Congress Asset Management’s Rubrik RBRK Stock Holding History

Congress Asset Management’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 Q3	$81.9M	Buy	715,550 +175,866	+33%	+$16.2M	0.53%	69
2026 Q2	$43.3M	Sell	539,684 -6,041	-1%	-$380K	0.27%	110
2026 Q1	$26.7M	Buy	+545,725	New	+$31.3M	0.19%	128

Other funds holding RBRK

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Congress Asset Management's RBRK Position: Q3 2026 in Review

Congress Asset Management increased its Rubrik (RBRK) stake by 33% in Q3 2026, buying an estimated $16.2M and bringing the position to 715,550 shares worth $81.9M. The position accounts for 0.53% of the portfolio, ranked #69.

Congress Asset Management first reported a position in RBRK in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

Congress Asset Management held 715,550 shares of Rubrik worth $81.9M as of Q3 2026.
Congress Asset Management bought 175,866 Rubrik shares in Q3 2026, an estimated $16.2M.
Rubrik made up 0.53% of Congress Asset Management's portfolio in Q3 2026, its #69 holding.
Congress Asset Management first reported a position in Rubrik in Q1 2026 and has held it in 3 quarters since.
27 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.