$RENT

$2.70 -$0.12 (4.26%) Close

$RENT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.8M shares outstanding

Who owns RENT?

By type of holder

Institutions 9.2% Insiders 0.0% Everyone else 90.8%

Concentration Top 10 holders own 358.8%

APS US Management LLC 67.9% · CHS US Investments LLC 67.9%

Institutional ownership

9.2%

+0.6 pts vs last qtr

Institutional holders

+8 vs last qtr

Net shares bought

+208.9K

by institutions in Q2 2026

New / sold out

17 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +445.1K
Geode Capital Management, LLC +102.7K

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −201.3K
Susquehanna International Group, LLP SOLD OUT −142.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.41M

6 notices from 4 people

Shares covered

544.6K

1.61% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Bain Capital Venture Fund 2009, L.P. Former affiliate $2.88M
Dhiren Fonseca Director $334K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2026

+864.7%

+76.24% a year

Each share's claim on the business

−89.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $92.1M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years85% Under 1 year15%

Quarterly turnover

25.5%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting RENT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	829.2K	2.46%	+445.1K (+115.9%)	2024	0.0%
Shares held by quarter Peak holding829.2K (Q2'26) Change over 8 quarters+794.1K Share of the company2.460% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	654.0K	1.94%	−999 (−0.2%)	2024	0.0%
Shares held by quarter Peak holding655.0K (Q1'26) Change over 8 quarters+654.0K Share of the company1.940% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

829.2K

% of company

2.46%

Change vs last qtr

+445.1K (+115.9%)

Held since

2024

Vanguard Capital Management LLC

654.0K

% of company

1.94%

Change vs last qtr

−999 (−0.2%)

Held since

2024

28 more super investors behind a free account

See every manager holding Rent the Runway, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RENT on Form N-PORT; together they hold 4.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.16M	367.5K	1.09%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$856K	271.6K	0.80%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.16M

% of company

1.09%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$856K

% of company

0.80%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Rent the Runway, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AU APS US Management LLC 5%+ holder 13D · 60.4%	22.9M	67.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company67.910% Disclosed stake13D · 60.4% View the 13D/G filing →
CU CHS US Investments LLC 5%+ holder 13D · 60.4%	22.9M	67.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company67.910% Disclosed stake13D · 60.4% View the 13D/G filing →

APS US Management LLC

5%+ holder13D · 60.4%

22.9M

% of company

67.91%

Change vs last qtr

—

Held since

—

CHS US Investments LLC

5%+ holder13D · 60.4%

22.9M

% of company

67.91%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Rent the Runway, Inc..

Comments