Jana Partners's RPD Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 6.5 M shares of Rapid7, Inc. (RPD) worth $121.91 M, representing 5.90% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jana Partners has maintained this position in RPD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.62 M shares.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Rapid7 (RPD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rapid7 (RPD) Trades by Jana Partners
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2024 | +2.72 M | New Buy | 2.72 M | $43.23 |
| Q3 2024 | +931,154 | Add 34.18% | 3.66 M | $39.89 |
| Q4 2024 | +34,589 | Add 0.95% | 3.69 M | $40.23 |
| Q1 2025 | +415,927 | Add 11.27% | 4.11 M | $26.51 |
| Q2 2025 | +1.62 M | Add 39.55% | 5.73 M | $23.13 |
| Q3 2025 | +772,194 | Add 13.48% | 6.5 M | $18.75 |
Jana Partners's Rapid7 Investment FAQs
Jana Partners first purchased Rapid7, Inc. (RPD) in Q2 2024, acquiring 2,724,386 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Rapid7, Inc. (RPD) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's largest addition to Rapid7, Inc. (RPD) was in Q2 2024, adding 2,724,386 shares worth $117.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 6,502,108 shares of Rapid7, Inc. (RPD), valued at approximately $121.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Rapid7, Inc. (RPD) represents approximately 5.90% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners's peak holding in Rapid7, Inc. (RPD) was 6,502,108 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.