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Rambus Inc.

RMBS Technology
$142.98 +$1.16 (0.82%)
Market Cap: $15.46 B
Gurus Holding
5
Popularity Rank
#1751
% of Shares Held
1.90%
Net Activity (Q1 2026)
+$43.05 M

Guru Ownership Trend

Guru Analysis for Rambus Inc. (RMBS)

Rambus Inc. (RMBS), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $294.48 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Bullish. This is evidenced by a $43.05 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Joel Greenblatt reduced exposure by 67.0%.

Key Holders

Top 5 by Value

$103.96 M
$63.52 M
$4.46 M
$1.12 M
$504,738

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$64.98 M
Total Buy Value
New Buys 1
Additions 2
-$21.93 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Rambus Inc. (RMBS)

Major holders include Cliff Asness ($103.96 M), Ken Fisher ($63.52 M), Ray Dalio ($4.46 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.06 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.05 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited RMBS. The total reported sell value was $21.93 M.

Yes, 1 managers opened new positions in RMBS, and 2 increased their existing holdings. The total reported buy value was $64.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 75.8% 1,250,456 $103.96 M Q1 2026
0.02% Add 42.7% 738,356 $63.52 M Q1 2026
0.02% Reduce -66.4% 51,854 $4.46 M Q1 2026
0.01% New Buy 13,028 $1.12 M Q1 2026
0.00% Reduce -67.0% 5,867 $504,738 Q1 2026
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form