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SCHEDULE Filed 2025-03-13 Event 2025-03-11 SEC 0000902664-25-001451 →

JANA Partners Management, LP → Rapid7, Inc. RPD

Stake: 5.80% Shares: 3,690,129 CUSIP: 753422104 Class: Common Stock, par value $0.01 per share
Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 27/100 · Filer 90d Win Rate: 11% · Hist. 90d Edge: -3.8%
  • Filer track record (9 filings): 11% 90d win rate, +0.0% 90d edge
  • Held by 2 tracked 13F institutional managers
  • 13 NPORT-P mutual funds holding CUSIP
  • Congressional purchase disclosure (2 trades in ±90d)
  • Moderate short days-to-cover (5.0 DTC)

Item 4 — Purpose of Transaction

Item 4 is hereby amended and supplemented with the addition of the following: On March 11, 2025, JANA entered into nominee agreements (the "Nominee Agreements") with each of Michael Joseph Burns and Chad Kinzelberg (each, a "Nominee" and collectively, the "Nominees"), which is further described in the Reporting Persons' response to Item 6 of this Amendment No. 2, which is incorporated by reference into this Item 4.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
6 13D/G filings on this issuer
5 other filings besides this one
Filer Track Record
12 filings by this filer
11 other filings in the data moat
Short Interest · settle 2026-10-15
DTC 4.95
7,612,694 shares short · -0.5% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
2 holders · $8.79M
Point72 Asset MgmtSoros Fund Management

Post-Filing Returns · since 2025-03-11 on RPD

+1 day
0.0%
+5 days
0.0%
+30 days
0.0%
+60 days
0.0%
+90 days
0.0%
+180 days
0.0%

Anchor price 11.20 on closest trading day on/after 2025-03-11. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on Rapid7, Inc.

FiledFormFilerStakeShares
2025-03-24 SCHEDULE JANA Partners Management, LP 6.00% 3,867,463 view →
2018-03-20 SC TCV VII LP — — view →
2018-03-19 SC Bain Capital Venture Fund 2007, L.P. — — view →
2018-02-01 SC TCV VII LP — — view →
2018-01-31 SC Bain Capital Venture Fund 2007, L.P. — — view →

Other Filings by JANA Partners Management, LP

FiledFormIssuerStakeShares
2026-10-30 SCHEDULE 13D/A ALKAMI TECHNOLOGY, INC. 4.98% 5,335,707 view →
2026-10-16 SCHEDULE 13D/A ALKAMI TECHNOLOGY, INC. 6.30% 6,747,707 view →
2026-06-29 SCHEDULE 13D ALKAMI TECHNOLOGY, INC. ALKT 6.30% 6,747,707 view →
2026-05-12 SCHEDULE 13D/A ALKAMI TECHNOLOGY, INC. ALKT — 5,339,388 view →
2026-04-01 SCHEDULE 13D ALKAMI TECHNOLOGY, INC. ALKT 5.10% 5,431,388 view →
2025-06-10 SCHEDULE Lamb Weston Holdings, Inc. LW 5.40% 7,557,519 view →
2025-04-01 SCHEDULE Lamb Weston Holdings, Inc. LW 5.60% 7,985,426 view →
2025-03-24 SCHEDULE Rapid7, Inc. RPD 6.00% 3,867,463 view →
2025-03-07 SCHEDULE Lamb Weston Holdings, Inc. LW 5.60% 7,985,426 view →
2025-01-28 SCHEDULE Lamb Weston Holdings, Inc. LW 5.00% 7,168,249 view →
2024-01-11 SC Freshpet, Inc. FRPT — — view →

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