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Concurrent Investment Advisors’s Rubrik RBRK Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-100
Closed -$7.65K – 2071
2025
Q4 		$7.65K Buy
+100
New +$7.67K ﹤0.01% 1770

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concurrent Investment Advisors's RBRK Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Rubrik (RBRK) stake by 118% in Q1 2026, buying an estimated $247K and bringing the position to 7,947 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Concurrent Investment Advisors first reported a position in RBRK in Q4 2025 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Concurrent Investment Advisors held 7,947 shares of Rubrik worth $389K as of Q1 2026.
  • Concurrent Investment Advisors bought 4,297 Rubrik shares in Q1 2026, an estimated $247K.
  • Rubrik made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1342 holding.
  • Concurrent Investment Advisors first reported a position in Rubrik in Q4 2025 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.