RBRK.NYSERubrik, INC

SCHEDULE: Greylock Funds Update Rubrik Ownership Stake

Sentiment:

Beneficial Ownership Report


Greylock entities filed an amended Schedule 13G, detailing their beneficial ownership of Rubrik Class B Common Stock, which carries significant voting power.

Summary

  • Greylock XIV Limited Partnership, Greylock XIV-A Limited Partnership, Greylock XIV Principals LLC, and Greylock XIV GP LLC are the reporting entities.
  • These entities collectively beneficially own 4,973,830 shares of Rubrik, Inc.'s Class B Common Stock.
  • Each Class B share is convertible into one Class A share and is entitled to 20 votes per share, whereas each Class A share is entitled to one vote per share.
  • As of May 31, 2025, Rubrik had 123,563,326 shares of Class A Common Stock and 69,930,024 shares of Class B Common Stock outstanding.
  • Greylock XIV GP LLC's aggregate holding represents approximately 3.87% of the outstanding Class A Common Stock (on an as-converted basis) and 6.54% of the aggregate combined voting power of Class A and Class B Common Stock.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine ownership disclosure and does not contain performance or strategic updates about the company.

Risks

  • Rubrik, Inc.'s dual-class share structure, where Class B Common Stock carries 20 votes per share compared to Class A Common Stock's one vote, concentrates significant voting power with Class B holders, potentially limiting the influence of Class A shareholders.

Future Outlook

This filing is a beneficial ownership report and does not contain forward-looking statements or guidance regarding Rubrik, Inc.'s future performance or outlook.

Industry Context

This Schedule 13G filing is a routine disclosure of beneficial ownership by a venture capital firm in a technology company, reflecting ongoing institutional investment in the sector. It does not provide broader industry trends or competitive analysis.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Share Structure DisclosureRubrik, Inc. operates with a dual-class share structure, where Class B Common Stock provides 20 votes per share compared to Class A Common Stock's single vote. This structure concentrates significant voting power with Class B holders.N/AThis structure allows founders and early investors to maintain control over the company's strategic direction despite potentially holding a minority economic interest, which can limit the influence of public Class A shareholders on corporate governance matters.

Stakeholder Impact

  • Shareholders: Class A shareholders have significantly less voting power compared to Class B shareholders due to the 20:1 voting ratio, which may dilute their influence on corporate decisions.

Key Dates

DateDescription
05/31/2025Date for outstanding Class A and Class B share counts as reported in Rubrik's Quarterly Report on Form 10-Q.
06/09/2025Date Rubrik's Quarterly Report on Form 10-Q was filed with the SEC.
06/30/2025Date of event which required the filing of this statement.
08/14/2025Date this Schedule 13G Amendment No. 3 was signed and filed.

Keywords

Rubrik, Greylock, Schedule 13G, beneficial ownership, Class A Common Stock, Class B Common Stock, voting power, institutional ownership, SEC filing

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