Cerity Partners’s Rubrik RBRK Stock Holding History

Cerity Partners’s Portfolio RBRK Stock Details RBRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6M	Buy	193,861 +173,945	+873%	+$10.9M	0.02%	565
2026 Q1	$975K	Buy	19,916 +1,728	+10%	+$99.2K	﹤0.01%	1877
2025 Q4	$1.39M	Sell	18,188 -18,117	-50%	-$1.39M	﹤0.01%	1543
2025 Q3	$2.99M	Buy	36,305 +32,227	+790%	+$2.77M	﹤0.01%	1104
2025 Q2	$365K	Sell	4,078 -241	-6%	-$19.1K	﹤0.01%	2040
2025 Q1	$263K	Buy	4,319 +1,123	+35%	+$76.7K	﹤0.01%	2091
2024 Q4	$209K	Buy	+3,196	New	+$158K	﹤0.01%	2221

Other funds holding RBRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cerity Partners's RBRK Position: Q2 2026 in Review

Cerity Partners increased its Rubrik (RBRK) stake by 873% in Q2 2026, buying an estimated $10.9M and bringing the position to 193,861 shares worth $15.6M. The position accounts for 0.02% of the portfolio, ranked #565.

Cerity Partners first reported a position in RBRK in Q4 2024 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Cerity Partners held 193,861 shares of Rubrik worth $15.6M as of Q2 2026.
Cerity Partners bought 173,945 Rubrik shares in Q2 2026, an estimated $10.9M.
Rubrik made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #565 holding.
Cerity Partners first reported a position in Rubrik in Q4 2024 and has held it in 7 quarters since.
534 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.