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.
Rubrik Inc. (RBRK)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 9,947,988 | $780,121,186 | +349% | 0.27% |
| 2. | Anatole Investment Management George Yang | 2,189,257 | $175,753,552 | 29.8% | |
| 3. | Point State Capital Zach Schreiber | 1,856,244 | $149,019,268 | -50% | 1.9% |
| 4. | BAMCO Inc. Ron Baron | 1,115,395 | $89,543,911 | +302% | 0.13% |
| 5. | 60,000,000 | $61,260,000 | 0.73% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.21 | 10,638 | $502,219.98 | 13,639 | 2026-03-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $108.05 | 2,572 | $277,904.60 | 958,078 | 2026-09-17 | Filing | |
| $107.42 | 2,728 | $293,041.76 | 960,650 | 2026-09-17 | Filing | |
| $105.98 | 300 | $31,794.00 | 963,378 | 2026-09-17 | Filing | |
| $103.86 | 200 | $20,772.00 | 963,678 | 2026-09-17 | Filing | |
| $102.05 | 200 | $20,410.00 | 963,878 | 2026-09-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,990,174 | $802,011,168 | 0.01% | |
| 2. | 9,202,121 | $738,746,263 | 0.03% | |
| 3. | 8,301,380 | $666,434,786 | 0.03% | |
| 4. | 6,885,243 | $552,747,308 | 0.01% | |
| 5. | 5,980,251 | $480,094,550 | 0.28% |
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