HolderBook

RUBRIK INC. (RBRK)

Institutional ownership reported to the SEC as of Q3 2026, across 10 quarters.

25
Reporting holders
$95.9M
Reported value
0.0%
Calls
0.0%
Puts
-561
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$81.9M715,5500.53%3q+32.6%+$20.1M
ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.5M30,6250.08%3q-1.2%-$42.9K
Gradient Investments LLC$2.6M22,6380.04%3q-11.7%-$345.0K
Wedmont Private Capital$1.9M15,3510.04%3q-4.4%-$85.0K
STABLEFORD CAPITAL II LLC$1.3M11,2410.45%newNEW
Central Pacific Bank - Trust Division$676.6K5,9110.07%newNEW
Green Alpha Advisors, LLC$646.8K5,6500.44%8q+1.1%+$7.3K
Farther Finance Advisors, LLC$607.9K5,3110.00%7q+44.1%+$186.1K
RIVERSEDGE ADVISORS, LLC$537.2K4,6930.07%2q+12.8%+$61.1K
Balefire, LLC$397.4K3,4720.06%2q-19.0%-$93.4K
Legacy Wealth Asset Management, LLC$372.3K3,2520.08%newNEW
LifeGoal Investments, LLC$336.2K2,9370.10%newNEW
GAMMA Investing LLC$321.2K2,8060.01%6q+51.5%+$109.2K
Whalen Wealth Management Inc.$295.1K2,5780.13%newNEW
GK Wealth Management LLC$172.2K1,5040.10%newNEW
Noble Wealth Management PBC$124.5K1,0880.06%5qHELD
Versant Capital Management, Inc$107.5K9390.01%3q+1.4%+$1.5K
CoreCap Advisors, LLC$62.4K5450.00%8q+268.2%+$45.4K
TOTH FINANCIAL ADVISORY CORP$22.9K2000.00%newNEW
Bullock Wealth Management Group$15.9K1380.01%5qHELD
ELEVATION WEALTH PARTNERS, LLC$7.0K610.00%3qHELD
Roxbury Financial LLC$2.9K250.00%8qHELD
Marquette Asset Management, LLC$2.5K220.00%5qHELD
MassMutual Private Wealth & Trust, FSB$2.1K180.00%3qHELD
Planning Strategies Inc.$1.6K140.00%2q+16.7%
WoodTrust Financial Corp$5154,5000.06%2qHELD
CX Institutional$1611,4030.00%3q+0.7%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/ALS SPV Management, LLCwith 9 co-filers2.0%
2026-08-1313GAQR Capital Management, LLCwith 1 co-filers6.2%
2026-07-3113GVanguard Capital Management5.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-272026-08-26Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-01Nithrakashyap ArvindChief Technology OfficerSold199,447$16.8M ×8
2026-07-15Choudary Kiran KumarChief Financial OfficerSold28,000$2.3M ×8
2026-10-06Nithrakashyap ArvindChief Technology OfficerSold12,820$1.6M ×4
2026-10-07Nithrakashyap ArvindChief Technology OfficerSold12,820$1.6M ×4
2026-10-05Nithrakashyap ArvindChief Technology OfficerSold12,820$1.6M ×6
2026-10-01THOMPSON JOHN WENDELLDirectorSold13,500$1.6M ×6
2026-09-08Nithrakashyap ArvindChief Technology OfficerSold12,820$1.2M ×3
2026-09-09Nithrakashyap ArvindChief Technology OfficerSold12,820$1.2M ×5
2026-09-10Nithrakashyap ArvindChief Technology OfficerSold12,820$1.2M ×5
2026-06-01THOMPSON JOHN WENDELLDirectorSold13,500$1.1M ×11
2026-07-06Nithrakashyap ArvindChief Technology OfficerSold12,820$1.1M ×7
2026-07-07Nithrakashyap ArvindChief Technology OfficerSold12,820$1.1M ×5

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202625$95.9M836,5697840.0%
Q2 2026586$11.7B135,047,8311832091248.0%
Q1 2026469$6.3B117,291,3891031841138.6%
Q4 2025480$9.7B116,050,725961801248.2%
Q3 2025442$9.4B103,839,334136177818.8%
Q2 2025393$9.5B100,339,789134131895.0%
Q1 2025308$5.3B82,938,86193120614.7%
Q4 2024255$4.6B67,088,79210569434.0%
Q3 2024173$1.8B53,639,9877254202.5%
Q2 2024134$1.2B37,295,398141001.7%