Lido Advisors’s Rubrik RBRK Stock Holding History

Lido 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	-500	Closed	-$38.2K	–	2159
2025 Q4	$38.2K	Buy	+500	New	+$38.4K	﹤0.01%	1893

Other funds holding RBRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's RBRK Position: Q1 2026 in Review

Lido Advisors increased its Rubrik (RBRK) stake by 195% in Q1 2026, buying an estimated $287K and bringing the position to 7,570 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Lido 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.

Lido Advisors held 7,570 shares of Rubrik worth $371K as of Q1 2026.
Lido Advisors bought 5,003 Rubrik shares in Q1 2026, an estimated $287K.
Rubrik made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1460 holding.
Lido 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 Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.