RENT THE RUNWAY INC RENT
CL A NEW · Common Stock · CUSIP 76010Y202
American e-commerce platform
- SectorConsumer discretionary
- IndustryRetail-Retail Stores, NEC
- HeadquartersBrooklyn, NY
- Founded2009
- Websiterenttherunway.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 33.8m as of 2026-09-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.15.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 3 |
| Q2 2024 | 50 |
| Q3 2024 | 35 |
| Q4 2024 | 32 |
| Q1 2025 | 31 |
| Q2 2025 | 31 |
| Q3 2025 | 36 |
| Q4 2025 | 47 |
| Q1 2026 | 44 |
| Q2 2026 | 52 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 7 | 27 |
| Q4 2024 | 9 | 15 |
| Q1 2025 | 11 | 11 |
| Q2 2025 | 4 | 15 |
| Q3 2025 | 17 | 10 |
| Q4 2025 | 30 | 14 |
| Q1 2026 | 18 | 19 |
| Q2 2026 | 30 | 17 |
Biggest buyers
| BlackRock, Inc. | Added | +445.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +102.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +54.6k |
| NORTHERN TRUST CORP | Added | +47.2k |
| NEW YORK STATE COMMON RETIREMENT FUND | New | +32.3k |
| STATE STREET CORP | Added | +30.8k |
| UBS Group AG | Added | +24.9k |
| Cambridge Investment Research Advisors, Inc. | Added | +22.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | New | +20.6k |
| Bank of New York Mellon Corp | New | +12.6k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Sold out | -201.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -142.6k |
| MARSHALL WACE, LLP | Reduced | -56.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -50.6k |
| GOLDMAN SACHS GROUP INC | Sold out | -41.2k |
| Quent Capital, LLC | Sold out | -35.0k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -26.2k |
| XTX Topco Ltd | Reduced | -24.8k |
| PARK AVENUE SECURITIES LLC | Sold out | -22.1k |
| HRT FINANCIAL LP | Sold out | -12.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| CHS US Investments LLC 13D · may seek influence -1.6 pts · filed 2026-10-23 | 60.4% |
| Nexus Capital Management LP 13D · may seek influence +0.2 pts · filed 2026-10-23 | 12.9% |
| STORY3 Capital Partners, LLC 13D · may seek influence +0.2 pts · filed 2026-10-23 | 12.9% |
| Highland Management Partners VIII Limited Partnership 13G · exempt (held before listing) filed 2025-02-14 | 5.7% |
Fell to 5% or below in the last year: Bain Capital Venture Fund 2009, L.P. (0.0%, 2026-02-17), Highland Capital Partners VIII Limited Partnership (0.6%, 2026-02-11; now reported by Highland Management Partners VIII Limited Partnership), CastleKnight Master Fund LP (4.2%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 6 | $229.9k | $42.3k |
| Q1 2025 | 0 | — | 6 | $95.9k | $19.1k |
| Q2 2025 | 0 | — | 6 | $76.9k | $15.3k |
| Q3 2025 | 0 | — | 5 | $76.6k | $15.3k |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $279.5k | $103.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Fonseca Dhiren R. Director | Sold | $22.1k13.0k shares |
| 2026-09-24 | Fonseca Dhiren R. Director | Sold | $105.4k62.0k shares |
| 2026-09-14 | Fonseca Dhiren R. Director | Sold | $48.8k25.1k shares |
| 2026-07-24 | Fonseca Dhiren R. Director | Sold plan | $103.2k34.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 829.2k $2.6m | Added +445.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 654.0k $2.1m | Reduced -999 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 399.8k $1.3m | Added +102.7k |
| Technology Crossover Management VIII, Ltd. 0.18% of their portfolio | 197.5k $622.1k | Unchanged |
| ARES MANAGEMENT LLC 0.02% of their portfolio | 169.4k $533.6k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 140.4k $442.3k | Added +5.0k |
| STATE STREET CORP 0.00% of their portfolio | 111.9k $352.5k | Added +30.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 101.2k $318.8k | Added +47.2k |
| CastleKnight Management LP 0.01% of their portfolio | 96.7k $304.5k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 55.2k $174.0k | Added +22.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 54.6k $171.9k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 45.9k $144.6k | Added +9.2k |
| UBS Group AG 0.00% of their portfolio | 41.1k $129.6k | Added +24.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 32.3k $101.7k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 29.1k $91.5k | Reduced -50.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 28.9k $91.1k | Reduced -56.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 20.6k $64.9k | New |
| GSA CAPITAL PARTNERS LLP 0.00% of their portfolio | 13.0k $41.0k | Reduced -3.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 12.6k $39.8k | New |
| XTX Topco Ltd 0.00% of their portfolio | 11.1k $34.9k | Reduced -24.8k |
| ROMANO BROTHERS AND COMPANY 0.00% of their portfolio | 11.0k $34.6k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 11.0k $34.6k | New |
| FMR LLC 0.00% of their portfolio | 10.8k $34.0k | New |
| Abel Hall, LLC 0.01% of their portfolio | 10.6k $33.3k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 10.3k $32.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.3k $23.1k | Added +7.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.3k $19.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.8k $12.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 3.8k $12.1k | Reduced -2.9k |
| MORGAN STANLEY 0.00% of their portfolio | 3.8k $12.0k | Added +473 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.5k $11.0k | Added +3.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.4k $7.4k | Reduced -250 |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 1.9k $6.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.5k $4.7k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.3k $4.1k | Added +1.2k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.3k $4.0k | Added +442 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.2k $3.8k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 755 $2.4k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 663 $2.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 323 $1.0k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 177 $558 | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 152 $479 | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 87 $274 | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 67 $211 | Unchanged |
| Center for Financial Planning, Inc. 0.00% of their portfolio | 26 $82 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 25 $79 | Unchanged |
| Smallwood Wealth Investment Management, LLC 0.00% of their portfolio | 23 $72 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 22 $69 | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 5 $16 | Reduced -100 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2 $6 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $6 | New |
| Arax Advisory Partners 0.00% of their portfolio | 1 $3 | New |