Follow The Filings

RMBS Rambus Inc.

Information Technology, filed as RAMBUS INC DEL (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 3 Owners
  • Max 3.5%
  • $62M
  • 1 new 2 reduce 1 exit

In 2026 Q2 Stanley Druckenmiller opened a position in Rambus, Spencer Waxman and Lee Ainslie trimmed, and Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.5% (Spencer Waxman, Shannon River Fund Management). Not free-float ownership.

  1. Spencer Waxman Reduce 3.5%
  2. Stanley Druckenmiller New 0.44%
  3. Lee Ainslie Reduce 0.01%

Who owns RMBS

Sorted by value, long equity only, as of 2026 Q2.

History
Spencer Waxman, Shannon River Fund Management 3.5%, was 5.5% Reduce −12.6% 291,713 $39M History
Stanley Druckenmiller, Duquesne Family Office 0.44% New 0.44% 173,000 $23M History
Lee Ainslie, Maverick Capital 0.01%, was 0.02% Reduce −66.9% 4,309 $572K History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 3,111 $268K History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RMBS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RMBS insider trades
  • None no insider bought on the open market
  • $12.3M sold by 6 insiders outside a trading plan
  • $8.7M sold by 5 insiders under 10b5-1 plans
  1. Charles Kissner Director
    Planned sale
    $555K 5,000 shares at $111.00 57% of stake
    Traded Oct 2 Filed Oct 5
    ↗
  2. Charles Kissner Director
    Planned sale
    $525K 5,000 shares at $105.00 36% of stake
    Traded Sep 22 Filed Sep 24
    ↗
  3. Charles Kissner Director
    Planned sale
    $505K 5,000 shares at $100.92 27% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  4. Necip Sayiner Director
    Sale
    $851K 5,000 shares at $170.15 22% of stake
    Traded Jun 3 Filed Jun 3
    ↗
  5. Emiko Higashi Director
    Sale
    $1.6M 10,000 shares at $160.50 17% of stake
    Traded Jun 2 Filed Jun 3
    ↗
  6. Eric B Stang Director
    Sale
    $730K 5,000 shares at $146.00 21% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  7. Emiko Higashi Director
    Sale
    $788K 5,000 shares at $157.57 7.7% of stake
    Traded May 26 Filed May 27
    ↗
  8. Xianzhi Sean Fan COO
    Sale
    $5.8M 37,914 shares at $151.69 18% of stake
    Traded May 26 Filed May 26
    ↗
  9. John Shinn SVP, General Counsel
    Sale
    $144K 1,000 shares at $143.63 4.5% of stake
    Traded May 22 Filed May 26
    ↗
  10. Necip Sayiner Director
    Sale
    $1.3M 9,824 shares at $130.18 30% of stake
    Traded May 8 Filed May 11
    ↗
  11. Steven Laub Director
    Sale
    $188K 1,500 shares at $125.52 17% of stake
    Traded May 7 Filed May 11
    ↗
  12. Meera Rao Director
    Planned sale
    $447K 2,972 shares at $150.30 13% of stake
    Traded Apr 24 Filed Apr 27
    ↗
  13. Meera Rao Director
    Planned sale
    $1M 8,538 shares at $118.08 27% of stake
    Traded Apr 14 Filed Apr 15
    ↗
  14. Luc Seraphin CEO
    Planned sale
    $470K 5,426 shares at $86.65 1.5% of stake
    Traded Apr 2 Filed Apr 3
    ↗
  15. John Shinn SVP, General Counsel
    Planned sale
    $404K 4,556 shares at $88.68 20% of stake
    Traded Mar 10 Filed Mar 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 18 stock grants, 10 share withholdings for taxes, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,8.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $461.12M $556.62M $707.63M
Gross profit $357.7M $446.52M $563.22M
Gross margin * 77.6% 80.2% 79.6%
Net income $333.9M $179.82M $230.46M
Net margin * 72.4% 32.3% 32.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $630.64M $690.26M $988.82M
Total non-current assets * $627.58M $652.88M $540.73M
Total assets $1.26B $1.34B $1.53B
Total current liabilities $89.12M $81.81M $120.57M
Total non-current liabilities * $131M $140.63M $44.55M
Total equity $1.04B $1.12B $1.36B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $195.79M $230.6M $360.02M
Cash from investing -$57.4M -$56.72M -$223.11M
Cash from financing -$169.62M -$167.99M -$54.41M
Net change in cash -$30.93M $5.01M $83.05M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.