.0%N/A0.002%
7/2/2026 Versant Capital Management Inc926$74K0.0%+54.6%0.000%
7/2/2026 CX Institutional1,393$112K0.0%+329.9%0.001%
7/1/2026 PVG Asset Management Corp2,992$240K0.1%N/A0.001%
5/22/2026 Evolutionary Tree Capital Management LLC24,740$1.21M2.3%-26.3%0.012%
5/21/2026 Essential Partners LLC570$28K0.0%+99.3%0.000%
5/19/2026 Royal Fund Management LLC18,115$887K0.1%-4.2%0.009%
5/19/2026 Bank of America Corp DE1,021,621$50.03M0.0%-10.5%0.505%
5/19/2026Janus Henderson Group PLC84,993$4.16M0.0%-34.0%0.042%
5/19/2026 Arkadios Wealth Advisors10,328$506K0.0%N/A0.005%
5/19/2026 Atreides Management LP566,454$27.74M0.6%-36.7%0.280%
5/19/2026 Smith Group Asset Management LLC12,602$617K0.0%N/A0.006%
5/18/2026 ADAR1 Capital Management LLC4,900$240K0.0%N/A0.002%
5/18/2026Sunbelt Securities Inc.936$46K0.0%N/A0.000%
5/18/2026 Amundi561,496$27.50M0.0%+449.5%0.278%
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5/18/2026 EverSource Wealth Advisors LLC1,476$72K0.0%+256.5%0.001%
5/18/2026 California State Teachers Retirement System172,341$8.44M0.0%+29.5%0.085%
5/18/2026 Readystate Asset Management LP22,844$1.12M0.1%N/A0.011%
5/18/2026 Royal Bank of Canada375,259$18.38M0.0%+64.4%0.186%
5/16/2026 The Manufacturers Life Insurance Company57,372$2.81M0.0%+37.5%0.028%
5/16/2026 Quantinno Capital Management LP82,139$4.02M0.0%+160.7%0.041%
5/16/2026 SummitTX Capital L.P.9,002$441K0.0%N/A0.004%
5/16/2026 Lazard Asset Management LLC12,166$596K0.0%+52.1%0.006%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund87,800$4.30M0.0%N/A0.043%
5/14/2026 Renaissance Technologies LLC377,489$18.49M0.0%-47.8%0.187%
5/14/2026 Bollard Group LLC18,294$896K0.0%N/A0.009%
5/14/2026 Public Employees Retirement System of Ohio41,603$2.04M0.0%-49.5%0.021%
5/14/2026 Bank of Nova Scotia726,670$35.59M0.1%-1.5%0.359%
5/14/2026Gibbs Wealth Management11,455$561K0.1%N/A0.006%
5/14/2026 Sei Investments Co.102,575$5.02M0.0%-5.6%0.051%
5/14/2026 Alamar Capital Management LLC29,070$1.42M0.9%N/A0.014%
5/14/2026 Lido Advisors LLC7,570$371K0.0%+266.2%0.004%
5/13/2026 Cetera Investment Advisers87,025$4.26M0.0%+36.6%0.043%
5/13/2026 NewEdge Wealth LLC12,946$634K0.0%N/A0.006%
5/13/2026 CI Investments Inc.404,637$19.82M0.1%N/A0.200%
5/13/2026 First Trust Advisors LP4,895,715$239.74M0.2%-30.7%2.420%
5/8/2026 PNC Financial Services Group Inc.2,590$127K0.0%+58.1%0.001%
5/8/2026 Amova Asset Management Americas Inc.311,213$15.23M0.2%-6.5%0.154%
5/7/2026 WCM Investment Management LLC41,299$1.88M0.0%-24.9%0.020%
5/7/2026 Dimensional Fund Advisors LP144,761$7.09M0.0%-62.9%0.072%
5/7/2026 Parallel Advisors LLC2,930$143K0.0%+45.0%0.001%
5/7/2026 KBC Group NV29,048$1.42M0.0%+34.3%0.014%
5/7/2026 Swiss National Bank292,100$14.30M0.0%+5.5%0.144%
5/6/2026 California Public Employees Retirement System175,866$8.61M0.0%-21.7%0.087%
5/6/2026 Assetmark Inc.17,382$851K0.0%-13.3%0.009%
5/5/2026 Bank of New York Mellon Corp557,501$27.30M0.0%+0.2%0.276%
5/5/2026 Sanctuary Advisors LLC16,843$825K0.0%+59.0%0.008%
5/5/2026 Sterling Investment Advisors Ltd.4,250$208K0.0%N/A0.002%
5/4/2026 Bleakley Financial Group LLC13,633$668K0.0%N/A0.007%
5/4/2026 Principal Financial Group Inc.5,254$257K0.0%+67.2%0.003%
5/2/2026 Diversify Wealth Management LLC46,174$2.48M0.0%+18.6%0.023%
5/1/2026 Fifth Third Bancorp4,586$225K0.0%N/A0.002%
4/30/2026 Hsbc Holdings PLC68,065$3.29M0.0%-38.5%0.034%
4/30/2026 Kestra Advisory Services LLC11,558$566K0.0%+12.6%0.006%
4/30/2026 Money Concepts Capital Corp31,933$1.56M0.1%+82.4%0.016%
4/30/2026 Sumitomo Mitsui Trust Group Inc.311,213$15.24M0.0%-6.5%0.154%
4/28/2026 Stephens Investment Management Group LLC699,389$34.25M0.5%+17.4%0.346%
4/28/2026 Praxis Investment Management Inc.4,919$241K0.0%N/A0.002%
4/27/2026 Private Advisor Group LLC99,094$4.85M0.0%+34.1%0.049%
4/27/2026 Leonteq Securities AG1,658$81K0.0%-11.3%0.001%
4/25/2026 Strs Ohio118,299$5.79M0.0%+0.2%0.058%
4/25/2026 Keybank National Association OH16,563$811K0.0%-8.7%0.008%
4/24/2026 Impact Partnership Wealth LLC5,620$275K0.0%+46.8%0.003%
4/23/2026 Forum Financial Management LP6,846$335K0.0%N/A0.003%
4/22/2026 Patriot Financial Group Insurance Agency LLC8,548$419K0.0%N/A0.004%
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4/22/2026 Pictet Asset Management Holding SA3,325,503$162.57M0.2%+104.1%1.644%
4/22/2026 Sterling Capital Management LLC2,542$124K0.0%-32.4%0.001%
4/21/2026 Sugar Maple Asset Management LLC6,000$294K0.2%N/A0.003%
4/21/2026 Wealth Effects LLC35,072$1.72M0.6%N/A0.017%
4/20/2026 Banque Cantonale Vaudoise46,736$2.29M0.1%+11,299.0%0.023%
4/20/2026 Assenagon Asset Management S.A.252,392$12.36M0.0%-60.7%0.125%
4/17/2026 Novare Capital Management LLC7,320$358K0.0%+7.6%0.004%
4/16/2026 SG Americas Securities LLC1,171,286$57.36M0.1%+1,284.7%0.579%
4/16/2026 Diversified Trust Co13,209$647K0.0%+101.9%0.007%
3/20/2026 Hsbc Holdings PLC110,756$8.53M0.0%+712.4%0.055%


RBRK Institutional Ownership - Frequently Asked Questions

During the previous two years, 541 institutional investors and hedge funds held shares of Rubrik. The most heavily invested institutionals were California State Teachers Retirement System ($1.19B), Vanguard Group Inc. ($1.12B), Norges Bank ($345.91M), Voya Investment Management LLC ($293.55M), First Trust Advisors LP ($239.74M), FMR LLC ($213.20M), and Geode Capital Management LLC ($193.43M).Learn more on Rubrik's institutional investors.

49.54% of Rubrik's stock is owned by institutional investors. Learn more on RBRK's institutional investor holdings.

Of the 511 institutional investors that purchased Rubrik's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($14.72M), Vanguard Group Inc. ($11.74M), Norges Bank ($11.21M), First Trust Advisors LP ($4.65M), FMR LLC ($2.07M), Pictet Asset Management Holding SA ($2.01M), and PointState Capital LP ($1.92M).

Institutional investors have bought a total of 50,021,705 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

Of the 132 institutional investors that sold Rubrik's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($2.17M), Voloridge Investment Management LLC ($1.28M), UBS Group AG ($1.24M), Two Sigma Investments LP ($1.08M), Teacher Retirement System of Texas ($1.01M), Institutional Venture Management XV LLC ($737.23K), and Bain Capital Venture Investors LLC ($700K).

Institutional investors have sold a total of 19,247,835 shares in the last 24 months. This volume of shares sold represents approximately $1.41B in transactions.



Institutional ownership data for NYSE:RBRK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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