RBRK Rubrik, Inc.
Executive Summary
An institutional cluster for Rubrik (RBRK) shows four mega-passive asset managers (T. Rowe Price, Wells Fargo, Schwab, Morgan Stanley) adding a net $74.9M in Q3 2025, while BofA trimmed $61.2M. The net accumulation of ~$13.7M is modest relative to RBRK's $14.7B market cap. All activity comes from passive/index managers, suggesting routine rebalancing rather than an active investment thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $13.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | ADD | +97% | $99.0K | $44.0K |
| Wells Fargo | ADD | +37.5% | $32.6M | $6.8M |
| Schwab | ADD | +29.5% | $78.3M | $12.4M |
| Morgan Stanley | ADD | +82.3% | $138.4M | $55.7M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | TRIM | -27% | $185.7M | -$61.2M |
Actionable Insight
This cluster is dominated by passive index rebalancing and lacks conviction from active managers. No immediate trading signal; monitor for activist or fundamental investor filings for directional cues.
Key Facts
- 4 buyers (all mega-passive) added $74.9M total current value of $249.3M
- 1 seller (BofA) trimmed 27% of its position, reducing value by $61.2M
- Net institutional accumulation is ~$13.7M, well under 0.1% of market cap
- No active managers, hedge funds, or family offices participated in this cluster
Financial Impact
Total net positive institutional flow of $13.7M, with $249.3M in accumulated positions vs $124.5M in reduced holdings
Risk Factors
- Passive flows may reverse in next quarter-end rebalance
- No catalyst or thesis evident to drive further accumulation
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RBRK-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
1d ago
|
Institutional Cluster
| $71.76 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $71.40 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 4, 2026
8d ago
|
8-K
| $82.00 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $77.00 $73.41 | ▼ −4.66% | ▼ −2.06% | — |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $77.00 $73.41 | ▼ −4.66% | ▼ −2.06% | — |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $77.00 $73.41 | ▼ −4.66% | ▼ −2.06% | — |
|
May 29, 2026
14d ago
|
144
| $85.07 $82.33 | ▼ −3.22% | ▼ −3.37% | — |
|
May 1, 2026
6w ago
|
144
| $57.93 $57.93 | · 0.00% | ▼ −0.80% | — |
|
Apr 15, 2026
8w ago
|
DEFA14A
| $51.94 $52.34 | ▲ +0.77% | ▼ −0.44% | — |
|
Mar 24, 2026
11w ago
|
Insider Cluster
| $48.07 $47.18 | ▼ −1.85% | ▼ −2.42% | — |
US Market Status
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