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Vanguard Portfolio Management (RBRK) discloses 8.06M shares, 5.12% stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Rubrik Inc reported that Vanguard Portfolio Management beneficially owns 8,059,129 shares of Common Stock, representing 5.12% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power for 8,059,129 shares and sole voting power for 29,521 shares.

The Schedule 13G clarifies these holdings are held on behalf of Vanguard-managed funds and clients and reflects aggregated beneficial ownership across Vanguard Portfolio Management LLC and certain affiliates.

Positive

  • None.

Negative

  • None.

Insights

Passive investor disclosure: Vanguard reports a 5.12% stake in Rubrik.

The Schedule 13G shows an institutional, likely passive, ownership position of 8,059,129 shares (5.12%). The filing lists specific voting and dispositive powers, with only 29,521 shares under sole voting control.

Because this is a 13G disclosure, the holding is presented as passive under the filing rules; subsequent filings (e.g., a 13D) would indicate activist intent if ownership objectives change.

Beneficially owned shares 8,059,129 shares Amount beneficially owned as reported on Schedule 13G (03/31/2026)
Percent of class 5.12% Percent of common stock represented by the reported shares
Sole voting power 29,521 shares Shares for which Vanguard has sole power to vote
Sole dispositive power 8,059,129 shares Shares for which Vanguard has sole power to dispose or direct disposition
Filing date (as-of) 03/31/2026 Date tied to the ownership amount reported in the filing
Signature date 04/29/2026 Date the Schedule 13G was signed by the reporting person
Schedule 13G regulatory
"This Schedule 13G beneficially owns, or deemed to be beneficially owned"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Dispositive power financial
"Sole power to dispose or to direct the disposition of: 8059129"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Sole voting power financial
"Sole power to vote or to direct the vote: 29521"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Beneficial ownership financial
"Amount beneficially owned: 8059129 (b) Percent of class: 5.12 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.





781154109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

How many Rubrik (RBRK) shares does Vanguard Portfolio Management report owning?

Vanguard reports beneficial ownership of 8,059,129 shares. This figure equals 5.12% of Rubrik's common stock as stated in the filing dated 03/31/2026.

What voting and dispositive powers does Vanguard report for RBRK shares?

Vanguard reports sole voting power for 29,521 shares and sole dispositive power for 8,059,129 shares. The filing separates voting authority from dispositive (sale) authority.

Is Vanguard acting as an active investor in Rubrik according to this Schedule 13G?

The filing is a Schedule 13G, which indicates a passive reporting position under the SEC rules. It lists aggregated holdings across Vanguard-managed funds and affiliates without activist qualifiers.

Does the Schedule 13G identify other persons with more than 5% of RBRK shares?

The filing states no other single person known to Vanguard has an interest exceeding 5%. It notes holdings include Vanguard funds and client accounts managed by affiliates.

Who signed the Schedule 13G for Vanguard and when was it signed?

The filing is signed by Ashley Grim, Head of Global Fund Administration, with signature date 04/29/2026, certifying the reported ownership as shown.