RBRK — Rubrik Inc. Institutional Holders · Q3 2026

Name: Who Owns RBRK? 28 Institutions Hold $97.1M (Q3 2026)
Creator: ko.io

Who owns Rubrik Inc. (RBRK)? 28 institutions reported holding $97.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($81.9M), Zevenbergen Capital Investments LLC ($3.5M), Gradient Investments LLC ($2.6M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$81.9M	715,550	Added
2	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$3.5M	30,625	Trimmed
3	Gradient Investments LLC	$2.6M	22,638	Trimmed
4	Wedmont Private Capital	$1.9M	15,351	Trimmed
5	STABLEFORD CAPITAL II LLC	$1.3M	11,241	New
6	Central Pacific Bank - Trust Division	$1.2M	5,911	New
7	Green Alpha Advisors, LLC	$646,756	5,650	Added
8	Farther Finance Advisors, LLC	$607,946	5,311	Added
9	RIVERSEDGE ADVISORS, LLC	$537,208	4,693	Added
10	WoodTrust Financial Corp	$515,000	4,500	Hold
11	Balefire, LLC	$397,440	3,472	Trimmed
12	Legacy Wealth Asset Management, LLC	$372,256	3,252	New
13	LifeGoal Investments, LLC	$336,198	2,937	New
14	GAMMA Investing LLC	$321,203	2,806	Added
15	Whalen Wealth Management Inc.	$295,104	2,578	New
16	GK Wealth Management LLC	$172,163	1,504	New
17	CX Institutional	$161,000	1,403	Added
18	Noble Wealth Management PBC	$124,543	1,088	Hold
19	Versant Capital Management, Inc	$107,487	939	Added
20	CoreCap Advisors, LLC	$62,386	545	Added
21	TOTH FINANCIAL ADVISORY CORP	$22,894	200	New
22	Bullock Wealth Management Group	$15,925	138	Hold
23	ELEVATION WEALTH PARTNERS, LLC	$6,983	61	Hold
24	Roxbury Financial LLC	$2,862	25	Hold
25	Marquette Asset Management, LLC	$2,519	22	Hold

Source: SEC Form 13F filings · as of 2026-09-30