Rush Enterprises Inc (RUSHB) shareholders
Close on Oct 30, 2026Market cap $4.55BP/E 17.1Yield 1.30%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (14.90%) | 8,990,702 | 14.90% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 8,727,735 | 14.30% | 13G (passive) amendment | Sep 30, 2025 |
| FMR LLC Joint filing with Abigail P. Johnson (12.60%) | 7,667,295 | 12.60% | 13G (passive) amendment | Jun 30, 2026 |
| W.M. “Rusty” Rush Joint filing with 3MR Partners, L.P. (38.74%) | 7,493,809 | 42.97% | 13D (active) amendment | Dec 5, 2023 |
| Wellington Group Holdings LLP Joint filing with Wellington Management Group LLP (7.30%), Wellington Investment Advisors Holdings LLP (7.30%) and 1 more | 4,477,824 | 7.30% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 3,578,482 | 5.91% | 13G (passive) | Mar 31, 2026 |
| Wellington Management Group LLP Joint filing with Wellington Group Holdings LLP (5.80%), Wellington Investment Advisors Holdings LLP (5.80%) and 1 more | 3,519,358 | 5.80% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 3,278,453 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
| GAMCO Asset Management Inc. | 1,082,075 | 6.10% | 13D (active) amendment | Apr 9, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RUSHB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,904,830 | 11.42% | $97.14M | −34,336 | 0.02% |
| Gamco Investors, Inc. Et Al | 1,578,563 | 9.47% | $80.51M | −20,400 | 0.72% |
| BlackRock, Inc. | 992,402 | 5.95% | $50.61M | +114,718 | 0.00% |
| Vanguard Capital Management LLC | 898,676 | 5.39% | $45.83M | +36,890 | 0.00% |
| Gabelli Funds LLC | 759,000 | 4.55% | $38.71M | −36,750 | 0.25% |
| Vanguard Portfolio Management LLC | 549,515 | 3.29% | $28.03M | +71,114 | 0.00% |
| American Century Companies Inc | 533,186 | 3.20% | $27.19M | +172,187 | 0.01% |
| Renaissance Technologies LLC | 495,371 | 2.97% | $25.26M | −28,950 | 0.03% |
| Private Management Group Inc | 465,287 | 2.79% | $23.73M | −22,402 | 0.62% |
| State Street Corp | 349,385 | 2.09% | $17.82M | +29,139 | 0.00% |
| Geode Capital Management, LLC | 313,052 | 1.88% | $15.96M | +108,896 | 0.00% |
| Vanguard Fiduciary Trust Co | 135,272 | 0.81% | $6.90M | +1,814 | 0.00% |
| Northern Trust Corp | 118,454 | 0.71% | $6.04M | +14,866 | 0.00% |
| Bank of New York Mellon Corp | 116,270 | 0.70% | $5.93M | +7,691 | 0.00% |
| Sei Investments Co | 115,001 | 0.69% | $5.87M | −5,718 | 0.01% |
| Millennium Management LLC | 108,948 | 0.65% | $5.56M | +45,244 | 0.00% |
| Vista Investment Management | 93,162 | 0.56% | $4.75M | −246 | 1.43% |
| Nuveen, LLC | 91,907 | 0.55% | $4.69M | +52,437 | 0.00% |
| Globeflex Capital L P | 81,632 | 0.49% | $4.16M | −7,381 | 0.53% |
| Teton Advisors, LLC | 49,500 | 0.30% | $2.52M | −11,700 | 1.46% |
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 | 152 | 11M | 64.1% | 28 / 59 | 35 / 18 | 1M | 0M |
| Q1 2026 | 146 | 10M | 61.5% | 32 / 47 | 37 / 14 | 2M | 0M |
| Q4 2025 | 131 | 10M | 59.6% | 16 / 36 | 44 / 16 | 0M | 0M |
| Q3 2025 | 132 | 10M | 60.4% | 22 / 40 | 32 / 9 | 1M | 0M |
| Q2 2025 | 122 | 10M | 58.4% | 14 / 44 | 35 / 14 | 0M | 0M |
| Q1 2025 | 122 | 10M | 58.3% | 23 / 28 | 34 / 8 | 0M | 0M |
| Q4 2024 | 108 | 10M | 58.5% | 18 / 41 | 22 / 7 | 0M | 0M |
| Q3 2024 | 97 | 10M | 58.1% | 16 / 36 | 23 / 8 | 1M | 0M |
| Q2 2024 | 90 | 10M | 58.4% | 14 / 31 | 28 / 11 | 0M | 1M |
| Q1 2024 | 88 | 10M | 60.5% | 9 / 21 | 34 / 8 | 0M | 0M |
| Q4 2023 | 87 | 10M | 60.1% | 10 / 27 | 29 / 8 | 0M | 1M |
| Q3 2023 | 86 | 11M | 63.0% | 10 / 18 | 45 / 12 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
162 funds held RUSHB in Q2 2026, 35% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of RUSHB | Value | % of fund | As of |
|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio | 1,029,200 | 6.17% | $78.73M | 1.76% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 451,000 | 2.70% | $34.50M | 1.79% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 450,814 | 2.70% | $35.04M | 0.18% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 414,270 | 2.48% | $31.69M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 294,006 | 1.76% | $19.08M | 0.07% | May 31, 2026 |
| iShares Russell 2000 ETF | 243,947 | 1.46% | $18.66M | 0.02% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 194,295 | 1.17% | $15.10M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 192,671 | 1.16% | $14.74M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 177,020 | 1.06% | $13.54M | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 107,800 | 0.65% | $8.38M | 0.06% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 103,231 | 0.62% | $8.02M | 0.04% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 102,201 | 0.61% | $7.82M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 101,866 | 0.61% | $7.92M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 89,467 | 0.54% | $6.84M | 0.04% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 88,224 | 0.53% | $6.86M | 0.04% | 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 |
|---|---|---|---|---|
| William M. Rusty Rush | CEO, President and COB, Director, 10% owner | 7,632,012 | 45.76% | Aug 3, 2026 |
| Steven L. Keller | CFO & Treasurer | 352,361 | 2.11% | Aug 3, 2026 |
| Michael L. Goldstone | SVP, GC and Corp. Sec. | 85,580 | 0.51% | Aug 3, 2026 |
| Corey Lowe | Senior Vice President | 184,573 | 1.11% | Apr 9, 2026 |
| Jason Wilder | Chief Operating Officer | 96,332 | 0.58% | Mar 17, 2026 |
| Jody Pollard | Senior Vice President | 192,813 | 1.16% | Mar 17, 2026 |
| Elaine Mendoza | Director | 18,931 | 0.11% | Aug 14, 2026 |
| Michael McRoberts | Director | 292,604 | 1.75% | Aug 5, 2026 |
| Kennon Guglielmo | Director | 74,186 | 0.44% | May 21, 2026 |
| Thomas A. Akin | Director | 324,180 | 1.94% | May 21, 2026 |
| Raymond Joseph Chess | Director | 42,756 | 0.26% | May 21, 2026 |
| Amy Boerger | Director | 6,997 | 0.04% | May 21, 2026 |
| Troy A. Clarke | Director | 18,430 | 0.11% | May 21, 2026 |
| William H. Cary | Director | 32,765 | 0.20% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Elaine Mendoza Director | Aug 12, 2026 | Gift | −750 | – | – | 18,931 |
| Michael McRoberts Director | Aug 3, 2026 | Sale | −6,500 | $81.44 | $529.36K | 16,229 |
| Michael McRoberts Director | Aug 3, 2026 | Option exercise | +6,500 | $15.06 | $97.89K | 22,729 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Aug 3, 2026 | Sale | −71,574 | $81.05 | $5.80M | 174,155 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Aug 3, 2026 | Option exercise | +71,574 | $15.06 | $1.08M | 245,729 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Aug 3, 2026 | Sale | −2,100 | $81.30 | $170.73K | 12,590 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Aug 3, 2026 | Option exercise | +2,100 | $15.06 | $31.63K | 14,690 |
| Steven L. Keller CFO & Treasurer | Jul 31, 2026 | Sale | −20,678 | $80.73 | $1.67M | 84,374 |
| Steven L. Keller CFO & Treasurer | Jul 31, 2026 | Option exercise | +20,678 | $15.06 | $311.41K | 105,052 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Jul 31, 2026 | Option exercise | +7,176 | $15.06 | $108.07K | 181,331 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Jul 31, 2026 | Sale | −7,176 | $80.76 | $579.53K | 174,155 |
| Steven L. Keller CFO & Treasurer | Jul 30, 2026 | Option exercise | +1,822 | $15.06 | $27.44K | 86,196 |
| Steven L. Keller CFO & Treasurer | Jul 30, 2026 | Sale | −1,822 | $81.12 | $147.80K | 84,374 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Jul 30, 2026 | Sale | −2,400 | $81.05 | $194.52K | 12,590 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Jul 30, 2026 | Option exercise | +2,400 | $15.06 | $36.14K | 14,990 |
| Amy Boerger Director | May 19, 2026 | Award | +1,268 | – | – | 6,997 |
| Thomas A. Akin Director | May 19, 2026 | Award | +2,113 | – | – | 324,180 |
| William H. Cary Director | May 19, 2026 | Award | +1,268 | – | – | 32,765 |
| Kennon Guglielmo Director | May 19, 2026 | Award | +2,113 | – | – | 74,186 |
| Troy A. Clarke Director | May 19, 2026 | Award | +2,113 | – | – | 18,430 |
| Raymond Joseph Chess Director | May 19, 2026 | Award | +1,585 | – | – | 42,756 |
| Elaine Mendoza Director | May 19, 2026 | Award | +1,268 | – | – | 19,681 |
| Michael McRoberts Director | Apr 30, 2026 | Sale | −8,000 | $72.23 | $577.84K | 16,229 |
| Michael McRoberts Director | Apr 30, 2026 | Option exercise | +8,000 | $15.06 | $120.48K | 24,229 |
| Jason Wilder Chief Operating Officer | Mar 15, 2026 | Tax withholding | −2,479 | $59.69 | $147.97K | 95,494 |
| Jason Wilder Chief Operating Officer | Mar 15, 2026 | Tax withholding | −3,719 | $59.69 | $221.99K | 97,973 |
| Steven L. Keller CFO & Treasurer | Mar 15, 2026 | Tax withholding | −3,280 | $59.69 | $195.78K | 267,987 |
| Steven L. Keller CFO & Treasurer | Mar 15, 2026 | Tax withholding | −4,329 | $59.69 | $258.40K | 271,267 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Mar 15, 2026 | Tax withholding | −1,079 | $59.69 | $64.41K | 72,990 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Mar 15, 2026 | Tax withholding | −971 | $59.69 | $57.96K | 74,069 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Mar 15, 2026 | Tax withholding | −13,773 | $59.69 | $822.11K | 839,571 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Mar 15, 2026 | Tax withholding | −9,182 | $59.69 | $548.07K | 830,389 |
| Michael McRoberts Director | Mar 15, 2026 | Tax withholding | −7,508 | $59.69 | $448.15K | 92,941 |
| Michael McRoberts Director | Mar 15, 2026 | Tax withholding | −7,643 | $59.69 | $456.21K | 85,298 |
| Jody Pollard Senior Vice President | Mar 15, 2026 | Tax withholding | −3,424 | $59.69 | $204.38K | 178,178 |
| Jody Pollard Senior Vice President | Mar 15, 2026 | Tax withholding | −2,283 | $59.69 | $136.27K | 175,895 |
| Jason Wilder Chief Operating Officer | Mar 14, 2026 | Tax withholding | −3,024 | $59.69 | $180.50K | 92,470 |
| Steven L. Keller CFO & Treasurer | Mar 14, 2026 | Tax withholding | −3,281 | $59.69 | $195.84K | 264,706 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Mar 14, 2026 | Tax withholding | −1,294 | $59.69 | $77.24K | 71,696 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Mar 14, 2026 | Tax withholding | −9,182 | $59.69 | $548.07K | 821,207 |
| Michael McRoberts Director | Mar 14, 2026 | Tax withholding | −4,895 | $59.69 | $292.18K | 80,403 |
| Jody Pollard Senior Vice President | Mar 14, 2026 | Tax withholding | −2,283 | $59.69 | $136.27K | 173,612 |
| Jason Wilder Chief Operating Officer | Mar 13, 2026 | Award | +22,000 | – | – | 101,692 |
| Steven L. Keller CFO & Treasurer | Mar 13, 2026 | Award | +25,000 | – | – | 275,596 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Mar 13, 2026 | Award | +13,000 | – | – | 75,040 |
| William M. Rusty Rush CEO, President and COB, Director, 10% owner | Mar 13, 2026 | Award | +50,000 | – | – | 853,344 |
| Michael McRoberts Director | Mar 13, 2026 | Award | +4,188 | – | – | 100,449 |
| Jody Pollard Senior Vice President | Mar 13, 2026 | Award | +17,400 | – | – | 181,602 |
| Raymond Joseph Chess Director | Mar 10, 2026 | Sale | −10,000 | $65.05 | $650.50K | 41,171 |
| Jody Pollard Senior Vice President | Feb 19, 2026 | Option exercise | +11,250 | $15.06 | $169.43K | 14,635 |
| Jody Pollard Senior Vice President | Feb 19, 2026 | Sale | −11,250 | $71.92 | $809.10K | 3,385 |
| Michael McRoberts Director | Feb 19, 2026 | Sale | −8,000 | $70.81 | $566.48K | 16,229 |
| Michael McRoberts Director | Feb 19, 2026 | Option exercise | +8,000 | $15.06 | $120.48K | 24,229 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Feb 19, 2026 | Sale | −4,500 | $71.86 | $323.37K | 12,590 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Feb 19, 2026 | Option exercise | +4,500 | $15.06 | $67.77K | 17,090 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Aug 22, 2025 | Sale | −4,500 | $57.25 | $257.63K | 12,510 |
| Michael L. Goldstone SVP, GC and Corp. Sec. | Aug 22, 2025 | Option exercise | +4,500 | $7.84 | $35.28K | 17,010 |
| Jason Wilder Chief Operating Officer | Aug 12, 2025 | Sale | −4,980 | $55.55 | $276.64K | 79,692 |
| Michael McRoberts Director | Aug 4, 2025 | Option exercise | +6,000 | $7.84 | $47.04K | 21,771 |
| Michael McRoberts Director | Aug 4, 2025 | Sale | −6,000 | $54.64 | $327.84K | 15,771 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Rush Enterprises's stock actually held short. Settlement fails (shares not delivered on time) peaked at 46,108 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael L. Goldstone Officer | Aug 3, 2026 | 2,100 | $170.73K | Aug 3, 2026 | Exercise of employee stock options |
| William M. Rusty Rush Officer | Aug 3, 2026 | 71,574 | $5.80M | Aug 3, 2026 | Exercise of employee stock options |
| Michael McRoberts Officer | Aug 3, 2026 | 6,500 | $529.33K | Aug 3, 2026 | Exercise of employee stock options |
| Steven L. Keller Officer | Jul 31, 2026 | 20,678 | $1.67M | Jul 31, 2026 | Exercise of employee stock options |
| William M. Rusty Rush Officer | Jul 31, 2026 | 7,176 | $579.53K | Jul 31, 2026 | Exercise of employee stock options |
| Michael L. Goldstone Officer | Jul 30, 2026 | 2,400 | $194.51K | Jul 30, 2026 | Exercise of employee stock options |
| Steven L. Keller Officer | Jul 30, 2026 | 1,822 | $147.80K | Jul 30, 2026 | Exercise of employee stock options |
| Jason Wilder Officer | Jun 10, 2026 | 10,000 | $700.00K | Jun 10, 2026 | Vesting of restricted stock unit awards |
| Michael McRoberts Officer | Apr 30, 2026 | 8,000 | $577.85K | Apr 30, 2026 | Exercise of employee stock options |
| Jason Wilder Officer | Apr 30, 2026 | 41,993 | $3.06M | Apr 30, 2026 | Class A Common Stock |
| Raymond Joseph Chess Director | Mar 10, 2026 | 10,000 | $652.30K | Mar 10, 2026 | Compensation for Board of Directors |
| Michael L. Goldstone Officer | Feb 19, 2026 | 4,500 | $323.38K | Feb 19, 2026 | Exercise of employee stock options |
| Michael McRoberts Officer | Feb 19, 2026 | 8,000 | $566.47K | Feb 19, 2026 | Exercise of employee stock options |
| Jody Pollard Officer | Feb 19, 2026 | 11,250 | $809.09K | Feb 19, 2026 | Exercise of employee stock options |
| Michael L. Goldstone Officer | Aug 22, 2025 | 4,500 | $257.63K | Aug 22, 2025 | Exercise of employee stock options |