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462 hedge funds and large institutions have $5.68B invested in Rubrik in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 190 increasing their positions, 115 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 115

6% more call options, than puts

Call options by funds: $264M | Put options by funds: $249M

2% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 110

2% less funds holding

Funds holding: 473462 (-11)

2.55% less ownership

Funds ownership: 76.12%73.58% (-2.5%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

36% less capital invested

Capital invested by funds: $8.84B → $5.68B (-$3.15B)

Holders
462
Holders Change
-11
Holders Change %
-2.33%
% of All Funds
5.69%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
108
Increased
190
Reduced
115
Closed
110
Calls
$264M
Puts
$249M
Net Calls
+$14.8M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
376
Rothschild Investment LLC
Illinois
$27.8K -$15.4K -269 -32%
SIS
377
Sound Income Strategies
Florida
$22.7K +$26.8K +467 New
BC
378
Bayforest Capital
United Kingdom
$21.1K +$24.7K +431 New
CCA
379
Catalyst Capital Advisors
New York
$19.6K
MSFP
380
Mark Sheptoff Financial Planning
Connecticut
$17.1K
CI
381
CX Institutional
Indiana
$16K +$18.6K +324 New
DWP
382
Destiny Wealth Partners
Florida
$15.7K +$18.4K +320 New
AUB
383
Atlantic Union Bankshares
Virginia
$14.7K -$5.74K -100 -25%
DJSG
384
D.J. St. Germain
Massachusetts
$14.7K
QCG
385
Quadrant Capital Group
Ohio
$14.6K +$11K +192 +181%
IAIM
386
International Assets Investment Management
Florida
$11.2K +$7.63K +133 +137%
FCMT
387
Founders Capital Management (Texas)
Texas
$9.79K +$11.5K +200 New
NA
388
NewEdge Advisors
Louisiana
$8.57K -$95.6K -1,665 -90%
AWM
389
Activest Wealth Management
Florida
$8.52K
OCWP
390
Owl Creek Wealth Partners
Colorado
$8.32K +$9.76K +170 New
FHC
391
First Horizon Corporation
Tennessee
$7.74K -$4.3K -75 -32%
WA
392
Westfuller Advisors
New York
$7.35K
AAP
393
Arax Advisory Partners
Colorado
$7.3K -$15.1K -263 -64%
CA
394
CoreCap Advisors
Michigan
$6.86K
CIR
395
Clear Investment Research
Georgia
$6.56K +$7.69K +134 New
BTI
396
Blue Trust Inc
Georgia
$6.22K -$4.3K -75 -37%
IWS
397
Intentional Wealth Strategies
Colorado
$5.92K +$6.94K +121 New
C
398
Covestor
United Kingdom
$5K -$4.13K -72 -42%
DB
399
Danske Bank
Denmark
$4.9K -$74.6K -1,300 -93%
KFG
400
Kingdom Financial Group
Arizona
$4.9K

RBRK Hedge Fund Activity: Q1 2026 in Review

462 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Rubrik (RBRK) for Q1 2026, worth a combined $5.68B — down 36% from $8.84B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of RBRK and 108 opened new positions — a net loss of 2 holders — while 115 trimmed existing stakes and 190 added.

The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was BlackRock, cutting an estimated $166M.

  • 462 institutional investors held Rubrik (RBRK) as of Q1 2026, down from 473 in Q4 2025.
  • Funds reported $5.68B of Rubrik stock for Q1 2026, down 36% quarter-over-quarter.
  • 108 funds opened new Rubrik positions in Q1 2026 and 110 closed out, a net change of -2 holders.
  • The largest Rubrik buyer in Q1 2026 was Fidelity Investments, an estimated $172M added.
  • The largest Rubrik seller in Q1 2026 was BlackRock, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2026.