Stock Analysis
Data Source: SEC EDGAR 13F
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Rubrik INC. (RBRK)

565 + Investors. Track Smart Money conviction in RBRK. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +113
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — RBRK

Based on 579 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RBRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
579 hedge funds hold RBRK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

417 buying208 selling
Last quarter: 417 funds were net buyers (190 opened a brand new position + 227 added to an existing one). Only 208 were sellers (131 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+78 vs last Q)

new funds entering per quarter
Funds opening a new RBRK position: 129 → 125 → 112 → 190. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 48% entered in last year

12% conviction (2yr+) 40% medium 48% new
Only 69 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +82% but shares only +22% — price-driven

Value
+81%
Shares
+22%
Last quarter: the total dollar value of institutional holdings rose +82%, but actual share count only changed +22%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

135 → 129 → 125 → 112 → 190 new funds/Q
New funds entering each quarter: 129 → 125 → 112 → 190. A growing number of institutions are discovering RBRK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 59% of holders entered in last year

3% veterans 38% 1-2yr 59% new
Of 610 current holders: 360 (59%) entered in the past year, only 19 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
60 of 570 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RBRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RBRK

In 2026 Q2, 417 hedge funds were net buyers of RBRK (190 opened a new position, 227 added to an existing one), while 208 reduced or exited (131 trimmed, 77 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 61% of total institutional value in RBRK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +113 funds (more new holders than closures). Total institutional holders: 579.

Hedge Fund Ownership: RBRK

How many hedge funds hold RBRK — quarterly history vs. share price
Quarterly hedge fund ownership of RBRK vs. share price

Market Analysis: RBRK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RBRK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 5 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: RBRK
565 + Investors

Track Smart Money conviction in RBRK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 565 466 21.24%
13F Shares 137M 125M 10.32%
Total Value $10.65B $5.96B 78.72%
New Positions 187 112 +75
Increased Positions 217 185 +32
Closed Positions 79 119 -40
Reduced Positions 120 117 +3
Total Calls 24 21 14.29%
Total Puts 16 14 14.29%
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: RBRK

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Institutional Holders (2026 Q2)

565 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RBRK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RBRK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American International Group, INC. 100.00% 36,478 $2.9M
2 Institutional Venture Management XV, LLC 94.56% 1,431,479 $114.9M
3 Pathway Capital Management, LP 53.56% 159,775 $12.8M
4 Anatole Investment Management Ltd 29.80% 2,189,257 $175.8M
5 Octahedron Capital Management L.P. 8.34% 203,000 $16.3M
6 Daventry Group, LP 6.86% 113,187 $9.1M
7 Robocap Asset Management Ltd 5.10% 78,781 $6.3M
8 Abu Dhabi Investment Council Co P.J.S.C 5.00% 445,341 $35.8M
9 Renaissance Capital LLC 3.50% 79,061 $6.3M
10 Deepwater Asset Management, LLC 3.45% 94,601 $7.6M
11 Z3 Capital Partners, LLC 2.11% 125,408 $10.1M
12 Evolutionary Tree Capital Management, LLC 2.05% 13,549 $1.1M
13 PointState Capital LP 1.90% 1,856,244 $149.0M
14 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.54% 30,200 $2.4M
15 Warm Springs Advisors Inc. 1.39% 25,000 $2.0M
16 Bienville Capital Management, LLC 1.30% 120,987 $9.7M
17 FirstWave Capital Management LLC 1.20% 33,807 $2.7M
18 Alamar Capital Management, LLC 1.08% 26,620 $2.1M
19 Penn Mutual Asset Management 1.02% 2,467 $198K
20 Wealth Effects LLC 0.96% 44,197 $3.5M
21 Champlain Investment Partners, LLC 0.94% 456,286 $36.6M
22 Sphera Management Technology Funds Ltd 0.86% 30,730 $2.5M
23 Washington University 0.69% 22,803 $1.8M
24 Buckland Partners Management Co LLC 0.67% 17,000 $1.4M
25 Stephens Investment Management Group LLC 0.66% 768,696 $61.7M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rubrik INC. (RBRK)

What does the Smart Money Trend signal show for RBRK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RBRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RBRK?

More buyers than sellers — 67% buying: Last quarter: 417 funds were net buyers (190 opened a brand new position + 227 added to an existing one). Only 208 were sellers (131 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RBRK holders?

Elite ownership — 61% AUM from top-100 funds: 60 of 570 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RBRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RBRK?

Mostly new holders — 48% entered in last year: Only 69 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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