CX Institutional
RBRK icon

CX Institutional’s Rubrik RBRK Stock Holding History

CX Institutional’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 		$161K Buy
1,403
+10
+0.7% +$919 ﹤0.01% 787
2026
Q2 		$112K Buy
1,393
+1,069
+330% +$67.2K ﹤0.01% 843
2026
Q1 		$16K Buy
+324
New +$18.6K ﹤0.01% 1188

Other funds holding RBRK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

CX Institutional's RBRK Position: Q3 2026 in Review

CX Institutional increased its Rubrik (RBRK) stake by 0.72% in Q3 2026, buying an estimated $919 and bringing the position to 1,403 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

CX Institutional first reported a position in RBRK in Q1 2026 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • CX Institutional held 1,403 shares of Rubrik worth $161K as of Q3 2026.
  • CX Institutional bought 10 Rubrik shares in Q3 2026, an estimated $919.
  • Rubrik made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #787 holding.
  • CX Institutional first reported a position in Rubrik in Q1 2026 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.