GI
RBRK icon

Gradient Investments’s Rubrik RBRK Stock Holding History

Gradient Investments’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 		$2.59M Sell
22,638
-3,014
-12% -$277K 0.04% 237
2026
Q2 		$2.06M Buy
25,652
+6,567
+34% +$413K 0.03% 264
2026
Q1 		$935K Buy
+19,085
New +$1.1M 0.01% 309

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Gradient Investments's RBRK Position: Q3 2026 in Review

Gradient Investments reduced its Rubrik (RBRK) stake by 12% in Q3 2026, selling an estimated $277K and leaving 22,638 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #237.

Gradient Investments 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.

  • Gradient Investments held 22,638 shares of Rubrik worth $2.59M as of Q3 2026.
  • Gradient Investments sold 3,014 Rubrik shares in Q3 2026, an estimated $277K.
  • Rubrik made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #237 holding.
  • Gradient Investments 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 Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.