Waypoint Wealth Partners’s Rubrik RBRK Stock Holding History

Waypoint Wealth Partners’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
2025 Q2	$11.6M	Buy	+129,923	New	+$10.3M	2.83%	6

Other funds holding RBRK

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waypoint Wealth Partners's RBRK Position: Q2 2025 in Review

Waypoint Wealth Partners opened a new position in Rubrik (RBRK) in Q2 2025: 129,923 shares worth $11.6M. The stake represents 2.83% of the portfolio and ranks #6 among its holdings.

389 funds tracked by Wall St. Rank hold RBRK as of Q2 2025.

Waypoint Wealth Partners held 129,923 shares of Rubrik worth $11.6M as of Q2 2025.
Rubrik was a new Waypoint Wealth Partners position in Q2 2025.
Rubrik made up 2.83% of Waypoint Wealth Partners's portfolio in Q2 2025, its #6 holding.
389 funds tracked by Wall St. Rank held Rubrik as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.