Guru Ownership Trend
Guru Analysis for Rapid7, Inc. (RPD)
Rapid7, Inc. (RPD), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $90.85 M.
Top institutional holders include Jana Partners and Steven Cohen.
Notably, Jana Partners has expressed high conviction in this stock, allocating 5.90% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $25.06 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, George Soros reduced exposure by 46.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 5.90% | Add 13.5% | 6,502,108 | $121.91 M | Q3 2025 | |
| 0.01% | Add 38.5% | 468,400 | $8.78 M | Q3 2025 | |
| 0.02% | Add 1684.8% | 257,692 | $4.83 M | Q3 2025 | |
| 0.01% | New Buy | 149,061 | $2.79 M | Q3 2025 | |
| 0.04% | Reduce -46.9% | 134,845 | $2.53 M | Q3 2025 | |
| 0.00% | New Buy | 118,539 | $2.22 M | Q3 2025 | |
| 0.00% | Add 187.3% | 114,399 | $2.14 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Rapid7, Inc. (RPD)
Major holders include Jana Partners ($121.91 M), Steven Cohen ($8.78 M), Jefferies Group ($4.83 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.75 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25.06 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited RPD. The total reported sell value was $2.83 M.
Yes, 2 managers opened new positions in RPD, and 4 increased their existing holdings. The total reported buy value was $27.89 M.