RBRK Rubrik, Inc.
Rubrik, Inc. (RBRK) Institutional Ownership
What the institutions did with RBRK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 715.6K | 34.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 128.4K | 6.3% |
| Covea Finance | 118.7K | 5.8% |
| Diversify Advisory Services, LLC | 76.7K | 3.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 76.7K | 3.7% |
| Slow Capital, Inc. | 60.6K | 3.0% |
| Renaissance Capital LLC | 58.5K | 2.8% |
| Vontobel Holding Ltd. | 54.0K | 2.6% |
| Assenagon Asset Management S.A. | 45.7K | 2.2% |
| WEALTH EFFECTS LLC | 44.3K | 2.2% |
| KBC Group NV | 37.7K | 1.8% |
| AMERICAN INTERNATIONAL GROUP, INC. | 36.5K | 1.8% |
| Y-Intercept (Hong Kong) Ltd | 36.0K | 1.8% |
| ASSETMARK, INC | 31.2K | 1.5% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 30.6K | 1.5% |
| Oak Thistle LLC | 27.0K | 1.3% |
| Gradient Investments LLC | 22.6K | 1.1% |
| HB Wealth Management, LLC | 19.3K | 0.9% |
| Krilogy Financial LLC | 17.8K | 0.9% |
| Royal Fund Management, LLC | 15.9K | 0.8% |
| Wilmington Savings Fund Society, FSB | 15.8K | 0.8% |
| Wedmont Private Capital | 15.4K | 0.7% |
| Concurrent Investment Advisors, LLC | 14.2K | 0.7% |
| FNY Investment Advisers, LLC | 14.0K | 0.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 13.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 560.9K | 45.7K | -515.2K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 539.7K | 715.6K | +175.9K |
| Covea Finance | Increased | 76.6K | 118.7K | +42.1K |
| Vontobel Holding Ltd. | Reduced | 80.3K | 54.0K | -26.3K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | Sold Out | 26.1K | 0 | -26.1K |
| Renaissance Capital LLC | Reduced | 79.1K | 58.5K | -20.5K |
| Oak Thistle LLC | Increased | 12.2K | 27.0K | +14.8K |
| STABLEFORD CAPITAL II LLC | New | 0 | 11.2K | +11.2K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 46.8K | 36.0K | -10.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 117.9K | 128.4K | +10.5K |
| Curated Wealth Partners LLC | New | 0 | 10.1K | +10.1K |
| Cache Advisors, LLC | New | 0 | 9.5K | +9.5K |
| HB Wealth Management, LLC | Increased | 10.2K | 19.3K | +9.1K |
| KBC Group NV | Increased | 29.2K | 37.7K | +8.6K |
| CITIZENS FINANCIAL GROUP INC/RI | Increased | 7.2K | 13.6K | +6.4K |
| Central Pacific Bank - Trust Division | New | 0 | 5.9K | +5.9K |
| MBL Wealth, LLC | New | 0 | 5.1K | +5.1K |
| Prime Capital Investment Advisors, LLC | Sold Out | 4.9K | 0 | -4.9K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | Sold Out | 4.7K | 0 | -4.7K |
| Brookstone Capital Management | New | 0 | 4.6K | +4.6K |
| MISSION WEALTH MANAGEMENT, LP | Reduced | 6.6K | 2.0K | -4.6K |
| Apollon Wealth Management, LLC | Increased | 4.7K | 9.2K | +4.5K |
| Diversify Advisory Services, LLC | Reduced | 81.1K | 76.7K | -4.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 81.1K | 76.7K | -4.4K |
| FNY Investment Advisers, LLC | Increased | 9.7K | 14.0K | +4.3K |
| Slow Capital, Inc. | Reduced | 64.8K | 60.6K | -4.2K |
| McAdam, LLC | Sold Out | 4.0K | 0 | -4.0K |
| Lodestone Wealth Management LLC | Reduced | 3.9K | 81 | -3.8K |
| Inspire Investing, LLC | Reduced | 12.0K | 8.5K | -3.5K |
| SteelPeak Wealth, LLC | New | 0 | 3.4K | +3.4K |
| Abundance Wealth Counselors | Sold Out | 3.3K | 0 | -3.3K |
| Legacy Wealth Asset Management, LLC | New | 0 | 3.3K | +3.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold Out | 3.2K | 0 | -3.2K |
| Gradient Investments LLC | Reduced | 25.7K | 22.6K | -3.0K |
| PVG ASSET MANAGEMENT CORP | Sold Out | 3.0K | 0 | -3.0K |
| LifeGoal Investments, LLC | New | 0 | 2.9K | +2.9K |
| WEDBUSH SECURITIES INC | New | 0 | 2.9K | +2.9K |
| ASSETMARK, INC | Reduced | 34.0K | 31.2K | -2.8K |
| 1900 WEALTH MANAGEMENT LLC | New | 0 | 2.7K | +2.7K |
| Whalen Wealth Management Inc. | New | 0 | 2.6K | +2.6K |
| FAMILY WEALTH PARTNERS, LLC | New | 0 | 2.6K | +2.6K |
| Bison Wealth, LLC | New | 0 | 2.5K | +2.5K |
| Root Financial Partners, LLC | New | 0 | 2.5K | +2.5K |
| IFP Advisors, Inc | Reduced | 12.6K | 10.1K | -2.5K |
| Penn Mutual Asset Management | Sold Out | 2.5K | 0 | -2.5K |
| Simplicity Wealth,LLC | New | 0 | 2.5K | +2.5K |
| Perpetual Ltd | Reduced | 8.2K | 5.7K | -2.4K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | New | 0 | 2.4K | +2.4K |
| Concurrent Investment Advisors, LLC | Increased | 11.8K | 14.2K | +2.4K |
| ASPIRIANT, LLC | New | 0 | 2.3K | +2.3K |
| Cisco Systems, Inc. | Sold Out | 2.3K | 0 | -2.3K |
| STRATEGIC PLANNING GROUP, LLC | New | 0 | 2.3K | +2.3K |
| Madrid Wealth Management, LLC | New | 0 | 2.2K | +2.2K |
| Thrive Wealth Management, LLC | New | 0 | 2.1K | +2.1K |
| Forum Financial Management, LP | New | 0 | 2.0K | +2.0K |
| YOUSIF CAPITAL MANAGEMENT, LLC | New | 0 | 1.9K | +1.9K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Reduced | 4.6K | 2.7K | -1.9K |
| Able Wealth Management LLC | New | 0 | 1.8K | +1.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 1.8K | +1.8K |
| waypoint wealth counsel | New | 0 | 1.8K | +1.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.