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RPD in the 13F filings

Rapid7 Inc · CUSIP 753422104

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
14,602,640
combined, among listed positions
Reported value
$222m
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,982,185.

Managers listing RPD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Jana Partners6,743,653$103m5.33%Added+241,54517 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,404,686$21munder 0.1%Added+265,41313 Feb 2026 (the filing on sec.gov)
Millennium Management LLC981,190$15munder 0.1%Added+499,60317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP761,328$12munder 0.1%Added+525,90417 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP485,399$7.4munder 0.1%Added+396,59917 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC458,245$7.0munder 0.1%Trimmed-13,83610 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP443,655$6.7munder 0.1%Trimmed-24,74517 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.429,672$6.5munder 0.1%Added+277,78417 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC357,315$5.4munder 0.1%Added+136,12917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC316,169$4.8munder 0.1%Trimmed-398,96917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC310,543$4.7munder 0.1%Added+196,14417 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC250,816$3.8munder 0.1%Added+168,48413 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP196,366$3.0munder 0.1%Added+22,58917 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP182,021$2.8munder 0.1%Added+32,96013 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd153,979$2.3munder 0.1%Added+92,28917 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP146,635$2.2munder 0.1%Added+25,72917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)134,892$2.0munder 0.1%Added+21,57117 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC134,845$2.0munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Man Group PLC131,051$2.0munder 0.1%Added+68,27917 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC117,145$1.8munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Invesco Ltd116,097$1.8munder 0.1%Added+33,95219 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC113,185$1.7munder 0.1%Added+7,72513 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc70,858$1.1munder 0.1%Added+14,75117 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP48,910$743kunder 0.1%Trimmed-37,05717 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC48,737$741kunder 0.1%Trimmed-279,45217 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0358102017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RPD by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20152$26mn.a.n.a.
Q4 20151$1.1mn.a.n.a.
Q3 20161$1.5mn.a.n.a.
Q4 20162$6.1mn.a.n.a.
Q1 20171$898kn.a.n.a.
Q2 20172$5.4mn.a.n.a.
Q3 20171$29mn.a.n.a.
Q4 20171$31mn.a.n.a.
Q1 20182$38mn.a.n.a.
Q2 20181$36mn.a.n.a.
Q3 20183$83mn.a.n.a.
Q4 20184$126mn.a.n.a.
Q1 20196$161mn.a.n.a.
Q2 20196$165mn.a.n.a.
Q3 20195$112mn.a.n.a.
Q4 20198$166mn.a.n.a.
Q1 20205$222mn.a.n.a.
Q2 20208$362mn.a.n.a.
Q3 20206$402mn.a.n.a.
Q4 20209$724mn.a.n.a.
Q1 20217$588mn.a.n.a.
Q2 20217$893mn.a.n.a.
Q3 20219$955mn.a.n.a.
Q4 202110$977mn.a.n.a.
Q1 20228$878mn.a.n.a.
Q2 20226$428mn.a.n.a.
Q3 20225$210mn.a.n.a.
Q4 20225$61mn.a.n.a.
Q1 20235$186mn.a.n.a.
Q2 20237$185mn.a.n.a.
Q3 20239$248mn.a.n.a.
Q4 20237$201m35
Q1 20243$121m22
Q2 20245$299m50
Q3 20246$292m51
Q4 20247$232m52
Q1 20257$207m70
Q2 20253$139m11
Q3 20252$124m12
Q4 20252$105m209
Q1 20262$38m2110
Q2 20262$74m1813

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RPD and GOOGL →RPD and AMZN →RPD and MSFT →Choose a stock to compare with RPD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RPD, latest filings →Back to the 13F Explorer →