Rapid7 Inc (RPD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Rapid7 Inc (RPD) following the 2026 Q1 hedge fund 13F filings?

As of today, RPD has moved +9.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), RPD gained +29.6% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Rapid7 Inc (RPD)

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

Smart Money Signals — RPD

Based on 238 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added RPD 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.

📊

High ownership — 82% of 3.0Y peak

82% of all-time peak

238 funds currently hold this stock — 82% of the 3.0-year high of 291 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

13 fewer hedge funds hold RPD compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 55% buying

154 buying126 selling

Last quarter: 154 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter

Funds opening a new RPD position: 38 → 39 → 45 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 16% medium ■ 26% new

136 out of 238 hedge funds have held RPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -3%, value -67%

Value

-66%

-2%

Last quarter: funds added -3% more shares while total portfolio value only changed -67%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

41 → 38 → 39 → 45 → 68 new funds/Q

New funds entering each quarter: 38 → 39 → 45 → 68. A growing number of institutions are discovering RPD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 66% veterans vs 25% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 25% new

Entry-cohort mix of 249 holders: 164 (66%) are 2+ year veterans, 23 entered 1–2 years ago, and 62 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

45 of 237 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	237	224	5.8%
13F Shares	63M	65M	-2.74%
Total Value	$327M	$986M	-66.84%
New Positions	67	45	+22
Increased Positions	83	88	-5
Closed Positions	54	52	+2
Reduced Positions	66	71	-5
Total Calls	8	9	-11.11%
Total Puts	4	7	-42.86%
PUT/CALL Ratio	0.5	0.78	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

237

224

5.8%

13F Shares

63M

65M

-2.74%

Total Value

$327M

$986M

-66.84%

New Positions

+22

Increased Positions

-5

Closed Positions

Reduced Positions

-5

Total Calls

-11.11%

Total Puts

-42.86%

PUT/CALL Ratio

0.5

0.78

Bullish

Institutional Holders (2026 Q1)

237 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 RPD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	JANA Partners Management, LP	2.31%	6,743,653	$37.2M
2	Circumference Group LLC	2.20%	178,543	$984K
3	Nano Cap New Millennium Growth Fund L P	0.39%	75,000	$413K
4	Palogic Value Management, L.P.	0.24%	105,000	$579K
5	Atom Investors LP	0.15%	381,240	$2.1M
6	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	0.13%	321,516	$1.8M
7	Williams & Novak, LLC	0.10%	25,150	$137K
8	Quinn Opportunity Partners LLC	0.10%	347,897	$1.9M
9	Susquehanna Fundamental Investments, LLC	0.09%	420,545	$2.3M
10	Occudo Quantitative Strategies LP	0.09%	269,883	$1.6M
11	Park Capital Management, LLC / WI	0.09%	15,917	$88K
12	Empirical Asset Management, LLC	0.07%	51,258	$282K
13	Brooklyn Investment Group	0.06%	348,448	$1.9M
14	Axq Capital, LP	0.06%	84,142	$464K
15	Tempus Wealth Planning, LLC	0.05%	42,301	$233K
16	Counterpoint Mutual Funds LLC	0.04%	50,534	$278K
17	Pale Fire Capital SE	0.04%	79,249	$437K
18	Commonwealth Financial Services, LLC	0.03%	33,465	$184K
19	State of Wyoming	0.03%	43,026	$237K
20	FourThought Financial Partners, LLC	0.03%	58,484	$322K
21	Engineers Gate Manager LP	0.02%	359,071	$2.0M
22	Acorn Financial Advisory Services Inc /Adv	0.02%	32,378	$178K
23	Y-Intercept (Hong Kong) Ltd	0.02%	190,133	$1.0M
24	Fox Run Management, L.L.C.	0.02%	18,760	$102K
25	Alyeska Investment Group, L.P.	0.02%	1,133,348	$6.2M

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 — Rapid7 Inc (RPD)

What does the Smart Money Trend signal show for RPD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RPD 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 RPD?

Slight buying edge — 55% buying: Last quarter: 154 funds bought or added vs 126 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RPD holders?

Strong quality — 31% AUM from major funds: 45 of 237 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RPD?

57% of holders stayed for 2+ years: 136 out of 238 hedge funds have held RPD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Rapid7 Inc (RPD) following the 2026 Q1 hedge fund 13F filings?

As of today, RPD has moved +9.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), RPD has gained +29.6% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Rapid7 Inc (RPD)

Smart Money Signals — RPD

Buying streak — 1 quarter in a row

High ownership — 82% of 3.0Y peak

Outflows — 5% fewer funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+23 vs last Q)

57% of holders stayed for 2+ years

Buying through price weakness — shares -3%, value -67%

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 25% newcomers

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — RPD

Hedge Fund Ownership: RPD

Market Analysis: RPD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RPD

Is It Too Late to Buy Rapid7 Inc (RPD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RPD

Statistics: RPD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Rapid7 Inc (RPD)

Welcome to 13Foresight!