Rush Enterprises Inc (RUSHA) shareholders
Close on Nov 12, 2026Market cap $5.43BP/E 19.5Yield 1.10%
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 |
|---|---|---|---|---|
| FMR LLC Joint filing with Abigail P. Johnson (10.80%) | 9,914,078 | 10.80% | 13G (passive) amendment | Sep 30, 2026 |
| Abigail P. Johnson Joint filing with FMR LLC (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 Investment Advisors Holdings LLP Joint filing with Wellington Management Group LLP (7.30%), Wellington Group 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 |
| Dimensional Fund Advisors LP | 3,278,453 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 1,824,882 | 7.30% | 13G (passive) | Sep 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 RUSHA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,424,565 | 25.23% | $750.51M | +1,006,831 | 0.01% |
| FMR LLC | 11,500,945 | 18.81% | $559.60M | −1,985,110 | 0.02% |
| Vanguard Portfolio Management LLC | 5,381,033 | 8.80% | $261.82M | +72,704 | 0.01% |
| Dimensional Fund Advisors LP | 4,917,681 | 8.04% | $239.28M | −369,405 | 0.04% |
| American Century Companies Inc | 4,515,755 | 7.39% | $219.72M | +1,206,045 | 0.10% |
| Vanguard Capital Management LLC | 3,769,020 | 6.16% | $183.39M | −8,414 | 0.00% |
| State Street Corp | 3,646,479 | 5.96% | $177.43M | +144,627 | 0.01% |
| Wellington Management Group Llp | 3,018,369 | 4.94% | $146.86M | −619,557 | 0.03% |
| Geode Capital Management, LLC | 2,602,347 | 4.26% | $126.65M | +59,230 | 0.01% |
| Jennison Associates LLC | 2,549,414 | 4.17% | $124.05M | +867,239 | 0.07% |
| T. Rowe Price Investment Management, Inc. | 2,415,219 | 3.95% | $117.52M | −8,361 | 0.08% |
| JPMorgan Chase & Co | 1,770,298 | 2.90% | $85.62M | +85,018 | 0.00% |
| Beck Mack & Oliver LLC | 1,395,402 | 2.28% | $67.90M | −41,031 | 1.32% |
| Hotchkis & Wiley Capital Management LLC | 1,347,497 | 2.20% | $65.56M | +36,630 | 0.19% |
| Victory Capital Management Inc | 1,325,712 | 2.17% | $64.50M | +1,165,401 | 0.04% |
| Westwood Holdings Group Inc | 1,247,589 | 2.04% | $60.70M | New | 0.46% |
| Northern Trust Corp | 1,213,385 | 1.98% | $59.04M | +53,427 | 0.01% |
| Charles Schwab Investment Management Inc | 1,183,593 | 1.94% | $57.59M | +35,598 | 0.01% |
| Jupiter Topco LLC | 1,080,593 | 1.77% | $52.58M | New | 0.02% |
| Global Alpha Capital Management Ltd. | 1,023,687 | 1.67% | $49.81M | −77,609 | 2.98% |
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 | 364 | 97M | 100.0% | 51 / 140 | 124 / 29 | 11M | 7M |
| Q1 2026 | 347 | 94M | 100.0% | 69 / 123 | 109 / 28 | 19M | 10M |
| Q4 2025 | 312 | 95M | 100.0% | 43 / 113 | 115 / 48 | 9M | 11M |
| Q3 2025 | 327 | 97M | 100.0% | 44 / 99 | 131 / 23 | 7M | 7M |
| Q2 2025 | 310 | 96M | 100.0% | 35 / 115 | 122 / 29 | 7M | 7M |
| Q1 2025 | 308 | 96M | 100.0% | 45 / 123 | 98 / 16 | 6M | 5M |
| Q4 2024 | 282 | 95M | 100.0% | 33 / 118 | 84 / 24 | 4M | 8M |
| Q3 2024 | 277 | 99M | 100.0% | 52 / 79 | 102 / 26 | 19M | 4M |
| Q2 2024 | 252 | 98M | 100.0% | 36 / 93 | 88 / 41 | 4M | 6M |
| Q1 2024 | 259 | 101M | 100.0% | 43 / 71 | 103 / 34 | 7M | 9M |
| Q4 2023 | 253 | 103M | 100.0% | 48 / 79 | 85 / 31 | 17M | 6M |
| Q3 2023 | 239 | 92M | 100.0% | 26 / 75 | 106 / 18 | 3M | 6M |
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.
| Fund | Shares | % of RUSHA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,674,909 | 6.01% | $268.21M | 0.24% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,297,224 | 3.76% | $159.27M | 0.59% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,785,460 | 2.92% | $130.31M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,583,068 | 2.59% | $115.54M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,398,403 | 2.29% | $102.06M | 0.05% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,207,538 | 1.97% | $83.72M | 0.03% | May 31, 2026 |
| Vanguard Explorer Fund | 979,210 | 1.60% | $78.13M | 0.35% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 905,662 | 1.48% | $66.10M | 0.10% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 882,555 | 1.44% | $70.42M | 0.28% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 878,122 | 1.44% | $64.09M | 0.61% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 802,513 | 1.31% | $64.03M | 0.87% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 685,886 | 1.12% | $50.06M | 1.44% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 674,439 | 1.10% | $53.81M | 0.16% | Jul 31, 2026 |
| Fidelity Series Value Discovery Fund | 664,479 | 1.09% | $53.02M | 0.30% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 616,036 | 1.01% | $44.96M | 0.05% | Jun 30, 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 | 12.48% | Aug 3, 2026 |
| Steven L. Keller | CFO & Treasurer | 352,361 | 0.58% | Aug 3, 2026 |
| Michael L. Goldstone | SVP, GC and Corp. Sec. | 85,580 | 0.14% | Aug 3, 2026 |
| Corey Lowe | Senior Vice President | 184,573 | 0.30% | Apr 9, 2026 |
| Jason Wilder | Chief Operating Officer | 96,332 | 0.16% | Mar 17, 2026 |
| Jody Pollard | Senior Vice President | 192,813 | 0.32% | Mar 17, 2026 |
| Elaine Mendoza | Director | 18,931 | 0.03% | Aug 14, 2026 |
| Michael McRoberts | Director | 292,604 | 0.48% | Aug 5, 2026 |
| Kennon Guglielmo | Director | 74,186 | 0.12% | May 21, 2026 |
| Thomas A. Akin | Director | 324,180 | 0.53% | May 21, 2026 |
| Raymond Joseph Chess | Director | 42,756 | 0.07% | May 21, 2026 |
| Amy Boerger | Director | 6,997 | 0.01% | May 21, 2026 |
| Troy A. Clarke | Director | 18,430 | 0.03% | May 21, 2026 |
| William H. Cary | Director | 32,765 | 0.05% | 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 30, 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 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
| 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 |
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