Diversify Wealth Management LLC Has $2.48 Million Holdings in Rubrik, Inc. $RBRK

Posted by Brenda Bartman on Jul 14th, 2026

Diversify Wealth Management LLC lifted its position in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) by 18.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,174 shares of the company’s stock after purchasing an additional 7,227 shares during the quarter. Diversify Wealth Management LLC’s holdings in Rubrik were worth $2,479,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of RBRK. Atlantic Union Bankshares Corp increased its stake in Rubrik by 100.0% during the 4th quarter. Atlantic Union Bankshares Corp now owns 400 shares of the company’s stock valued at $31,000 after purchasing an additional 200 shares in the last quarter. Banque Cantonale Vaudoise bought a new position in shares of Rubrik in the third quarter valued at $34,000. Triumph Capital Management bought a new position in shares of Rubrik in the fourth quarter valued at $33,000. Los Angeles Capital Management LLC acquired a new position in shares of Rubrik during the fourth quarter valued at about $35,000. Finally, Advocate Investing Services LLC acquired a new position in shares of Rubrik during the fourth quarter valued at about $38,000. 49.54% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

RBRK has been the subject of several recent research reports. Wolfe Research reissued an “outperform” rating and set a $95.00 target price on shares of Rubrik in a research report on Friday, June 5th. Jefferies Financial Group set a $90.00 price target on Rubrik in a research note on Friday, June 5th. Scotiabank reissued an “outperform” rating on shares of Rubrik in a report on Friday, June 5th. BTIG Research reissued a “buy” rating and issued a $91.00 price objective on shares of Rubrik in a research note on Thursday, June 11th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Rubrik in a research note on Wednesday, June 24th. Twenty-eight analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $93.46.

Check Out Our Latest Stock Analysis on RBRK

Rubrik Stock Down 0.6%

Rubrik stock opened at $83.91 on Tuesday. Rubrik, Inc. has a 52 week low of $42.25 and a 52 week high of $99.75. The company’s 50 day moving average price is $72.15 and its two-hundred day moving average price is $62.71. The stock has a market cap of $17.27 billion, a P/E ratio of -57.87 and a beta of 1.10.

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

Insiders Place Their Bets

In other news, Director Ravi Mhatre sold 3,979 shares of Rubrik stock in a transaction on Friday, June 26th. The stock was sold at an average price of $71.49, for a total transaction of $284,458.71. Following the sale, the director directly owned 113,477 shares in the company, valued at $8,112,470.73. The trade was a 3.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John Wendell Thompson sold 11,000 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $55.48, for a total transaction of $610,280.00. Following the completion of the transaction, the director directly owned 4,653 shares in the company, valued at $258,148.44. This trade represents a 70.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 287,342 shares of company stock worth $23,743,772 over the last 90 days. Company insiders own 13.66% of the company’s stock.

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).