Vault-13

RUMBLEON INC RDNW

COM CL B · Common Stock · CUSIP 781386305

58 institutional holders +7 vs Q1 2026
20,396,73120.4m shares reported held*
$135.8mreported value*
20 new 15 added 11 reduced 13 sold out net bought ≈ $24.7m (+3.7m 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. Implied quarter-end price ≈ $6.66. Options: 5 managers hold calls ($23.4m notional), 1 hold puts ($301.7k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 70Q4 22: 55Q1 23: 57Q2 23: 53Q3 23: 46Q4 23: 54Q1 24: 58Q2 24: 58Q3 24: 59Q4 24: 65Q1 25: 63Q2 25: 47Q3 25: 48Q4 25: 48Q1 26: 51Q2 26: 5858Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202270
Q4 202255
Q1 202357
Q2 202353
Q3 202346
Q4 202354
Q1 202458
Q2 202458
Q3 202459
Q4 202465
Q1 202563
Q2 202547
Q3 202548
Q4 202548
Q1 202651
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 32 bought or addedQ3 24: 21 cut or sold outQ4 24: 45 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 25 cut or sold outQ2 25: 21 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 25 cut or sold outQ4 25: 19 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 15 cut or sold outQ2 26: 35 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243221
Q4 20244515
Q1 20252625
Q2 20252140
Q3 20251725
Q4 20251922
Q1 20262015
Q2 20263524

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 25 calls: $8.1mQ3 25 puts: $19.0kQ3 25P/C 0.00Q4 25 calls: $10.5mQ4 25 puts: $134.1kQ4 25P/C 0.01Q1 26 calls: $12.7mQ1 26 puts: $72.0kQ1 26P/C 0.01Q2 26 calls: $23.4mQ2 26 puts: $301.7kQ2 26P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2025$8.1m$19.0k0.00
Q4 2025$10.5m$134.1k0.01
Q1 2026$12.7m$72.0k0.01
Q2 2026$23.4m$301.7k0.01

Biggest buyers

Nantahala Capital Management, LLC Added +3,272,845+3.3m
BlackRock, Inc. Added +648,048+648.0k
GEODE CAPITAL MANAGEMENT, LLC Added +212,167+212.2k
VANGUARD PORTFOLIO MANAGEMENT LLC New +106,796+106.8k
STATE STREET CORP Added +102,200+102.2k
JACOBS LEVY EQUITY MANAGEMENT, INC New +101,558+101.6k
GOLDMAN SACHS GROUP INC Added +96,828+96.8k
NORTHERN TRUST CORP Added +86,418+86.4k
Stone House Capital Management, LLC Added +61,728+61.7k
Bank of New York Mellon Corp New +44,376+44.4k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Sold out -350,058-350.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -218,996-219.0k
Union Square Park Capital Management, LLC Reduced -193,544-193.5k
JANE STREET GROUP, LLC Sold out -127,070-127.1k
Qube Research & Technologies Ltd Sold out -61,733-61.7k
UBS Group AG Reduced -58,738-58.7k
683 Capital Management, LLC Sold out -42,000-42.0k
Hudson Bay Capital Management LP Sold out -39,714-39.7k
Point72 Asset Management, L.P. Sold out -29,249-29.2k
Schonfeld Strategic Advisors LLC Sold out -21,157-21.2k

Biggest calls

Nantahala Capital Management, LLC Added $22.6m3.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $478.2k71.8k shares
IMC-Chicago, LLC Reduced $127.9k19.2k shares
CITADEL ADVISORS LLC New $99.2k14.9k shares
SIMPLEX TRADING, LLC Unchanged $34.6k5.2k shares

Biggest puts

CITADEL ADVISORS LLC New $301.7k45.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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
Stone House Capital Management, LLC 13D · may seek influence no change · filed 2025-08-27
Stated purposeItem 4 is hereby amended to add the following: On August 25, 2025, the Issuer issued separate unsecured subordinated promissory notes (collectively, the "Subordinated Notes") payable to each of Stone House Capital Management, LLC, Face Canyon LLC and Mark Tkach (collectively, the "Subordinated Lenders") to evidence $3,333,334 of unsecured subordinated loans made by each Subordinated Lender to the Issuer. The aggregate gross proceeds of the unsecured subordinated loans evidenced by the Subordinated Notes, or approximately $10.0 million, were used to prepay outstanding principal amounts of the loans (the "Senior Loans") owed under the Company's term loan credit agreement (the "Senior Credit Agreement"), among the Issuer, as borrower, the guarantors party thereto, the lenders party thereto a… Full filing
18.7% no change 7.1m≈ $47.3m 2025-08-27
Tkach Mark 13D · may seek influence -1.3 pts · filed 2025-08-12
Stated purposeItem 4 is hereby amended and supplemented as follows: On August 10, 2025, Mr. Tkach and Mr. Coulter each entered into separate commitment letters (the "Subordinated Loans Commitment Letters") pursuant to which each of Mr. Tkach and Mr. Coulter has committed to make $3,333,334 of subordinated loans to the Issuer (collectively, the "Subordinated Loans"). Mr. Tkach and Mr. Coulter expect that the aggregate gross proceeds of the Subordinated Loans will be used by the Issuer to prepay outstanding principal amounts owed under that certain term loan credit agreement, dated as of August 31, 2021 (as amended, the "Credit Agreement"), among the Issuer, as borrower, the lenders party thereto, and Oaktree Fund Administration, LLC, as administrative agent and collateral agent. The Subordinated Loans w… Full filing
18.1% -1.3 pts 6.9m≈ $45.8m 2025-08-12
Nantahala Capital Management, LLC 13G · institution filed 2024-11-14 8.7% 3.1m≈ $20.4m 2024-11-14

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
101Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 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: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$1.5m0——
Q1 20250—1$8.5k—
Q2 20250—1$1.9k—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stone House Capital Management, LLC 59.81% of their portfolio Bay Harbor Islands, FL 7,166,0747.2m $47.7m $47.7m 59.81% Added +61.7k +61,728
2 Nantahala Capital Management, LLC 1.32% of their portfolio NEW CANAAN, CT 6,545,6906.5m $43.6m $43.6m 1.32% Added +3.3m +3,272,845
3 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 1,700,3071.7m $11.3m $11.3m 0.01% Reduced -3.7k -3,738
4 Union Square Park Capital Management, LLC 6.00% of their portfolio New York, NY 1,239,2771.2m $8.3m $8.3m 6.00% Reduced -193.5k -193,544
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 771,047771.0k $5.1m $5.1m 0.00% Added +648.0k +648,048
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 739,518739.5k $4.9m $4.9m 0.00% Added +24.7k +24,651
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 489,123489.1k $3.3m $3.3m 0.00% Added +212.2k +212,167
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 237,153237.2k $1.6m $1.6m 0.00% Added +86.4k +86,418
9 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 197,150197.2k $1.3m $1.3m 0.00% Added +15.3k +15,331
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 192,841192.8k $1.3m $1.3m 0.00% Added +102.2k +102,200
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 160,445160.4k $1.1m $1.1m 0.00% Added +96.8k +96,828
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 148,890148.9k $991.6k $991.6k 0.00% Added +15.3k +15,322
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 106,796106.8k $711.3k $711.3k 0.00% New
14 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 101,558101.6k $676.4k $676.4k 0.00% New
15 First Financial Bankshares Inc 0.01% of their portfolio Abilene, TX 100,339100.3k $668.3k $668.3k 0.01% Unchanged
16 Hillsdale Investment Management Inc. 0.01% of their portfolio Toronto, A6 72,40572.4k $482.2k $482.2k 0.01% Added +7.7k +7,702
17 JB CAPITAL PARTNERS LP 0.07% of their portfolio Armonk, NY 70,00070.0k $466.2k $466.2k 0.07% Unchanged
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 53,72253.7k $357.8k $357.8k 0.00% Reduced -8.9k -8,922
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 44,37644.4k $295.5k $295.5k 0.00% New
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 38,20038.2k $254.4k $254.4k 0.00% New
21 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 23,23223.2k $154.7k $154.7k 0.01% New
22 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 20,59220.6k $137.1k $137.1k 0.00% Reduced -6.2k -6,179
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 20,56220.6k $136.9k $136.9k 0.00% New
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 14,46914.5k $96.4k $96.4k 0.00% Reduced -18.0k -17,987
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,18113.2k $87.8k $87.8k 0.00% Added +13.2k +13,157
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 12,87012.9k $86.0k $86.0k 0.00% New
27 Shay Capital LLC 0.01% of their portfolio NEW YORK, NY 12,59912.6k $83.9k $83.9k 0.01% New
28 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 12,51212.5k $83.3k $83.3k 0.00% New
29 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 12,33612.3k $82.2k $82.2k 0.00% New
30 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 12,07712.1k $80.4k $80.4k 0.00% Unchanged
31 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,10011.1k $73.9k $73.9k 0.00% New
32 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,2337.2k $48.2k $48.2k 0.00% New
33 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 6,9677.0k $46.4k $46.4k 0.00% New
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,5126.5k $46.1k $46.1k 0.00% Added +3.8k +3,759
35 FMR LLC 0.00% of their portfolio BOSTON, MA 6,0216.0k $40.1k $40.1k 0.00% Reduced -554 -554
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,9515.0k $33.0k $33.0k 0.00% Reduced -6.4k -6,418
37 City State Bank 0.01% of their portfolio NORWALK, IA 4,8004.8k $32.0k $32.0k 0.01% Unchanged
38 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,3473.3k $22.3k $22.3k 0.00% Reduced -11.8k -11,785
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2773.3k $21.8k $21.8k 0.00% Reduced -58.7k -58,738
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,9411.9k $12.9k $12.9k 0.00% Unchanged
41 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8361.8k $12.2k $12.2k 0.00% Added +1.2k +1,210
42 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,7311.7k $11.5k $11.5k 0.00% Added +1.2k +1,183
43 Legal & General Group Plc 0.00% of their portfolio London, X0 1,5381.5k $10.2k $10.2k 0.00% New
44 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4251.4k $9.5k $9.5k 0.00% New
45 Kemnay Advisory Services Inc. 0.00% of their portfolio New York, NY 1,0381.0k $6.9k $6.9k 0.00% New
46 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0001.0k $6.7k $6.7k 0.00% First filing
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 743743 $5.0k $5.0k 0.00% Reduced -120 -120
48 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 489489 $3.3k $3.3k 0.00% Unchanged
49 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 317317 $2.1k $2.1k 0.00% New
50 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 300300 $2.0k $2.0k 0.00% Unchanged
51 Quarry LP 0.00% of their portfolio NEW YORK, NY 222222 $1.5k $1.5k 0.00% New
52 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 165165 $1.1k $1.1k 0.00% Reduced -19 -19
53 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 138138 $919 $919 0.00% Unchanged
54 Bare Financial Services, Inc 0.00% of their portfolio GAP, PA 130130 $866 $866 0.00% Unchanged
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 116116 $770 $770 0.00% New
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3131 $217 $217 0.00% Unchanged
57 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 2121 $140 $140 0.00% Unchanged
58 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $7 $7 0.00% New