The cluster is heavily weighted toward passive/index rebalancing rather than active conviction, and the 45-day lag makes the data stale. Monitor upcoming 13F filings and insider Form 4 activity for corroboration before inferring a directional thesis.
Executive Summary
A strong institutional accumulation cluster emerged in Rubrik (RBRK) during Q2 2026, with 71 buyers adding $133.0M in net new positions versus 29 sellers reducing $42.0M. The buying was led by mega-passive managers (BofA, Goldman Sachs) and quant funds (RenTech, Point72), while notable exits from Capital World Investors and trims from Susquehanna and Millennium suggest a split view. The cluster is dominated by passive/index-driven flows, weakening the conviction signal, and the 45-day reporting lag means these positions may have already been adjusted.
Key Financial Metrics
Institutional Positions
Net institutional flow: $91.0M
▲ Buyers (71)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BofA | ADD | +29.6% | $106.3M | $56.3M |
| Goldman Sachs | ADD | +26.6% | $74.0M | $38.3M |
| RenTech | ADD | +34.9% | $40.9M | $22.4M |
| Point72 | DOUBLED | +156.1% | $4.3M | $3.2M |
| Jane Street Group | DOUBLED | +233.8% | $1.2M | $984.0K |
| Wealth Enhancement Advisory Services | DOUBLED | +801.9% | $8.9M | $8.3M |
| Merit Financial Group | DOUBLED | +710.7% | $2.9M | $2.7M |
▼ Sellers (29)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Capital World Investors | EXIT | -100% | $0.00 | -$32.5M |
| Susquehanna International Group | TRIM | -63.4% | $2.7M | -$1.8M |
| Millennium | TRIM | -67.2% | $1.1M | -$9.0M |
Key Facts
- 71 institutional buyers added $133.0M in net new positions; 29 sellers reduced $42.0M
- BofA added $56.3M (+29.6% shares), Goldman Sachs added $38.3M (+26.6%), RenTech added $22.4M (+34.9%)
- Capital World Investors fully exited a $32.5M position; Susquehanna trimmed $17.8M (-63.4%)
- Mega-passive managers (BofA, Goldman, UBS, Wells Fargo) dominate the cluster, reducing signal quality
- 13F data is as of quarter-end with a 45-day reporting lag; current positioning is unknown
Financial Impact
71 buyers accumulated $239.8M in total holdings (net change +$133.0M) while 29 sellers reduced by $42.0M, for a net institutional inflow of approximately $91.0M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Passive/index fund dominance weakens the signal's predictive value
- Notable active exits (Capital World, Susquehanna) suggest divergent views on valuation
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-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $128.74 | awaiting T+60 | — | — |
Oct 12, 2026 15d ago | Institutional Cluster | $120.01 | awaiting T+60 | — | — |
Sep 25, 2026 4w ago | 144 | $113.09 | awaiting T+60 | — | — |
Sep 17, 2026 5w ago | Insider Cluster | $106.71 | awaiting T+60 | — | — |
Sep 10, 2026 6w ago | Insider Cluster | $86.65 | awaiting T+60 | — | — |
Sep 3, 2026 7w ago | Insider Cluster | $93.67 | awaiting T+60 | — | — |
Aug 28, 2026 8w ago | 3 | $93.04 | awaiting T+60 | — | — |
Aug 5, 2026 11w ago | Insider Cluster | $84.60 | awaiting T+60 | — | — |
Aug 4, 2026 11w ago | Insider Cluster | $84.81 | awaiting T+60 | — | — |
Jul 16, 2026 14w ago | Insider Cluster | $78.97 $120.01 | ▲ +51.97% | ▲ +47.29% | — |
US Market Status
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