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What smart money is saying about Rubrik, Inc.United States flag

RBRK · Technology · Software - Infrastructure · Market cap $14.52B

1 fund in our archive has pitched Rubrik, Inc. — most recently Baron Opportunity Fund in March 2026.

Company profile

Rubrik, Inc. operates as a global provider of advanced data security solutions, catering to a wide range of individuals and businesses. The company's comprehensive suite of offerings addresses various aspects of data protection, including securing enterprise data, unstructured data, cloud environments, and Software-as-a-Service (SaaS) applications. Beyond foundational protection, Rubrik also furnishes tools for data threat analytics, assessing an organization's security posture, and critical cyber recovery capabilities to aid in post-incident remediation. Rubrik serves an extensive array of sectors, counting financial services, retail, trade, transportation, energy, industrial, healthcare, life sciences, education, technology, media, communications, and government entities among its clientele. Established in 2013, the company was initially known as Scaledata, Inc., rebranding to Rubrik, Inc. in October 2014. Its corporate headquarters are situated in Palo Alto, California.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Rubrik, Inc., with no move described.

Fund letters reporting a position in Rubrik, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20260001

Fund activity · 1 position

  • HoldsBaron SMID Cap ETF
    June 2026
    Rubrik, Inc. 2025 1.1 3.2
    Read the letterRubrik, Inc.

Fund coverage · 1 thesis

  • Baron Opportunity Fund
    March 2026

    Rubrik is a cyber resilience platform with strong market share gains, AI-driven threat exposure, and improving profitability.

    Read the full thesis

Read every full thesis on Rubrik, Inc.

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