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Rapid7, Inc.

RPD Technology
$6.3 $-0.52 (-7.62%)
Market Cap: $415.13 M
Gurus Holding
7
Popularity Rank
#1225
% of Shares Held
11.91%
Net Activity (Q4 2025)
+$1.12 M

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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $49.43 M.

Top institutional holders include Jana Partners and Steven Cohen.

Notably, Jana Partners has expressed high conviction in this stock, allocating 5.33% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $1.12 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 171.5%. Conversely, Jefferies Group reduced exposure by 96.9%.

Key Holders

Top 5 by Value

$102.5 M
$6.74 M
$4.72 M
$2.77 M
$2.05 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$7.51 M
Total Buy Value
New Buys 1
Additions 3
-$6.39 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Rapid7, Inc. (RPD)

Major holders include Jana Partners ($102.5 M), Steven Cohen ($6.74 M), Cliff Asness ($4.72 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.85 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.12 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited RPD. The total reported sell value was $6.39 M.

Yes, 1 managers opened new positions in RPD, and 3 increased their existing holdings. The total reported buy value was $7.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.33% Add 3.7% 6,743,653 $102.5 M Q4 2025
0.01% Reduce -5.3% 443,655 $6.74 M Q4 2025
0.00% Add 171.5% 310,543 $4.72 M Q4 2025
0.01% Add 22.1% 182,021 $2.77 M Q4 2025
0.02% 134,845 $2.05 M Q4 2025
0.00% New Buy 23,496 $357,139 Q4 2025
0.00% Reduce -96.9% 8,000 $121,600 Q4 2025
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Value
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