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.
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 |
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
Investment Themes
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 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Insider Cluster | $86.65 $106.71 | ▲ +23.15% | ▲ +23.37% | — |
Sep 4, 2026 28d ago | Insider Cluster | $93.67 $100.20 | ▲ +6.97% | ▲ +8.18% | — |
Aug 28, 2026 4w ago | 3 | $93.04 $91.44 | ▼ −1.72% | ▼ −1.58% | — |
Aug 5, 2026 8w ago | Insider Cluster | $84.60 $105.09 | ▲ +24.22% | ▲ +23.01% | — |
Aug 4, 2026 8w ago | Insider Cluster | $84.81 $96.73 | ▲ +14.05% | ▲ +13.70% | — |
Jul 16, 2026 11w ago | Insider Cluster | $79.82 $72.63 | ▼ −9.01% | ▼ −7.34% | — |
Jul 14, 2026 11w ago | Insider Cluster | $88.05 $78.18 | ▼ −11.21% | ▼ −9.91% | — |
Jul 13, 2026 11w ago | 144 | $88.05 $78.18 | ▼ −11.21% | ▼ −9.91% | — |
Jul 8, 2026 12w ago | Insider Cluster | $88.75 $79.82 | ▼ −10.06% | ▼ −9.93% | — |
Jul 1, 2026 13w ago | Insider Cluster | $83.64 $88.75 | ▲ +6.11% | ▲ +5.18% | — |
US Market Status
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