Is CrowdStrike Holdings (CRWD) Stock Still the Better Cybersecurity Bet as Rubrik (RBRK) Accelerates?
Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 10,984,400 | $2,095,658,754 | +63% | 0.24% | |
| 2. | 10,460,000 | $1,995,611,100 | -6% | 0.23% | |
| 3. | D E Shaw D. E. Shaw | 8,533,204 | $1,628,007,325 | +18% | 0.77% |
| 4. | Renaissance Technologies Jim Simons | 2,995,840 | $571,561,334 | 0.79% | |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,153,756 | $410,904,338 | 0.97% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $99.00 | 15,500 | $1,534,500.00 | 115,919 | 2023-01-05 | Filing | |
| $229.11 | 2 | $458.22 | 170,125 | 2022-04-18 | Filing | |
| $97.59 | 15,000 | $1,463,899.50 | 100,419 | 2023-01-05 | Filing | |
| $95.14 | 20,000 | $1,902,800.00 | 85,419 | 2023-01-05 | Filing | |
| $99.31 | 10,000 | $993,100.00 | 65,419 | 2022-12-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $211.36 | 1 | $211.36 | 7,796,019 | 2026-09-08 | Filing | |
| $210.75 | 975 | $205,481.25 | 7,796,020 | 2026-09-08 | Filing | |
| $209.87 | 3,565 | $748,186.55 | 7,796,995 | 2026-09-08 | Filing | |
| $208.74 | 2,821 | $588,855.54 | 7,800,560 | 2026-09-08 | Filing | |
| $207.85 | 1,558 | $323,830.30 | 7,803,381 | 2026-09-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 87,385,588 | $16,671,859,621 | 0.25% | |
| 2. | 64,822,984 | $12,367,253,003 | 0.26% | |
| 3. | 46,335,400 | $8,840,099,289 | 0.26% | |
| 4. | 33,571,496 | $6,404,938,047 | 0.51% | |
| 5. | 32,697,852 | $6,072,891,623 | 0.34% |