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Companies / Technology / Rubrik, Inc.
RBRK

Rubrik, Inc.

TechnologyPrepackaged Software
Ticker RBRKPALO ALTO, CAFiscal year ends JanuaryBook value per share $-2.44Diluted shares 204.9M

Rubrik, Inc. (NYSE: RBRK) is a cloud-native data security company headquartered in Palo Alto, California with a mission to secure and accelerate the world's artificial intelligence transformation. The company operates through its primary platform, Rubrik Security Cloud (RSC), a zero-trust SaaS solution designed to… From the company’s description.

Fiscal year 2026 · ends 01-31Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-07-31
Sales & profitability
$1.32B
+48.5% year over year
Last 12 mo $1.54B
-26.24%
+101.7 percentage points
Last 12 mo -18.31%
$-348.83M
+69.8% year over year
Last 12 mo $-254.42M
67.14%
−141.4 percentage points
Last 12 mo 50.94%
Cash & financing
$282.91M
+486.6% year over year
Last 12 mo $337.06M
$237.84M
+999.6% year over year
Last 12 mo $286.24M
-2.18
Was -0.58× a year earlier
Last 12 mo -2.27
196.5M
+27.3% year over year
Last 12 mo 204.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Rubrik, Inc. does

In the company’s own words

Rubrik, Inc. (NYSE: RBRK) is a cloud-native data security company headquartered in Palo Alto, California with a mission to secure and accelerate the world's artificial intelligence transformation. The company operates through its primary platform, Rubrik Security Cloud (RSC), a zero-trust SaaS solution designed to protect data across enterprise, cloud, and SaaS environments while enabling rapid recovery from cyberattacks and operational disruptions. In February 2026, Rubrik launched Rubrik Agent Cloud (RAC), a comprehensive AI operations platform for monitoring, controlling, and remediating agentic actions.

The company's website is www.rubrik.com. Rubrik's core offerings include data protection products for enterprise systems, unstructured data, cloud applications, and SaaS platforms; data threat analytics and security posture management capabilities; identity security and recovery solutions; and cyber recovery simulation and orchestration tools. The platform combines time-series data and metadata across multiple sources to create self-describing data, enabling advanced threat detection through proprietary machine learning and artificial intelligence engines.

Rubrik operates globally with approximately 3,797 full-time employees as of January 31, 2026, with research and development leadership teams located in Palo Alto, Tel Aviv, and Bangalore. The company generated total revenue of $1.32 billion in fiscal year 2026, with international revenue from EMEA and Asia-Pacific regions reaching $364.5 million. The company serves organizations across diverse industries including financial services, retail, energy, healthcare, public sector, and technology.

The company's competitive advantages include its unified platform architecture combining backup, recovery, and cybersecurity capabilities; automated policy-driven enforcement; native immutability and zero-trust design principles; and extensive API integrations with security and infrastructure tools. Rubrik employs a land-and-expand sales strategy, initially securing one data type before expanding to additional applications, data sources, and security products. The company relies on a limited number of contract manufacturers, primarily Supermicro, for its Rubrik-branded appliances. Rubrik maintains 425 issued U.S. patents and maintains strategic partnerships with major technology providers including Microsoft, AWS, Azure, and GCP.

Company details
Sector
Technology
Industry
Prepackaged Software
Headquarters
PALO ALTO, CA
Fiscal year end
January
CIK
1943896
SIC
7372

Financial performance, year by year

Fiscal 2025–2026 · USD
$-1.42B$-615.42M$193.68M$1.00B$1.81B20252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Rubrik, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

356
funds hold it
1 of 35
superinvestors hold it
$3.95B
held by funds, at market
31.0%
of shares held by funds
2
bond issues held by funds

Superinvestors in Rubrik, Inc. · what they did last quarter

Polen CapitalNEW
Polen Capital Management
<0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Rubrik, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%of fund net assets
First Trust Nasdaq Cybersecurity ETF
CIBR · First Trust Exchange-Traded Fund II
2.67%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.15%of fund net assets
0.10%of fund net assets
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS
0.26%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Rubrik, Inc.’s bonds, as funds hold them

Funds report holding 2 issues of Rubrik, Inc.’s debt, $100.69M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.00%, maturing 2030 to 2030.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Rubrik, Inc. and its peers compare on margins and cash generation over ten years?”
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