Vanguard Portfolio Management LLC filed an amended beneficial ownership statement with the SEC on October 30, 2026, reporting a 4.79% stake in Rubrik Inc as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Vanguard Portfolio Management reported holding 8,019,927 shares of Rubrik Inc Common Stock (CUSIP 781154109).
  • Percent of class: The 8,019,927 shares represent 4.79% of the outstanding class, according to the filing.
  • Sole dispositive power: Vanguard Portfolio Management holds sole power to dispose of all 8,019,927 shares reported.
  • Sole voting power: Only 32,850 shares carry sole voting power, with shared voting power reported as zero.
  • Event date: The date of the event requiring the filing was September 30, 2026.
  • Amendment: This is Amendment No. 1 to the original beneficial ownership statement.
  • Filing date: The statement was signed and dated October 30, 2026, by My Trieu-Gatt, Authorized Signatory, Head of Global Fund Administration.

Vanguard's Reported Position in Rubrik, a Palo Alto-Based Data Security Company

Vanguard Portfolio Management LLC, organized in Pennsylvania and headquartered at 100 Vanguard Blvd, Malvern, PA 19355, disclosed its amended ownership position in Rubrik Inc, a data security company whose principal executive offices are located at 3495 Deer Creek Road, Palo Alto, CA 94304. The filing identifies Vanguard Portfolio Management LLC as an investment adviser under the relevant SEC rules, and states that the shares are held across Vanguard funds and managed client accounts.

According to the filing, the reported position encompasses securities beneficially owned by Vanguard Portfolio Management LLC and two affiliated entities: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. The filing notes, consistent with SEC Release No. 34-39538, that securities held by other subsidiaries or affiliates whose ownership is disaggregated from that of the reporting business unit are not included in this statement. Rubrik trades on the New York Stock Exchange under the ticker NYSE:RBRK.

The filing certifies that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer." No single outside person holds an interest exceeding 5% in the securities reported, according to the statement. The filing was signed by My Trieu-Gatt, Authorized Signatory and Head of Global Fund Administration, on behalf of Vanguard Portfolio Management.

What Was Disclosed

Vanguard Portfolio Management LLC filed Amendment No. 1 to its beneficial ownership statement, reporting 8,019,927 shares of Rubrik Inc Common Stock, equal to 4.79% of the class, as of the September 30, 2026 event date, with sole dispositive power over all reported shares.