Rubrik, Inc. $RBRK Shares Acquired by Integrated Wealth Concepts LLC

16 Sep 2026, 08:11 by Tristan Rich · The Markets Daily

Integrated Wealth Concepts LLC increased its stake in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) by 181.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 21,471 shares of the company’s stock after acquiring an additional 13,854 shares during the period. Integrated Wealth Concepts LLC’s holdings in Rubrik were worth $1,724,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Essential Partners LLC increased its holdings in shares of Rubrik by 99.3% in the first quarter. Essential Partners LLC now owns 570 shares of the company’s stock valued at $28,000 after purchasing an additional 284 shares during the period. Sunbelt Securities Inc. acquired a new stake in shares of Rubrik during the first quarter worth $46,000. Markowski Investments purchased a new position in Rubrik in the 2nd quarter valued at $48,000. EverSource Wealth Advisors LLC grew its position in Rubrik by 256.5% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,476 shares of the company’s stock valued at $72,000 after buying an additional 1,062 shares during the last quarter. Finally, Versant Capital Management Inc increased its stake in Rubrik by 54.6% in the 2nd quarter. Versant Capital Management Inc now owns 926 shares of the company’s stock valued at $74,000 after buying an additional 327 shares during the period. Institutional investors and hedge funds own 49.54% of the company’s stock.

Rubrik News Summary

Here are the key news stories impacting Rubrik this week:

Positive Sentiment: AI code-security launch strengthens Rubrik’s product story. Rubrik introduced Code Guardian, a tool built with Anthropic’s Claude Mythos 5 that uses an air-gapped copy of a customer’s code repository to identify attack paths, red-team software, and prioritize cyber risks before attackers exploit them. The launch positions Rubrik to benefit from rising concerns about autonomous AI agents and software vulnerabilities. Rubrik Unveils Rubrik Code Guardian
Positive Sentiment: Expanded AI integration could broaden platform adoption. Rubrik also added Model Context Protocol support, intended to improve access to its agentic cyber-resilience capabilities. Investors may view the move as helping Rubrik integrate more deeply into customers’ AI and security workflows. Rubrik Adds New MCP Support
Positive Sentiment: Analyst expectations have improved. Rubrik’s consensus price target reportedly rose 11.53% to $122.31, implying further upside from recent trading levels. Commentary also highlights subscription ARR growth, net retention above 119%, expanding margins, and strong recent quarterly results. Rubrik consensus price target increased
Neutral Sentiment: Valuation and potential growth deceleration remain key risks. Investors are debating how much future slowdown is already reflected in RBRK’s elevated valuation after its substantial rally. Although AI-driven cybersecurity demand remains a major tailwind, any moderation in growth or execution could limit additional upside. How Much Slowdown Is Rubrik Stock Priced For?

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on RBRK shares. Barclays upped their price objective on shares of Rubrik from $110.00 to $115.00 and gave the stock an “overweight” rating in a research report on Friday, August 28th. Piper Sandler lifted their target price on shares of Rubrik from $91.00 to $114.00 and gave the company an “overweight” rating in a report on Friday, August 28th. Rosenblatt Securities boosted their price target on shares of Rubrik from $95.00 to $105.00 and gave the stock a “buy” rating in a research note on Wednesday, August 26th. Canadian Imperial Bank of Commerce reissued an “outperform” rating on shares of Rubrik in a report on Monday, August 31st. Finally, DA Davidson increased their price target on shares of Rubrik from $90.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Twenty-eight investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $113.31.

Get Our Latest Report on Rubrik

Rubrik Price Performance

Shares of RBRK stock opened at $103.47 on Wednesday. The business’s fifty day moving average price is $88.27 and its 200 day moving average price is $70.85. The firm has a market capitalization of $21.45 billion, a PE ratio of -82.12 and a beta of 1.24. Rubrik, Inc. has a 1-year low of $42.25 and a 1-year high of $107.91.

Rubrik (NYSE:RBRK – Get Free Report) last released its earnings results on Thursday, August 27th. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.04 by $0.16. The business had revenue of $427.26 million during the quarter, compared to analyst estimates of $396.30 million. During the same period last year, the business posted ($0.03) EPS. Rubrik’s revenue was up 43.9% compared to the same quarter last year. Rubrik has set its FY 2027 guidance at 0.470-0.530 EPS and its Q3 2027 guidance at 0.070-0.090 EPS. Equities research analysts expect that Rubrik, Inc. will post -1.19 earnings per share for the current fiscal year.

Insider Transactions at Rubrik

In other news, Director John Thompson sold 11,000 shares of the stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $74.10, for a total value of $815,100.00. Following the completion of the transaction, the director owned 8,362 shares in the company, valued at $619,624.20. This trade represents a 56.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Arvind Nithrakashyap sold 12,820 shares of the firm’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $84.58, for a total transaction of $1,084,315.60. Following the completion of the sale, the chief technology officer owned 303,611 shares of the company’s stock, valued at $25,679,418.38. This trade represents a 4.05% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 138,217 shares of company stock valued at $11,706,692 in the last ninety days. 13.66% of the stock is currently owned by company insiders.

Rubrik Profile

(Free Report)

Rubrik, Inc is a cloud data management and cyber resilience company that helps organizations protect, manage and recover data across on-premises systems, cloud environments and software-as-a-service applications. Its platform is designed to support data backup, recovery, security monitoring and operational resilience.

The company’s principal offering, Rubrik Security Cloud, provides centralized capabilities for data protection and cyber recovery. The platform helps organizations identify sensitive data, monitor for threats, maintain secure backups and restore systems following events such as ransomware attacks, operational failures or other disruptions.