Corient Private Wealth LLC Makes New $5.90 Million Investment in Rubrik, Inc. $RBRK

Posted by George Bondi on Jun 26th, 2026

Corient Private Wealth LLC purchased a new position in Rubrik, Inc. (NYSE:RBRK – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 77,098 shares of the company’s stock, valued at approximately $5,896,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. NewEdge Advisors LLC boosted its stake in Rubrik by 12.0% in the 2nd quarter. NewEdge Advisors LLC now owns 1,400 shares of the company’s stock worth $125,000 after purchasing an additional 150 shares during the period. Atlantic Union Bankshares Corp increased its position in shares of Rubrik by 100.0% during the fourth quarter. Atlantic Union Bankshares Corp now owns 400 shares of the company’s stock valued at $31,000 after buying an additional 200 shares during the period. CI Investments Inc. increased its position in shares of Rubrik by 31.7% during the third quarter. CI Investments Inc. now owns 859 shares of the company’s stock valued at $71,000 after buying an additional 207 shares during the period. Creative Planning lifted its holdings in shares of Rubrik by 5.3% in the second quarter. Creative Planning now owns 4,668 shares of the company’s stock worth $418,000 after buying an additional 236 shares in the last quarter. Finally, Moors & Cabot Inc. lifted its holdings in shares of Rubrik by 9.2% in the fourth quarter. Moors & Cabot Inc. now owns 3,337 shares of the company’s stock worth $255,000 after buying an additional 282 shares in the last quarter. 49.54% of the stock is currently owned by institutional investors.

Rubrik Trading Down 4.6%

RBRK stock opened at $71.09 on Friday. The company’s 50 day moving average is $65.02 and its 200 day moving average is $62.64. The stock has a market cap of $14.63 billion, a price-to-earnings ratio of -49.03 and a beta of 1.10. Rubrik, Inc. has a 1-year low of $42.25 and a 1-year high of $99.75.

Rubrik (NYSE:RBRK – Get Free Report) last announced 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 company had revenue of $387.07 million for the quarter, compared to the consensus estimate of $366.31 million. During the same quarter in the previous year, the firm earned ($0.15) earnings per share. The company’s revenue for the quarter 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, sell-side analysts forecast that Rubrik, Inc. will post -1.16 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. UBS Group reaffirmed a “buy” rating on shares of Rubrik in a research note on Monday, June 1st. Scotiabank reissued an “outperform” rating on shares of Rubrik in a report on Friday, June 5th. Barclays boosted their price target on shares of Rubrik from $70.00 to $90.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Rubrik in a report on Friday, March 27th. Finally, Wells Fargo & Company lowered their price objective on Rubrik from $125.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. Twenty-eight analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $93.00.

Get Our Latest Stock Report on RBRK

Insider Activity at Rubrik

In other news, Director John Wendell Thompson sold 2,500 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $84.51, for a total transaction of $211,275.00. Following the sale, the director owned 15,000 shares in the company, valued at approximately $1,267,650. This trade represents a 14.29% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kiran Kumar Choudary sold 20,000 shares of Rubrik stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $51.69, for a total transaction of $1,033,800.00. Following the sale, the chief financial officer directly owned 549,901 shares of the company’s stock, valued at $28,424,382.69. This represents a 3.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 277,002 shares of company stock worth $21,768,921. Corporate 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).