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 ($5.3m this quarter). Holder counts are more reliable. Shares outstanding: 65.5m as of 2025-10-31, 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 ≈ $18.81. Options: 17 managers hold calls ($36.8m notional), 16 hold puts ($26.3m).
Trends to Q3 2025
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 |
| Q1 2025 | 256 |
| Q2 2025 | 243 |
| Q3 2025 | 236 |
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 2023 | 125 | 153 |
| Q1 2024 | 145 | 155 |
| Q2 2024 | 153 | 168 |
| Q3 2024 | 128 | 145 |
| Q4 2024 | 132 | 125 |
| Q1 2025 | 135 | 136 |
| Q2 2025 | 129 | 134 |
| Q3 2025 | 135 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $34.6m | $22.2m | 0.64 |
| Q1 2025 | $14.7m | $28.1m | 1.90 |
| Q2 2025 | $54.0m | $37.5m | 0.70 |
| Q3 2025 | $36.8m | $26.3m | 0.72 |
Biggest buyers
| Lombard Odier Asset Management (Europe) Ltd | New | +3.6m |
| LSV ASSET MANAGEMENT | New | +785.0k |
| JANA Partners Management, LP | Added | +772.2k |
| VANGUARD GROUP INC | Added | +595.9k |
| MARSHALL WACE, LLP | Added | +431.2k |
| CITADEL ADVISORS LLC | Added | +406.0k |
| Balyasny Asset Management L.P. | New | +328.2k |
| CANADA LIFE ASSURANCE Co | Added | +313.7k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +302.1k |
| HRT FINANCIAL LP | Added | +286.6k |
Biggest sellers
| MACQUARIE GROUP LTD | Reduced | -2.0m |
| UBS Group AG | Reduced | -1.3m |
| Legal & General Group Plc | Reduced | -1.1m |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Reduced | -798.6k |
| ROYAL BANK OF CANADA | Reduced | -706.2k |
| READYSTATE ASSET MANAGEMENT LP | Reduced | -591.4k |
| SHAPIRO CAPITAL MANAGEMENT LLC | Reduced | -542.0k |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | -240.2k |
| CenterBook Partners LP | Reduced | -227.8k |
| Vident Advisory, LLC | Sold out | -207.6k |
Biggest calls
| Balyasny Asset Management L.P. | Unchanged | $11.2m600.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.0m375.1k shares |
| Jefferies Financial Group Inc. | Reduced | $4.1m217.4k shares |
| BARCLAYS PLC | Unchanged | $2.9m155.0k shares |
| IMC-Chicago, LLC | Added | $2.7m146.1k shares |
| CITADEL ADVISORS LLC | Added | $2.2m118.8k shares |
| Squarepoint Ops LLC | Added | $1.5m80.2k shares |
| Shay Capital LLC | New | $1.2m65.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m55.5k shares |
| GROUP ONE TRADING LLC | Added | $588.8k31.4k shares |
Biggest puts
| Jefferies Financial Group Inc. | Unchanged | $7.6m405.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.9m206.4k shares |
| BARCLAYS PLC | Unchanged | $2.8m150.0k shares |
| CITADEL ADVISORS LLC | Added | $2.8m147.0k shares |
| IMC-Chicago, LLC | Added | $2.1m110.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m68.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m66.6k shares |
| GROUP ONE TRADING LLC | Added | $960.0k51.2k shares |
| WOLVERINE TRADING, LLC | Added | $767.5k39.5k shares |
| Squarepoint Ops LLC | New | $744.4k39.7k 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 Q3 2025
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2025 | 0 | — | 2 | $6.6m | $6.6m |
| Q2 2025 | 0 | — | 1 | $290.2k | $290.2k |
| Q3 2025 | 1 | $15.1m | 1 | $144.0k | $144.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-08-22 | Murphy Scott M Chief Accounting Officer | Sold plan | $27.7k1.4k shares |
| 2025-08-19 | Murphy Scott M Chief Accounting Officer | Sold plan | $116.3k5.5k shares |
| 2025-08-13 | JANA Partners Management, LP Director · See footnote | Bought | $5.3m250.0k shares |
| 2025-08-12 | JANA Partners Management, LP Director · See footnote | Bought | $3.3m163.5k shares |
| 2025-08-11 | JANA Partners Management, LP Director · See footnote | Bought | $6.5m358.7k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 8.6m $161.6m | Added +595.9k |
| BlackRock, Inc. 0.00% of their portfolio | 6.6m $123.9m | Reduced -75.1k |
| JANA Partners Management, LP 5.90% of their portfolio | 6.5m $121.9m | Added +772.2k |
| Lombard Odier Asset Management (Europe) Ltd 0.16% of their portfolio | 3.6m $3.2m | New |
| UBS Group AG 0.01% of their portfolio | 3.2m $59.9m | Reduced -1.3m |
| Penserra Capital Management LLC 0.60% of their portfolio | 2.7m $50.3m | Reduced -49.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% of their portfolio | 2.2m $40.7m | Added +34.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $33.3m | Added +114.0k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.6m $29.4m | Added +24.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $27.8m | Reduced -68.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $26.0m | Reduced -154.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio | 1.1m $21.5m | Added +122.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 1.1m $21.4m | Added +431.2k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 933.3k $17.5m | Added +50.0k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.75% of their portfolio | 835.6k $15.7m | Reduced -798.6k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 785.0k $14.7m | New |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.63% of their portfolio | 777.8k $14.6m | Reduced -542.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 715.1k $13.4m | Added +406.0k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 701.2k $13.6m | Added +313.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 650.3k $12.2m | Added +205.2k |
| Invenomic Capital Management LP 0.60% of their portfolio | 616.7k $11.6m | Reduced -40.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 594.9k $11.2m | Added +59.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 580.8k $10.9m | Reduced -17.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 539.5k $10.1m | Added +10.1k |
| Nuveen, LLC 0.00% of their portfolio | 492.9k $9.2m | Reduced -48.2k |
| MORGAN STANLEY 0.00% of their portfolio | 492.8k $9.2m | Reduced -18.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 485.1k $9.1m | Added +112.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 481.6k $9.0m | Added +143.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 472.1k $8.8m | Added +302.1k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 468.4k $8.8m | Added +130.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 436.7k $8.2m | Reduced -92.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 417.8k $7.8m | Added +259.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 417.1k $7.8m | Reduced -706.2k |
| Thematics Asset Management 0.32% of their portfolio | 376.7k $7.1m | Reduced -14.2k |
| Pacer Advisors, Inc. 0.02% of their portfolio | 376.5k $7.1m | Added +17.2k |
| Cannae Holdings, Inc. 3.47% of their portfolio | 350.0k $6.6m | Unchanged |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 328.2k $6.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 313.3k $5.9m | Added +18.6k |
| HRT FINANCIAL LP 0.03% of their portfolio | 306.8k $5.8m | Added +286.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 300.9k $5.6m | Added +35.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 289.6k $5.4m | Reduced -92.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 287.5k $5.4m | Added +65.2k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 264.8k $5.0m | Added +150.8k |
| Jefferies Financial Group Inc. 0.04% of their portfolio | 257.7k $4.8m | Added +243.3k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 237.9k $4.5m | Added +30.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 235.4k $4.4m | Added +125.2k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.30% of their portfolio | 232.3k $4.4m | Added +4.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 228.6k $4.3m | Reduced -12.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 221.2k $4.1m | Added +194.3k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 209.9k $3.9m | Reduced -2.0m |
| Squarepoint Ops LLC 0.01% of their portfolio | 190.2k $3.6m | Reduced -33.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 173.8k $3.3m | Reduced -148.1k |
| Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio | 170.6k $3.2m | Added +112.3k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 160.0k $3.0m | Unchanged |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 159.2k $3.0m | Reduced -14.0k |
| Hound Partners, LLC 0.37% of their portfolio | 154.9k $2.9m | Added +1.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 151.9k $2.8m | Added +29.3k |
| Bridgewater Associates, LP 0.01% of their portfolio | 149.1k $2.8m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 147.9k $2.8m | Added +67.3k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 144.7k $2.7m | Added +113.7k |
| Woodline Partners LP 0.01% of their portfolio | 141.6k $2.7m | Added +16.0k |
| SOROS FUND MANAGEMENT LLC 0.04% of their portfolio | 134.8k $2.5m | Reduced -119.0k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 130.8k $2.5m | Reduced -55.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 129.7k $2.4m | Reduced -32.1k |
| Quinn Opportunity Partners LLC 0.18% of their portfolio | 128.8k $2.4m | Unchanged |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 127.1k $2.4m | Reduced -50.1k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 125.1k $2.3m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 122.0k $2.3m | Added +5.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 120.9k $2.3m | Added +53.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 118.5k $2.2m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 114.4k $2.1m | Added +74.6k |
| FMR LLC 0.00% of their portfolio | 113.3k $2.1m | Added +16.2k |
| Swiss National Bank 0.00% of their portfolio | 112.0k $2.1m | Added +2.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 111.8k $2.1m | Reduced -76.7k |
| Trexquant Investment LP 0.02% of their portfolio | 108.0k $2.0m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 106.5k $2.0m | Added +34.8k |
| Verition Fund Management LLC 0.01% of their portfolio | 105.5k $2.0m | Added +30.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 105.1k $2.0m | Added +50.1k |
| Engineers Gate Manager LP 0.02% of their portfolio | 99.0k $1.9m | Added +73.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 94.8k $1.8m | Reduced -12.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 89.9k $1.7m | Added +29.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 89.1k $1.7m | Added +13.4k |
| Legal & General Group Plc 0.00% of their portfolio | 88.9k $1.7m | Reduced -1.1m |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 88.8k $1.7m | Added +27.5k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 86.0k $1.6m | Added +57.2k |
| Walleye Capital LLC 0.01% of their portfolio | 82.3k $1.5m | Added +55.3k |
| Invesco Ltd. 0.00% of their portfolio | 82.1k $1.5m | Added +19.4k |
| PICTON MAHONEY ASSET MANAGEMENT 0.02% of their portfolio | 81.9k $1.5m | Added +73.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 79.5k $1.5m | Added +1.3k |
| CITIGROUP INC 0.00% of their portfolio | 72.7k $1.4m | Reduced -3.8k |
| Campbell & CO Investment Adviser LLC 0.10% of their portfolio | 69.9k $1.3m | Added +56.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 68.2k $1.3m | Reduced -2.3k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 67.9k $1.3m | Added +27.8k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 63.0k $1.2m | Added +5.2k |
| Man Group plc 0.00% of their portfolio | 62.8k $1.2m | Added +9.7k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 61.7k $1.2m | Added +10.2k |
| HARBOR CAPITAL ADVISORS, INC. 0.08% of their portfolio | 56.4k $1.1m | Reduced -240.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 56.1k $1.1m | Added +4.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.6k $1.0m | Added +3 |
| Jump Financial, LLC 0.01% of their portfolio | 55.3k $1.0m | Reduced -114.6k |