Vault-13

RUSH ENTERPRISES INC RUSHA

CL A · Common Stock · CUSIP 781846209

233 institutional holders +7 vs Q1 2023
41,860,63741.9m shares reported held*
$2.5bnreported value*
17 new 71 added 99 reduced 12 sold out net sold ≈ $135.3m (-2.8m 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 ($10.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.74. Options: 5 managers hold calls ($2.0m notional), 3 hold puts ($328.0k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 209Q4 22: 221Q1 23: 226Q2 23: 233233Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022209
Q4 2022221
Q1 2023226
Q2 2023233

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 90 bought or addedQ4 22: 105 cut or sold outQ4 22Q1 23: 100 bought or addedQ1 23: 99 cut or sold outQ1 23Q2 23: 88 bought or addedQ2 23: 111 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202290105
Q1 202310099
Q2 202388111

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 22 calls: $596.0kQ3 22 puts: $232.0kQ3 22P/C 0.39Q4 22 calls: $616.9kQ4 22 puts: $83.6kQ4 22P/C 0.14Q1 23 calls: $1.9mQ1 23 puts: $256.6kQ1 23P/C 0.14Q2 23 calls: $2.0mQ2 23 puts: $328.0kQ2 23P/C 0.16
Numbers
QuarterCallsPutsP/C
Q3 2022$596.0k$232.0k0.39
Q4 2022$616.9k$83.6k0.14
Q1 2023$1.9m$256.6k0.14
Q2 2023$2.0m$328.0k0.16

Biggest buyers

BANK OF MONTREAL /CAN/ Added +772,424+772.4k
BECK MACK & OLIVER LLC New +363,657+363.7k
MILLENNIUM MANAGEMENT LLC Added +333,554+333.6k
GOLDMAN SACHS GROUP INC Added +207,114+207.1k
JPMORGAN CHASE & CO Added +174,237+174.2k
MARSHALL WACE, LLP Added +80,879+80.9k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Added +78,219+78.2k
MORGAN STANLEY Added +57,255+57.3k
Harspring Capital Management, LLC Added +52,500+52.5k
Empowered Funds, LLC New +32,657+32.7k

Biggest sellers

FMR LLC Reduced -2,319,043-2.3m
BlackRock Inc. Reduced -613,278-613.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -587,080-587.1k
STRS OHIO Reduced -268,700-268.7k
CHARTWELL INVESTMENT PARTNERS, LLC Reduced -141,249-141.2k
BANK OF AMERICA CORP /DE/ Reduced -133,187-133.2k
CITADEL ADVISORS LLC Reduced -115,830-115.8k
JENNISON ASSOCIATES LLC Reduced -102,094-102.1k
PANAGORA ASSET MANAGEMENT INC Reduced -101,264-101.3k
VANGUARD GROUP INC Reduced -92,573-92.6k

Biggest calls

PEAK6 Investments LLC Added $1.2m20.4k shares
CITADEL ADVISORS LLC Added $413.0k6.8k shares
GROUP ONE TRADING LLC New $382.7k6.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
SIMPLEX TRADING, LLC Unchanged $0100 shares

Biggest puts

PEAK6 Investments LLC Unchanged $249.0k4.1k shares
CITADEL ADVISORS LLC Added $79.0k1.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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
BlackRock, Inc. 13G · institution filed 2025-10-17 14.3% 8.7m≈ $637.0m 2025-10-17
FMR LLC 13G · institution -2.3 pts · filed 2026-08-06 12.6% -2.3 pts 7.7m≈ $559.6m 2026-08-06
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.9% new 3.6m≈ $261.2m 2026-04-29
DIMENSIONAL FUND ADVISORS LP 13G · institution -1.1 pts · filed 2026-07-14 5.4% -1.1 pts 3.3m≈ $239.3m 2026-07-14

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2023

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
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 4 sellingQ4 21Q1 22: 0 buyingQ1 22: 1 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 2 sellingQ4 22Q1 23: 0 buyingQ1 23: 3 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—4$7.2m—
Q1 20220—1$435.6k—
Q2 20220—0——
Q3 20220—0——
Q4 20220—2$1.2m—
Q1 20230—3$1.8m—
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,640,7894.6m $281.9m $281.9m 0.01% Reduced -92.6k -92,573
2 BlackRock Inc. 0.01% of their portfolio New York, NY 4,499,3304.5m $273.3m $273.3m 0.01% Reduced -613.3k -613,278
3 WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio Boston, MA 4,151,9524.2m $252.2m $252.2m 0.05% Reduced -36.5k -36,522
4 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 3,137,1493.1m $190.6m $190.6m 0.06% Reduced -45.4k -45,361
5 FMR LLC 0.01% of their portfolio BOSTON, MA 2,361,3032.4m $143.4m $143.4m 0.01% Reduced -2.3m -2,319,043
6 T. Rowe Price Investment Management, Inc. 0.08% of their portfolio BALTIMORE, MD 1,924,9251.9m $116.9m $116.9m 0.08% Reduced -47.7k -47,693
7 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,786,7381.8m $108.5m $108.5m 0.01% Added +174.2k +174,237
8 MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio NEW YORK, NY 1,704,4891.7m $103.5m $103.5m 0.11% Added +333.6k +333,554
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 974,891974.9k $59.2m $59.2m 0.01% Added +22.7k +22,688
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 922,919922.9k $56.1m $56.1m 0.00% Reduced -35.5k -35,527
11 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 776,148776.1k $47.8m $47.8m 0.02% Added +772.4k +772,424
12 COOKE & BIELER LP 0.43% of their portfolio PHILADELPHIA, PA 752,250752.2k $45.7m $45.7m 0.43% Reduced -46.9k -46,890
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 634,613634.6k $38.5m $38.5m 0.01% Added +3.9k +3,923
14 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 599,860599.9k $36.4m $36.4m 0.01% Added +207.1k +207,114
15 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 588,411588.4k $35.7m $35.7m 0.01% Reduced -11.6k -11,572
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 517,186517.2k $31.4m $31.4m 0.01% Added +2.5k +2,495
17 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.33% of their portfolio HOUSTON, TX 491,001491.0k $29.8m $29.8m 0.33% Added +78.2k +78,219
18 NEW SOUTH CAPITAL MANAGEMENT INC 1.06% of their portfolio MEMPHIS, TN 392,966393.0k $23.9m $23.9m 1.06% Reduced -36.6k -36,572
19 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 377,180377.2k $22.9m $22.9m 0.01% Added +13.9k +13,880
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 368,414368.4k $22.4m $22.4m 0.00% Reduced -16.6k -16,607
21 BECK MACK & OLIVER LLC 0.58% of their portfolio NEW YORK, NY 363,657363.7k $22.1m $22.1m 0.58% New
22 Forager Capital Management, LLC 7.15% of their portfolio BIRMINGHAM, AL 352,972353.0k $21.4m $21.4m 7.15% Added +18.0k +18,000
23 ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio Boston, MA 342,459342.5k $20.8m $20.8m 0.09% Added +22.0k +22,017
24 NORGES BANK 0.00% of their portfolio OSLO, Q8 338,106338.1k $20.5m $20.5m 0.00% Reduced -16.5k -16,539
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 331,863331.9k $20.2m $20.2m 0.00% Added +57.3k +57,255
26 Clearbridge Investments, LLC 0.02% of their portfolio NEW YORK, NY 320,027320.0k $19.4m $19.4m 0.02% Added +2.1k +2,082
27 Global Alpha Capital Management Ltd. 1.56% of their portfolio MONTREAL, A8 273,359273.4k $16.6m $16.6m 1.56% Reduced -8.3k -8,300
28 Redwood Investments, LLC 1.85% of their portfolio BOSTON, MA 248,991249.0k $15.1m $15.1m 1.85% Added +3.3k +3,270
29 PRIVATE MANAGEMENT GROUP INC 0.64% of their portfolio IRVINE, CA 248,685248.7k $15.1m $15.1m 0.64% Reduced -1.8k -1,768
30 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 242,200242.2k $14.7m $14.7m 0.03% Reduced -18.2k -18,200
31 MUHLENKAMP & CO INC 5.16% of their portfolio WEXFORD, PA 239,731239.7k $14.6m $14.6m 5.16% First filing
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 231,241231.2k $14.0m $14.0m 0.00% Reduced -133.2k -133,187
33 Harspring Capital Management, LLC 3.47% of their portfolio NEW YORK, NY 230,000230.0k $14.0m $14.0m 3.47% Added +52.5k +52,500
34 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 216,110216.1k $13.1m $13.1m 0.02% Reduced -8.2k -8,200
35 12th Street Asset Management Company, LLC 2.55% of their portfolio Nashville, TN 207,893207.9k $12.6m $12.6m 2.55% Added +2.1k +2,149
36 MOTCO 0.83% of their portfolio SAN ANTONIO, TX 207,644207.6k $12.6m $12.6m 0.83% Added +2.7k +2,744
37 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 201,668201.7k $12.2m $12.2m 0.01% Reduced -115.8k -115,830
38 PEREGRINE CAPITAL MANAGEMENT LLC 0.33% of their portfolio MINNEAPOLIS, MN 201,482201.5k $12.2m $12.2m 0.33% Reduced -8.3k -8,339
39 First Pacific Advisors, LP 0.18% of their portfolio EL SEGUNDO, CA 198,085198.1k $12.0m $12.0m 0.18% Unchanged
40 CHARTWELL INVESTMENT PARTNERS, LLC 0.41% of their portfolio BERYWN, PA 187,455187.5k $11.4m $11.4m 0.41% Reduced -141.2k -141,249
41 GW&K Investment Management, LLC 0.10% of their portfolio BOSTON, MA 168,831168.8k $10.3m $10.3m 0.10% Added +5.8k +5,850
42 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 163,901163.9k $10.0m $10.0m 0.03% Reduced -8.2k -8,200
43 Epoch Investment Partners, Inc. 0.05% of their portfolio New York, NY 155,866155.9k $9.5m $9.5m 0.05% Added +273 +273
44 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 150,864150.9k $9.2m $9.2m 0.02% Added +3.2k +3,192
45 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 124,754124.8k $7.6m $7.6m 0.03% Added +1.5k +1,520
46 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 124,534124.5k $7.6m $7.6m 0.00% Reduced -8.6k -8,602
47 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 122,770122.8k $7.5m $7.5m 0.01% Reduced -8.8k -8,762
48 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 119,234119.2k $7.2m $7.2m 0.01% Reduced -4.8k -4,838
49 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 116,217116.2k $7.1m $7.1m 0.03% Reduced -4 -4
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 112,651112.7k $6.8m $6.8m 0.00% Added +5.2k +5,231
51 Cubist Systematic Strategies, LLC 0.07% of their portfolio STAMFORD, CT 111,258111.3k $6.8m $6.8m 0.07% Reduced -41.0k -41,038
52 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 95,60295.6k $5.8m $5.8m 0.01% Added +80.9k +80,879
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 92,10092.1k $5.6m $5.6m 0.00% Added +700 +700
54 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 88,60488.6k $5.4m $5.4m 0.02% Added +10.7k +10,682
55 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 88,36788.4k $5.4m $5.4m 0.01% Reduced -4.1k -4,141
56 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 86,52186.5k $5.3m $5.3m 0.02% Added +9.6k +9,570
57 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 86,47086.5k $5.3m $5.3m 0.01% Added +4.2k +4,231
58 ALGERT GLOBAL LLC 0.22% of their portfolio SAN FRANCISCO, CA 83,92883.9k $5.1m $5.1m 0.22% Reduced -20.0k -19,960
59 ExodusPoint Capital Management, LP 0.06% of their portfolio NEW YORK, NY 82,21782.2k $5.0m $5.0m 0.06% Reduced -16.7k -16,709
60 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 77,76377.8k $4.7m $4.7m 0.01% Reduced -10.0k -10,033
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 77,67977.7k $4.7m $4.7m 0.00% Added +1.0k +1,013
62 DENALI ADVISORS LLC 1.60% of their portfolio SAN DIEGO, CA 74,80074.8k $4.5m $4.5m 1.60% Reduced -3.9k -3,900
63 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 67,87167.9k $4.1m $4.1m 0.01% Reduced -2.0k -1,988
64 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 67,36267.4k $4.1m $4.1m 0.00% Reduced -1.6k -1,639
65 Brandywine Global Investment Management, LLC 0.03% of their portfolio PHILADELPHIA, PA 67,34467.3k $4.1m $4.1m 0.03% Reduced -67.3k -67,252
66 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 66,99167.0k $4.1m $4.1m 0.00% Reduced -20.5k -20,532
67 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 65,49365.5k $4.0m $4.0m 0.00% Added +28.0k +27,987
68 State of Alaska, Department of Revenue 0.05% of their portfolio JUNEAU, AK 63,82563.8k $3.9m $3.9m 0.05% Unchanged
69 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 62,65662.7k $3.8m $3.8m 0.01% Reduced -18.6k -18,632
70 MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio BOSTON, MA 59,75559.8k $3.6m $3.6m 0.07% Added +2.9k +2,859
71 PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio BOSTON, MA 54,68954.7k $3.3m $3.3m 0.02% Reduced -101.3k -101,264
72 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 51,80051.8k $3.1m $3.1m 0.03% Added +735 +735
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 51,04751.0k $3.1m $3.1m 0.00% Reduced -1.6k -1,644
74 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 50,79150.8k $3.1m $3.1m 0.01% Added +351 +351
75 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 50,64950.6k $3.1m $3.1m 0.00% Added +4.6k +4,561
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 47,28147.3k $2.9m $2.9m 0.00% Reduced -15.3k -15,259
77 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 45,93345.9k $2.8m $2.8m 0.00% Reduced -7.9k -7,924
78 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 45,83645.8k $2.8m $2.8m 0.01% Added +5.1k +5,072
79 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 44,65544.7k $2.4m $2.4m 0.00% Unchanged
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,74043.7k $2.7m $2.7m 0.00% Reduced -587.1k -587,080
81 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 43,00043.0k $2.6m $2.6m 0.01% Reduced -268.7k -268,700
82 BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 42,39242.4k $2.6m $2.6m 0.08% Added +12.9k +12,902
83 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 41,89741.9k $2.5m $2.5m 0.02% Reduced -20.0k -20,030
84 Legal & General Group Plc 0.00% of their portfolio London, X0 40,18940.2k $2.4m $2.4m 0.00% Added +258 +258
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,32938.3k $2.3m $2.3m 0.00% Added +10.6k +10,598
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 37,89237.9k $2.3m $2.3m 0.00% Added +7.5k +7,495
87 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 36,85436.9k $2.2m $2.2m 0.00% Unchanged
88 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 36,05636.1k $2.2m $2.2m 0.01% Added +15.5k +15,513
89 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.45% of their portfolio Glendale, CA 35,89835.9k $2.2m $2.2m 0.45% Reduced -1.2k -1,204
90 Teton Advisors, Inc. 0.61% of their portfolio Rye, NY 35,84235.8k $2.2m $2.2m 0.61% Reduced -958 -958
91 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 33,00033.0k $2.0m $2.0m 0.01% Reduced -4.5k -4,500
92 Prescott Group Capital Management, L.L.C. 0.44% of their portfolio Tulsa, OK 32,87032.9k $2.0m $2.0m 0.44% Added +20.0k +20,000
93 Empowered Funds, LLC 0.07% of their portfolio NEWTOWN SQUARE, PA 32,65732.7k $2.0m $2.0m 0.07% New
94 EA Series Trust 0.07% of their portfolio HAVERTOWN, PA 32,65732.7k $2.0m $2.0m 0.07% First filing
95 EULAV Asset Management 0.07% of their portfolio SARASOTA, FL 32,40032.4k $2.0m $2.0m 0.07% Unchanged
96 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 32,17532.2k $2.0m $2.0m 0.05% Reduced -72.9k -72,884
97 Nilsine Partners, LLC 0.28% of their portfolio GREENWOOD VILLAGE, CO 30,80130.8k $1.9m $1.9m 0.28% Reduced -253 -253
98 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 29,44929.4k $1.8m $1.8m 0.00% Reduced -102.1k -102,094
99 Granahan Investment Management, LLC 0.05% of their portfolio WALTHAM, MA 28,44928.4k $1.7m $1.7m 0.05% Reduced -1.3k -1,264
100 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio CHARLOTTE, NC 27,36627.4k $1.7m $1.7m 0.03% New