EQPTNasdaqServices-Equipment Rental & Leasing, NECFiscal year ends December 31
EquipmentShare.com Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$13.95+0.36 (+2.69%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 1395.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
42.6%
108M of 253M shares
Institutional holders
145
50 new, 38 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
18 buys · 4 sales
Net sold $40.70M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Neil Chheda | 55,489,664 | 24.30% | 13G (passive) | Mar 31, 2026 |
| William J. Schlacks IV | 34,828,852 | 14.90% | 13D (active) | Jun 15, 2026 |
| Jabbok Schlacks | 34,778,852 | 14.90% | 13G (passive) | Mar 31, 2026 |
| Anchorage Capital Group, L.L.C. | 17,770,560 | 8.30% | 13G (passive) | Mar 31, 2026 |
| Insight Holdings Group, LLC | 13,526,731 | 6.30% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EQPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Anchorage Capital Group, L.L.C. | 17,770,560 | 7.01% | $349.37M | – | 77.56% |
| Insight Holdings Group, LLC | 13,526,731 | 5.34% | $265.94M | – | 20.21% |
| Bdt Capital Partners, LLC | 10,548,937 | 4.16% | $207.39M | – | 4.76% |
| Wellington Management Group Llp | 8,556,779 | 3.38% | $168.23M | +3,237,926 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 8,265,054 | 3.26% | $162.49K | +2,839,575 | 0.02% |
| Tiger Global Management LLC | 4,579,646 | 1.81% | $90.04M | – | 0.38% |
| American Century Companies Inc | 3,952,074 | 1.56% | $77.70M | +1,041,967 | 0.03% |
| Capital World Investors | 3,921,547 | 1.55% | $77.10M | +1,816,339 | 0.01% |
| Anchorage Capital Advisors, L.P. | 3,114,655 | 1.23% | $61.23M | −300,000 | 37.03% |
| Millennium Management LLC | 2,656,012 | 1.05% | $52.22M | +1,626,371 | 0.02% |
| Morgan Stanley | 2,211,273 | 0.87% | $43.47M | +978,797 | 0.00% |
| Federated Hermes, Inc. | 1,994,344 | 0.79% | $39.21M | +445,168 | 0.06% |
| JPMorgan Chase & Co | 1,860,533 | 0.73% | $37.68M | +467,107 | 0.00% |
| Interval Partners, LP | 1,485,566 | 0.59% | $29.21M | New | 0.75% |
| Vanguard Capital Management LLC | 1,386,138 | 0.55% | $27.25M | +6,074 | 0.00% |
| Vanguard Portfolio Management LLC | 1,154,855 | 0.46% | $22.70M | −5,157 | 0.00% |
| ACK Asset Management LLC | 1,064,830 | 0.42% | $20.93M | New | 2.44% |
| UBS Group AG | 1,032,811 | 0.41% | $20.31M | +72,730 | 0.00% |
| Liberty Street Advisors, Inc. | 975,294 | 0.38% | $19.17M | – | 3.78% |
| Larson Financial Group LLC | 865,963 | 0.34% | $17.02M | New | 0.45% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | 108M | 42.6% | 50 / 52 | 23 / 38 | 23M | 12M |
| Q1 2026 | 134 | 97M | 38.4% | 134 / 0 | 0 / 0 | 97M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EQPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Explorer Fund | 4,601,916 | 1.82% | $86.29M | 0.39% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 3,763,635 | 1.49% | $73.99M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 3,761,812 | 1.48% | $73.96M | 0.45% | Jun 30, 2026 |
| Small Cap Value Fund | 1,980,000 | 0.78% | $38.93M | 1.28% | Jun 30, 2026 |
| Federated Hermes Kaufmann Fund | 1,117,500 | 0.44% | $20.95M | 0.43% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,009,268 | 0.40% | $19.84M | 0.00% | Jun 30, 2026 |
| Calvert Small Cap Fund | 849,271 | 0.34% | $16.70M | 1.31% | Jun 30, 2026 |
| JPMorgan Large Cap Value Fund | 844,941 | 0.33% | $16.61M | 0.32% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 734,481 | 0.29% | $14.44M | 0.01% | Jun 30, 2026 |
| Voya Small Cap Growth Fund | 671,163 | 0.26% | $13.99M | 0.66% | May 31, 2026 |
| Davenport Small Cap Focus Fund | 600,000 | 0.24% | $11.80M | 1.88% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 562,900 | 0.22% | $11.07M | 0.08% | Jun 30, 2026 |
| JPMorgan Active Value ETF | 546,362 | 0.22% | $10.74M | 0.16% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 487,575 | 0.19% | $9.59M | 0.09% | Jun 30, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 471,900 | 0.19% | $8.85M | 0.31% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jabbok Schlacks | Founder & CEO, Director | 33,216,020 | 13.11% | Sep 16, 2026 |
| William J. Schlacks | Founder & President, Director | 33,161,970 | 13.09% | Sep 4, 2026 |
| David Marquardt | CFO & Chief Accounting Officer | 114,285 | 0.05% | Apr 3, 2026 |
| Mark Wopata | EVP, Fin. & Chief Data Officer | 80,100 | 0.03% | Apr 3, 2026 |
| W. Bryan Hill | Director | 42,451 | 0.02% | Sep 29, 2026 |
| Harley Miller | Director | 14,409 | 0.01% | Sep 29, 2026 |
| Damian Giangiacomo | Director | 14,409 | 0.01% | Sep 29, 2026 |
| Naveen Bhatia | Director | 326,409 | 0.13% | Sep 29, 2026 |
| Jennifer Giacomazza | Director | 80,000 | 0.03% | Jan 27, 2026 |
| John Weinstein | Director | – | – | Jan 22, 2026 |
| Henry Yeagley | Director | – | – | Jan 22, 2026 |
| Neil Chheda | 10% owner | 50,842,768 | 20.07% | Aug 18, 2026 |
| Romulus Capital II, L.P. | 10% owner | – | – | Aug 18, 2026 |
| EquipmentShare Growth VII L.P. RC | 10% owner | – | – | Aug 18, 2026 |
| 2020 Transfer LLC Schlacks | 10% owner | 4,646,896 | 1.83% | Aug 18, 2026 |
| EquipmentShare Growth VI L.P. RC | 10% owner | – | – | Aug 18, 2026 |
| Engala LLC Madoda | 10% owner | – | – | Aug 18, 2026 |
| Romulus Capital III, L.P. | 10% owner | 49,826,856 | 19.67% | Aug 18, 2026 |
| EquipmentShare Growth III L.P. Romulus | 10% owner | – | – | Aug 18, 2026 |
| EquipmentShare Growth L.P. Romulus | 10% owner | – | – | Aug 18, 2026 |
| Capital Partners II LLC Romulus | 10% owner | 3,461,776 | 1.37% | Aug 18, 2026 |
| EquipmentShare Growth II L.P. Romulus | 10% owner | – | – | Aug 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Naveen Bhatia Director | Sep 25, 2026 | Award | +14,409 | – | – | 326,409 |
| Harley Miller Director | Sep 25, 2026 | Award | +14,409 | – | – | 14,409 |
| W. Bryan Hill Director | Sep 25, 2026 | Award | +6,657 | – | – | 42,451 |
| Damian Giangiacomo Director | Sep 25, 2026 | Award | +14,409 | – | – | 14,409 |
| Jabbok Schlacks Founder & CEO, Director | Sep 15, 2026 | Buy | +22,900 | $17.76 | $406.70K | 125,000 |
| Jabbok Schlacks Founder & CEO, Director | Sep 14, 2026 | Buy | +2,100 | $18.00 | $37.80K | 102,100 |
| William J. Schlacks Founder & President, Director | Sep 2, 2026 | Buy | +10,000 | $17.79 | $177.90K | 70,950 |
| Jabbok Schlacks Founder & CEO, Director | Sep 2, 2026 | Buy | +10,000 | $17.69 | $176.90K | 100,000 |
| Jabbok Schlacks Founder & CEO, Director | Sep 1, 2026 | Buy | +15,000 | $17.03 | $255.45K | 90,000 |
| Jabbok Schlacks Founder & CEO, Director | Aug 31, 2026 | Buy | +15,500 | $17.46 | $270.63K | 75,000 |
| Jabbok Schlacks Founder & CEO, Director | Aug 28, 2026 | Buy | +9,500 | $17.87 | $169.77K | 59,500 |
| William J. Schlacks Founder & President, Director | Aug 21, 2026 | Buy | +2,000 | $18.64 | $37.28K | 60,950 |
| William J. Schlacks Founder & President, Director | Aug 18, 2026 | Buy | +4,000 | $19.56 | $78.24K | 58,950 |
| Capital Partners II LLC Romulus 10% owner | Aug 18, 2026 | Sale | −896,945 | $20.62 | $18.50M | 1,617,752 |
| Romulus Capital III, L.P. 10% owner | Aug 18, 2026 | Sale | −1,285,402 | $20.62 | $26.50M | 40,476,688 |
| William J. Schlacks Founder & President, Director | Aug 17, 2026 | Buy | +1,002 | $21.29 | $21.33K | 52,852 |
| William J. Schlacks Founder & President, Director | Aug 17, 2026 | Buy | +2,098 | $21.36 | $44.81K | 54,950 |
| William J. Schlacks Founder & President, Director | Aug 14, 2026 | Buy | +1,850 | $20.81 | $38.50K | 51,850 |
| Capital Partners II LLC Romulus 10% owner | Aug 14, 2026 | Sale | −7,679 | $21.06 | $161.72K | 2,514,697 |
| Romulus Capital III, L.P. 10% owner | Aug 14, 2026 | Sale | −11,006 | $21.06 | $231.79K | 41,762,090 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jun 15, 2026 | Buy | +28,300 | $20.83 | $589.49K | 28,300 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jun 15, 2026 | Buy | +21,700 | $21.50 | $466.55K | 50,000 |
| William J. Schlacks Co-Founder & President, Director | Jun 15, 2026 | Buy | +50,000 | $21.47 | $1.07M | 50,000 |
| W. Bryan Hill Director | May 19, 2026 | Buy | +21,803 | $22.89 | $499.07K | 35,794 |
| Naveen Bhatia Director | May 15, 2026 | Buy | +10,000 | $24.22 | $242.20K | 312,000 |
| Mark Wopata EVP, Fin. & Chief Data Officer | Apr 1, 2026 | Award | +15,000 | – | – | 80,100 |
| Mark Wopata EVP, Fin. & Chief Data Officer | Apr 1, 2026 | Award | +50,000 | – | – | 65,100 |
| David Marquardt CFO & Chief Accounting Officer | Apr 1, 2026 | Award | +50,000 | – | – | 114,285 |
| David Marquardt CFO & Chief Accounting Officer | Apr 1, 2026 | Award | +15,000 | – | – | 129,285 |
| David Marquardt CFO & Chief Accounting Officer | Jan 26, 2026 | Other | −60,000 | – | – | 0 |
| David Marquardt CFO & Chief Accounting Officer | Jan 26, 2026 | Buy | +4,285 | $24.50 | $104.98K | 64,285 |
| David Marquardt CFO & Chief Accounting Officer | Jan 26, 2026 | Other | +60,000 | – | – | 60,000 |
| W. Bryan Hill Director | Jan 26, 2026 | Other | −13,991 | – | – | 0 |
| W. Bryan Hill Director | Jan 26, 2026 | Other | +13,991 | – | – | 13,991 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Returned to company | −18,784,472 | – | – | 0 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | −2,807,882 | – | – | 0 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | +2,807,882 | – | – | 2,807,882 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | +10,784,381 | – | – | 13,592,263 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | +714,285 | – | – | 714,285 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | +18,756,080 | – | – | 18,756,080 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | −18,756,080 | – | – | 0 |
| William J. Schlacks Co-Founder & President, Director | Jan 26, 2026 | Other | +28,392 | – | – | 18,784,472 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | +714,285 | – | – | 714,285 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | +10,784,381 | – | – | 13,592,263 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | +2,807,882 | – | – | 2,807,882 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | −2,807,882 | – | – | 0 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Returned to company | −18,784,472 | – | – | 0 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | +28,392 | – | – | 18,784,472 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | −18,756,080 | – | – | 0 |
| Jabbok Schlacks Co-Founder & CEO, Director | Jan 26, 2026 | Other | +18,756,080 | – | – | 18,756,080 |
| Naveen Bhatia Director | Jan 26, 2026 | Other | −302,000 | – | – | 0 |
| Naveen Bhatia Director | Jan 26, 2026 | Other | +302,000 | – | – | 302,000 |
| Mark Wopata EVP, Finance & Chief Data Off. | Jan 26, 2026 | Other | −15,100 | – | – | 0 |
| Mark Wopata EVP, Finance & Chief Data Off. | Jan 26, 2026 | Other | +15,100 | – | – | 15,100 |
| Jennifer Giacomazza Director | Jan 26, 2026 | Other | −80,000 | – | – | 0 |
| Jennifer Giacomazza Director | Jan 26, 2026 | Other | +80,000 | – | – | 80,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Romulus Capital III, L.P. 10% Stockholder | Aug 18, 2026 | 1,281,408 | $26.42M | Aug 18, 2026 | Preferred converted to common on IPO |
| Romulus Capital II, L.P. 10% Stockholder | Aug 18, 2026 | 889,624 | $18.34M | Aug 18, 2026 | Preferred converted to common on IPO |
| Romulus Capital II, L.P. 10% Stockholder | Aug 14, 2026 | 15,000 | $315.90K | Aug 14, 2026 | conversion of A1 preferred converted to common on IPO |
| Romulus Capital III, L.P. 10% Stockholder | Aug 14, 2026 | 15,000 | $315.90K | Aug 14, 2026 | conversion of A1 preferred converted to common on IPO |