Rent the Runway, Inc.
RENT- Exchange
- Nasdaq
- Industry
- Retail-Retail Stores, NEC
- SEC CIK
- 0001468327
In the last 90 days, Rent the Runway, Inc. insiders filed 2 open-market purchases and 2 sales; 53 institutions reported holding it in 13F filings for Q2 2026, worth $9.85M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $74.3M
- Insider buysLast 90 days, $3.87M in total
- 2
- Insider sellsLast 90 days, $175.9K in total
- 2
- 13F holdersQ2 2026, +8 vs. previous quarter
- 53
- 13F valueReported value at the end of Q2 2026
- $9.85M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $329.8M
- +7.7% year over year
- Net income, FY2025
- $22.6M
- No comparable prior period
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q2 FY2026
- $97.7M
- +20.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $22.6M (6.9% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 1.76M
- Shares sold short
- Change
- −2.85K
- −0.2% vs. previous
- Days to cover
- 1.00
- At average daily volume
Superinvestors holding RENT, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding RENT at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Rent the Runway, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 23, 2026 (view filing)4:11 PM ET | Oct 21 | 2 days | STORY3 Capital Partners, LLC and 3 othersDirector, 10% Owner | PPurchaseClass A Common Stock, $0.001 par value per share | +632.9K | $3.55 | +$2.25M | +14.8%4.91M after | Duplicate filing |
| Oct 23, 2026 (view filing)4:08 PM ET | Oct 21 | 2 days | Cohen Michael S and 9 othersDirector, 10% Owner | PPurchaseClass A Common Stock, $0.001 par value per share | +632.9K | $3.55 | +$2.25M | +14.8%4.91M after | |
| Oct 23, 2026 (view filing)4:07 PM ET | Oct 21 | 2 days | CHS US Investments LLC and 4 others10% Owner | PPurchaseClass A Common Stock, $0.001 par value per share | +458.2K | $3.55 | +$1.63M | +2.0%22.9M after | |
| Sep 28, 2026 (view filing)4:04 PM ET | Sep 24-25 | 4 days | Fonseca Dhiren R.Director | SSaleClass A Common Stock | −75.0K | $1.70 | −$127.2K | −100.0%0 after | 2 lots |
| Sep 16, 2026 (view filing)4:55 PM ET | Sep 14 | 2 days | Fonseca Dhiren R.Director | SSaleClass A Common Stock | −25.1K | $1.94 | −$48.7K | −25.1%75.0K after | |
| Jul 27, 2026 (view filing)7:00 PM ET | Jul 24 | 3 days | Fonseca Dhiren R.Director | SSaleClass A Common Stock | −34.5K | $2.99 | −$103.2K | −25.6%100.1K after | 10b5-1 |
| Sep 17, 2025 (view filing) | Sep 16 | 1 day | Rau AndrewChief Supply Chain Officer | SSaleClass A Common Stock | −775 | $4.89 | −$3.79K | −3.5%21.1K after | 10b5-1 |
| Sep 17, 2025 (view filing) | Sep 16 | 1 day | Tam Sarah KChief Merchant Officer | SSaleClass A Common Stock | −863 | $4.89 | −$4.22K | −3.2%25.8K after | |
| Sep 17, 2025 (view filing) | Sep 16 | 1 day | Schembri CaraChief Legal & Admin. Officer | SSaleClass A Common Stock | −797 | $4.89 | −$3.90K | −3.2%24.1K after | |
| Sep 17, 2025 (view filing) | Sep 16 | 1 day | Hyman JenniferChair, CEO & President | SSaleClass A Common Stock | −6.13K | $4.89 | −$30.0K | −5.6%104.1K after |
Top 10 13F holders, Q2 2026
See all 53 holdersThe largest institutional positions in Rent the Runway, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 829,245 | $2.61M | 0.00% | +445,111+115.9% | Added |
| Vanguard Capital Management LLC | 654,002 | $2.06M | 0.00% | −999−0.2% | Reduced |
| Geode Capital Management, LLC | 399,826 | $1.26M | 0.00% | +102,663+34.5% | Added |
| Technology Crossover Management VIII, Ltd. | 197,481 | $622.1K | 0.18% | 00.0% | Unchanged |
| Ares Management LLC | 169,383 | $533.6K | 0.02% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 140,407 | $442.3K | 0.00% | +4,953+3.7% | Added |
| State Street Corp | 111,897 | $352.5K | 0.00% | +30,800+38.0% | Added |
| Northern Trust Corp | 101,193 | $318.8K | 0.00% | +47,172+87.3% | Added |
| CastleKnight Management LP | 96,655 | $304.5K | 0.01% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 54,572 | $171.9K | 0.00% | +54,572 | New |
Holders of 5% or more of RENT
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Rent the Runway, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| CHS US Investments LLC | 13D/A | 60.40%22.9M shares | −1.60 ppfrom 62.00% | Oct 29, 20255 filings | Oct 23, 2026 | SEC |
| Nexus Capital Management LP | 13D/A | 12.90%4.91M shares | +0.20 ppfrom 12.70% | Oct 29, 20254 filings | Oct 23, 2026 | SEC |
| STORY3 Capital Partners, LLC | 13D/A | 12.90%4.91M shares | +0.20 ppfrom 12.70% | Oct 29, 20254 filings | Oct 23, 2026 | SEC |
| Highland Management Partners VIII Limited Partnership | 13G/A | 5.70%212.8K shares | – | Feb 10, 20223 filings | Feb 14, 2025 | SEC |