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 ($1.3m this quarter). Holder counts are more reliable. Shares outstanding: 63.2m as of 2024-10-31, 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 ≈ $40.24. Options: 25 managers hold calls ($34.6m notional), 19 hold puts ($22.2m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 294 |
| Q4 2022 | 274 |
| Q1 2023 | 292 |
| Q2 2023 | 293 |
| Q3 2023 | 295 |
| Q4 2023 | 304 |
| Q1 2024 | 301 |
| Q2 2024 | 276 |
| Q3 2024 | 264 |
| Q4 2024 | 278 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 163 | 120 |
| Q2 2023 | 150 | 135 |
| Q3 2023 | 157 | 145 |
| Q4 2023 | 125 | 153 |
| Q1 2024 | 145 | 155 |
| Q2 2024 | 153 | 168 |
| Q3 2024 | 128 | 145 |
| Q4 2024 | 132 | 125 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $93.9m | $52.5m | 0.56 |
| Q2 2024 | $72.9m | $40.2m | 0.55 |
| Q3 2024 | $50.4m | $20.2m | 0.40 |
| Q4 2024 | $34.6m | $22.2m | 0.64 |
Biggest buyers
| SHAPIRO CAPITAL MANAGEMENT LLC | Added | +964.9k |
| UBS Group AG | Added | +710.9k |
| Estuary Capital Management LP | New | +514.9k |
| DENDUR CAPITAL LP | New | +477.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +442.6k |
| MACQUARIE GROUP LTD | Added | +393.5k |
| BlackRock, Inc. | Added | +303.1k |
| MARSHALL WACE, LLP | Added | +280.9k |
| Nuveen Asset Management, LLC | Added | +262.4k |
| HARBOR CAPITAL ADVISORS, INC. | Added | +208.5k |
Biggest sellers
| Point72 Asset Management, L.P. | Reduced | -1.8m |
| NOMURA HOLDINGS INC | Reduced | -1.1m |
| Freshford Capital Management, LLC | Reduced | -979.6k |
| Alyeska Investment Group, L.P. | Reduced | -749.2k |
| FMR LLC | Reduced | -485.7k |
| JPMORGAN CHASE & CO | Reduced | -364.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -245.1k |
| Clearbridge Investments, LLC | Sold out | -218.8k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -197.2k |
| Invenomic Capital Management LP | Sold out | -166.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $9.3m232.4k shares |
| Walleye Trading LLC | Added | $6.1m151.9k shares |
| DEUTSCHE BANK AG\ | Reduced | $6.1m150.5k shares |
| IMC-Chicago, LLC | Added | $2.1m51.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m31.8k shares |
| SOROS FUND MANAGEMENT LLC | Reduced | $1.0m25.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $1.0m250 shares |
| Caption Management, LLC | New | $989.7k24.6k shares |
| GROUP ONE TRADING LLC | Added | $941.4k23.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $905.2k22.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $6.3m156.9k shares |
| CITADEL ADVISORS LLC | Added | $4.2m104.7k shares |
| IMC-Chicago, LLC | Added | $1.9m46.1k shares |
| CITIGROUP INC | Unchanged | $1.5m37.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m29.5k shares |
| Caption Management, LLC | New | $989.7k24.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $860.0k21.4k shares |
| GROUP ONE TRADING LLC | Reduced | $840.8k20.9k shares |
| Walleye Trading LLC | Reduced | $655.7k16.3k shares |
| HBK INVESTMENTS L P | Not comparable | $643.7k16.0k 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 Q4 2024
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 |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $551.7k | — |
| Q4 2023 | 0 | — | 1 | $2.0m | $2.0m |
| Q1 2024 | 0 | — | 3 | $6.1m | $6.1m |
| Q2 2024 | 0 | — | 2 | $2.2m | $2.2m |
| Q3 2024 | 0 | — | 1 | $146.5k | $146.5k |
| Q4 2024 | 0 | — | 1 | $149.3k | $149.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-15 | Sondhi Reeny Director | Sold plan | $149.3k3.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 8.6m $346.7m | Added +60.1k |
| BlackRock, Inc. 0.01% of their portfolio | 6.5m $261.4m | Added +303.1k |
| UBS Group AG 0.05% of their portfolio | 5.0m $202.1m | Added +710.9k |
| JANA Partners Management, LP 7.76% of their portfolio | 3.7m $148.5m | Added +34.6k |
| FMR LLC 0.01% of their portfolio | 3.1m $125.3m | Reduced -485.7k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 5.16% of their portfolio | 2.7m $108.4m | Added +33.2k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 2.1m $85.1m | Added +393.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $67.4m | Added +96.3k |
| Point72 Asset Management, L.P. 0.16% of their portfolio | 1.5m $59.8m | Reduced -1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $58.9m | Added +2.2k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.76% of their portfolio | 1.3m $51.9m | Added +964.9k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.3m $50.5m | Added +79.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $43.3m | Reduced -3.8k |
| GROUPAMA ASSET MANAGMENT 0.02% of their portfolio | 1.0m $932.1k | Unchanged |
| Penserra Capital Management LLC 0.71% of their portfolio | 960.1k $38.6m | Reduced -79.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio | 919.4k $37.0m | Added +134.0k |
| Legal & General Group Plc 0.01% of their portfolio | 707.6k $28.5m | Added +12.0k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 658.0k $26.5m | Reduced -749.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 624.9k $25.1m | Added +46.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 550.4k $22.1m | Added +442.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 547.0k $22.0m | Reduced -87.1k |
| BARCLAYS PLC 0.01% of their portfolio | 528.3k $21.3m | Reduced -6.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 520.0k $20.9m | Added +8.9k |
| Estuary Capital Management LP 6.05% of their portfolio | 514.9k $20.7m | New |
| DENDUR CAPITAL LP 2.20% of their portfolio | 477.0k $19.2m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 475.7k $19.1m | Added +280.9k |
| MORGAN STANLEY 0.00% of their portfolio | 464.3k $18.7m | Reduced -41.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 453.2k $18.2m | Reduced -38.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 451.9k $18.2m | Reduced -4.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 450.4k $18.1m | Added +78.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 428.4k $17.2m | Added +262.4k |
| Thematics Asset Management 0.70% of their portfolio | 397.0k $16.0m | Reduced -2.0k |
| Freshford Capital Management, LLC 4.22% of their portfolio | 357.5k $14.4m | Reduced -979.6k |
| Cannae Holdings, Inc. 1.15% of their portfolio | 350.0k $14.1m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 346.7k $13.9m | Reduced -5.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 345.4k $13.9m | Reduced -123.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 307.7k $12.4m | Reduced -364.3k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 305.4k $12.3m | Added +22.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 299.5k $12.0m | First filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 295.4k $11.9m | Added +107.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.51% of their portfolio | 289.0k $11.6m | Added +208.5k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 264.0k $10.6m | Added +94.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 249.6k $10.0m | Added +22.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 244.4k $9.8m | Reduced -6.5k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 220.1k $8.9m | Added +168.6k |
| NOMURA HOLDINGS INC 0.04% of their portfolio | 210.6k $8.5m | Reduced -1.1m |
| SOROS FUND MANAGEMENT LLC 0.13% of their portfolio | 189.7k $7.6m | Added +14.7k |
| Pier Capital, LLC 1.07% of their portfolio | 186.3k $7.5m | Added +6.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 179.5k $7.2m | Reduced -81.0k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 178.2k $7.2m | Added +82.9k |
| Hound Partners, LLC 3.12% of their portfolio | 161.6k $6.5m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 148.7k $6.0m | Added +139.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 142.2k $5.7m | Added +46.6k |
| 13D Management LLC 4.04% of their portfolio | 135.6k $5.5m | New |
| 272 Capital LP 4.98% of their portfolio | 131.0k $5.3m | Reduced -84.3k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 129.2k $5.2m | Added +9.6k |
| Quinn Opportunity Partners LLC 0.37% of their portfolio | 128.8k $5.2m | Added +24.0k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.61% of their portfolio | 128.6k $5.2m | Reduced -16.3k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 120.0k $4.8m | Reduced -5.6k |
| Swiss National Bank 0.00% of their portfolio | 117.2k $4.7m | Reduced -4.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 112.4k $4.5m | Reduced -9.1k |
| Birnam Oak Advisors, LP 2.18% of their portfolio | 110.0k $4.4m | First filing |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 109.5k $4.4m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 107.0k $4.3m | Reduced -197.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 101.9k $4.1m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 98.4k $4.0m | Reduced -1.5k |
| HERITAGE INVESTORS MANAGEMENT CORP 0.13% of their portfolio | 97.5k $3.9m | Reduced -21.2k |
| CITIGROUP INC 0.00% of their portfolio | 93.3k $3.8m | Added +21.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 90.1k $3.6m | Added +64.9k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 90.1k $3.6m | Reduced -435 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 89.3k $3.6m | Added +21.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 88.9k $3.6m | Reduced -11.4k |
| Alamar Capital Management, LLC 1.95% of their portfolio | 88.5k $3.6m | Reduced -6.3k |
| HBK INVESTMENTS L P 0.06% of their portfolio | 83.3k $3.4m | Not comparable |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 78.9k $3.2m | Reduced -70 |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 75.1k $3.0m | Added +37.7k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 75.0k $3.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 74.2k $3.0m | Reduced -63 |
| EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio | 69.2k $2.8m | Added +446 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 67.9k $2.7m | Reduced -67.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 67.1k $2.7m | Added +22.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 64.6k $2.6m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 61.9k $2.5m | Reduced -43.6k |
| Man Group plc 0.01% of their portfolio | 59.6k $2.4m | Reduced -24.5k |
| Redwood Investment Management, LLC 0.23% of their portfolio | 59.0k $2.4m | Added +46.0k |
| Woodline Partners LP 0.02% of their portfolio | 58.6k $2.4m | Reduced -112.0k |
| EFG Asset Management (North America) Corp. 0.32% of their portfolio | 58.4k $2.3m | Added +30.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.9k $2.2m | Reduced -3.0k |
| MIZUHO MARKETS AMERICAS LLC 0.04% of their portfolio | 54.7k $2.2m | Reduced -20.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 54.3k $2.2m | Added +6.6k |
| READYSTATE ASSET MANAGEMENT LP 0.09% of their portfolio | 51.9k $2.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 51.0k $2.1m | Reduced -2.3k |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 50.4k $2.0m | Reduced -27 |
| Amundi 0.00% of their portfolio | 49.6k $1.9m | Added +17.2k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 49.2k $2.0m | Added +25.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 45.6k $1.8m | Reduced -40.4k |
| HRT FINANCIAL LP 0.01% of their portfolio | 44.2k $1.8m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 43.6k $1.8m | Added +38.0k |
| Trexquant Investment LP 0.02% of their portfolio | 42.2k $1.7m | Reduced -42.2k |
| DANSKE BANK A/S 0.00% of their portfolio | 40.4k $1.6m | New |