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Rubrik, Inc. (RBRK)

SEC filings, insider trading & institutional ownership from EDGAR.

Rubrik, Inc. provides Zero Trust Data Security, a cloud native SaaS platform that helps organizations secure their data across enterprise, cloud, SaaS, unstructured data and identity providers, and recover from cyberattacks. The company combines backup and recovery with cybersecurity in a single platform built on Zero Trust principles, which assume infrastructure will be breached and that nothing can be trusted without authentication. Its architecture combines data and metadata from business applications into self-describing, time-series data. A proprietary AI and machine learning data threat engine analyzes that data to detect threats and identify clean recovery points in advance of an attack, shortening recovery times. Core design elements include native immutability, a logical air gap, secure protocols, encryption, role-based access controls, multi-factor authentication, and automated policy management with API integrations.

The company offers two suites. Rubrik Security Cloud (RSC) includes data protection for enterprise, unstructured, cloud (Azure, AWS, GCP, Oracle) and SaaS (M365, Salesforce, Atlassian Jira Cloud) data. It also includes data threat analytics and data security posture management (anomaly detection, threat monitoring, Turbo Threat Hunting, sensitive data monitoring and user intelligence), identity security (Identity Recovery and Identity Resilience for Microsoft Active Directory, EntraID and Okta), and cyber recovery (Cyber Recovery Simulation, Threat Containment, Active Directory Forest Recovery). RSC is sold through subscription editions, and the company also offers Ruby, an AI agent for cyber resilience. Rubrik Agent Cloud (RAC), commercially available since February 2026, is an AI operations platform designed to monitor, control and remediate AI agent actions. Support offerings include SentryAI health monitoring, Premium-Plus support, a 24x7 Ransomware Recovery Team, Rubrik University training and a certification program.

Rubrik sells to businesses, governments and public entities of various sizes across financial services; retail, trade and transportation; energy and industrials; healthcare and life sciences; public sector and education; technology, media and communications; and services. It primarily sells RSC subscriptions through a land and expand strategy, landing customers by securing one of five data types and expanding as customers' data grows, as new applications or identities are secured, and as additional security products are adopted. Customers use the platform for cyber and operational resilience, hybrid multi-cloud and SaaS data governance, regulatory compliance such as GDPR, and secure AI adoption. International revenue from EMEA and Asia-Pacific grew from $250.4 million in fiscal 2025 to $364.5 million in fiscal 2026.

The company sells through its own sales team and a partner ecosystem of distributors and resellers (Channel Partners), system integrators, managed service providers and technology partners. Its solutions integrate with security tools such as SIEM/SOAR and cloud security, and it does not give third-party applications privileged access to its platform. Growth plans include expanding SaaS offerings, growing and expanding within its customer base, investing in research and development, developing its partner ecosystem, expanding globally and pursuing strategic acquisitions. The provided text does not describe manufacturing, named suppliers, competitors or headquarters location.

AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.

RevenueFY2026
$1.32B
▲ 48.5%YoY
Net incomeFY2026
-$348.83M
▲ 69.8%YoY
Diluted EPSFY2026
-$1.78
▲ 76.2%YoY
Gross margin
80.1%
▲ 1008 bpsYoY
Insider net6 mo
+394.7K
shares44 sells0 buys
Institutions
54
$6.74B held

Financials

As reported to the SEC via XBRL, no adjustments

All financials →
Revenue & net income
-$1.5B-$1B-$500M$500M$1B$1.5B
FY2025FY2026
RevenueNet income
FY2026 highlightsfrom 10-K
Gross profit$1.05B
Operating income-$345.42M
Diluted EPS-$1.78
Gross margin80.1%
Net margin-26.5%

Revenue by region

FY2026 geographic segments • from the 10-K

$1.3BTOTAL FY2026
Americas$951.74M72.3%▲ 49.6%
Europe$312.7M23.8%▲ 46.1%
Asia Pacific$51.75M3.9%▲ 42.7%

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiled
4Wassenaar YvonneNov 5, 2026
4Nithrakashyap ArvindNov 4, 2026
4THOMPSON JOHN WENDELLNov 3, 2026
4Nithrakashyap ArvindOct 8, 2026

Insider trading

From Form 4 filings

All →
InsiderDateType
Wassenaar YvonneNov 4, 2026Sell
Wassenaar YvonneNov 4, 2026Acquire (C)
Nithrakashyap ArvindNov 4, 2026Sell
Nithrakashyap ArvindNov 4, 2026Acquire (C)
Nithrakashyap ArvindNov 3, 2026Sell

Top holders

13F & 13D/G • latest quarter

All →
HolderStakeFiledValue
BlackRock, Inc.6.0%Aug 7, 2026$802.01M
AQR CAPITAL MANAGEMENT LLC5.9%Aug 14, 2026$780.12M
FMR LLC5.5%Aug 13, 2026$738.75M
Vanguard Portfolio Management5.0%Aug 13, 2026$666.43M
Vanguard Capital Management4.1%Aug 13, 2026$552.75M

The IPO at a glance

From the final prospectus (424B4), filed Apr 26, 2024 • listed on New York Stock Exchange as “RBRK”

Full offering read →
IPO price
$32.00
per Class A share
Sold by the company
23.5M
23,500,000 shares as printed
Net proceeds to the company
$698.3M
“approximately $698.3 million”
Who controls the vote
our directors, executive officers, and principal stockholders, approximately 63.6% of the voting power after the offering
Share classes
Class A common stock • one voteClass B common stock • 20 votes
Lock-up
180 days
Led by
Goldman Sachs & Co. LLC, Barclays, Citigroup, Wells Fargo Securities
Emerging growth company

Figures are quoted from the prospectus as printed.

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What the money is for, the risk themes in the prospectus’s own terms, dilution to new investors, and the red-flag scan of the offering, verified against the filing.

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Executive pay and the vote

From the FY2026 proxy statement (DEF 14A), filed Apr 15, 2026

Full governance view →
CEO total pay
$1.8M
Bipul Sinha • FY2026
Actually paid
$-26.1M
SEC “compensation actually paid”
TSR on $100
$151.22
peers $156.37 • since FY2025

Figures come from the company’s proxy statement, and the vote count from its 8-K.

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The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.

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AI summary

Latest 10-Q takeaways

filed Aug 31, 2026

Rubrik reports strong growth (38% revenue growth, 33% Subscription ARR growth), narrowing losses, and expanding operating leverage, delivered in a largely factual tone. Management pairs this with moderate caveats about ongoing operating losses, supply-chain and macro uncertainty, and declining revenue benefits from Subscription Credits. Automated screens flagged 1 potential red flag.

Written by Scrutar's AI from RBRK's SEC filings. Check anything you rely on against the filing. Not investment advice.

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Peers identified from RBRK's own SEC filings.

Data as of Nov 9, 2026Source: SEC EDGAR.