JANA Partners Management

Major shareholder at Rapid7 · 18 reported transactions in 4 companies · latest trade Feb 10, 2026

Their record

Across their whole record, 1 purchase can be measured; 0 did better than the S&P 500 over the next 6 months.

Typical move −37.1%, S&P 500 +9.4% over the same days.

Their trades


TreeHouse FoodsTHS	Sold $47.96M · 1,959,221 shares	Feb 10, 2026
Mercury SystemsMRCY	Sold $32.4M · 400,000 shares	Feb 9, 2026	S&P 500 +11.3%thru Oct 29
Rapid7RPD	Bought $652.7K · 41,545 shares	Nov 28, 2025	S&P 500 +13.0%thru Oct 29
Rapid7RPD	Bought $750.5K · 50,000 shares	Nov 25, 2025	S&P 500 +14.4%thru Oct 29
Rapid7RPD	Bought $2.12M · 150,000 shares	Nov 24, 2025	S&P 500 +15.5%thru Oct 29
Mercury SystemsMRCY	Sold $75.45M · 1,000,000 shares	Nov 6, 2025	S&P 500 +15.2%thru Oct 29

SoldTreeHouse Foods

Feb 10, 2026 · THS

$47.96M

SoldMercury Systems

Feb 9, 2026 · MRCY

$32.4M

S&P 500 +11.3%thru Oct 29

BoughtRapid7

Nov 28, 2025 · RPD

$652.7K

S&P 500 +13.0%thru Oct 29

BoughtRapid7

Nov 25, 2025 · RPD

$750.5K

S&P 500 +14.4%thru Oct 29

BoughtRapid7

Nov 24, 2025 · RPD

$2.12M

S&P 500 +15.5%thru Oct 29

SoldMercury Systems

Nov 6, 2025 · MRCY

$75.45M

S&P 500 +15.2%thru Oct 29

Newest 10 of 18 transactionsPro adds every trade with how it did, their holdings and the money-flow chartPro is $29 a month

Built from their public trade reports and market prices: past moves, not predictions or advice.