RENTNasdaqRetail-Retail Stores, NECFiscal year ends January 31
Rent the Runway, Inc.
Financials through Q2 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 11, 2026
$1.86+0.10 (+5.68%)
Close on Oct 19, 2026
- Market cap
- $62.45M
- P/E (TTM)
- 1.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9.3%
3M of 34M shares
Institutional holders
52
17 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $279.46K
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 |
|---|---|---|---|---|
| Yisroel Mordechai Goldstone | 6,721,645 | 9.90% | 13D (active) amendment | Mar 6, 2024 |
| Daniel Flesh | 4,274,394 | 12.80% | 13D (active) amendment | May 13, 2026 |
| STORY3 Capital Partners, LLC | 4,274,394 | 12.80% | 13D (active) amendment | May 13, 2026 |
| S3 RR Aggregator, LLC | 4,274,394 | 12.70% | 13D (active) amendment | Sep 11, 2026 |
| Gateway Runway Intermediate Holdings, Inc. | 4,274,394 | 12.80% | 13D (active) | Oct 28, 2025 |
| Gateway Runway, LLC | 4,274,394 | 12.70% | 13D (active) amendment | Sep 11, 2026 |
| T. Rowe Price Investment Management, Inc. | 4,212,736 | 6.30% | 13G (passive) | Feb 14, 2024 |
| Aaron Weitman | 242,670 | 6.50% | 13G (passive) | Dec 11, 2024 |
| Chs Ugp LLC | 22,479,047 | 62.00% | 13D (active) amendment | Oct 14, 2026 |
| Highland Management Partners VIII Limited | 212,820 | 5.70% | 13G (passive) amendment | Dec 31, 2024 |
| CHS (US) Management LLC | 19,983,656 | 59.90% | 13D (active) | Oct 28, 2025 |
| Technology Crossover Management VIII, Ltd. | 197,481 | 5.40% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RENT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 829,245 | 2.46% | $2.61M | +445,111 | 0.00% |
| Vanguard Capital Management LLC | 654,002 | 1.94% | $2.06M | −999 | 0.00% |
| Geode Capital Management, LLC | 399,826 | 1.18% | $1.26M | +102,663 | 0.00% |
| Technology Crossover Management VIII, Ltd. | 197,481 | 0.58% | $622.07K | – | 0.18% |
| Ares Management LLC | 169,383 | 0.50% | $533.56K | – | 0.02% |
| Vanguard Fiduciary Trust Co | 140,407 | 0.42% | $442.28K | +4,953 | 0.00% |
| State Street Corp | 111,897 | 0.33% | $352.48K | +30,800 | 0.00% |
| Northern Trust Corp | 101,193 | 0.30% | $318.76K | +47,172 | 0.00% |
| CastleKnight Management LP | 96,655 | 0.29% | $304.46K | – | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 55,194 | 0.16% | $174 | +22,229 | 0.00% |
| Vanguard Portfolio Management LLC | 54,572 | 0.16% | $171.90K | New | 0.00% |
| Bridgeway Capital Management, LLC | 45,918 | 0.14% | $144.64K | +9,200 | 0.00% |
| UBS Group AG | 41,135 | 0.12% | $129.57K | +24,892 | 0.00% |
| New York State Common Retirement Fund | 32,300 | 0.10% | $101.75K | New | 0.00% |
| Two Sigma Investments, LP | 29,054 | 0.09% | $91.52K | −50,596 | 0.00% |
| Marshall Wace, Llp | 28,919 | 0.09% | $91.10K | −56,126 | 0.00% |
| Charles Schwab Investment Management Inc | 20,609 | 0.06% | $64.92K | New | 0.00% |
| Gsa Capital Partners Llp | 12,980 | 0.04% | $41 | −3,758 | 0.00% |
| Bank of New York Mellon Corp | 12,645 | 0.04% | $39.83K | New | 0.00% |
| XTX Topco Ltd | 11,077 | 0.03% | $34.89K | −24,791 | 0.00% |
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 | 52 | 3M | 9.3% | 17 / 13 | 8 / 9 | 1M | 1M |
| Q1 2026 | 44 | 3M | 8.6% | 9 / 12 | 8 / 11 | 1M | 0M |
| Q4 2025 | 47 | 2M | 7.4% | 19 / 11 | 6 / 8 | 2M | 0M |
| Q3 2025 | 36 | 1M | 3.9% | 12 / 6 | 4 / 6 | 0M | 0M |
| Q2 2025 | 30 | 1M | 3.6% | 2 / 2 | 13 / 2 | 0M | 0M |
| Q1 2025 | 30 | 1M | 4.0% | 4 / 8 | 7 / 5 | 0M | 0M |
| Q4 2024 | 31 | 1M | 4.1% | 5 / 7 | 7 / 8 | 0M | 0M |
| Q3 2024 | 34 | 1M | 3.6% | 4 / 4 | 10 / 17 | 0M | 0M |
| Q2 2024 | 49 | 1M | 2.9% | 48 / 0 | 0 / 2 | 1M | 0M |
| Q1 2024 | 3 | 0M | 0.0% | 3 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RENT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 367,543 | 1.09% | $1.16M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 271,634 | 0.80% | $855.65K | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 253,560 | 0.75% | $798.71K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 130,734 | 0.39% | $516.40K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 88,918 | 0.26% | $320.55K | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 83,509 | 0.25% | $263.05K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 51,844 | 0.15% | $204.78K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 49,120 | 0.15% | $154.73K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 38,115 | 0.11% | $150.55K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 36,718 | 0.11% | $115.66K | 0.08% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 28,416 | 0.08% | $89.51K | 0.01% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 20,609 | 0.06% | $74.30K | 0.00% | Jul 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 10,987 | 0.03% | $39.61K | 0.00% | Jul 31, 2026 |
| Fidelity Small Cap Value Index Fund | 10,090 | 0.03% | $31.78K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 9,989 | 0.03% | $39.46K | 0.00% | May 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 |
|---|---|---|---|---|
| Paige L. Thomas | CEO and President, Director | – | – | Sep 16, 2026 |
| Jennifer Hyman | Co-Founder, CEO & President, Director | 168,152 | 0.50% | Dec 18, 2025 |
| David Loretta | Intm. Chief Financial Officer | – | – | Jun 16, 2026 |
| Sarah K. Tam | Chief Merchant Officer | 25,817 | 0.08% | Dec 18, 2025 |
| Siddharth Thacker | Chief Financial Officer | 39,437 | 0.12% | Dec 18, 2025 |
| Cara Schembri | Chief Legal & Admin. Officer | 24,085 | 0.07% | Dec 18, 2025 |
| Andrew Rau | Chief Supply Chain Officer | 21,134 | 0.06% | Dec 18, 2025 |
| Becky Case | SVP, Engineering | 23,149 | 0.07% | Jun 20, 2025 |
| Bradford Shellhammer | Chief Product Officer | 30,000 | 0.09% | Nov 5, 2024 |
| Dhiren R. Fonseca | Director | 0 | – | Sep 28, 2026 |
| Teri Bariquit | Director | 68,373 | 0.20% | Sep 16, 2026 |
| Daniel Rosensweig | Director | 57,357 | 0.17% | Aug 13, 2026 |
| Suchitra Sastri | Director | – | – | Jul 21, 2026 |
| Daniel E. Flesh | Director, 10% owner | – | – | Nov 7, 2025 |
| Peter Harley Comisar | Director, 10% owner | 4,274,394 | 12.66% | Nov 7, 2025 |
| Nexus Special Situations Iii (Cayman), L.P. | Director, 10% owner | 4,274,394 | 12.66% | Nov 7, 2025 |
| Capital Management LP Nexus | Director, 10% owner | – | – | Nov 7, 2025 |
| Nexus Partners III, LLC | Director, 10% owner | – | – | Nov 7, 2025 |
| Gateway Runway Intermediate Holdings, Inc. | Director, 10% owner | – | – | Nov 7, 2025 |
| Gateway Runway, LLC | Director, 10% owner | – | – | Nov 7, 2025 |
| Nexus Special Situations Iii, L.P. | Director, 10% owner | – | – | Nov 7, 2025 |
| Michael S. Cohen | Director, 10% owner | – | – | Nov 7, 2025 |
| Nexus Special Situations GP III, LP | Director, 10% owner | – | – | Nov 7, 2025 |
| Damian Giangiacomo | Director, 10% owner | 4,274,394 | 12.66% | Nov 7, 2025 |
| S3 RR Aggregator, LLC | Director, 10% owner | 4,274,394 | 12.66% | Nov 7, 2025 |
| STORY3 Capital Partners, LLC | Director, 10% owner | – | – | Nov 7, 2025 |
| Rising Sons Capital, LLC | Director, 10% owner | – | – | Nov 7, 2025 |
| Jennifer Fleiss | Director | 36,896 | 0.11% | Oct 30, 2025 |
| Michael Roth | Director | 148,718 | 0.44% | Oct 24, 2025 |
| Timothy E. Bixby | Director | 10,169 | 0.03% | Jul 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dhiren R. Fonseca Director | Sep 25, 2026 | Sale | −13,000 | $1.70 | $22.10K | 0 |
| Dhiren R. Fonseca Director | Sep 24, 2026 | Sale | −62,000 | $1.70 | $105.40K | 13,000 |
| Dhiren R. Fonseca Director | Sep 14, 2026 | Sale | −25,132 | $1.94 | $48.76K | 75,000 |
| Teri Bariquit Director | Sep 14, 2026 | Award | +51,614 | – | – | 68,373 |
| Daniel Rosensweig Director | Aug 11, 2026 | Award | +35,481 | – | – | 57,196 |
| Dhiren R. Fonseca Director | Jul 24, 2026 | Sale(10b5-1 plan) | −34,516 | $2.99 | $103.20K | 100,132 |
| Dhiren R. Fonseca Director | Jul 23, 2026 | Conversion | +134,648 | – | – | 134,648 |
| Daniel Rosensweig Director | Dec 16, 2025 | Award | +16,759 | – | – | 21,715 |
| Teri Bariquit Director | Dec 16, 2025 | Award | +16,759 | – | – | 16,759 |
| Jennifer Hyman Co-Founder, CEO & President, Director | Oct 28, 2025 | Conversion | +6,155 | – | – | 6,155 |
| Jennifer Hyman Co-Founder, CEO & President, Director | Oct 28, 2025 | Conversion | +57,906 | – | – | 161,997 |
| Jennifer Fleiss Director | Oct 28, 2025 | Conversion | +31,314 | – | – | 36,896 |
| Michael Roth Director | Oct 21, 2025 | Option exercise | +13,169 | $4.08 | $53.73K | 25,839 |
| Andrew Rau Chief Supply Chain Officer | Sep 16, 2025 | Sale(10b5-1 plan) | −775 | $4.89 | $3.79K | 21,134 |
| Cara Schembri Chief Legal & Admin. Officer | Sep 16, 2025 | Sale(10b5-1 plan) | −797 | $4.89 | $3.90K | 24,085 |
| Jennifer Hyman Chair, CEO & President, Director | Sep 16, 2025 | Sale(10b5-1 plan) | −6,128 | $4.89 | $29.97K | 104,091 |
| Siddharth Thacker Chief Financial Officer | Sep 16, 2025 | Sale(10b5-1 plan) | −1,948 | $4.89 | $9.53K | 39,437 |
| Sarah K. Tam Chief Merchant Officer | Sep 16, 2025 | Sale(10b5-1 plan) | −863 | $4.89 | $4.22K | 25,817 |
| Siddharth Thacker Chief Financial Officer | Aug 4, 2025 | Sale(10b5-1 plan) | −399 | $4.51 | $1.80K | 41,385 |
| Andrew Rau Chief Supply Chain Officer | Aug 4, 2025 | Sale(10b5-1 plan) | −41 | $4.51 | $185 | 21,909 |
| Sarah K. Tam Chief Merchant Officer | Aug 4, 2025 | Sale(10b5-1 plan) | −331 | $4.51 | $1.49K | 26,680 |
| Cara Schembri Chief Legal & Admin. Officer | Aug 4, 2025 | Sale(10b5-1 plan) | −262 | $4.51 | $1.18K | 24,882 |
| Jennifer Hyman Chair, CEO & President, Director | Aug 4, 2025 | Conversion | +94 | – | – | 114,763 |
| Jennifer Hyman Chair, CEO & President, Director | Aug 4, 2025 | Sale(10b5-1 plan) | −94 | $4.58 | $431 | 114,669 |
| Jennifer Hyman Chair, CEO & President, Director | Aug 4, 2025 | Sale(10b5-1 plan) | −4,450 | $4.51 | $20.07K | 110,219 |
| Timothy E. Bixby Director | Jul 8, 2025 | Award | +1,685 | – | – | 10,169 |
| Beth J. Kaplan Director | Jul 8, 2025 | Award | +1,685 | – | – | 33,561 |
| Jennifer Fleiss Director | Jul 8, 2025 | Award | +1,685 | – | – | 5,582 |
| Michael Roth Director | Jul 8, 2025 | Award | +1,685 | – | – | 12,670 |
| Gwyneth Paltrow Director | Jul 8, 2025 | Award | +1,685 | – | – | 8,334 |
| Daniel Rosensweig Director | Jul 8, 2025 | Award | +1,685 | – | – | 4,956 |
| Siddharth Thacker Chief Financial Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −2,019 | $4.77 | $9.63K | 41,784 |
| Cara Schembri Chief Legal & Admin. Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −826 | $4.77 | $3.94K | 25,144 |
| Becky Case SVP, Engineering | Jun 17, 2025 | Sale(10b5-1 plan) | −758 | $4.77 | $3.62K | 23,149 |
| Sarah K. Tam Chief Merchant Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −895 | $4.77 | $4.27K | 27,011 |
| Jennifer Hyman Chair, CEO & President, Director | Jun 17, 2025 | Sale(10b5-1 plan) | −6,352 | $4.77 | $30.30K | 114,669 |
| Andrew Rau Chief Supply Chain Officer | Jun 17, 2025 | Sale(10b5-1 plan) | −803 | $4.77 | $3.83K | 21,950 |
| Siddharth Thacker Chief Financial Officer | May 2, 2025 | Sale(10b5-1 plan) | −400 | $4.26 | $1.70K | 43,803 |
| Becky Case SVP, Engineering | May 2, 2025 | Sale(10b5-1 plan) | −647 | $4.26 | $2.76K | 23,907 |
| Andrew Rau Chief Supply Chain Officer | May 2, 2025 | Sale(10b5-1 plan) | −41 | $4.26 | $175 | 22,753 |
| Sarah K. Tam Chief Merchant Officer | May 2, 2025 | Sale(10b5-1 plan) | −331 | $4.26 | $1.41K | 27,906 |
| Cara Schembri Chief Legal & Admin. Officer | May 2, 2025 | Sale(10b5-1 plan) | −263 | $4.26 | $1.12K | 25,970 |
| Jennifer Hyman Chair, CEO & President, Director | May 2, 2025 | Sale(10b5-1 plan) | −3,244 | $4.26 | $13.82K | 121,021 |
| Jennifer Hyman Chair, CEO & President, Director | May 2, 2025 | Sale(10b5-1 plan) | −69 | $4.26 | $294 | 124,265 |
| Jennifer Hyman Chair, CEO & President, Director | May 2, 2025 | Conversion | +69 | – | – | 124,334 |
| Siddharth Thacker Chief Financial Officer | Mar 17, 2025 | Sale(10b5-1 plan) | −1,948 | $4.36 | $8.49K | 44,203 |
| Jennifer Hyman Chair, CEO & President, Director | Mar 17, 2025 | Sale(10b5-1 plan) | −4,467 | $4.36 | $19.48K | 124,265 |
| Becky Case SVP, Engineering | Mar 17, 2025 | Sale(10b5-1 plan) | −827 | $4.36 | $3.61K | 24,554 |
| Cara Schembri Chief Legal & Admin. Officer | Mar 17, 2025 | Sale(10b5-1 plan) | −1,276 | $4.36 | $5.56K | 26,233 |
| Andrew Rau Chief Supply Chain Officer | Mar 17, 2025 | Sale(10b5-1 plan) | −1,285 | $4.36 | $5.60K | 22,794 |
| Sarah K. Tam Chief Merchant Officer | Mar 17, 2025 | Sale(10b5-1 plan) | −1,396 | $4.36 | $6.09K | 28,237 |
| Sarah K. Tam Chief Merchant Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −392 | $7.42 | $2.91K | 29,632 |
| Siddharth Thacker Chief Financial Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −631 | $7.42 | $4.68K | 46,150 |
| Cara Schembri Chief Legal & Admin. Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −310 | $7.42 | $2.30K | 27,505 |
| Becky Case SVP, Engineering | Feb 4, 2025 | Sale(10b5-1 plan) | −1,034 | $7.42 | $7.67K | 25,375 |
| Andrew Rau Chief Supply Chain Officer | Feb 4, 2025 | Sale(10b5-1 plan) | −48 | $7.42 | $356 | 24,077 |
| Jennifer Hyman Chair, CEO & President, Director | Feb 4, 2025 | Sale(10b5-1 plan) | −3,841 | $7.42 | $28.50K | 128,731 |
| Jennifer Hyman Chair, CEO & President, Director | Feb 3, 2025 | Sale(10b5-1 plan) | −78 | $7.81 | $609 | 132,572 |
| Jennifer Hyman Chair, CEO & President, Director | Feb 3, 2025 | Conversion | +78 | – | – | 132,650 |
| Siddharth Thacker Chief Financial Officer | Dec 16, 2024 | Sale(10b5-1 plan) | −2,738 | $8.55 | $23.41K | 46,781 |
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 |
|---|---|---|---|---|---|
| Fonseca Dhiren Director, Former Officer | Sep 18, 2026 | 75,000 | $144.75K | Sep 18, 2026 | Shares acquired upon vesting and settlement of restricted stock units awarded under Issuers incentive award plan |
| Fonseca Dhiren Director, Former Officer | Sep 14, 2026 | 25,132 | $76.80K | Sep 14, 2026 | Shares acquired upon vesting and settlement of restricted stock units awarded under Issuers incentive award plan |
| Fonseca Dhiren Director, Former Officer | Jul 23, 2026 | 35,660 | $112.69K | Jul 23, 2026 | Shares acquired upon vesting and settlement of restricted stock units awarded under Issuers incentive award plan |
| Venture Associates-B BCIP Former Affiliate | Dec 16, 2025 | 3,252 | $24.49K | Dec 16, 2025 | Purchase of Series Seed Preferred Stock, which was automatically converted into Common Stock and reclassified into Class A Common Stock in connection with the Issuer's IPO |
| Venture Associates BCIP Former Affiliate | Dec 16, 2025 | 23,337 | $175.73K | Dec 16, 2025 | Purchase of Series Seed Preferred Stock, which was automatically converted into Common Stock and reclassified into Class A Common Stock in connection with the Issuer's IPO |
| Bain Capital Venture Fund 2009, L.P. Former Affiliate | Dec 16, 2025 | 382,231 | $2.88M | Dec 16, 2025 | Purchase of Series Seed Preferred Stock, which was automatically converted into Common Stock and reclassified into Class A Common Stock in connection with the Issuer's IPO |
| Thacker Siddharth Officer | Sep 15, 2025 | 1,947 | $12.42K | Sep 15, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Schembri Cara Officer | Sep 15, 2025 | 797 | $5.08K | Sep 15, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Rau Andrew Officer | Sep 15, 2025 | 774 | $4.94K | Sep 15, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Hyman Jennifer Director & Officer | Sep 15, 2025 | 6,127 | $39.09K | Sep 15, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Case Becky Officer | Sep 15, 2025 | 731 | $4.66K | Sep 15, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| K. Tam Sarah Officer | Aug 1, 2025 | 331 | $1.88K | Aug 1, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Y. Hyman Jennifer Director & Officer | Aug 1, 2025 | 4,544 | $25.76K | Aug 1, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Schembri Cara Officer | Aug 1, 2025 | 262 | $1.49K | Aug 1, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |
| Thacker Siddharth Officer | Aug 1, 2025 | 399 | $2.26K | Aug 1, 2025 | Shares acquired upon vesting of restricted stock units awarded under Issuers incentive award plan |