RUMBLEON INC RDNW
COM CL B · Common Stock · CUSIP 781386305
- SectorTechnology
- IndustryServices-Computer Programming Services
- HeadquartersChandler, AZ
- 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. 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 70 |
| Q4 2022 | 55 |
| Q1 2023 | 57 |
| Q2 2023 | 53 |
| Q3 2023 | 46 |
| Q4 2023 | 54 |
| Q1 2024 | 58 |
| Q2 2024 | 58 |
| Q3 2024 | 59 |
| Q4 2024 | 65 |
| Q1 2025 | 63 |
| Q2 2025 | 47 |
| Q3 2025 | 48 |
| Q4 2025 | 48 |
| Q1 2026 | 51 |
| Q2 2026 | 58 |
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 | 32 | 21 |
| Q4 2024 | 45 | 15 |
| Q1 2025 | 26 | 25 |
| Q2 2025 | 21 | 40 |
| Q3 2025 | 17 | 25 |
| Q4 2025 | 19 | 22 |
| Q1 2026 | 20 | 15 |
| Q2 2026 | 35 | 24 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.1m | $19.0k | 0.00 |
| Q4 2025 | $10.5m | $134.1k | 0.01 |
| Q1 2026 | $12.7m | $72.0k | 0.01 |
| Q2 2026 | $23.4m | $301.7k | 0.01 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +3.3m |
| BlackRock, Inc. | Added | +648.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +212.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +106.8k |
| STATE STREET CORP | Added | +102.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +101.6k |
| GOLDMAN SACHS GROUP INC | Added | +96.8k |
| NORTHERN TRUST CORP | Added | +86.4k |
| Stone House Capital Management, LLC | Added | +61.7k |
| Bank of New York Mellon Corp | New | +44.4k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Sold out | -350.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -219.0k |
| Union Square Park Capital Management, LLC | Reduced | -193.5k |
| JANE STREET GROUP, LLC | Sold out | -127.1k |
| Qube Research & Technologies Ltd | Sold out | -61.7k |
| UBS Group AG | Reduced | -58.7k |
| 683 Capital Management, LLC | Sold out | -42.0k |
| Hudson Bay Capital Management LP | Sold out | -39.7k |
| Point72 Asset Management, L.P. | Sold out | -29.2k |
| Schonfeld Strategic Advisors LLC | Sold out | -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.
| Holder | Stake |
|---|---|
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% |
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% |
| Nantahala Capital Management, LLC 13G · institution filed 2024-11-14 | 8.7% |
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 | 1 | $1.5m | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $8.5k | — |
| Q2 2025 | 0 | — | 1 | $1.9k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Stone House Capital Management, LLC 59.81% of their portfolio | 7.2m $47.7m | Added +61.7k |
| Nantahala Capital Management, LLC 1.32% of their portfolio | 6.5m $43.6m | Added +3.3m |
| CITIGROUP INC 0.01% of their portfolio | 1.7m $11.3m | Reduced -3.7k |
| Union Square Park Capital Management, LLC 6.00% of their portfolio | 1.2m $8.3m | Reduced -193.5k |
| BlackRock, Inc. 0.00% of their portfolio | 771.0k $5.1m | Added +648.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 739.5k $4.9m | Added +24.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 489.1k $3.3m | Added +212.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 237.2k $1.6m | Added +86.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 197.2k $1.3m | Added +15.3k |
| STATE STREET CORP 0.00% of their portfolio | 192.8k $1.3m | Added +102.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 160.4k $1.1m | Added +96.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 148.9k $991.6k | Added +15.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 106.8k $711.3k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 101.6k $676.4k | New |
| First Financial Bankshares Inc 0.01% of their portfolio | 100.3k $668.3k | Unchanged |
| Hillsdale Investment Management Inc. 0.01% of their portfolio | 72.4k $482.2k | Added +7.7k |
| JB CAPITAL PARTNERS LP 0.07% of their portfolio | 70.0k $466.2k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 53.7k $357.8k | Reduced -8.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 44.4k $295.5k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 38.2k $254.4k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 23.2k $154.7k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 20.6k $137.1k | Reduced -6.2k |
| Nuveen, LLC 0.00% of their portfolio | 20.6k $136.9k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.5k $96.4k | Reduced -18.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.2k $87.8k | Added +13.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.9k $86.0k | New |
| Shay Capital LLC 0.01% of their portfolio | 12.6k $83.9k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 12.5k $83.3k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 12.3k $82.2k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 12.1k $80.4k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.1k $73.9k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.2k $48.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 7.0k $46.4k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.5k $46.1k | Added +3.8k |
| FMR LLC 0.00% of their portfolio | 6.0k $40.1k | Reduced -554 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.0k $33.0k | Reduced -6.4k |
| City State Bank 0.01% of their portfolio | 4.8k $32.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 3.3k $22.3k | Reduced -11.8k |
| UBS Group AG 0.00% of their portfolio | 3.3k $21.8k | Reduced -58.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.9k $12.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.8k $12.2k | Added +1.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.7k $11.5k | Added +1.2k |
| Legal & General Group Plc 0.00% of their portfolio | 1.5k $10.2k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.4k $9.5k | New |
| Kemnay Advisory Services Inc. 0.00% of their portfolio | 1.0k $6.9k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.0k $6.7k | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 743 $5.0k | Reduced -120 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 489 $3.3k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 317 $2.1k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 300 $2.0k | Unchanged |
| Quarry LP 0.00% of their portfolio | 222 $1.5k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 165 $1.1k | Reduced -19 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 138 $919 | Unchanged |
| Bare Financial Services, Inc 0.00% of their portfolio | 130 $866 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 116 $770 | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 31 $217 | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 21 $140 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $7 | New |