undamentalytics Newsletter

Rent The Runway, Inc.: which funds bought and sold

Institutions that bought and sold Rent The Runway shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 30 institutions that filed 13F reports for both quarters added to or opened positions in Rent The Runway, and 17 cut or closed them. Together they added a net 237K shares, +8.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 325K shares (−60.6%); index fund managers were net buyers of 711K shares (+44.3%). 17 opened a new position and 9 sold out entirely.

Bought, Q2 2026 30 institutions, 17 of them new holders Sold, Q2 2026 17 institutions, 9 of them sold out
Net change, all compared +237K shares (+8.2%)
Net change, active managers −325K shares (−60.6%), 2 bought, 5 sold

Buyers versus sellers

institutions compared, 61
Active managers and hedge funds 2 bought · 5 sold · −325K
Index fund managers 8 bought · 1 sold · +711K
Other institutions 20 bought · 11 sold · −150K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +445K +115.9% 829K $2.6M
Geode Capital Management, LLC Index funds +103K +34.5% 400K $1.3M
Vanguard Portfolio Management LLC Index funds +55K New position 55K $171,902
Northern Trust Corp Index funds +47K +87.3% 101K $318,758
New York State Common Retirement Fund +32K New position 32K $101,745
State Street Corp Index funds +31K +38.0% 112K $352,476
UBS Group AG +25K +153.2% 41K $129,574
Cambridge Investment Research Advisors, Inc. +22K +67.4% 55K $174,000
Charles Schwab Investment Management Inc Index funds +21K New position 21K $64,918
Bank Of New York Mellon Corp +13K New position 13K $39,832
Nuveen, LLC +11K New position 11K $34,609
FMR LLC Active manager +11K New position 11K $34,033
Abel Hall, LLC +11K New position 11K $33,333
Bridgeway Capital Management, LLC Active manager +9,200 +25.1% 46K $144,642
Wells Fargo & Company +7,021 +2340.3% 7,321 $23,061
Rhumbline Advisers Index funds +6,273 New position 6,273 $19,755
Vanguard Fiduciary Trust Co Index funds +4,953 +3.7% 140K $442,282
Mirae Asset Global Etfs Holdings Ltd. +3,831 New position 3,831 $12,068
Jpmorgan Chase & Co +3,449 +11893.1% 3,478 $10,991
Barclays PLC +1,504 New position 1,504 $4,737

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund −201K Sold out 0 —
Susquehanna International Group, LLP −143K Sold out 0 —
Marshall Wace, LLP Hedge fund −56K −66.0% 29K $91,095
Two Sigma Investments, LP Hedge fund −51K −63.5% 29K $91,520
Goldman Sachs Group Inc −41K Sold out 0 —
Quent Capital, LLC −35K Sold out 0 —
Renaissance Technologies LLC Hedge fund −26K Sold out 0 —
Xtx Topco Ltd −25K −69.1% 11K $34,893
Park Avenue Securities LLC −22K Sold out 0 —
HRT Financial LP −12K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −10K Sold out 0 —
Gsa Capital Partners LLP −3,758 −22.5% 13K $41,000
Citigroup Inc −2,904 −43.1% 3,830 $12,065
Vanguard Capital Management LLC Index funds −999 −0.2% 654K $2.1M
Osaic Holdings, Inc. −250 −9.6% 2,360 $7,432
Parallel Advisors, LLC −100 −95.2% 5 $16
Advisory Services Network, LLC −10 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Vanguard Portfolio Management LLCIndex funds 55K $171,902
New York State Common Retirement Fund 32K $101,745
Charles Schwab Investment Management IncIndex funds 21K $64,918
Bank Of New York Mellon Corp 13K $39,832
Nuveen, LLC 11K $34,609
FMR LLCActive manager 11K $34,033
Abel Hall, LLC 11K $33,333
Rhumbline AdvisersIndex funds 6,273 $19,755
Mirae Asset Global Etfs Holdings Ltd. 3,831 $12,068
Barclays PLC 1,504 $4,737

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 201K $962,114
Susquehanna International Group, LLP 143K $681,680
Goldman Sachs Group Inc 41K $197,170
Quent Capital, LLC 35K $167,300
Renaissance Technologies LLCHedge fund 26K $125,093
Park Avenue Securities LLC 22K $106,000
HRT Financial LP 12K $57,000
Schonfeld Strategic Advisors LLCHedge fund 10K $49,697
Advisory Services Network, LLC 10 $48

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
52
Ten largest holders
87.8%
of 13F-reported shares
Index fund managers
73.9%
of 13F-reported shares
Active managers and hedge funds
6.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 5 1 3 −325K −60.6%
Index fund managers 8 1 3 0 +711K +44.3%
Other institutions 20 11 13 6 −150K −19.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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