RAPID7 INC RPD
COM · Common Stock · CUSIP 753422104 · ISIN US7534221046
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersBoston, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.2m this quarter). Holder counts are more reliable. Shares outstanding: 60.4m as of 2023-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.98. Options: 21 managers hold calls ($94.0m notional), 12 hold puts ($28.6m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 294 |
| Q4 2022 | 274 |
| Q1 2023 | 292 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 150 | 156 |
| Q1 2023 | 163 | 120 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $24.0m | $18.0m | 0.75 |
| Q4 2022 | $27.1m | $29.3m | 1.08 |
| Q1 2023 | $94.0m | $28.6m | 0.30 |
Biggest buyers
| Point72 Asset Management, L.P. | New | +2.3m |
| Assenagon Asset Management S.A. | New | +600.9k |
| BARCLAYS PLC | Added | +532.3k |
| FRED ALGER MANAGEMENT, LLC | Added | +522.3k |
| CITADEL ADVISORS LLC | Added | +504.9k |
| Alyeska Investment Group, L.P. | Added | +478.3k |
| VANGUARD GROUP INC | Added | +382.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +300.0k |
| ThornTree Capital Partners LP | New | +238.8k |
| ROYAL BANK OF CANADA | Added | +231.7k |
Biggest sellers
| HAWK RIDGE CAPITAL MANAGEMENT LP | Sold out | -1.2m |
| WASATCH ADVISORS LP | Reduced | -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -903.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -435.4k |
| D. E. Shaw & Co., Inc. | Reduced | -426.1k |
| FEDERATED HERMES, INC. | Reduced | -300.0k |
| FIRST TRUST ADVISORS LP | Reduced | -282.8k |
| FMR LLC | Reduced | -276.1k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -268.4k |
| Jericho Capital Asset Management L.P. | Reduced | -268.0k |
Biggest calls
| BARCLAYS PLC | Added | $25.3m550.3k shares |
| Antara Capital LP | New | $23.4m510.0k shares |
| BANK OF AMERICA CORP /DE/ | New | $11.5m250.0k shares |
| CITIGROUP INC | New | $10.6m230.0k shares |
| CITADEL ADVISORS LLC | Added | $5.1m110.4k shares |
| JANE STREET GROUP, LLC | Added | $4.0m87.3k shares |
| D. E. Shaw & Co., Inc. | Added | $3.6m77.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m67.1k shares |
| SIMPLEX TRADING, LLC | Added | $2.5m54.1k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $1.6m34.8k shares |
Biggest puts
| BARCLAYS PLC | Reduced | $19.1m416.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m65.0k shares |
| CITADEL ADVISORS LLC | Added | $1.4m31.5k shares |
| Parallax Volatility Advisers, L.P. | New | $1.3m28.4k shares |
| JANE STREET GROUP, LLC | Added | $918.2k20.0k shares |
| Walleye Trading LLC | Reduced | $775.9k16.9k shares |
| SIMPLEX TRADING, LLC | Added | $707.0k15.4k shares |
| HARVEST MANAGEMENT LLC | New | $596.8k13.0k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $362.7k7.9k shares |
| Walleye Capital LLC | Reduced | $257.1k5.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
JANA Partners Management, LP
13D · may seek influence
+0.2 pts · filed 2026-03-30
Stated purposeItem 4 is hereby amended and supplemented as follows: On March 26, 2026, the Reporting Person entered into a Nomination and Support Agreement with the Issuer (the "Nomination and Support Agreement"), pursuant to which, among other things, the Issuer agreed to nominate Kevin Galligan ("Mr. Galligan") to the Issuer's slate of recommended nominees standing for election at its 2026 annual meeting of stockholder and to solicit proxies in support of his election. Pursuant to the Nomination and Support Agreement, the Reporting Person is now permitted to acquire beneficial ownership of up to 19.9% of the Issuer's Shares, and the Board has approved any such acquisition for the purposes of certain provisions of the Delaware General Corporation Law. The summary of the Nomination and Support Agreemen… Full filing |
10.3% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 9.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution -1.7 pts · filed 2026-07-31 | 6.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $22.9m | — |
| Q1 2022 | 0 | — | 4 | $7.1m | — |
| Q2 2022 | 1 | $327.5k | 1 | $33.1k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 1 | $75.0k | 1 | $8.2m | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.5m $298.5m | Added +382.8k |
| BlackRock Inc. 0.01% of their portfolio | 6.4m $291.7m | Reduced -108.0k |
| Alyeska Investment Group, L.P. 1.10% of their portfolio | 2.7m $124.6m | Added +478.3k |
| Point72 Asset Management, L.P. 0.38% of their portfolio | 2.3m $106.5m | New |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 2.1m $95.3m | Reduced -282.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.6m $74.4m | Reduced -903.3k |
| FMR LLC 0.00% of their portfolio | 1.5m $67.9m | Reduced -276.1k |
| BARCLAYS PLC 0.07% of their portfolio | 1.4m $65.7m | Added +532.3k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.4m $64.9m | Added +53.5k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.4m $63.3m | Added +108.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $62.2m | Added +69.0k |
| GW&K Investment Management, LLC 0.54% of their portfolio | 1.2m $55.3m | Added +41.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $53.1m | Added +51.3k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 1.1m $50.3m | Added +63.7k |
| Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio | 1.1m $49.1m | Reduced -268.4k |
| PICTET ASSET MANAGEMENT SA 0.06% of their portfolio | 1.0m $47.3m | Added +172.5k |
| Stephens Investment Management Group LLC 0.79% of their portfolio | 1.0m $46.9m | Added +7.0k |
| WASATCH ADVISORS LP 0.29% of their portfolio | 1.0m $46.2m | Reduced -1.1m |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 954.7k $43.8m | Added +215.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 952.2k $43.7m | Reduced -199.5k |
| FRED ALGER MANAGEMENT, LLC 0.21% of their portfolio | 870.5k $40.0m | Added +522.3k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 839.2k $38.5m | Added +504.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 734.7k $33.7m | Added +231.7k |
| NORGES BANK 0.01% of their portfolio | 721.1k $33.1m | Added +124.8k |
| Legal & General Group Plc 0.01% of their portfolio | 658.5k $30.2m | Added +36.0k |
| Swedbank AB 0.06% of their portfolio | 650.0k $29.8m | Unchanged |
| Assenagon Asset Management S.A. 0.11% of their portfolio | 600.9k $27.6m | New |
| Jericho Capital Asset Management L.P. 1.12% of their portfolio | 589.0k $27.0m | Reduced -268.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 584.2k $26.8m | Added +13.8k |
| MORGAN STANLEY 0.00% of their portfolio | 514.5k $23.6m | Reduced -88.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 510.8k $23.4m | Added +50.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 455.6k $20.9m | Reduced -435.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 448.1k $20.6m | Added +40.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 439.3k $20.2m | Added +562 |
| ExodusPoint Capital Management, LP 0.21% of their portfolio | 395.2k $18.1m | Added +207.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.09% of their portfolio | 360.0k $16.5m | Added +300.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 347.8k $16.0m | Added +133.8k |
| EMERALD ADVISERS, LLC 0.75% of their portfolio | 340.9k $15.6m | Reduced -44.9k |
| NATIXIS 0.14% of their portfolio | 340.7k $15.6m | Reduced -119.2k |
| ETF MANAGERS GROUP, LLC 0.47% of their portfolio | 315.7k $14.5m | Reduced -8.8k |
| EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio | 311.9k $14.3m | Reduced -32.4k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 305.3k $14.1m | Added +3.3k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 300.0k $13.8m | Reduced -300.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 291.3k $13.4m | Added +1.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 289.4k $13.3m | Reduced -3.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.77% of their portfolio | 283.3k $13.0m | Reduced -16.5k |
| Varma Mutual Pension Insurance Co 0.16% of their portfolio | 282.2k $13.0m | Unchanged |
| Clearbridge Investments, LLC 0.01% of their portfolio | 279.1k $12.8m | Reduced -33.0k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 252.4k $11.6m | Added +35.1k |
| ThornTree Capital Partners LP 2.72% of their portfolio | 238.8k $11.0m | New |
| Mizuho Markets Cayman LP 0.46% of their portfolio | 231.5k $10.6m | New |
| MIZUHO MARKETS AMERICAS LLC 0.46% of their portfolio | 231.5k $10.6m | Added +60.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 230.7k $10.6m | Added +12.3k |
| Woodline Partners LP 0.15% of their portfolio | 230.1k $10.6m | Added +69.7k |
| Granahan Investment Management, LLC 0.31% of their portfolio | 225.2k $10.3m | Reduced -79.5k |
| Thematics Asset Management 0.51% of their portfolio | 204.0k $9.4m | Reduced -56.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 199.8k $9.2m | Reduced -426.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 193.6k $8.9m | Added +100 |
| Atika Capital Management LLC 1.36% of their portfolio | 190.0k $8.7m | New |
| PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio | 173.6k $8.0m | Reduced -23.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 173.1k $7.9m | Added +146.8k |
| SG Americas Securities, LLC 0.10% of their portfolio | 165.6k $7.6m | Added +117.2k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.45% of their portfolio | 165.1k $7.6m | Added +16.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 160.0k $7.3m | Reduced -52.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 153.0k $7.0m | New |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 140.7k $6.5m | Added +17.0k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 140.2k $6.4m | Reduced -120.6k |
| Swiss National Bank 0.00% of their portfolio | 127.8k $5.9m | Reduced -14.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 119.7k $5.5m | Reduced -56.4k |
| Washington Harbour Partners LP 10.45% of their portfolio | 119.2k $5.5m | Added +68.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 117.1k $5.4m | Reduced -17.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 116.4k $5.3m | New |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 107.3k $4.9m | Added +13.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 105.4k $4.8m | Added +20.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 104.4k $4.8m | Reduced -41.8k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 102.0k $4.7m | Unchanged |
| HERITAGE INVESTORS MANAGEMENT CORP 0.20% of their portfolio | 99.7k $4.6m | Added +8.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 97.0k $4.5m | Reduced -160.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 89.8k $4.1m | Reduced -41.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 86.1k $4.0m | Added +4.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 81.4k $3.7m | Added +9.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 80.2k $3.7m | Added +340 |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 75.8k $3.5m | Reduced -16.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 75.5k $3.5m | Reduced -2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 74.0k $3.4m | Reduced -644 |
| Trexquant Investment LP 0.09% of their portfolio | 69.1k $3.2m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 69.0k $3.1m | Added +32.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.1k $3.1m | Reduced -1.1k |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 66.1k $3.0m | Added +38.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 65.4k $3.0m | Added +2.1k |
| Soviero Asset Management, LP 1.51% of their portfolio | 65.0k $3.0m | New |
| WADE G W & INC 0.11% of their portfolio | 64.5k $3.0m | Reduced -651 |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 61.0k $2.8m | Added +9.9k |
| Lane Generational LLC 3.53% of their portfolio | 60.8k $2.8m | Added +4.8k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 58.1k $2.7m | Added +15.0k |
| AXA S.A. 0.01% of their portfolio | 57.9k $2.7m | Reduced -20.2k |
| CITIGROUP INC 0.00% of their portfolio | 57.4k $2.6m | Added +24.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 56.2k $2.6m | Added +39.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 54.1k $2.5m | Added +2.3k |
| Alamar Capital Management, LLC 2.06% of their portfolio | 53.9k $2.5m | Added +116 |