Patriot Financial Group Insurance Agency LLC Invests $419,000 in Rubrik, Inc. $RBRK

Posted by George Bondi on Jul 2nd, 2026

Patriot Financial Group Insurance Agency LLC bought a new stake in Rubrik, Inc. (NYSE:RBRK – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 8,548 shares of the company’s stock, valued at approximately $419,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Pictet Asset Management Holding SA boosted its position in shares of Rubrik by 104.1% in the first quarter. Pictet Asset Management Holding SA now owns 3,325,503 shares of the company’s stock worth $162,572,000 after buying an additional 1,696,342 shares during the period. Sugar Maple Asset Management LLC acquired a new position in Rubrik during the 1st quarter worth approximately $294,000. Wealth Effects LLC acquired a new position in Rubrik during the 1st quarter worth approximately $1,717,000. Banque Cantonale Vaudoise boosted its holdings in Rubrik by 11,299.0% in the 1st quarter. Banque Cantonale Vaudoise now owns 46,736 shares of the company’s stock worth $2,289,000 after acquiring an additional 46,326 shares during the period. Finally, Novare Capital Management LLC boosted its holdings in Rubrik by 7.6% in the 1st quarter. Novare Capital Management LLC now owns 7,320 shares of the company’s stock worth $358,000 after acquiring an additional 520 shares during the period. Institutional investors and hedge funds own 49.54% of the company’s stock.

Rubrik Stock Performance

Shares of RBRK stock opened at $81.92 on Thursday. Rubrik, Inc. has a one year low of $42.25 and a one year high of $99.75. The company’s 50-day simple moving average is $67.06 and its 200-day simple moving average is $62.31. The stock has a market capitalization of $16.86 billion, a price-to-earnings ratio of -56.49 and a beta of 1.10.

Rubrik (NYSE:RBRK – Get Free Report) last announced its quarterly earnings data on Thursday, June 4th. The company reported $0.16 earnings per share for the quarter, beating the consensus estimate of ($0.03) by $0.19. The firm had revenue of $387.07 million during the quarter, compared to the consensus estimate of $366.31 million. During the same period in the prior year, the firm earned ($0.15) earnings per share. The firm’s quarterly revenue was up 39.0% compared to the same quarter last year. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. As a group, research analysts forecast that Rubrik, Inc. will post -1.16 EPS for the current year.

Insider Transactions at Rubrik

In other Rubrik news, Director John Wendell Thompson sold 11,000 shares of Rubrik stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $82.65, for a total value of $909,150.00. Following the completion of the transaction, the director owned 8,362 shares of the company’s stock, valued at $691,119.30. The trade was a 56.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Yvonne Wassenaar sold 721 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $81.57, for a total transaction of $58,811.97. Following the sale, the director owned 4,638 shares of the company’s stock, valued at approximately $378,321.66. The trade was a 13.45% 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 281,702 shares of company stock valued at $22,567,916 over the last 90 days. Insiders own 13.66% of the company’s stock.

Analyst Ratings Changes

RBRK has been the topic of a number of analyst reports. Wedbush reiterated an “outperform” rating and set a $90.00 price objective on shares of Rubrik in a research note on Thursday, June 11th. BTIG Research restated a “buy” rating and issued a $91.00 target price on shares of Rubrik in a research note on Thursday, June 11th. Mizuho raised their price target on shares of Rubrik from $80.00 to $90.00 and gave the company an “outperform” rating in a report on Friday, June 5th. BMO Capital Markets lifted their price target on shares of Rubrik from $73.00 to $87.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. Finally, Wells Fargo & Company cut their price objective on shares of Rubrik from $125.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $93.00.

Check Out Our Latest Analysis on RBRK

Rubrik Company Profile

(Free Report)

Rubrik, Inc is a cloud data management and security company that delivers a unified platform for data protection, disaster recovery, compliance and intelligent data governance. Its flagship offering, the Rubrik Security Cloud, enables organizations to automate backup and recovery workflows across on-premises, edge and multi-cloud environments. By combining policy-driven orchestration with real-time threat detection, Rubrik helps clients guard against ransomware, ensure business continuity and enforce data retention requirements.

The company’s platform supports a range of services including backup and restore, long-term data archiving, replication, and disaster recovery as a service (DRaaS).