Assetmark Inc. Reduces Stake in Rambus, Inc.

Institutional investor lowers holdings in semiconductor company by 8.6% in Q4 2025

Apr. 18, 2026 at 7:23am

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Assetmark Inc., an institutional investor, lowered its holdings in shares of Rambus, Inc. (NASDAQ:RMBS) by 8.6% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 110,754 shares of the semiconductor company's stock, valued at approximately $10.18 million.

Why it matters

This filing provides insight into the investment decisions of Assetmark Inc., a notable institutional investor, and their view on the performance and prospects of Rambus, Inc., a leading semiconductor technology company. The reduction in holdings could signal a shift in Assetmark's investment strategy or outlook on the semiconductor industry.

The details

According to the 13F filing, Assetmark Inc. sold 10,395 shares of Rambus, Inc. during the fourth quarter of 2025, reducing its total position to 110,754 shares. This represents approximately 0.10% of Rambus' outstanding shares. The filing also reveals that other institutional investors, such as Hussman Strategic Advisors Inc. and Nordea Investment Management AB, have adjusted their positions in Rambus during the same period.

  • Assetmark Inc. filed the 13F report for the fourth quarter of 2025 on April 18, 2026.
  • The filing shows Assetmark's holdings in Rambus as of the end of the fourth quarter of 2025.

The players

Assetmark Inc.

An institutional investor that manages a portfolio of investments, including a position in semiconductor company Rambus, Inc.

Rambus, Inc.

A technology licensing company specializing in semiconductor and system-level interface solutions, headquartered in Sunnyvale, California.

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The takeaway

This filing highlights the ongoing shifts in institutional investment strategies within the semiconductor industry, as investors carefully evaluate the performance and potential of companies like Rambus. The reduction in Assetmark's position may prompt further analysis of Rambus' competitive positioning and growth prospects.