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Rush Enterprises Inc (RUSHA) shareholders

RUSHANasdaqRetail-Auto Dealers & Gasoline StationsFiscal year ends December 31Also trades as RUSHB
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 8/30
$45.04−0.06 (-0.13%)

Close on Nov 12, 2026Market cap $5.43BP/E 19.5Yield 1.10%

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
100.0%
97M of 61M shares
Institutional holders
364
51 new, 29 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $12.02M

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
FMR LLC
Joint filing with Abigail P. Johnson (10.80%)
9,914,07810.80%13G (passive) amendmentSep 30, 2026
Abigail P. Johnson
Joint filing with FMR LLC (12.60%)
7,667,29512.60%13G (passive) amendmentJun 30, 2026
W.M. “Rusty” Rush
Joint filing with 3MR Partners, L.P. (38.74%)
7,493,80942.97%13D (active) amendmentDec 5, 2023
Wellington Investment Advisors Holdings LLP
Joint filing with Wellington Management Group LLP (7.30%), Wellington Group Holdings LLP (7.30%) and 1 more
4,477,8247.30%13G (passive) amendmentJun 30, 2025
Vanguard Portfolio Management3,578,4825.91%13G (passive)Mar 31, 2026
Dimensional Fund Advisors LP3,278,4535.40%13G (passive) amendmentJun 30, 2026
BlackRock, Inc.1,824,8827.30%13G (passive)Sep 30, 2026
GAMCO Asset Management Inc.1,082,0756.10%13D (active) amendmentApr 9, 2025

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of RUSHAValueChange% of portfolio
BlackRock, Inc.15,424,56525.23%$750.51M+1,006,8310.01%
FMR LLC11,500,94518.81%$559.60M−1,985,1100.02%
Vanguard Portfolio Management LLC5,381,0338.80%$261.82M+72,7040.01%
Dimensional Fund Advisors LP4,917,6818.04%$239.28M−369,4050.04%
American Century Companies Inc4,515,7557.39%$219.72M+1,206,0450.10%
Vanguard Capital Management LLC3,769,0206.16%$183.39M−8,4140.00%
State Street Corp3,646,4795.96%$177.43M+144,6270.01%
Wellington Management Group Llp3,018,3694.94%$146.86M−619,5570.03%
Geode Capital Management, LLC2,602,3474.26%$126.65M+59,2300.01%
Jennison Associates LLC2,549,4144.17%$124.05M+867,2390.07%
T. Rowe Price Investment Management, Inc.2,415,2193.95%$117.52M−8,3610.08%
JPMorgan Chase & Co1,770,2982.90%$85.62M+85,0180.00%
Beck Mack & Oliver LLC1,395,4022.28%$67.90M−41,0311.32%
Hotchkis & Wiley Capital Management LLC1,347,4972.20%$65.56M+36,6300.19%
Victory Capital Management Inc1,325,7122.17%$64.50M+1,165,4010.04%
Westwood Holdings Group Inc1,247,5892.04%$60.70MNew0.46%
Northern Trust Corp1,213,3851.98%$59.04M+53,4270.01%
Charles Schwab Investment Management Inc1,183,5931.94%$57.59M+35,5980.01%
Jupiter Topco LLC1,080,5931.77%$52.58MNew0.02%
Global Alpha Capital Management Ltd.1,023,6871.67%$49.81M−77,6092.98%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 202636497M100.0%51 / 140124 / 2911M7M
Q1 202634794M100.0%69 / 123109 / 2819M10M
Q4 202531295M100.0%43 / 113115 / 489M11M
Q3 202532797M100.0%44 / 99131 / 237M7M
Q2 202531096M100.0%35 / 115122 / 297M7M
Q1 202530896M100.0%45 / 12398 / 166M5M
Q4 202428295M100.0%33 / 11884 / 244M8M
Q3 202427799M100.0%52 / 79102 / 2619M4M
Q2 202425298M100.0%36 / 9388 / 414M6M
Q1 2024259101M100.0%43 / 71103 / 347M9M
Q4 2023253103M100.0%48 / 7985 / 3117M6M
Q3 202323992M100.0%26 / 75106 / 183M6M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

387 funds held RUSHA in Q2 2026, 42% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.

FundShares% of RUSHAValue% of fundAs of
iShares Core S&P Small-Cap ETF3,674,9096.01%$268.21M0.24%Jun 30, 2026
Avantis U.S. Small Cap Value ETF2,297,2243.76%$159.27M0.59%May 31, 2026
Vanguard Total Stock Market Index Fund1,785,4602.92%$130.31M0.01%Jun 30, 2026
iShares Russell 2000 ETF1,583,0682.59%$115.54M0.14%Jun 30, 2026
Vanguard Small-Cap Index Fund1,398,4032.29%$102.06M0.05%Jun 30, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund1,207,5381.97%$83.72M0.03%May 31, 2026
Vanguard Explorer Fund979,2101.60%$78.13M0.35%Jul 31, 2026
Vanguard Small-Cap Value Index Fund905,6621.48%$66.10M0.10%Jun 30, 2026
Fidelity Low-Priced Stock Fund882,5551.44%$70.42M0.28%Jul 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc.878,1221.44%$64.09M0.61%Jun 30, 2026
Fidelity Stock Selector Small Cap Fund802,5131.31%$64.03M0.87%Jul 31, 2026
PGIM Jennison Small Company Fund685,8861.12%$50.06M1.44%Jun 30, 2026
Fidelity Small Cap Index Fund674,4391.10%$53.81M0.16%Jul 31, 2026
Fidelity Series Value Discovery Fund664,4791.09%$53.02M0.30%Jul 31, 2026
Vanguard Extended Market Index Fund616,0361.01%$44.96M0.05%Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
William M. Rusty RushCEO, President and COB, Director, 10% owner7,632,01212.48%Aug 3, 2026
Steven L. KellerCFO & Treasurer352,3610.58%Aug 3, 2026
Michael L. GoldstoneSVP, GC and Corp. Sec.85,5800.14%Aug 3, 2026
Corey LoweSenior Vice President184,5730.30%Apr 9, 2026
Jason WilderChief Operating Officer96,3320.16%Mar 17, 2026
Jody PollardSenior Vice President192,8130.32%Mar 17, 2026
Elaine MendozaDirector18,9310.03%Aug 14, 2026
Michael McRobertsDirector292,6040.48%Aug 5, 2026
Kennon GuglielmoDirector74,1860.12%May 21, 2026
Thomas A. AkinDirector324,1800.53%May 21, 2026
Raymond Joseph ChessDirector42,7560.07%May 21, 2026
Amy BoergerDirector6,9970.01%May 21, 2026
Troy A. ClarkeDirector18,4300.03%May 21, 2026
William H. CaryDirector32,7650.05%May 21, 2026

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Elaine Mendoza
Director
Aug 12, 2026Gift−750––18,931
Michael McRoberts
Director
Aug 3, 2026Sale−6,500$81.44$529.36K16,229
Michael McRoberts
Director
Aug 3, 2026Option exercise+6,500$15.06$97.89K22,729
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Aug 3, 2026Sale−71,574$81.05$5.80M174,155
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Aug 3, 2026Option exercise+71,574$15.06$1.08M245,729
Michael L. Goldstone
SVP, GC and Corp. Sec.
Aug 3, 2026Sale−2,100$81.30$170.73K12,590
Michael L. Goldstone
SVP, GC and Corp. Sec.
Aug 3, 2026Option exercise+2,100$15.06$31.63K14,690
Steven L. Keller
CFO & Treasurer
Jul 31, 2026Sale−20,678$80.73$1.67M84,374
Steven L. Keller
CFO & Treasurer
Jul 31, 2026Option exercise+20,678$15.06$311.41K105,052
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Jul 31, 2026Option exercise+7,176$15.06$108.07K181,331
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Jul 31, 2026Sale−7,176$80.76$579.53K174,155
Steven L. Keller
CFO & Treasurer
Jul 30, 2026Option exercise+1,822$15.06$27.44K86,196
Steven L. Keller
CFO & Treasurer
Jul 30, 2026Sale−1,822$81.12$147.80K84,374
Michael L. Goldstone
SVP, GC and Corp. Sec.
Jul 30, 2026Sale−2,400$81.05$194.52K12,590
Michael L. Goldstone
SVP, GC and Corp. Sec.
Jul 30, 2026Option exercise+2,400$15.06$36.14K14,990
Amy Boerger
Director
May 19, 2026Award+1,268––6,997
Thomas A. Akin
Director
May 19, 2026Award+2,113––324,180
William H. Cary
Director
May 19, 2026Award+1,268––32,765
Kennon Guglielmo
Director
May 19, 2026Award+2,113––74,186
Troy A. Clarke
Director
May 19, 2026Award+2,113––18,430
Raymond Joseph Chess
Director
May 19, 2026Award+1,585––42,756
Elaine Mendoza
Director
May 19, 2026Award+1,268––19,681
Michael McRoberts
Director
Apr 30, 2026Sale−8,000$72.23$577.84K16,229
Michael McRoberts
Director
Apr 30, 2026Option exercise+8,000$15.06$120.48K24,229
Jason Wilder
Chief Operating Officer
Mar 15, 2026Tax withholding−2,479$59.69$147.97K95,494
Jason Wilder
Chief Operating Officer
Mar 15, 2026Tax withholding−3,719$59.69$221.99K97,973
Steven L. Keller
CFO & Treasurer
Mar 15, 2026Tax withholding−3,280$59.69$195.78K267,987
Steven L. Keller
CFO & Treasurer
Mar 15, 2026Tax withholding−4,329$59.69$258.40K271,267
Michael L. Goldstone
SVP, GC and Corp. Sec.
Mar 15, 2026Tax withholding−1,079$59.69$64.41K72,990
Michael L. Goldstone
SVP, GC and Corp. Sec.
Mar 15, 2026Tax withholding−971$59.69$57.96K74,069
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Mar 15, 2026Tax withholding−13,773$59.69$822.11K839,571
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Mar 15, 2026Tax withholding−9,182$59.69$548.07K830,389
Michael McRoberts
Director
Mar 15, 2026Tax withholding−7,508$59.69$448.15K92,941
Michael McRoberts
Director
Mar 15, 2026Tax withholding−7,643$59.69$456.21K85,298
Jody Pollard
Senior Vice President
Mar 15, 2026Tax withholding−3,424$59.69$204.38K178,178
Jody Pollard
Senior Vice President
Mar 15, 2026Tax withholding−2,283$59.69$136.27K175,895
Jason Wilder
Chief Operating Officer
Mar 14, 2026Tax withholding−3,024$59.69$180.50K92,470
Steven L. Keller
CFO & Treasurer
Mar 14, 2026Tax withholding−3,281$59.69$195.84K264,706
Michael L. Goldstone
SVP, GC and Corp. Sec.
Mar 14, 2026Tax withholding−1,294$59.69$77.24K71,696
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Mar 14, 2026Tax withholding−9,182$59.69$548.07K821,207
Michael McRoberts
Director
Mar 14, 2026Tax withholding−4,895$59.69$292.18K80,403
Jody Pollard
Senior Vice President
Mar 14, 2026Tax withholding−2,283$59.69$136.27K173,612
Jason Wilder
Chief Operating Officer
Mar 13, 2026Award+22,000––101,692
Steven L. Keller
CFO & Treasurer
Mar 13, 2026Award+25,000––275,596
Michael L. Goldstone
SVP, GC and Corp. Sec.
Mar 13, 2026Award+13,000––75,040
William M. Rusty Rush
CEO, President and COB, Director, 10% owner
Mar 13, 2026Award+50,000––853,344
Michael McRoberts
Director
Mar 13, 2026Award+4,188––100,449
Jody Pollard
Senior Vice President
Mar 13, 2026Award+17,400––181,602
Raymond Joseph Chess
Director
Mar 10, 2026Sale−10,000$65.05$650.50K41,171
Jody Pollard
Senior Vice President
Feb 19, 2026Option exercise+11,250$15.06$169.43K14,635
Jody Pollard
Senior Vice President
Feb 19, 2026Sale−11,250$71.92$809.10K3,385
Michael McRoberts
Director
Feb 19, 2026Sale−8,000$70.81$566.48K16,229
Michael McRoberts
Director
Feb 19, 2026Option exercise+8,000$15.06$120.48K24,229
Michael L. Goldstone
SVP, GC and Corp. Sec.
Feb 19, 2026Sale−4,500$71.86$323.37K12,590
Michael L. Goldstone
SVP, GC and Corp. Sec.
Feb 19, 2026Option exercise+4,500$15.06$67.77K17,090
Michael L. Goldstone
SVP, GC and Corp. Sec.
Aug 22, 2025Sale−4,500$57.25$257.63K12,510
Michael L. Goldstone
SVP, GC and Corp. Sec.
Aug 22, 2025Option exercise+4,500$7.84$35.28K17,010
Jason Wilder
Chief Operating Officer
Aug 12, 2025Sale−4,980$55.55$276.64K79,692
Michael McRoberts
Director
Aug 4, 2025Option exercise+6,000$7.84$47.04K21,771
Michael McRoberts
Director
Aug 4, 2025Sale−6,000$54.64$327.84K15,771

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 30, 2026 (FINRA, reported twice a month)

Short % of shares outstanding
–
6M shares short
Days to cover
6.5
At 1M shares a day
Change since last report
-5.5%
From 6M shares
Short volume, 20 days
45.8%
Of volume reported to FINRA

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 12,625 shares on Sep 8, 2026 over the last 90 days.

Planned insider sales

Notices of proposed sale filed on Form 144 before shares are sold

SellerFiledSharesMarket valuePlanned saleAcquired through
Michael L. Goldstone
Officer
Aug 3, 20262,100$170.73KAug 3, 2026Exercise of employee stock options
William M. Rusty Rush
Officer
Aug 3, 202671,574$5.80MAug 3, 2026Exercise of employee stock options
Michael McRoberts
Officer
Aug 3, 20266,500$529.33KAug 3, 2026Exercise of employee stock options
Steven L. Keller
Officer
Jul 31, 202620,678$1.67MJul 31, 2026Exercise of employee stock options
William M. Rusty Rush
Officer
Jul 31, 20267,176$579.53KJul 31, 2026Exercise of employee stock options
Michael L. Goldstone
Officer
Jul 30, 20262,400$194.51KJul 30, 2026Exercise of employee stock options
Steven L. Keller
Officer
Jul 30, 20261,822$147.80KJul 30, 2026Exercise of employee stock options
Jason Wilder
Officer
Jun 10, 202610,000$700.00KJun 10, 2026Vesting of restricted stock unit awards
Michael McRoberts
Officer
Apr 30, 20268,000$577.85KApr 30, 2026Exercise of employee stock options
Jason Wilder
Officer
Apr 30, 202641,993$3.06MApr 30, 2026Class A Common Stock
Raymond Joseph Chess
Director
Mar 10, 202610,000$652.30KMar 10, 2026Compensation for Board of Directors
Michael L. Goldstone
Officer
Feb 19, 20264,500$323.38KFeb 19, 2026Exercise of employee stock options
Michael McRoberts
Officer
Feb 19, 20268,000$566.47KFeb 19, 2026Exercise of employee stock options
Jody Pollard
Officer
Feb 19, 202611,250$809.09KFeb 19, 2026Exercise of employee stock options
Michael L. Goldstone
Officer
Aug 22, 20254,500$257.63KAug 22, 2025Exercise of employee stock options

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