Vault-13

RENT THE RUNWAY INC RENT

CL A NEW · Common Stock · CUSIP 76010Y202

American e-commerce platform

52 institutional holders +8 vs Q1 2026
3,138,5443.1m shares reported held*
9.3% of all shares outstanding*
$9.9mreported value*
17 new 13 added 8 reduced 9 sold out net bought ≈ $745.0k (+236.5k shares)

* 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

0204060Q1 24: 3Q2 24: 50Q3 24: 35Q4 24: 32Q1 25: 31Q2 25: 31Q3 25: 36Q4 25: 47Q1 26: 44Q2 26: 5252Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20243
Q2 202450
Q3 202435
Q4 202432
Q1 202531
Q2 202531
Q3 202536
Q4 202547
Q1 202644
Q2 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 7 bought or addedQ3 24: 27 cut or sold outQ4 24: 9 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 11 cut or sold outQ2 25: 4 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 10 cut or sold outQ4 25: 30 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 19 cut or sold outQ2 26: 30 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024727
Q4 2024915
Q1 20251111
Q2 2025415
Q3 20251710
Q4 20253014
Q1 20261819
Q2 20263017

Biggest buyers

BlackRock, Inc. Added +445,111+445.1k
GEODE CAPITAL MANAGEMENT, LLC Added +102,663+102.7k
VANGUARD PORTFOLIO MANAGEMENT LLC New +54,572+54.6k
NORTHERN TRUST CORP Added +47,172+47.2k
NEW YORK STATE COMMON RETIREMENT FUND New +32,300+32.3k
STATE STREET CORP Added +30,800+30.8k
UBS Group AG Added +24,892+24.9k
Cambridge Investment Research Advisors, Inc. Added +22,229+22.2k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC New +20,609+20.6k
Bank of New York Mellon Corp New +12,645+12.6k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Sold out -201,279-201.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -142,611-142.6k
MARSHALL WACE, LLP Reduced -56,126-56.1k
TWO SIGMA INVESTMENTS, LP Reduced -50,596-50.6k
GOLDMAN SACHS GROUP INC Sold out -41,249-41.2k
Quent Capital, LLC Sold out -35,000-35.0k
RENAISSANCE TECHNOLOGIES LLC Sold out -26,170-26.2k
XTX Topco Ltd Reduced -24,791-24.8k
PARK AVENUE SECURITIES LLC Sold out -22,139-22.1k
HRT FINANCIAL LP Sold out -11,964-12.0k

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.

HolderStakeChangeShares Last filed
CHS US Investments LLC 13D · may seek influence -1.6 pts · filed 2026-10-23 60.4% -1.6 pts 22.9m≈ $70.7m 2026-10-23
Nexus Capital Management LP 13D · may seek influence +0.2 pts · filed 2026-10-23 12.9% +0.2 pts 4.9m≈ $15.1m 2026-10-23
STORY3 Capital Partners, LLC 13D · may seek influence +0.2 pts · filed 2026-10-23 12.9% +0.2 pts 4.9m≈ $15.1m 2026-10-23
Highland Management Partners VIII Limited Partnership 13G · exempt (held before listing) filed 2025-02-14 5.7% 212.8k≈ $670.4k 2025-02-14

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)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 6 sellingQ1 25: 0 buyingQ1 25: 6 sellingQ1 25Q2 25: 0 buyingQ2 25: 6 sellingQ3 25: 0 buyingQ3 25: 5 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—6$229.9k$42.3k
Q1 20250—6$95.9k$19.1k
Q2 20250—6$76.9k$15.3k
Q3 20250—5$76.6k$15.3k
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$279.5k$103.2k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-25 Fonseca Dhiren R. Director Sold 13,000 $1.70 $22.1k13.0k shares -100%
2026-09-24 Fonseca Dhiren R. Director Sold 62,000 $1.70 $105.4k62.0k shares -83%
2026-09-14 Fonseca Dhiren R. Director Sold 25,132 $1.94 $48.8k25.1k shares -25%
2026-07-24 Fonseca Dhiren R. Director Sold plan 34,516 $2.99 $103.2k34.5k shares -26%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 829,245829.2k $2.6m $2.6m 0.00% Added +445.1k +445,111
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 654,002654.0k $2.1m $2.1m 0.00% Reduced -999 -999
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 399,826399.8k $1.3m $1.3m 0.00% Added +102.7k +102,663
4 Technology Crossover Management VIII, Ltd. 0.18% of their portfolio MENLO PARK, CA 197,481197.5k $622.1k $622.1k 0.18% Unchanged
5 ARES MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 169,383169.4k $533.6k $533.6k 0.02% Unchanged
6 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 140,407140.4k $442.3k $442.3k 0.00% Added +5.0k +4,953
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 111,897111.9k $352.5k $352.5k 0.00% Added +30.8k +30,800
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 101,193101.2k $318.8k $318.8k 0.00% Added +47.2k +47,172
9 CastleKnight Management LP 0.01% of their portfolio New York, NY 96,65596.7k $304.5k $304.5k 0.01% Unchanged
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 55,19455.2k $174.0k $174.0k 0.00% Added +22.2k +22,229
11 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 54,57254.6k $171.9k $171.9k 0.00% New
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 45,91845.9k $144.6k $144.6k 0.00% Added +9.2k +9,200
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,13541.1k $129.6k $129.6k 0.00% Added +24.9k +24,892
14 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 32,30032.3k $101.7k $101.7k 0.00% New
15 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 29,05429.1k $91.5k $91.5k 0.00% Reduced -50.6k -50,596
16 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 28,91928.9k $91.1k $91.1k 0.00% Reduced -56.1k -56,126
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 20,60920.6k $64.9k $64.9k 0.00% New
18 GSA CAPITAL PARTNERS LLP 0.00% of their portfolio LONDON, X0 12,98013.0k $41.0k $41.0k 0.00% Reduced -3.8k -3,758
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,64512.6k $39.8k $39.8k 0.00% New
20 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,07711.1k $34.9k $34.9k 0.00% Reduced -24.8k -24,791
21 ROMANO BROTHERS AND COMPANY 0.00% of their portfolio EVANSTON, IL 11,00011.0k $34.6k $34.6k 0.00% Unchanged
22 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 10,98711.0k $34.6k $34.6k 0.00% New
23 FMR LLC 0.00% of their portfolio BOSTON, MA 10,80410.8k $34.0k $34.0k 0.00% New
24 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 10,58210.6k $33.3k $33.3k 0.01% New
25 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 10,30010.3k $32.4k $32.4k 0.00% Unchanged
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,3217.3k $23.1k $23.1k 0.00% Added +7.0k +7,021
27 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 6,2736.3k $19.8k $19.8k 0.00% New
28 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,8313.8k $12.1k $12.1k 0.00% New
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,8303.8k $12.1k $12.1k 0.00% Reduced -2.9k -2,904
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,8033.8k $12.0k $12.0k 0.00% Added +473 +473
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,4783.5k $11.0k $11.0k 0.00% Added +3.4k +3,449
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,3602.4k $7.4k $7.4k 0.00% Reduced -250 -250
33 MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio DUBLIN, OH 1,8931.9k $6.0k $6.0k 0.00% Unchanged
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,5041.5k $4.7k $4.7k 0.00% New
35 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,2901.3k $4.1k $4.1k 0.00% Added +1.2k +1,250
36 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,2661.3k $4.0k $4.0k 0.00% Added +442 +442
37 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,2001.2k $3.8k $3.8k 0.00% New
38 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 755755 $2.4k $2.4k 0.00% New
39 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 663663 $2.1k $2.1k 0.00% New
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 323323 $1.0k $1.0k 0.00% New
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 177177 $558 $558 0.00% Unchanged
42 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 152152 $479 $479 0.00% New
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8787 $274 $274 0.00% Unchanged
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6767 $211 $211 0.00% Unchanged
45 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 2626 $82 $82 0.00% Unchanged
46 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2525 $79 $79 0.00% Unchanged
47 Smallwood Wealth Investment Management, LLC 0.00% of their portfolio RED BANK, NJ 2323 $72 $72 0.00% Unchanged
48 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2222 $69 $69 0.00% Unchanged
49 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 55 $16 $16 0.00% Reduced -100 -100
50 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 22 $6 $6 0.00% Unchanged
51 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $6 $6 0.00% New
52 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 11 $3 $3 0.00% New