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HFM Investment Advisors’s Rubrik RBRK Stock Holding History

HFM 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
Q2 		$562 Buy
+7
New +$440 ﹤0.01% 954
2026
Q1 		– Sell
-3
Closed -$230 – 1318
2025
Q4 		$230 Buy
+3
New +$230 ﹤0.01% 979

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HFM Investment Advisors's RBRK Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Rubrik (RBRK) in Q2 2026: 7 shares worth $562. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in RBRK as recently as Q4 2025.

HFM Investment Advisors first reported a position in RBRK in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Rubrik worth $562 as of Q2 2026.
  • Rubrik was a new HFM Investment Advisors position in Q2 2026.
  • Rubrik made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #954 holding.
  • HFM Investment Advisors first reported a position in Rubrik in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.