§ SEMICONDUCTORS
USD · SemiconductorsRMBS
RAMBUS INC
USDSector · SemiconductorsBeta · 1.69
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
329 increased/new, 233 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 43.5 | P/B | 7.25 |
| EPS (TTM) | 2.11 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 16.3M | 0.0% | +0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.6M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.8M | n/a | n/a |
| State Street | 4.4M | 0.0% | +3% |
| Fidelity Management | 3.3M | 0.0% | +109% |
| Geode Capital Management | 3.1M | 0.0% | +10% |
◇ AC INTELLIGENCE
Top institutional owners for RMBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER42.7% · 420 holders
PASSIVE / INDEX26.1% · 11 holders
DEALER / BANK14.8% · 44 holders
QUALITY / COMPOUNDER14.4% · 35 holders
INCOME / DEFENSIVE1.6% · 29 holders
GROWTH / MOMENTUM0.7% · 1 holder
TACTICAL / MACRO0.3% · 3 holders
SYSTEMATIC / QUANT0.1% · 7 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RMBS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RMBS yet.