RPDNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Rapid7, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$13.22+0.61 (+4.84%)
Close on Oct 19, 2026
- Market cap
- $897.90M
- P/E (TTM)
- 42.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
69M of 67M shares
Institutional holders
237
52 new, 56 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
7 buys · 5 sales
Net bought $3.84M
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 |
|---|---|---|---|---|
| JANA Partners Management, LP | 6,760,149 | 10.30% | 13D (active) amendment | Mar 26, 2026 |
| BlackRock, Inc. | 5,913,948 | 9.10% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 4,414,950 | 6.60% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RPD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,012,619 | 13.37% | $73.00M | +2,427,309 | 0.00% |
| JANA Partners Management, LP | 6,749,936 | 10.01% | $54.67M | +6,283 | 2.87% |
| UBS Group AG | 4,059,527 | 6.02% | $32.88M | +985,686 | 0.00% |
| Vanguard Portfolio Management LLC | 4,020,455 | 5.97% | $32.57M | −1,144,117 | 0.00% |
| Vanguard Capital Management LLC | 2,757,196 | 4.09% | $22.33M | +81,166 | 0.00% |
| Two Sigma Investments, LP | 2,718,389 | 4.03% | $22.02M | +484,461 | 0.02% |
| State Street Corp | 2,517,692 | 3.74% | $20.39M | +405,634 | 0.00% |
| Acadian Asset Management LLC | 2,370,615 | 3.52% | $19.19K | +604,147 | 0.02% |
| Aqr Capital Management LLC | 1,908,131 | 2.83% | $15.46M | +1,176,853 | 0.01% |
| Goldman Sachs Group Inc | 1,686,477 | 2.50% | $13.66M | +897,672 | 0.00% |
| Geode Capital Management, LLC | 1,638,553 | 2.43% | $13.28M | +208,905 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,491,269 | 2.21% | $12.08M | +1,274,802 | 0.01% |
| Citadel Advisors LLC | 1,490,294 | 2.21% | $12.07M | +898,891 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,311,725 | 1.95% | $10.62M | −92,074 | 0.01% |
| Jacobs Levy Equity Management, Inc | 1,190,571 | 1.77% | $9.64M | +498,270 | 0.03% |
| Morgan Stanley | 1,116,158 | 1.66% | $9.04M | +268,196 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,021,758 | 1.52% | $8.28M | New | 0.00% |
| Lsv Asset Management | 946,297 | 1.40% | $7.67K | – | 0.01% |
| Point72 Asset Management, L.P. | 934,660 | 1.39% | $7.57M | +29,479 | 0.01% |
| Great West Life Assurance Co /Can/ | 908,988 | 1.35% | $7.35K | −170,619 | 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 | 237 | 69M | 100.0% | 52 / 106 | 54 / 56 | 17M | 9M |
| Q1 2026 | 245 | 62M | 91.6% | 69 / 85 | 68 / 49 | 21M | 14M |
| Q4 2025 | 228 | 63M | 94.2% | 47 / 91 | 68 / 44 | 10M | 8M |
| Q3 2025 | 234 | 62M | 91.7% | 42 / 94 | 72 / 45 | 8M | 10M |
| Q2 2025 | 239 | 64M | 95.0% | 37 / 93 | 82 / 52 | 11M | 9M |
| Q1 2025 | 255 | 62M | 92.2% | 40 / 97 | 82 / 58 | 9M | 7M |
| Q4 2024 | 276 | 61M | 90.3% | 54 / 93 | 90 / 35 | 8M | 8M |
| Q3 2024 | 262 | 61M | 91.0% | 42 / 89 | 95 / 50 | 12M | 8M |
| Q2 2024 | 275 | 63M | 93.9% | 54 / 102 | 91 / 75 | 20M | 18M |
| Q1 2024 | 298 | 62M | 92.0% | 46 / 99 | 108 / 47 | 7M | 6M |
| Q4 2023 | 303 | 61M | 91.2% | 46 / 91 | 121 / 31 | 9M | 7M |
| Q3 2023 | 293 | 60M | 89.0% | 49 / 109 | 98 / 45 | 12M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RPD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,001,967 | 2.97% | $16.22M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,761,582 | 2.61% | $14.27M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,453,324 | 2.16% | $12.18M | 0.01% | May 31, 2026 |
| Global X Cybersecurity ETF | 1,224,594 | 1.82% | $10.26M | 0.87% | May 31, 2026 |
| iShares Cybersecurity and Tech ETF | 959,281 | 1.42% | $9.26M | 0.91% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 749,449 | 1.11% | $6.07M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 729,700 | 1.08% | $7.04M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 690,923 | 1.03% | $5.60M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 566,985 | 0.84% | $4.59M | 0.03% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 497,996 | 0.74% | $4.81M | 0.13% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 493,947 | 0.73% | $4.00M | 0.14% | Jun 30, 2026 |
| Vanguard Explorer Fund | 463,119 | 0.69% | $4.47M | 0.02% | Jul 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 443,540 | 0.66% | $3.59M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF | 407,407 | 0.60% | $3.30M | 0.82% | Jun 30, 2026 |
| VictoryShares Small Cap Free Cash Flow ETF | 407,180 | 0.60% | $3.30M | 0.54% | Jun 30, 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 |
|---|---|---|---|---|
| Corey E. Thomas | Executive Chairman, Director | 892,022 | 1.32% | Aug 17, 2026 |
| Wael Mohamed | CEO, Director | 857,315 | 1.27% | Jun 16, 2026 |
| Scott M. Murphy | Chief Accounting Officer | 37,738 | 0.06% | Aug 17, 2026 |
| Rafeal E. Brown | Chief Financial Officer | 466,999 | 0.69% | Apr 1, 2026 |
| Timothy M. Adams | Chief Financial Officer | 186,863 | 0.28% | Nov 17, 2025 |
| Christina Luconi | Chief People Officer | 58,165 | 0.09% | Apr 9, 2025 |
| Maria Bettina Barrett | Director | 34,909 | 0.05% | Sep 2, 2026 |
| Julian Wendell Waits Sr. | Director | 68,265 | 0.10% | Sep 2, 2026 |
| Benjamin Nye | Director | 95,502 | 0.14% | Jun 10, 2026 |
| Thomas E. Schodorf | Director | 65,668 | 0.10% | Jun 10, 2026 |
| Marc Evan Brown | Director | 67,090 | 0.10% | Jun 10, 2026 |
| Jeffrey Kalowski | Director | 57,390 | 0.09% | Jun 10, 2026 |
| Reeny Sondhi | Director | 37,425 | 0.06% | Jun 10, 2026 |
| Kevin G. Galligan | Director | 0 | – | Jun 10, 2026 |
| Mike Burns | Director | 36,405 | 0.05% | Jun 10, 2026 |
| Judy Bruner | Director | 69,820 | 0.10% | Jun 10, 2026 |
| Michael J. Berry | Director | 26,170 | 0.04% | Jun 10, 2026 |
| Benjamin Holzman | Director | 6,849,150 | 10.16% | Jun 10, 2026 |
| JANA Partners Management, LP | 10% owner | 12,505,271 | 18.55% | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Maria Bettina Barrett Director | Sep 1, 2026 | Award | +34,909 | – | – | 34,909 |
| Scott M. Murphy Chief Accounting Officer | Aug 15, 2026 | Tax withholding | −1,060 | $13.00 | $13.78K | 37,738 |
| Corey E. Thomas Executive Chairman, Director | Aug 15, 2026 | Tax withholding | −7,726 | $13.00 | $100.44K | 643,274 |
| Scott M. Murphy Chief Accounting Officer | Jul 15, 2026 | Tax withholding | −344 | $12.25 | $4.21K | 38,798 |
| Wael Mohamed CEO, Director | Jun 15, 2026 | Award | +841,515 | – | – | 857,315 |
| JANA Partners Management, LP 10% owner | Jun 9, 2026 | Other | +15,208 | – | – | 6,775,357 |
| Mike Burns Director | Jun 9, 2026 | Award | +15,208 | – | – | 31,405 |
| Thomas E. Schodorf Director | Jun 9, 2026 | Award | +15,208 | – | – | 49,648 |
| Michael J. Berry Director | Jun 9, 2026 | Gift | +8,420 | – | – | 26,170 |
| Michael J. Berry Director | Jun 9, 2026 | Gift | −8,420 | – | – | 0 |
| Reeny Sondhi Director | Jun 9, 2026 | Award | +15,208 | – | – | 37,425 |
| Marc Evan Brown Director | Jun 9, 2026 | Award | +15,208 | – | – | 67,090 |
| Judy Bruner Director | Jun 9, 2026 | Award | +15,208 | – | – | 69,820 |
| Jeffrey Kalowski Director | Jun 9, 2026 | Award | +57,390 | – | – | 57,390 |
| Wael Mohamed CEO, Director | Jun 9, 2026 | Tax withholding | −397 | $7.10 | $2.82K | 15,800 |
| Benjamin Nye Director | Jun 9, 2026 | Award | +15,208 | – | – | 95,502 |
| Kevin G. Galligan Director | Jun 9, 2026 | Award | +15,208 | – | – | 0 |
| Benjamin Holzman Director | Jun 9, 2026 | Award | +15,208 | – | – | 81,313 |
| Corey E. Thomas CEO, Director | May 15, 2026 | Tax withholding | −5,357 | $6.50 | $34.82K | 651,000 |
| Scott M. Murphy Chief Accounting Officer | May 15, 2026 | Tax withholding | −1,059 | $6.50 | $6.88K | 39,142 |
| Scott M. Murphy Chief Accounting Officer | Apr 22, 2026 | Sale(10b5-1 plan) | −827 | $6.35 | $5.25K | 40,201 |
| Scott M. Murphy Chief Accounting Officer | Apr 15, 2026 | Tax withholding | −344 | $5.76 | $1.98K | 21,028 |
| Scott M. Murphy Chief Accounting Officer | Feb 23, 2026 | Sale(10b5-1 plan) | −1,267 | $6.51 | $8.25K | 21,372 |
| Scott M. Murphy Chief Accounting Officer | Feb 17, 2026 | Award | +20,000 | – | – | 41,028 |
| Scott M. Murphy Chief Accounting Officer | Feb 15, 2026 | Tax withholding | −673 | $7.18 | $4.83K | 22,639 |
| Corey E. Thomas CEO, Director | Feb 15, 2026 | Tax withholding | −22,328 | $7.18 | $160.32K | 655,084 |
| Corey E. Thomas CEO, Director | Feb 15, 2026 | Award | +64,667 | – | – | 677,412 |
| Scott M. Murphy Chief Accounting Officer | Jan 22, 2026 | Sale(10b5-1 plan) | −764 | $12.70 | $9.70K | 23,312 |
| Scott M. Murphy Chief Accounting Officer | Jan 15, 2026 | Tax withholding | −406 | $13.30 | $5.40K | 24,076 |
| Corey E. Thomas CEO, Director | Dec 18, 2025 | Option exercise | +200,000 | $12.98 | $2.60M | 795,066 |
| Corey E. Thomas CEO, Director | Dec 18, 2025 | Tax withholding | −182,321 | $15.66 | $2.86M | 612,745 |
| Rafeal E. Brown Chief Financial Officer | Dec 1, 2025 | Award | +466,999 | – | – | 466,999 |
| JANA Partners Management, LP Director, 10% owner | Nov 28, 2025 | Buy | +41,545 | $15.71 | $652.67K | 6,760,149 |
| Thomas E. Schodorf Director | Nov 26, 2025 | Buy | +6,300 | $15.70 | $98.91K | 34,440 |
| Marc Evan Brown Director | Nov 25, 2025 | Buy | +3,000 | $15.21 | $45.63K | 51,882 |
| JANA Partners Management, LP Director, 10% owner | Nov 25, 2025 | Buy | +50,000 | $15.01 | $750.50K | 6,718,604 |
| JANA Partners Management, LP Director, 10% owner | Nov 24, 2025 | Buy | +150,000 | $14.13 | $2.12M | 6,668,604 |
| Scott M. Murphy Chief Accounting Officer | Nov 24, 2025 | Sale(10b5-1 plan) | −1,370 | $13.97 | $19.14K | 24,482 |
| Corey E. Thomas CEO, Director | Nov 24, 2025 | Buy | +14,500 | $13.82 | $200.39K | 595,066 |
| Mike Burns Director | Nov 20, 2025 | Buy | +2,000 | $13.80 | $27.60K | 5,000 |
| Scott M. Murphy Chief Accounting Officer | Nov 15, 2025 | Tax withholding | −570 | $14.03 | $8.00K | 25,852 |
| Corey E. Thomas CEO, Director | Nov 15, 2025 | Tax withholding | −12,969 | $14.03 | $181.96K | 580,566 |
| Timothy M. Adams Chief Financial Officer | Nov 15, 2025 | Tax withholding | −9,225 | $14.03 | $129.43K | 186,863 |
| Scott M. Murphy Chief Accounting Officer | Oct 22, 2025 | Sale(10b5-1 plan) | −826 | $19.10 | $15.78K | 26,422 |
| Scott M. Murphy Chief Accounting Officer | Oct 15, 2025 | Tax withholding | −344 | $18.37 | $6.32K | 27,248 |
| Scott M. Murphy Chief Accounting Officer | Aug 22, 2025 | Sale(10b5-1 plan) | −1,370 | $20.25 | $27.74K | 27,592 |
| Scott M. Murphy Chief Accounting Officer | Aug 19, 2025 | Sale(10b5-1 plan) | −5,461 | $21.29 | $116.26K | 28,962 |
| Timothy M. Adams Chief Financial Officer | Aug 15, 2025 | Tax withholding | −9,225 | $21.27 | $196.22K | 196,088 |
| Corey E. Thomas CEO, Director | Aug 15, 2025 | Tax withholding | −12,969 | $21.27 | $275.85K | 593,337 |
| Scott M. Murphy Chief Accounting Officer | Aug 15, 2025 | Tax withholding | −570 | $21.27 | $12.12K | 34,423 |
| JANA Partners Management, LP Director | Aug 13, 2025 | Buy | +250,000 | $21.26 | $5.32M | 6,518,604 |
| JANA Partners Management, LP Director | Aug 12, 2025 | Buy | +163,456 | $20.07 | $3.28M | 6,268,604 |
| JANA Partners Management, LP Director | Aug 11, 2025 | Buy | +358,738 | $18.23 | $6.54M | 6,105,148 |
| Scott M. Murphy Chief Accounting Officer | Jul 15, 2025 | Tax withholding | −343 | $22.53 | $7.73K | 34,993 |
| Michael J. Berry Director | Jun 13, 2025 | Gift | −5,174 | – | – | 8,420 |
| Michael J. Berry Director | Jun 13, 2025 | Gift | +5,174 | – | – | 17,750 |
| Benjamin Nye Director | Jun 11, 2025 | Award | +8,420 | – | – | 78,566 |
| Benjamin Nye Director | Jun 11, 2025 | Award | +1,728 | – | – | 80,294 |
| Reeny Sondhi Director | Jun 11, 2025 | Award | +8,420 | – | – | 22,217 |
| Marc Evan Brown Director | Jun 11, 2025 | Award | +1,624 | – | – | 48,882 |
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 |
|---|---|---|---|---|---|
| Mike Burns Former Director | Sep 4, 2026 | 5,000 | $56.75K | Sep 2, 2026 | Open Market Purchase |
| Burns Michael Director | Sep 2, 2026 | 13,190 | $146.77K | Sep 2, 2026 | Restricted Stock |
| Murphy Scott Officer | Apr 22, 2026 | 827 | $5.24K | Apr 22, 2026 | Restricted Stock Units |
| Murphy Scott Officer | Feb 23, 2026 | 1,267 | $8.32K | Feb 23, 2026 | Restricted Stock Units |
| Murphy Scott Officer | Jan 22, 2026 | 764 | $9.60K | Jan 22, 2026 | Restricted Stock Units |
| Murphy Scott Officer | Nov 24, 2025 | 1,370 | $19.06K | Nov 24, 2025 | Restricted Stock Units |
| Murphy Scott Officer | Oct 22, 2025 | 826 | $15.91K | Oct 22, 2025 | Restricted Stock Units |
| Murphy Scott Officer | Aug 22, 2025 | 1,370 | $27.56K | Aug 22, 2025 | Restricted Stock Units |
| Murphy Scott Officer | Aug 19, 2025 | 5,461 | $117.19K | Aug 19, 2025 | Restricted Stock Units |
| Luconi Christina Officer | Apr 7, 2025 | 12,551 | $297.21K | Apr 7, 2025 | Restricted Stock Units |
| Luconi Christina Officer | Mar 7, 2025 | 21,488 | $607.90K | Mar 7, 2025 | Restricted Stock Units |
| Thomas Corey Director, Officer | Jan 2, 2025 | 150,000 | $6.03M | Jan 2, 2025 | Exercise of Stock Options |
| Sondhi Reeny Director | Nov 15, 2024 | 3,663 | $149.12K | Nov 15, 2024 | Restricted Stock Units |
| Sondhi Reeny Director | Sep 30, 2024 | 3,663 | $136.85K | Sep 30, 2024 | Restricted Stock Units |
| Luconi Christina Officer | Jun 5, 2024 | 33,795 | $1.22M | Jun 5, 2024 | Restricted Stock |