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
Q2 		$58.7M Buy
731,736
+240,062
+49% +$15.1M 0.01% 703
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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's RBRK Position: Q2 2026 in Review

Wellington Management Group increased its Rubrik (RBRK) stake by 49% in Q2 2026, buying an estimated $15.1M and bringing the position to 731,736 shares worth $58.7M. The position accounts for 0.01% of the portfolio, ranked #703.

Wellington Management Group first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Wellington Management Group held 731,736 shares of Rubrik worth $58.7M as of Q2 2026.
  • Wellington Management Group bought 240,062 Rubrik shares in Q2 2026, an estimated $15.1M.
  • Rubrik made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #703 holding.
  • Wellington Management Group first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.