Rambus Inc (RMBS) — Institutional Holders Breakdown (Q2 2026)

RMBS ranks #910 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

620 institutions disclose a position in RMBS, but none treat it as a major bet — even PointState Capital LP, its most concentrated holder, allocates just 1.9% of its own portfolio to it.

Fidelity has added to its RMBS position for two straight quarters, increasing it by $1.2B to reach $1.4B today.

Alliancebernstein L.p. has trimmed its RMBS position for two straight quarters, cutting it by $161.3M while still holding $13.3M.

RMBS is down 5.9% today, but institutions show net buying of $2.5B this quarter — a divergence between today's price move and the underlying institutional flow.

RMBS posted net income of $230.0M over the trailing twelve months, and currently trades at a P/E of 40.7.

• Profitable — net income of $230.0M over the trailing twelve months
• Revenue declined 19.9% year over year
• Net income improved year over year, from $207.2M to $230.0M
• Generated $360.0M in positive operating cash flow
• Current ratio of 8.20x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.12x equity — within a conventional range