RENT
Rent the Runway, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jul 24 1 insider sell $103.2K at $2.99
- S Sep 14 1 insider sell $48.7K at $1.94
- X Sep 15 Short interest jumps 28.4% to 1.75M
- S Sep 24 to Sep 25 2 days of insider sells: $127.2K by 1 insider, avg $1.70
- R Oct 1 The SEC declared effective Rent the Runway's S-1 registration statem…
- B Oct 21 3 insiders buy $6.1M at $3.55
- R Oct 23 Three activist investors (CHS US Investments, Nexus Capital Manageme…
- R Oct 23 Two 10% owners, Nexus Capital Management LP and CHS US Investments L…
Signal stack
Where each data set points today.
- InsidersBULLISH
3 insiders bought $6.1M. 1 insider sold $279.1K.
- InstitutionsBULLISH
Q2 2026: 8 added (0 new), 2 trimmed or exited.
- TrendRANGE
8% below its 50-day average.
- SocialQUIET
No Reddit mentions this week. Last mention Sep 29.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $2.6M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | $1.3M |
| STATE STREET CORP | ADD | $352.5K |
| NORTHERN TRUST CORP | ADD | $318.8K |
| UBS Group AG | DOUBLED | $129.6K |
| MARSHALL WACE, LLP | TRIM | $91.1K |
| WELLS FARGO & COMPANY/MN | DOUBLED | $23.1K |
| CITIGROUP INC | TRIM | $12.1K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Dec 2024| Date | Firm | Rating |
|---|---|---|
| Dec 10, 2024 | JMP Securities REITERATE | Market Outperform |
| Sep 6, 2024 | Jefferies MAINTAIN | Buy |
| Jun 7, 2024 | JMP Securities MAINTAIN | Market Outperform |
| Apr 12, 2024 | Goldman Sachs MAINTAIN | Buy |
| Apr 11, 2024 | JMP Securities MAINTAIN | Market Outperform |
| Jan 17, 2024 | Piper Sandler DOWNGRADE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 21, 2026 | STORY3 Capital Partners, LLC Director | BUY | $2.2M |
| Oct 21, 2026 | Nexus Capital Management LP Director | BUY | $2.2M |
| Oct 21, 2026 | CHS US Investments LLC 10%+ Owner | BUY | $1.6M |
| Oct 14, 2026 | CHS US Investments LLC 10%+ Owner | EXERCISE | $8.9M |
| Oct 14, 2026 | CHS US Investments LLC 10%+ Owner | EXERCISE | 19,947,174 sh |
| Sep 25, 2026 | Fonseca Dhiren R. Director | SELL | $22.1K |
| Sep 24, 2026 | Fonseca Dhiren R. Director | SELL | $105.2K |
| Sep 14, 2026 | Fonseca Dhiren R. Director | SELL | $48.7K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | — | — | — | $0.00 |
| Next FY | — | — | — | $0.00 |
Short side
FINRA· Oct 15, 2026SecBot reports
28 filings · 2 press releases · 3 bullish · 9 bearish · 5 mixed · 11 neutral- BEARISH 8-KOct 26, 2026
Rent the Runway completed its $15M rights offering, raising approximately $8.9M from subscribers and $6.1M from a backstop commitment by the activist investor group (CHS, Nexus, STORY3), which collectively now owns ~86.2% of Class A common stock. The 8-K reports the unregistered issuance of…
🔒 Fresh report (last 24h), subscribers only
- BULLISH CLUSTEROct 23, 2026
Two 10% owners, Nexus Capital Management LP and CHS US Investments LLC, purchased a combined 1.09M…
Two 10% owners, Nexus Capital Management LP and CHS US Investments LLC, purchased a combined 1.09M shares of Rent the Runway at $3.55/share for a total of $3.87M in open-market transactions on…
- BEARISH SC 13D/AOct 23, 2026
Three activist investors (CHS US Investments, Nexus Capital Management, and Story3 Capital…
With 86.2% of shares held by three aligned investors, minority shareholders have virtually no influence. Watch for a potential take-private transaction or going-private proposal, as the controlling…
- NEUTRAL SC 13D/AOct 16, 2026
CHS US Investments LLC filed an amended Schedule 13D on October 16, 2026, disclosing that on…
The rights exercise is a routine capital structure event that increases CHS's already dominant stake. With three large holders controlling ~85.5% of the float, the stock's liquidity and free float…
All RENT filing & press-release reports (30)
- 8-K reportOct 26, 2026
- SC 13D/A reportOct 23, 2026
- CLUSTER reportOct 23, 2026
- SC 13D/A reportOct 16, 2026
- 8-K reportOct 14, 2026
- EFFECT reportOct 1, 2026
- 8-K reportSep 30, 2026
- S-1/A reportSep 28, 2026
- 144 reportSep 18, 2026
- 8-K reportSep 15, 2026
- 144 reportSep 14, 2026
- S-1 reportSep 11, 2026
- 8-K reportSep 11, 2026
- PRESS-RELEASE reportSep 11, 2026
- 8-K reportSep 11, 2026
- 8-K reportSep 3, 2026
- 8-K reportSep 1, 2026
- 3 reportJun 16, 2026
- 8-K reportJun 3, 2026
- PRESS-RELEASE reportJun 3, 2026
- DEFA14A reportJun 1, 2026
- 8-K reportMay 21, 2026
- PRESS-RELEASE reportMay 19, 2026
- PRESS-RELEASE, 8-K reportMay 13, 2026
- 8-K reportApr 14, 2026
- 8-K reportApr 15, 2026
- 424B5 reportApr 15, 2026
- PRESS-RELEASE reportApr 14, 2026
- 8-K reportApr 6, 2026
- PRESS-RELEASE reportMar 24, 2026