Optimist Retirement Group LLC

Pension

Position in RBRK — Rubrik, Inc.

CIK 2011850 BELLEVUE, WA

Position in RBRK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$539,802

+$227,423 QoQ

Shares Held

6,724

+5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#321

of 569 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $4,922,817 across 6 Software - Infrastructure names. RBRK ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,765	$2,150,460
2	FTNT	Fortinet, Inc.	7,025	$1,079,180
3	RBRK	Rubrik, Inc. This page	6,724	$539,802
4	TDC	Teradata Corp /De/	14,648	$507,553
5	NTAP	NetApp, Inc.	2,167	$335,364
6	PLTR	Palantir Technologies Inc.	2,661	$310,458

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,802	6,724	+5.4%	Shares	Sole	2026-08-10
2026-03-31	$312,379	6,379	+114.6%	Shares	Sole	2026-05-11
2025-12-31	$227,298	2,972	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.