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 ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 67.4m as of 2026-08-03, 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 ≈ $8.10. Options: 14 managers hold calls ($13.9m notional), 10 hold puts ($6.7m).
Trends to Q2 2026
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 |
| Q4 2025 | 228 |
| Q1 2026 | 245 |
| Q2 2026 | 237 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 128 | 145 |
| Q4 2024 | 132 | 125 |
| Q1 2025 | 135 | 136 |
| Q2 2025 | 129 | 134 |
| Q3 2025 | 135 | 118 |
| Q4 2025 | 133 | 114 |
| Q1 2026 | 147 | 117 |
| Q2 2026 | 155 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $36.8m | $26.3m | 0.72 |
| Q4 2025 | $31.1m | $3.7m | 0.12 |
| Q1 2026 | $9.7m | $2.0m | 0.21 |
| Q2 2026 | $13.9m | $6.7m | 0.48 |
Biggest buyers
| BlackRock, Inc. | Added | +2.4m |
| D. E. Shaw & Co., Inc. | Added | +1.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +1.0m |
| UBS Group AG | Added | +985.7k |
| CITADEL ADVISORS LLC | Added | +898.9k |
| GOLDMAN SACHS GROUP INC | Added | +897.7k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +604.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +498.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +484.5k |
Biggest sellers
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -1.1m |
| Alyeska Investment Group, L.P. | Sold out | -1.1m |
| MARSHALL WACE, LLP | Sold out | -923.6k |
| SG Americas Securities, LLC | Reduced | -775.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -634.6k |
| JANE STREET GROUP, LLC | Reduced | -605.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -593.3k |
| Qube Research & Technologies Ltd | Reduced | -431.9k |
| OCCUDO QUANTITATIVE STRATEGIES LP | Sold out | -269.9k |
| Atom Investors LP | Reduced | -231.7k |
Biggest calls
| Centiva Capital, LP | Added | $2.9m363.4k shares |
| Balyasny Asset Management L.P. | Reduced | $2.0m250.0k shares |
| CITADEL ADVISORS LLC | Added | $1.5m187.5k shares |
| GROUP ONE TRADING LLC | Added | $1.4m176.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m169.2k shares |
| Voss Capital, LP | New | $810.0k100.0k shares |
| IMC-Chicago, LLC | Added | $792.2k97.8k shares |
| JANE STREET GROUP, LLC | Added | $721.7k89.1k shares |
| Walleye Trading LLC | Added | $619.6k76.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $514.4k63.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $2.2m277.2k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.0m251.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $904.0k111.6k shares |
| IMC-Chicago, LLC | Added | $439.8k54.3k shares |
| CITADEL ADVISORS LLC | New | $354.8k43.8k shares |
| GROUP ONE TRADING LLC | Added | $319.1k39.4k shares |
| Walleye Capital LLC | Added | $191.2k23.6k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $160.4k19.8k shares |
| SIMPLEX TRADING, LLC | Added | $50.2k6.2k shares |
| Walleye Trading LLC | New | $4.0k500 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 since 1 Apr 2026
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 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 |
| Q4 2025 | 5 | $3.9m | 1 | $34.9k | $34.9k |
| Q1 2026 | 0 | — | 1 | $18.0k | $18.0k |
| Q2 2026 | 0 | — | 1 | $5.3k | $5.3k |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-22 | Murphy Scott M Chief Accounting Officer | Sold plan | $5.3k827 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.0m $73.0m | Added +2.4m |
| JANA Partners Management, LP 2.87% of their portfolio | 6.7m $54.7m | Added +6.3k |
| UBS Group AG 0.01% of their portfolio | 4.1m $32.9m | Added +985.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.0m $32.6m | Reduced -1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8m $22.3m | Added +81.2k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 2.7m $22.0m | Added +484.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $20.4m | Added +405.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 2.4m $19.2m | Added +604.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.9m $15.5m | Added +1.2m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.7m $13.7m | Added +897.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $13.3m | Added +208.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.5m $12.1m | Added +1.3m |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.5m $12.1m | Added +898.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 1.3m $10.6m | Reduced -92.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 1.2m $9.6m | Added +498.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $9.0m | Added +268.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.0m $8.3m | New |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 946.3k $7.7m | Unchanged |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 934.7k $7.6m | Added +29.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 909.0k $7.3m | Reduced -170.6k |
| HRT FINANCIAL LP 0.02% of their portfolio | 873.5k $7.1m | Added +153.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 847.0k $6.9m | Added +312.4k |
| Creative Planning 0.00% of their portfolio | 688.4k $5.6m | Added +451.5k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.30% of their portfolio | 575.6k $4.7m | Added +254.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 563.4k $4.6m | Reduced -5.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 527.8k $4.3m | Added +115.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 510.7k $4.1m | Added +89.2k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 504.2k $4.1m | Added +34.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 474.6k $3.8m | Added +17.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 427.1k $3.5m | Added +277.9k |
| Man Group plc 0.01% of their portfolio | 420.9k $3.4m | Added +120.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio | 420.5k $3.4m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 401.1k $3.2m | Reduced -23.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 394.5k $3.2m | Added +217.8k |
| Quinn Opportunity Partners LLC 0.15% of their portfolio | 387.9k $3.1m | Added +40.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 386.0k $3.1m | Added +104.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 362.4k $2.9m | Added +52.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 345.2k $2.8m | Reduced -593.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 341.2k $2.7m | Added +219.8k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 327.7k $2.7m | Added +251.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 324.3k $2.6m | Reduced -431.9k |
| FMR LLC 0.00% of their portfolio | 318.9k $2.6m | Added +127.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 298.7k $2.4m | Added +38.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 285.0k $2.3m | Reduced -605.9k |
| Nuveen, LLC 0.00% of their portfolio | 260.2k $2.1m | Added +127.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 259.0k $2.1m | Added +17.4k |
| Jump Financial, LLC 0.02% of their portfolio | 250.8k $2.0m | New |
| Engineers Gate Manager LP 0.03% of their portfolio | 245.1k $2.0m | Reduced -113.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 242.4k $2.0m | Added +1.1k |
| Walleye Capital LLC 0.01% of their portfolio | 239.1k $1.9m | Reduced -12.6k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 232.3k $1.9m | Reduced -558 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 216.2k $1.8m | Reduced -37.3k |
| Invesco Ltd. 0.00% of their portfolio | 211.1k $1.7m | Added +22.7k |
| Circumference Group LLC 3.14% of their portfolio | 178.5k $1.4m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 169.9k $1.4m | New |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 164.6k $1.3m | New |
| Atom Investors LP 0.11% of their portfolio | 149.6k $1.2m | Reduced -231.7k |
| Amundi 0.00% of their portfolio | 148.5k $1.2m | Reduced -8.2k |
| Mariner, LLC 0.00% of their portfolio | 145.9k $1.2m | Added +120.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 143.2k $1.2m | Reduced -96.3k |
| Rangeley Capital, LLC 1.08% of their portfolio | 143.0k $1.2m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 138.7k $1.1m | New |
| Soviero Asset Management, LP 0.51% of their portfolio | 130.0k $1.1m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 125.0k $1.0m | Reduced -2.1k |
| BARCLAYS PLC 0.00% of their portfolio | 121.4k $983.7k | Added +31.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 120.9k $968.8k | Added +86.6k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 119.1k $964.5k | Reduced -74.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 118.4k $958.7k | Reduced -110.1k |
| CITIGROUP INC 0.00% of their portfolio | 114.4k $926.6k | Added +54.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 112.3k $910.0k | Added +22.6k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 111.4k $902.6k | Reduced -78.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 107.3k $869.0k | Added +28.8k |
| Palogic Value Management, L.P. 0.30% of their portfolio | 105.1k $851.6k | Added +142 |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 104.3k $844.9k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 103.7k $839.8k | Added +22.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 102.5k $830.5k | Reduced -33.2k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 102.0k $826.0k | Added +40.3k |
| Jain Global LLC 0.01% of their portfolio | 97.6k $790.2k | Added +84.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 97.5k $790.0k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 91.6k $742.0k | Added +36.6k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.56% of their portfolio | 90.0k $729.0k | Added +15.0k |
| Magnetar Financial LLC 0.01% of their portfolio | 89.7k $726.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 86.8k $703.4k | Added +7.7k |
| XTX Topco Ltd 0.01% of their portfolio | 84.6k $685.1k | Added +62.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 79.3k $886.3k | Added +60.6k |
| Pale Fire Capital SE 0.05% of their portfolio | 79.2k $641.9k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 70.2k $568.8k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 68.2k $552.5k | Added +42.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.6k $539.1k | Reduced -17.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 66.2k $536.0k | Added +34.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 66.1k $364.0k | Reduced -1.0k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 61.5k $498.1k | Added +5.7k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 55.7k $451.0k | Added +14.2k |
| Legal & General Group Plc 0.00% of their portfolio | 54.6k $442.2k | Reduced -23.4k |
| Corient Private Wealth LP 0.00% of their portfolio | 53.0k $429.1k | New |
| Bleakley Financial Group, LLC 0.01% of their portfolio | 50.2k $406.6k | Added +12.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 48.5k $392.8k | New |
| Caption Management, LLC 0.01% of their portfolio | 46.5k $376.9k | New |
| IMC-Chicago, LLC 0.00% of their portfolio | 44.8k $363.0k | Added +9.8k |
| Cerity Partners LLC 0.00% of their portfolio | 44.5k $360.5k | New |