Sector: saas
Conviction from: NASDAQ
52-week range: 4.9720.17
Rapid7 provides cybersecurity software and services for vulnerability management, threat detection, and security operations across cloud and on-premises environments.
4 tracked filer(s) hold this · 1 opened, 2 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 62 — mean of 4 scored holder(s) · buyers (new/add) avg 70. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | New buy | 11,200 | $90,720 | 0.0% |
| Howard Marks / Oaktree | 71 | Added +101% | 10,061,000 | $9,708,862 | 0.1% |
| Steve Cohen / Point72 | 76 | Added +3% | 934,660 | $7,570,746 | 0.0% |
| Barry Rosenstein / JANA Partners | 40 | Holds (flat) | 6,749,936 | $54,674,482 | 2.9% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-03-30 | SCHEDULE 13D/A | Barry Rosenstein / JANA Partners | 10.3% | High | filing |
| Report | Date | Stance |
|---|
| #128 — Protection Matters: Cybersecurity's Winners and Losers | 2026-08-07 | WATCH |