BlackRock's increased passive stake aligns with the strong Q3 earnings reported the prior day. Monitor for any future conversion to a 13D filing, which would signal activist intent, though no such indication exists here.
Price Chart
Executive Summary
BlackRock filed an amended Schedule 13G for Rambus, reporting beneficial ownership of 11,268,097 common shares (10.4% of outstanding) as of September 30, 2026. This is an increase from the prior filing 90 days ago, but as a passive stake update by a large index/asset manager, it carries no directional signal.
Key Financial Metrics
Key Facts
- BlackRock reported 11,268,097 shares of RMBS common stock, representing 10.4% of outstanding shares.
- The filing is an amendment to Schedule 13G, indicating passive investment intent.
- The stake is held through multiple BlackRock subsidiaries, with BlackRock Fund Advisors being the entity owning 5% or more.
- The filing date is October 27, 2026, with a beneficial ownership date of September 30, 2026.
Financial Impact
BlackRock's stake is valued at approximately $967M based on the $9.3B market cap and 10.4% ownership.
Risk Factors
- No material risks identified from this routine passive stake amendment.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003935 |
| Document: Item_7.txt | 0002012383-26-003935 |
| Document: 0002012383-26-003935-index-headers.html | 0002012383-26-003935 |
| Document: 0002012383-26-003935-index.html | 0002012383-26-003935 |
| Document: 0002012383-26-003935.txt | 0002012383-26-003935 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 4d ago | SC 13G/A | $91.03 $90.99 | ▼ −0.04% | ▲ +0.34% | $84.65 (−7.01%) |
Oct 26, 2026 5d ago | 8-K | $88.91 $91.03 | ▲ +2.38% | ▲ +2.04% | $84.65 (−4.79%) |
Oct 23, 2026 8d ago | Institutional Cluster | $85.65 $90.32 | ▲ +5.45% | ▲ +4.74% | $84.65 (−1.17%) |
Aug 5, 2026 12w ago | 8-K | $97.30 $97.68 | ▲ +0.39% | ▲ +0.55% | $84.65 (−13.00%) |
Jul 27, 2026 13w ago | 8-K | $87.75 $82.81 | ▼ −5.63% | ▼ −4.09% | $84.65 (−3.53%) |
Jun 3, 2026 21w ago | Insider Cluster | $169.35 $145.31 | ▼ −14.20% | ▼ −11.62% | $84.65 (−50.01%) |
Jun 2, 2026 21w ago | Insider Cluster | $170.66 $169.35 | ▼ −0.77% | ▼ −1.17% | $84.65 (−50.40%) |
May 27, 2026 22w ago | Insider Cluster | $148.02 $145.46 | ▼ −1.73% | ▼ −1.97% | $84.65 (−42.81%) |
May 26, 2026 22w ago | Insider Cluster | $148.66 $148.02 | ▼ −0.43% | ▼ −0.98% | $84.65 (−43.06%) |
May 7, 2026 25w ago | Insider Cluster | $126.60 $129.25 | ▲ +2.09% | ▲ +1.26% | $84.65 (−33.14%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers