Marc Stad’s Rubrik RBRK Stock Holding History

Marc Stad’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
2024 Q4	–	Sell	-1,067,823	Closed	-$34.3M	–	27
2024 Q3	$34.3M	Sell	1,067,823 -482,177	-31%	-$16M	0.6%	18
2024 Q2	$47.5M	Buy	+1,550,000	New	+$51M	0.91%	19

Other funds holding RBRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $122M AUM 1.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Marc Stad's RBRK Position: Q4 2024 in Review

Marc Stad sold out of Rubrik (RBRK) in Q4 2024, closing a stake of 1,067,823 shares — an estimated $34.3M sold.

Marc Stad first reported a position in RBRK in Q2 2024 and held it in 2 quarters. The position peaked at $47.5M in Q2 2024. 252 funds tracked by Wall St. Rank hold RBRK as of Q4 2024.

Marc Stad reported no remaining Rubrik position as of Q4 2024 after selling out during the quarter.
Marc Stad sold 1,067,823 Rubrik shares in Q4 2024, an estimated $34.3M.
Marc Stad first reported a position in Rubrik in Q2 2024 and held it in 2 quarters.
Marc Stad's Rubrik position peaked at $47.5M in Q2 2024.
252 funds tracked by Wall St. Rank held Rubrik as of Q4 2024.

Based on Dragoneer Investment Group's 13F filing for Q4 2024, filed 14 Feb 2025.