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
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
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.