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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
LAS
401
Lloyd Advisory Services
Georgia
$4.9K +$5.74K +100 New
WTC
402
WhitTier Trust Company
Nevada
$4.63K +$2.87K +50 +122%
S
403
Sachetta
Massachusetts
$4.46K +$5.22K +91 New
SIC
404
SJS Investment Consulting
Ohio
$4.41K +$3.73K +65 +260%
GWM
405
Geneos Wealth Management
Colorado
$4.41K -$57.4K -1,000 -92%
UB
406
UMB Bank
Missouri
$4.31K +$57 +1 +1%
GSEP
407
Golden State Equity Partners
California
$4.16K +$4.88K +85 New
MAM
408
Marquette Asset Management
Minnesota
$3.72K +$1.84K +32 +73%
WTA
409
Washington Trust Advisors
Massachusetts
$3.43K -$517 -9 -11%
DFA
410
DHJJ Financial Advisors
Illinois
$3.43K +$1.72K +30 +75%
CFO
411
CVA Family Office
Colorado
$3.18K +$3.44K +60 +1,200%
MMCM
412
Murphy & Mullick Capital Management
New York
$2.94K -$5.74K -100 -63%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$2.94K +$459 +8 +15%
RWM
414
RMG Wealth Management
Wisconsin
$2.86K +$2.64K +46 New
EC
415
Elequin Capital
New York
$2.79K -$6.2K -108 -65%
BWL
416
Bogart Wealth LLC
Virginia
$2.5K +$803 +14 +38%
CT
417
Clearstead Trust
Maine
$2.4K +$2.81K +49 New
NSIM
418
North Star Investment Management
Illinois
$2.2K +$2.24K +39 +650%
RFP
419
Root Financial Partners
California
$2.11K +$976 +17 +65%
IPS
420
Investors Portfolio Services
Washington
$1.97K +$1.89K +33 New
EWP
421
Elevation Wealth Partners
California
$1.76K +$2.07K +36 New
RF
422
Roxbury Financial
New Jersey
$1.67K
TWD
423
True Wealth Design
Ohio
$1.52K -$230 -4 -11%
NB
424
NBT Bank
New York
$1.47K -$2.64K -46 -61%
FNWA
425
Financial Network Wealth Advisors
Utah
$1.47K +$1.72K +30 New

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.