What smart money is saying about Rubrik, Inc.
2 funds in our archive have pitched Rubrik, Inc. — most recently Baron Discovery Strategy in June 2026.
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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Position history
Between Q1 2026 and Q2 2026, 6 fund letters reported a position in Rubrik, Inc. — 4 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 4 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 4 moves
- June 2026
Listed in Baron SMID Cap Strategy’s reported holdings.
Rubrik, Inc. - New positionBaron Discovery StrategyJune 2026
“We initiated a position in Rubrik, Inc., a subscription software company focused on automating backup, storage, and recovery of corporate data, as well as creating resilience to cyberattacks on that data.”
Rubrik, Inc. - New positionBaron Discovery FundJune 2026
“We initiated a position in Rubrik, Inc. , a subscription software company focused on automating backup, storage, and recovery of corporate data, as well as creating resilience to cyberattacks on that data.”
Rubrik, Inc. - HoldsBaron SMID Cap ETFJune 2026
“Rubrik, Inc. 2025 1.1 3.2”
Rubrik, Inc. - June 2026
“We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. Among others, during the second quarter we initiated or added to the following positions: • Semiconductors and cloud compute services: Micron Technology, Inc. and Cerebras Systems Inc. • Power generation and energy infrastructure/aerospace: Fervo Energy Company and DPC Holdings Limited • Digital content, commerce, and AI services: Alphabet Inc., Spotify Technology S.A., and Shopify Inc. • Health care real estate and digital services: Welltower Inc. • Cybersecurity and systems software: Rubrik, Inc., CrowdStrike Holdings, Inc., and Cloudflare, Inc.”
Rubrik, Inc. - June 2026
“We've also continued to search for software companies that have been unfairly discounted, for example, adding to Rubrik, where cyber resilience and data security is becoming even more important as enterprises use more data and AI, it adds complexity.”
Rubrik, Inc.
Fund coverage · 2 theses
- Baron Discovery StrategyJune 2026
Rubrik, Inc. provides subscription software for data backup and cyber resilience and was viewed as attractively valued with strong free cash flow growth and a competitive advantage.
Read the full thesis - Baron Opportunity FundMarch 2026
Rubrik is a cyber resilience platform with strong market share gains, AI-driven threat exposure, and improving profitability.
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