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Free · no sign-up · Q2 2026

Which funds own RXT

Rackspace Technology Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $4.6m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
1
at least, of 91 current
Combined value
$4.6m
as reported
Opened
1
new this quarter
Added to
0
already held
Trimmed or sold out
0
0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Polen Capital Management LLC
Long-only · $11.6bn book
$4.6m0.0%709,189opened709,189New

Ownership through time

At least 1 of the 95 managers whose filings are on file listed RXT in Q2 2026, against 2 in Q3 2020.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
012Q3 2020: 22Q4 2020: 11Q1 2021: 1121Q3 2021: 11Q2 2022: 11Q4 2022: 11Q1 2023: 1123Q2 2026: 11
  • Q3 2020: 2
  • Q4 2020: 1
  • Q1 2021: 1
  • Q3 2021: 1
  • Q2 2022: 1
  • Q4 2022: 1
  • Q1 2023: 1
  • Q2 2026: 1
Their combined reported value
$0$27m$54mQ3 2020: $54m$54mQ4 2020: $39m$39mQ1 2021: $40m$40m21Q3 2021: $5.7m$5.7mQ2 2022: $743k$743kQ4 2022: $815k$815kQ1 2023: $991k$991k23Q2 2026: $4.6m$4.6m
  • Q3 2020: $54m
  • Q4 2020: $39m
  • Q1 2021: $40m
  • Q3 2021: $5.7m
  • Q2 2022: $743k
  • Q4 2022: $815k
  • Q1 2023: $991k
  • Q2 2026: $4.6m

Started in Q2 2026

Added to it

No manager on file added.

Cut it

No manager on file cut it.

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Polen Capital Management LLCQ2 2026$4.6m$4.6m
Point72 Asset Management LPQ3 2020$45mlast listed Q1 2021
Tudor Investment CorpQ3 2020$8.7mlast listed Q3 2020
ValueAct Holdings LPQ3 2021$5.7mlast listed Q3 2021
Caxton Associates LLPQ4 2022$991klast listed Q1 2023
PDT Partners LLCQ2 2022$743klast listed Q2 2022

What RXT is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around RXT →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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