RMBSNasdaqSemiconductors & Related DevicesFiscal year ends December 31
RAMBUS INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$92.66+5.41 (+6.20%)
Close on Oct 19, 2026
- Market cap
- $10.17B
- P/E (TTM)
- 44.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.8%
101M of 108M shares
Institutional holders
617
136 new, 66 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 31 sales
Net sold $20.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6,742,464 | 6.23% | 13G (passive) | Mar 31, 2026 |
| Invesco Ltd. | 6,499,048 | 6.00% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,651,568 | 5.22% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 13,203,935 | 12.20% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 11,296,795 | 10.40% | 13G (passive) | May 29, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RMBS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,964,477 | 12.88% | $1.85B | −2,340,829 | 0.03% |
| FMR LLC | 10,460,026 | 9.64% | $1.39B | +7,141,577 | 0.06% |
| Invesco Ltd. | 6,632,458 | 6.12% | $880.39M | +133,410 | 0.07% |
| Vanguard Portfolio Management LLC | 6,068,516 | 5.60% | $805.53M | −575,804 | 0.04% |
| Vanguard Capital Management LLC | 4,874,385 | 4.49% | $647.03M | +46,531 | 0.01% |
| State Street Corp | 3,915,113 | 3.61% | $519.50M | −458,504 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 3,334,512 | 3.07% | $442.62K | −42,177 | 0.04% |
| Geode Capital Management, LLC | 2,297,660 | 2.12% | $305.06M | −826,835 | 0.02% |
| JPMorgan Chase & Co | 2,101,418 | 1.94% | $260.99M | +264,918 | 0.01% |
| Dimensional Fund Advisors LP | 1,719,400 | 1.59% | $228.19M | −75,895 | 0.04% |
| Swedbank AB | 1,646,500 | 1.52% | $218.56M | +83,500 | 0.19% |
| Norges Bank | 1,532,622 | 1.41% | $203.44M | New | 0.02% |
| Morgan Stanley | 1,444,281 | 1.33% | $191.71M | +231,084 | 0.01% |
| Neuberger Berman Group LLC | 1,311,777 | 1.21% | $173.45M | +9,608 | 0.12% |
| Bank Of America Corp /De/ | 1,218,726 | 1.12% | $161.77M | −142,844 | 0.01% |
| Aqr Capital Management LLC | 1,211,009 | 1.12% | $152.48M | −39,447 | 0.05% |
| Charles Schwab Investment Management Inc | 1,109,132 | 1.02% | $147.23M | −217,270 | 0.02% |
| EdgePoint Investment Group Inc. | 1,086,213 | 1.00% | $144.18M | −861,529 | 1.09% |
| Rafferty Asset Management, LLC | 984,388 | 0.91% | $130.67M | +238,869 | 0.30% |
| Goldman Sachs Group Inc | 960,878 | 0.89% | $127.55M | +38,773 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 617 | 101M | 92.8% | 136 / 190 | 227 / 66 | 18M | 20M |
| Q1 2026 | 557 | 103M | 94.8% | 85 / 188 | 208 / 75 | 29M | 14M |
| Q4 2025 | 554 | 100M | 92.1% | 103 / 191 | 194 / 53 | 11M | 12M |
| Q3 2025 | 513 | 101M | 93.4% | 123 / 171 | 161 / 62 | 17M | 13M |
| Q2 2025 | 459 | 97M | 89.8% | 88 / 190 | 133 / 39 | 13M | 13M |
| Q1 2025 | 413 | 98M | 90.2% | 78 / 161 | 130 / 54 | 14M | 8M |
| Q4 2024 | 395 | 95M | 87.7% | 78 / 121 | 153 / 51 | 15M | 16M |
| Q3 2024 | 376 | 97M | 89.6% | 77 / 159 | 104 / 62 | 31M | 21M |
| Q2 2024 | 363 | 103M | 95.0% | 53 / 123 | 150 / 62 | 9M | 12M |
| Q1 2024 | 375 | 106M | 97.9% | 52 / 154 | 134 / 71 | 13M | 13M |
| Q4 2023 | 398 | 106M | 97.7% | 93 / 121 | 143 / 39 | 20M | 14M |
| Q3 2023 | 349 | 99M | 91.7% | 40 / 154 | 115 / 82 | 11M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RMBS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,700,646 | 3.41% | $491.22M | 0.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,431,851 | 3.16% | $455.54M | 0.02% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 3,046,794 | 2.81% | $277.35M | 2.50% | Jul 31, 2026 |
| Invesco Value Opportunities Fund | 2,496,678 | 2.30% | $227.27M | 2.50% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,479,300 | 2.29% | $329.10M | 0.17% | Jun 30, 2026 |
| iShares Semiconductor ETF | 2,294,771 | 2.12% | $304.61M | 0.64% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,778,224 | 1.64% | $258.66M | 0.10% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,430,545 | 1.32% | $189.89M | 0.40% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,423,050 | 1.31% | $207.00M | 0.12% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,240,011 | 1.14% | $164.60M | 0.17% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,049,546 | 0.97% | $95.54M | 0.43% | Jul 31, 2026 |
| Direxion Daily Semiconductor Bull 3X Shares | 818,275 | 0.75% | $74.49M | 0.38% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 784,100 | 0.72% | $104.08M | 1.09% | Jun 30, 2026 |
| JPMorgan Mid Cap Growth Fund | 783,021 | 0.72% | $103.94M | 0.79% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 677,044 | 0.62% | $61.63M | 0.86% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Luc Seraphin | President and CEO, Director | 345,767 | 0.32% | Apr 3, 2026 |
| William Clarence Taulbee II | Chief Accounting Officer | 8,293 | 0.01% | Sep 15, 2026 |
| John Shinn | SVP, General Counsel | 21,112 | 0.02% | May 26, 2026 |
| Xianzhi Sean Fan | EVP, COO | 168,358 | 0.16% | May 26, 2026 |
| Sumeet Gagneja | SVP, CFO | 41,320 | 0.04% | May 4, 2026 |
| John K. Allen | Chief Accounting Officer | 17,131 | 0.02% | Apr 7, 2026 |
| Desmond Lynch | SVP, CFO | 63,618 | 0.06% | Feb 24, 2026 |
| Charles Kissner | Director | 49,292 | 0.05% | Sep 24, 2026 |
| Emiko Higashi | Director | 54,519 | 0.05% | Jun 3, 2026 |
| Necip Sayiner | Director | 18,223 | 0.02% | Jun 3, 2026 |
| Eric B. Stang | Director | 21,441 | 0.02% | Jun 2, 2026 |
| Steven Laub | Director | 7,519 | 0.01% | May 11, 2026 |
| Meera Rao | Director | 19,974 | 0.02% | Apr 27, 2026 |
| Victor Peng | Director | 2,391 | 0.00% | Apr 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Charles Kissner Director | Sep 22, 2026 | Sale(10b5-1 plan) | −5,000 | $105.00 | $525.00K | 8,747 |
| Charles Kissner Director | Aug 7, 2026 | Sale(10b5-1 plan) | −5,000 | $100.92 | $504.60K | 13,747 |
| Necip Sayiner Director | Jun 3, 2026 | Sale | −5,000 | $170.15 | $850.75K | 18,223 |
| Emiko Higashi Director | Jun 2, 2026 | Sale | −5,000 | $163.00 | $815.00K | 54,519 |
| Emiko Higashi Director | Jun 2, 2026 | Sale | −5,000 | $158.00 | $790.00K | 49,519 |
| Eric B. Stang Director | Jun 1, 2026 | Sale | −5,000 | $146.00 | $730.00K | 19,218 |
| Emiko Higashi Director | May 26, 2026 | Sale | −5,000 | $157.57 | $787.85K | 59,519 |
| Xianzhi Sean Fan EVP, COO | May 26, 2026 | Sale | −100 | $152.35 | $15.24K | 168,358 |
| Xianzhi Sean Fan EVP, COO | May 26, 2026 | Sale | −37,814 | $151.69 | $5.74M | 168,458 |
| John Shinn SVP, General Counsel | May 22, 2026 | Sale | −1,000 | $143.63 | $143.63K | 21,112 |
| Necip Sayiner Director | May 8, 2026 | Sale | −9,824 | $130.18 | $1.28M | 23,223 |
| Steven Laub Director | May 7, 2026 | Sale | −1,500 | $125.52 | $188.28K | 7,519 |
| Sumeet Gagneja SVP, CFO | May 1, 2026 | Award | +26,802 | – | – | 41,320 |
| Sumeet Gagneja SVP, CFO | May 1, 2026 | Award | +14,518 | – | – | 14,518 |
| Meera Rao Director | Apr 24, 2026 | Sale(10b5-1 plan) | −2,972 | $150.30 | $446.69K | 19,974 |
| Meera Rao Director | Apr 14, 2026 | Sale(10b5-1 plan) | −8,538 | $118.08 | $1.01M | 22,946 |
| John K. Allen Chief Accounting Officer | Apr 3, 2026 | Tax withholding | −1,131 | $92.22 | $104.30K | 17,131 |
| Luc Seraphin President and CEO, Director | Apr 2, 2026 | Sale(10b5-1 plan) | −165 | $88.35 | $14.58K | 345,767 |
| Luc Seraphin President and CEO, Director | Apr 2, 2026 | Sale(10b5-1 plan) | −2,750 | $87.11 | $239.55K | 345,932 |
| Luc Seraphin President and CEO, Director | Apr 2, 2026 | Sale(10b5-1 plan) | −2,511 | $86.04 | $216.05K | 348,682 |
| Charles Kissner Director | Apr 1, 2026 | Award | +2,223 | – | – | 40,545 |
| Xianzhi Sean Fan EVP, COO | Apr 1, 2026 | Tax withholding | −9,916 | $89.95 | $891.94K | 206,272 |
| Xianzhi Sean Fan EVP, COO | Apr 1, 2026 | Award | +22,234 | – | – | 216,188 |
| Steven Laub Director | Apr 1, 2026 | Award | +2,223 | – | – | 9,019 |
| Necip Sayiner Director | Apr 1, 2026 | Award | +2,223 | – | – | 33,047 |
| Luc Seraphin President and CEO, Director | Apr 1, 2026 | Award | +32,684 | – | – | 363,754 |
| Luc Seraphin President and CEO, Director | Apr 1, 2026 | Tax withholding | −12,561 | $89.95 | $1.13M | 351,193 |
| John Shinn SVP, General Counsel | Apr 1, 2026 | Tax withholding | −1,913 | $89.95 | $172.07K | 22,112 |
| John Shinn SVP, General Counsel | Apr 1, 2026 | Award | +5,558 | – | – | 24,025 |
| Victor Peng Director | Apr 1, 2026 | Award | +2,223 | – | – | 2,391 |
| Meera Rao Director | Apr 1, 2026 | Award | +2,223 | – | – | 31,484 |
| John K. Allen Chief Accounting Officer | Apr 1, 2026 | Award | +2,779 | – | – | 19,415 |
| John K. Allen Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −495 | $89.95 | $44.53K | 18,920 |
| John K. Allen Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −658 | $89.95 | $59.19K | 18,262 |
| Emiko Higashi Director | Apr 1, 2026 | Award | +2,223 | – | – | 64,519 |
| Eric B. Stang Director | Apr 1, 2026 | Award | +2,223 | – | – | 2,223 |
| John Shinn SVP, General Counsel | Mar 10, 2026 | Sale(10b5-1 plan) | −4,356 | $88.64 | $386.12K | 18,667 |
| John Shinn SVP, General Counsel | Mar 10, 2026 | Sale(10b5-1 plan) | −200 | $89.55 | $17.91K | 18,467 |
| John Shinn SVP, General Counsel | Mar 3, 2026 | Sale(10b5-1 plan) | −700 | $94.89 | $66.42K | 23,023 |
| John Shinn SVP, General Counsel | Mar 3, 2026 | Sale(10b5-1 plan) | −2,254 | $92.77 | $209.10K | 25,326 |
| John Shinn SVP, General Counsel | Mar 3, 2026 | Sale(10b5-1 plan) | −1,603 | $94.07 | $150.79K | 23,723 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −6,587 | $100.20 | $660.02K | 332,370 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −1,300 | $101.65 | $132.15K | 331,070 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −7,225 | $97.38 | $703.57K | 362,080 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −13,654 | $98.22 | $1.34M | 348,426 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −9,469 | $99.17 | $939.04K | 338,957 |
| Luc Seraphin President and CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −1,679 | $95.83 | $160.90K | 369,305 |
| Victor Peng Director | Mar 2, 2026 | Award | +168 | – | – | 168 |
| Desmond Lynch SVP, CFO | Feb 23, 2026 | Sale(10b5-1 plan) | −4,273 | $101.53 | $433.84K | 63,618 |
| John Shinn SVP, General Counsel | Feb 1, 2026 | Award | +17,276 | – | – | 37,464 |
| John Shinn SVP, General Counsel | Feb 1, 2026 | Tax withholding | −9,884 | $113.71 | $1.12M | 27,580 |
| Desmond Lynch SVP, CFO | Feb 1, 2026 | Tax withholding | −22,105 | $113.71 | $2.51M | 67,891 |
| Desmond Lynch SVP, CFO | Feb 1, 2026 | Award | +34,554 | – | – | 89,996 |
| Xianzhi Sean Fan EVP, COO | Feb 1, 2026 | Award | +148,802 | – | – | 286,357 |
| Xianzhi Sean Fan EVP, COO | Feb 1, 2026 | Tax withholding | −92,403 | $113.71 | $10.51M | 193,954 |
| Luc Seraphin President and CEO, Director | Feb 1, 2026 | Award | +143,744 | – | – | 463,507 |
| Luc Seraphin President and CEO, Director | Feb 1, 2026 | Tax withholding | −92,523 | $113.71 | $10.52M | 370,984 |
| Xianzhi Sean Fan EVP, COO | Nov 21, 2025 | Gift | −300 | – | – | 137,555 |
| Xianzhi Sean Fan EVP, COO | Nov 19, 2025 | Gift | −300 | – | – | 137,855 |
| Eric B. Stang Director | Nov 10, 2025 | Sale | −4,000 | $111.79 | $447.16K | 20,394 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Charles Kissner Director | Oct 2, 2026 | 5,000 | $555.00K | Oct 2, 2026 | RSU |
| Charles Kissner Director | Sep 22, 2026 | 5,000 | $525.00K | Sep 22, 2026 | RSU |
| Charles Kissner Director | Aug 7, 2026 | 5,000 | $504.60K | Aug 7, 2026 | RSU |
| Sayiner Necip Officer | Jun 3, 2026 | 5,000 | $850.75K | Jun 3, 2026 | Restricted Stock |
| Higashi Emiko Director | Jun 2, 2026 | 10,000 | $1.61M | Jun 2, 2026 | Restricted Stock |
| Family Trust Stang Affiliate | Jun 1, 2026 | 5,000 | $730.00K | Jun 1, 2026 | Restricted stock vesting under a registered plan |
| S. Fan Xianzhi Officer | May 26, 2026 | 37,914 | $5.75M | May 26, 2026 | Performance Shares |
| Higashi Emiko Director | May 26, 2026 | 5,000 | $787.85K | May 26, 2026 | Restricted Stock |
| Shinn John Officer | May 22, 2026 | 1,000 | $143.63K | May 22, 2026 | Restricted Stock |
| Sayiner Necip Director | May 8, 2026 | 9,824 | $1.28M | May 8, 2026 | Restricted Stock |
| Laub Steven Director | May 7, 2026 | 1,500 | $188.28K | May 7, 2026 | Restricted Stock |
| Rao Meera Director | Apr 24, 2026 | 2,972 | $446.69K | Apr 24, 2026 | Restricted Stock |
| Rao Meera Director | Apr 14, 2026 | 8,538 | $1.01M | Apr 14, 2026 | Restricted Stock |
| Seraphin Luc Officer, Director | Apr 2, 2026 | 5,426 | $470.19K | Apr 2, 2026 | Restricted Stock |
| M. Lynch Desmond Officer | Apr 2, 2026 | 1,586 | $135.92K | Apr 2, 2026 | Restricted Stock |