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. Holder counts are more reliable. Shares outstanding: 61.0m as of 2023-07-31, 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 ≈ $45.26. Options: 28 managers hold calls ($178.7m notional), 15 hold puts ($38.1m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 294 |
| Q4 2022 | 274 |
| Q1 2023 | 292 |
| Q2 2023 | 293 |
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 |
| Q2 2023 | 150 | 135 |
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 |
| Q2 2023 | $178.7m | $38.1m | 0.21 |
Biggest buyers
| Hood River Capital Management LLC | New | +817.5k |
| PICTET ASSET MANAGEMENT SA | Added | +779.4k |
| TOMS Capital Investment Management LP | New | +721.2k |
| Jefferies Financial Group Inc. | Added | +503.1k |
| D. E. Shaw & Co., Inc. | Added | +419.1k |
| VANGUARD GROUP INC | Added | +391.2k |
| BlackRock Inc. | Added | +378.3k |
| ExodusPoint Capital Management, LP | Added | +360.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +252.3k |
| READYSTATE ASSET MANAGEMENT LP | New | +251.6k |
Biggest sellers
| Alyeska Investment Group, L.P. | Reduced | -1.2m |
| FMR LLC | Reduced | -833.4k |
| Jericho Capital Asset Management L.P. | Sold out | -589.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -560.8k |
| Assenagon Asset Management S.A. | Reduced | -555.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -424.9k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -410.3k |
| Point72 Asset Management, L.P. | Reduced | -383.0k |
| CITADEL ADVISORS LLC | Reduced | -258.4k |
| ThornTree Capital Partners LP | Sold out | -238.8k |
Biggest calls
| TOMS Capital Investment Management LP | New | $47.8m1.1m shares |
| Antara Capital LP | Added | $26.4m582.8k shares |
| BANK OF AMERICA CORP /DE/ | Unchanged | $11.3m250.0k shares |
| Caption Management, LLC | New | $11.1m245.0k shares |
| ExodusPoint Capital Management, LP | New | $10.7m234.7k shares |
| UBS Group AG | Added | $10.0m221.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.7m214.2k shares |
| CITIGROUP INC | Reduced | $9.6m211.6k shares |
| CITADEL ADVISORS LLC | Added | $8.2m180.5k shares |
| Berry Street Capital Management LLP | New | $6.8m150.0k shares |
Biggest puts
| BARCLAYS PLC | Reduced | $16.7m368.0k shares |
| UBS Group AG | New | $6.8m150.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.3m94.5k shares |
| ROYAL BANK OF CANADA | New | $3.6m79.8k shares |
| JANE STREET GROUP, LLC | Added | $2.9m63.2k shares |
| CITADEL ADVISORS LLC | Reduced | $950.9k21.0k shares |
| Caption Management, LLC | New | $905.6k20.0k shares |
| SIMPLEX TRADING, LLC | Added | $724.0k16.0k shares |
| WOLVERINE TRADING, LLC | New | $670.6k14.8k shares |
| SG Americas Securities, LLC | New | $375.0k150.0k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.9m $312.1m | Added +391.2k |
| BlackRock Inc. 0.01% of their portfolio | 6.7m $304.9m | Added +378.3k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 2.0m $91.6m | Reduced -53.7k |
| Point72 Asset Management, L.P. 0.30% of their portfolio | 1.9m $87.7m | Reduced -383.0k |
| PICTET ASSET MANAGEMENT SA 0.10% of their portfolio | 1.8m $82.0m | Added +779.4k |
| Alyeska Investment Group, L.P. 0.51% of their portfolio | 1.5m $67.4m | Reduced -1.2m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.5m $66.4m | Added +52.8k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 1.4m $64.1m | Added +38.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $62.5m | Added +26.8k |
| BARCLAYS PLC 0.04% of their portfolio | 1.2m $56.0m | Reduced -194.8k |
| WASATCH ADVISORS LP 0.33% of their portfolio | 1.2m $55.1m | Added +209.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $54.7m | Added +51.0k |
| GW&K Investment Management, LLC 0.51% of their portfolio | 1.2m $54.1m | Reduced -11.1k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 1.1m $49.6m | Reduced -471 |
| Stephens Investment Management Group LLC 0.75% of their portfolio | 1.1m $48.1m | Added +40.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.1m $47.9m | Reduced -560.8k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 960.8k $43.5m | Added +6.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 881.8k $39.9m | Reduced -70.4k |
| FRED ALGER MANAGEMENT, LLC 0.19% of their portfolio | 830.6k $37.6m | Reduced -39.9k |
| Hood River Capital Management LLC 1.10% of their portfolio | 817.5k $37.0m | New |
| ExodusPoint Capital Management, LP 0.40% of their portfolio | 755.4k $34.2m | Added +360.2k |
| TOMS Capital Investment Management LP 3.21% of their portfolio | 721.2k $32.7m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 708.0k $32.1m | Added +252.3k |
| Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio | 659.0k $29.8m | Reduced -410.3k |
| Swedbank AB 0.05% of their portfolio | 650.0k $29.4m | Unchanged |
| FMR LLC 0.00% of their portfolio | 646.2k $29.3m | Reduced -833.4k |
| NORGES BANK 0.01% of their portfolio | 637.8k $28.9m | Reduced -83.3k |
| Legal & General Group Plc 0.01% of their portfolio | 632.9k $28.7m | Reduced -25.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 628.8k $28.5m | Reduced -105.8k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 618.9k $28.0m | Added +419.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 602.5k $27.3m | Added +18.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 580.8k $26.3m | Reduced -258.4k |
| Jefferies Financial Group Inc. 0.55% of their portfolio | 569.2k $25.8m | Added +503.1k |
| MORGAN STANLEY 0.00% of their portfolio | 466.7k $21.1m | Reduced -47.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 450.3k $20.4m | Added +11.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 448.3k $20.3m | Added +235 |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 434.9k $20.1m | Added +129.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 371.0k $16.8m | Added +79.6k |
| EMERALD ADVISERS, LLC 0.70% of their portfolio | 351.3k $15.9m | Added +10.4k |
| EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio | 331.5k $15.0m | Added +19.6k |
| Thematics Asset Management 0.70% of their portfolio | 324.0k $14.7m | Added +120.0k |
| NATIXIS 0.12% of their portfolio | 301.0k $13.6m | Reduced -39.6k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 300.0k $13.6m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 292.5k $13.2m | Added +3.0k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.71% of their portfolio | 289.6k $13.1m | Added +6.4k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 281.9k $12.8m | Added +2.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 280.8k $12.7m | Added +161.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 271.1k $12.3m | Reduced -76.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 265.0k $12.0m | Added +105.0k |
| READYSTATE ASSET MANAGEMENT LP 1.13% of their portfolio | 251.6k $11.4m | New |
| Granahan Investment Management, LLC 0.34% of their portfolio | 243.9k $11.0m | Added +18.7k |
| SG Americas Securities, LLC 0.09% of their portfolio | 222.1k $10.1m | Added +56.5k |
| Petrus Trust Company, LTA 1.12% of their portfolio | 220.0k $10.0m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 209.3k $9.5m | Reduced -21.4k |
| Varma Mutual Pension Insurance Co 0.11% of their portfolio | 204.9k $9.3m | Reduced -77.3k |
| Saraza Management, LP 1.56% of their portfolio | 200.0k $9.1m | New |
| PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio | 194.7k $8.8m | Added +21.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 188.8k $8.6m | Reduced -4.8k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.45% of their portfolio | 185.6k $8.4m | New |
| UBS Group AG 0.00% of their portfolio | 174.3k $7.9m | Added +136.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 173.3k $7.8m | Added +142 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 159.1k $7.2m | Added +62.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 150.0k $6.8m | Reduced -210.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 149.2k $6.8m | Reduced -3.8k |
| Swiss National Bank 0.00% of their portfolio | 130.7k $5.9m | Added +2.9k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.07% of their portfolio | 124.6k $5.6m | Reduced -40.4k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 122.3k $5.5m | Reduced -18.4k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 119.4k $5.4m | New |
| Greenland Capital Management LP 0.76% of their portfolio | 117.7k $5.3m | New |
| HAP Trading, LLC 1.42% of their portfolio | 111.4k $5.0m | New |
| Caption Management, LLC 0.88% of their portfolio | 110.0k $5.0m | Added +93.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 106.4k $4.8m | Added +987 |
| HERITAGE INVESTORS MANAGEMENT CORP 0.19% of their portfolio | 105.9k $4.8m | Added +6.2k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 102.0k $4.6m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 101.0k $4.6m | Added +72.6k |
| Soviero Asset Management, LP 2.25% of their portfolio | 100.0k $4.5m | Added +35.0k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 99.0k $4.5m | Added +40.9k |
| Washington Harbour Partners LP 8.41% of their portfolio | 93.1k $4.2m | Reduced -26.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 88.0k $4.0m | Reduced -16.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 85.8k $3.9m | Reduced -424.9k |
| Sand Grove Capital Management LLP 0.58% of their portfolio | 85.8k $3.9m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 85.7k $3.9m | Added +41.3k |
| California Public Employees Retirement System 0.00% of their portfolio | 84.0k $3.8m | Reduced -5.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 83.3k $3.8m | Added +3.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 80.1k $3.6m | Reduced -1.3k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 80.0k $3.6m | Reduced -6.1k |
| LMR Partners LLP 0.08% of their portfolio | 77.7k $3.5m | New |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 75.7k $3.4m | Reduced -120 |
| CITIGROUP INC 0.00% of their portfolio | 74.6k $3.4m | Added +17.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 72.8k $3.3m | Reduced -1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 71.7k $3.2m | Added +4.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 71.3k $3.2m | Reduced -4.3k |
| Athos Capital Ltd 3.61% of their portfolio | 67.9k $3.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 66.7k $3.0m | Reduced -50.5k |
| Alamar Capital Management, LLC 2.22% of their portfolio | 66.6k $3.0m | Added +12.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 65.4k $3.0m | Unchanged |
| WADE G W & INC 0.11% of their portfolio | 64.5k $2.9m | Unchanged |
| CANTOR FITZGERALD, L. P. 0.07% of their portfolio | 63.0k $2.9m | New |
| AXA S.A. 0.01% of their portfolio | 60.3k $2.7m | Added +2.3k |
| Lane Generational LLC 3.81% of their portfolio | 58.7k $2.7m | Reduced -2.1k |