RENT THE RUNWAY INC

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RENT·76010Y202·US·Common Stock·Consumer Cyclical - Apparel Retail-Activist

RENT (RENT THE RUNWAY INC) is held by 28 institutional investors as of Q1 2026. Largest holders: VANGUARD CAPITAL MANAGEMENT LLC ($3.1M), BlackRock, Inc. ($1.8M), GEODE CAPITAL MANAGEMENT, LLC ($1.4M). Net institutional sentiment: Mixed.

28

Holders

(1 Elite)

$10.8M

Total Value

57% (28)

Consensus

16 buying - 12 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)31

Activist (13D/13G)34

Congressional (STOCK Act)85

Holder Quality

32

★★★★★

Elite

78

★★★★

Strong

40

★★★

Solid

78

★★

Below

47

★

Weak

Held by 28 funds

1 elite

Who's Trading

InsiderFRFonseca Dhiren R.Sell $103KJul 24, 2026

ActivistGRGateway Runway, LLC12.8%May 13, 2026

ActivistSRS3 RR Aggregator, LLC12.8%May 13, 2026

ActivistCUCHS US Investments LLC59.8%May 13, 2026

ActivistBVBain Capital Venture Fund 2009, L.P.0.0%Feb 17, 2026

ActivistHVHighland Management Partners VIII Limited0.6%Feb 11, 2026

ActivistCMCASTLEKNIGHT MASTER FUND LP4.2%Nov 14, 2025

InsiderHJHyman JenniferSell $30KSep 16, 2025

InsiderTSThacker SiddharthSell $10KSep 16, 2025

InsiderTKTam Sarah KSell $4KSep 16, 2025

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Top Holders

Top Holders (28)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	New	655,001	$3.1M	0.0%	—	37
BlackRock, Inc.	Unchanged	384,134	$1.8M	0.0%	—	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	297,163(+4.5%)	$1.4M	0.0%	—	27
MILLENNIUM MANAGEMENT LLC	Increased	201,279(+1261.1%)	$962,114	0.0%	—	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	142,611(+70.7%)	$681,680	0.0%	—	37
VFVANGUARD FIDUCIARY TRUST CO	New	135,454	$647,470	0.0%	—	34
MWMARSHALL WACE, LLP	Increased	85,045(+703.4%)	$406,515	0.0%	—	38
STATE STREET CORP	Increased	81,097(+32.5%)	$387,644	0.0%	—	21
TWO SIGMA INVESTMENTS, LP	Decreased	79,650(-31.7%)	$380,727	0.0%	—	0
NORTHERN TRUST CORP	Unchanged	54,021	$258,220	0.0%	—	0
GOLDMAN SACHS GROUP INC	Increased	41,249(+49.5%)	$197,170	0.0%	—	21
XTX Topco Ltd	Increased	35,868(+116.5%)	$171,449	0.0%	—	36
RENAISSANCE TECHNOLOGIES LLC	Increased	26,170(+133.7%)	$125,093	0.0%	—	36
UBS Group AG	Decreased	16,243(-20.0%)	$77,641	0.0%	—	0
Schonfeld Strategic Advisors LLC	New	10,397	$49,697	0.0%	—	28
VGVanguard Global Advisers, LLC	New	10,300	$49,234	0.0%	—	31
CITIGROUP INC	New	6,734	$32,189	0.0%	—	30
MORGAN STANLEY	Increased	3,330(+15.1%)	$15,917	0.0%	—	14
OSAIC HOLDINGS, INC.	Decreased	2,610(-18.1%)	$12,474	0.0%	—	0
WELLS FARGO & COMPANY/MN	Increased	300(+20.0%)	$1,434	0.0%	—	9

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer