Wellington Management Group
RBRK icon

Wellington Management Group’s Rubrik RBRK Stock Holding History

Wellington Management Group’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 		$24.1M Buy
491,674
+118,141
+32% +$6.78M ﹤0.01% 935
2025
Q4 		$28.6M Buy
373,533
+215,127
+136% +$16.5M 0.01% 910
2025
Q3 		$13M Buy
+158,406
New +$13.6M ﹤0.01% 1180

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group's RBRK Position: Q1 2026 in Review

Wellington Management Group increased its Rubrik (RBRK) stake by 32% in Q1 2026, buying an estimated $6.78M and bringing the position to 491,674 shares worth $24.1M. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Wellington Management Group first reported a position in RBRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $28.6M in Q4 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Wellington Management Group held 491,674 shares of Rubrik worth $24.1M as of Q1 2026.
  • Wellington Management Group bought 118,141 Rubrik shares in Q1 2026, an estimated $6.78M.
  • Rubrik made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #935 holding.
  • Wellington Management Group first reported a position in Rubrik in Q3 2025 and has held it in 3 quarters since.
  • Wellington Management Group's Rubrik position peaked at $28.6M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.