Jana Partners's RPD Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 6.74 M shares of Rapid7, Inc. (RPD) worth $102.5 M, representing 5.33% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +241,545 | Add 3.71% | 6.74 M | $15.20 |
| Q3 2025 | +772,194 | Add 13.48% | 6.5 M | $18.75 |
| Q2 2025 | +1.62 M | Add 39.55% | 5.73 M | $23.13 |
| Q1 2025 | +415,927 | Add 11.27% | 4.11 M | $26.51 |
| Q4 2024 | +34,589 | Add 0.95% | 3.69 M | $40.23 |
| Q3 2024 | +931,154 | Add 34.18% | 3.66 M | $39.89 |
| Q2 2024 | +2.72 M | New Buy | 2.72 M | $43.23 |
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 7 quarters since Q2 2024.
Jana Partners's largest addition to Rapid7, Inc. (RPD) was in Q2 2024, adding 2,724,386 shares worth $117.78 M.
According to the latest 13F filing for Q4 2025, Jana Partners's firm, Jana Partners Management, Lp, owns 6,743,653 shares of Rapid7, Inc. (RPD), valued at approximately $102.5 M.
As of the Q4 2025 filing, Rapid7, Inc. (RPD) represents approximately 5.33% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings.
Jana Partners's peak holding in Rapid7, Inc. (RPD) was 6,743,653 shares, as reported at the end of Q4 2025.