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EdgarHawk

Lightspeed Management Company, L.L.C.

10% Owner

10% Owner
1 filing analyzed · 1 company · Latest 2025-07-02

Companies

Company Buys Sells Direction
Rubrik, Inc. RBRK 0 1 Net selling

Activity

July 2025
2025-07-02 Rubrik, Inc. RBRK
high
Sell
16,984 shares
$1,519,558
Significance 7/10

10% owner Lightspeed Management liquidates entire 16,984-share position at $89.47; stock now -14.2% from peak, company unprofitable on $278.5M revenue.

Lightspeed Management, a 10% shareholder, sold its entire 16,984-share stake for $1,519,558.48, reducing holdings from 17.0K shares to 0. The sale occurred at $89.47 per share on 2025-06-30, near the 52-week high of $99.74 but above the current price of $85.58. Rubrik faces structural profitability challenges: the company reported a net loss of $102.1M against quarterly revenue of $278.5M, despite 41.2% annual revenue growth. The complete divestment by a significant stakeholder combined with persistent unprofitability and recent 30-day price decline of -14.2% presents a material signal about insider confidence in the company's near-term trajectory and capital allocation priorities.

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