JANA Partners Management, LP: RAPID7 INC (RPD): Quarterly 13F Position History
As of Q1 2026, JANA Partners Management, LP reported 6,743,653 shares of RAPID7 INC (RPD), worth $37.2M and representing 2.3% of its 13F equity book. The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 6,743,653Shares Held (Latest Filing)
- $37.2MReported Market Value (Latest Filing)
- 2.3%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$65.3MQuarter-over-Quarter Value Change
- 6,743,653Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,743,653 | 0 | — | $37.2M | 2.3% | $5.5 |
| Q4 2025 | 6,743,653 | +241,545 | +3.7% | $102.5M | 5.3% | $15.2 |
| Q3 2025 | 6,502,108 | +772,194 | +13.5% | $121.9M | 5.9% | $18.8 |
| Q2 2025 | 5,729,914 | +1,623,858 | +39.5% | $132.5M | 6.7% | $23.1 |
| Q1 2025 | 4,106,056 | +415,927 | +11.3% | $108.9M | 5.6% | $26.5 |
| Q4 2024 | 3,690,129 | +34,589 | +0.9% | $148.5M | 7.8% | $40.2 |
| Q3 2024 | 3,655,540 | +931,154 | +34.2% | $145.8M | 8.2% | $39.9 |
| Q2 2024 | 2,724,386 | — | — | $117.8M | 6.9% | $43.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did JANA Partners Management, LP first disclose a RPD position in 13F-HR filings?
JANA Partners Management, LP first reported RAPID7 INC (RPD) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was JANA Partners Management, LP's most recent quarter-over-quarter share-count change in RPD?
JANA Partners Management, LP held the same 6,743,653 shares of RPD between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent JANA Partners Management, LP's cost basis in RPD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.