16 institutions reported holding $70.1M of RUBRIK INC. (RBRK) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($43.3M), Assenagon Asset Management S.A. ($22.5M), Gradient Investments LLC ($2.1M), FNY Investment Advisers, LLC ($776,000), Avior Wealth Management, LLC ($372,499). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $43.3M | 539,684 | Trimmed |
| 2 | Assenagon Asset Management S.A. | $22.5M | 280,448 | Added |
| 3 | Gradient Investments LLC | $2.1M | 25,652 | Added |
| 4 | FNY Investment Advisers, LLC | $776,000 | 9,677 | Added |
| 5 | Avior Wealth Management, LLC | $372,499 | 4,640 | New |
| 6 | Balefire, LLC | $344,241 | 4,288 | New |
| 7 | PVG ASSET MANAGEMENT CORP | $240,198 | 2,992 | New |
| 8 | GAMMA Investing LLC | $148,679 | 1,852 | Added |
| 9 | CX Institutional | $112,000 | 1,393 | Added |
| 10 | Noble Wealth Management PBC | $87,345 | 1,088 | Hold |
| 11 | Versant Capital Management, Inc | $74,339 | 926 | Added |
| 12 | CoreCap Advisors, LLC | $11,881 | 148 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $4,898 | 61 | Added |
| 14 | Roxbury Financial LLC | $2,007 | 25 | Trimmed |
| 15 | MassMutual Private Wealth & Trust, FSB | $1,445 | 18 | Trimmed |
| 16 | Teamwork Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30