RENT — RENT THE RUNWAY INC
Reported value held$20.30M
Funds holding (latest)31
SectorConsumer Discretionary
Funds holding (Q2 2026)13
Institutional value$4.70M · 1.49M sh
New / Add / Cut / Exit4 / 6 / 3 / 3
Top-5 / Top-10 concentration93.9% / 99.3%
Institutional holdings change
Accumulating +24.8%
(+296.54K sh)
Institutional value change
Down -17.8%
As of Q2 2026, 13 SEC-registered investment managers reported holding RENT (RENT THE RUNWAY INC) in their latest 13F filings, with a combined reported value of $4.70M across 1.49M shares. That is +24.8% by share count (+296.54K shares) versus the previous quarter, while reported value moved -17.8%. Ownership is concentrated: the five largest holders account for 93.9% of reported value and the top ten for 99.3%.
Compared with the prior quarter, 4 opened new positions, 6 added to existing stakes, 3 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RENT is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 829.25K | $2.61M | 0.00% | Add |
| Geode Capital Management history | 399.83K | $1.26M | 0.00% | Add |
| Northern Trust Corp history | 101.19K | $318.76K | 0.00% | Add |
| UBS Group AG history | 41.13K | $129.57K | 0.00% | Add |
| Two Sigma Investments history | 29.05K | $91.52K | 0.00% | Reduce |
| Marshall Wace history | 28.92K | $91.09K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 20.61K | $64.92K | 0.00% | New |
| BNY Mellon history | 12.64K | $39.83K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 10.80K | $34.03K | 0.00% | New |
| Wells Fargo & Co history | 7.32K | $23.06K | 0.00% | Add |
| Citigroup Inc history | 3.83K | $12.06K | 0.00% | Reduce |
| Morgan Stanley history | 3.80K | $11.98K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.48K | $10.99K | 0.00% | New |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 384.13K | $1.84M | 0.00% | Hold |
| Geode Capital Management history | 297.16K | $1.42M | 0.00% | Add |
| Millennium Management history | 201.28K | $962.11K | 0.00% | Add |
| Marshall Wace history | 85.05K | $406.51K | 0.00% | Add |
| Two Sigma Investments history | 79.65K | $380.73K | 0.00% | Reduce |
| Northern Trust Corp history | 54.02K | $258.22K | 0.00% | Hold |
| Goldman Sachs Group history | 41.25K | $197.17K | 0.00% | Add |
| Renaissance Technologies history | 26.17K | $125.09K | 0.00% | Add |
| UBS Group AG history | 16.24K | $77.64K | 0.00% | Reduce |
| Citigroup Inc history | 6.73K | $32.19K | 0.00% | New |
| Morgan Stanley history | 3.33K | $15.92K | 0.00% | Add |
| Wells Fargo & Co history | 300 | $1.43K | 0.00% | Add |
Q4 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 515.09K | $4.07M | 0.00% | Add |
| BlackRock Inc history | 384.13K | $3.04M | 0.00% | Add |
| Geode Capital Management history | 284.37K | $2.25M | 0.00% | Add |
| Two Sigma Investments history | 116.60K | $922.31K | 0.00% | Add |
| Northern Trust Corp history | 54.02K | $427.31K | 0.00% | New |
| Citadel Advisors history | 46.53K | $368.03K | 0.00% | New |
| Goldman Sachs Group history | 27.59K | $218.25K | 0.00% | New |
| Lazard Asset Management history | 21.94K | $173.58K | 0.00% | New |
| UBS Group AG history | 20.29K | $160.52K | 0.00% | Add |
| Millennium Management history | 14.79K | $116.97K | 0.00% | New |
| Renaissance Technologies history | 11.20K | $88.59K | 0.00% | New |
| Marshall Wace history | 10.59K | $83.74K | 0.00% | New |
| Morgan Stanley history | 2.89K | $22.88K | 0.00% | Add |
| Bank of America Corp history | 277 | $2.19K | 0.00% | Add |
| Wells Fargo & Co history | 250 | $1.98K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 29 | $229 | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 99.83K | $492.17K | 0.00% | Reduce |
| BlackRock Inc history | 27.51K | $135.63K | 0.00% | Hold |
| Geode Capital Management history | 24.85K | $122.54K | 0.00% | Add |
| Two Sigma Investments history | 22.09K | $108.90K | 0.00% | New |
| UBS Group AG history | 11.11K | $54.79K | 0.00% | Add |
| Morgan Stanley history | 1.35K | $6.65K | 0.00% | Add |
| Wells Fargo & Co history | 270 | $1.33K | 0.00% | Hold |
| JPMorgan Chase & Co history | 94 | $463 | 0.00% | Hold |
| Bank of America Corp history | 86 | $424 | 0.00% | Reduce |
| Citigroup Inc history | 2 | $10 | 0.00% | Add |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 102.44K | $518.33K | 0.00% | Hold |
| BlackRock Inc history | 27.51K | $140.58K | 0.00% | Reduce |
| Geode Capital Management history | 23.24K | $117.61K | 0.00% | Reduce |
| UBS Group AG history | 4.12K | $21.06K | 0.00% | Reduce |
| Morgan Stanley history | 390 | $1.99K | 0.00% | Reduce |
| Wells Fargo & Co history | 270 | $1.38K | 0.00% | Hold |
| JPMorgan Chase & Co history | 94 | $476 | 0.00% | Reduce |
| Bank of America Corp history | 88 | $449 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $5 | 0.00% | Hold |
Q1 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 102.74K | $458.21K | 0.00% | Hold |
| BlackRock Inc history | 35.05K | $156.32K | 0.00% | Hold |
| Bank of America Corp history | 30.98K | $138.17K | 0.00% | Add |
| JPMorgan Chase & Co history | 26.09K | $116.38K | 0.00% | Add |
| Geode Capital Management history | 24.31K | $108.47K | 0.00% | Add |
| UBS Group AG history | 12.20K | $54.39K | 0.00% | Reduce |
| Morgan Stanley history | 8.60K | $38.37K | 0.00% | Reduce |
| Wells Fargo & Co history | 270 | $1.20K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2 | $9 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $4 | 0.00% | Reduce |
New Positions (Q2 2026)
- Charles Schwab Investment Management 20.61K sh · $64.92K
- BNY Mellon 12.64K sh · $39.83K
- Fidelity Management & Research (FMR) 10.80K sh · $34.03K
- JPMorgan Chase & Co 3.48K sh · $10.99K
Fully Exited (vs previous quarter)
- Millennium Management sold 201.28K sh · $962.11K
- Goldman Sachs Group sold 41.25K sh · $197.17K
- Renaissance Technologies sold 26.17K sh · $125.09K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 829.25K | 384.13K | 384.13K | 27.51K | 27.51K | 35.05K | 35.19K | 35.15K | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 399.83K | 297.16K | 284.37K | 24.85K | 23.24K | 24.31K | 23.88K | 24.22K | 24.31K | 1.10M | 983.32K | 952.46K | 935.12K | 892.57K | 825.61K | 789.20K | 583.92K | 328.28K | 314.56K |
| Northern Trust Corp | 101.19K | 54.02K | 54.02K | — | — | — | — | — | 17.28K | 335.92K | 414.84K | 360.86K | 379.67K | 386.27K | 372.20K | 353.22K | 353.54K | 145.70K | 147.56K |
| UBS Group AG | 41.13K | 16.24K | 20.29K | 11.11K | 4.12K | 12.20K | 12.31K | 1.49K | 107 | 51.69K | 54.95K | 37.06K | 39.25K | 44.56K | 26.42K | 27.90K | 22.21K | 6.49K | 12.71K |
| Two Sigma Investments | 29.05K | 79.65K | 116.60K | 22.09K | — | — | — | — | — | — | — | — | 80.80K | 159.30K | 82.00K | — | — | — | 316.97K |
| Marshall Wace | 28.92K | 85.05K | 10.59K | — | — | — | — | — | — | — | 64.89K | 64.89K | 308.05K | 1.55M | 1.96M | 1.54M | 730.16K | 366.67K | 458.36K |
| Charles Schwab Investment Management | 20.61K | — | — | — | — | — | — | — | — | 109.91K | 109.91K | 131.99K | 345.31K | 341.72K | 310.83K | 328.27K | 191.32K | 121.39K | 119.32K |
| BNY Mellon | 12.64K | — | — | — | — | — | — | — | — | 134.13K | 157.42K | 157.42K | 157.47K | 140.59K | 139.03K | 123.88K | 105.40K | 47.94K | 30.29K |
| Fidelity Management & Research (FMR) | 10.80K | — | — | — | — | 2 | 244 | 255 | 1.44K | 8.22K | 5.80K | 3.58K | 3.15K | 6.62K | 5.83K | 988 | 1.63M | 1.61M | 1.61M |
| Wells Fargo & Co | 7.32K | 300 | 250 | 270 | 270 | 270 | 270 | 270 | 270 | 39.75K | 55.81K | 46.26K | 42.88K | 43.75K | 25.39K | 28.17K | 28.46K | 47.12K | 20.68K |
| Citigroup Inc | 3.83K | 6.73K | — | 2 | 1 | 1 | 6 | 35 | 433 | 10.34K | 7.40K | 40 | 14.32K | — | 318 | 706 | 5.05K | 1.38K | 4.57K |
| Morgan Stanley | 3.80K | 3.33K | 2.89K | 1.35K | 390 | 8.60K | 16.27K | 4.25K | 3.18K | 109.36K | 256.67K | 411.33K | 128.52K | 139.12K | 119.46K | 182.93K | 204.29K | 129.43K | 149.77K |
| JPMorgan Chase & Co | 3.48K | — | 29 | 94 | 94 | 26.09K | 94 | 94 | 1.27K | 94.29K | 69.02K | 100.48K | 124.46K | 97.03K | 162.95K | 156.63K | 145.08K | 12.96K | 12.39K |
| Citadel Advisors | — | — | 46.53K | — | — | — | — | — | — | — | 140.95K | 106.70K | 137.71K | 217.42K | 291.32K | 174.36K | 260.70K | 646.73K | 470.38K |
| Goldman Sachs Group | — | 41.25K | 27.59K | — | — | — | — | — | — | 79.64K | 200.52K | 223.75K | 301.55K | 235.99K | 116.71K | 73.03K | 258.59K | 260.39K | 353.75K |
| Renaissance Technologies | — | 26.17K | 11.20K | — | — | — | — | — | — | 272.00K | 232.40K | 207.80K | 214.30K | 543.80K | 98.80K | 24.80K | — | — | 97.66K |
| Bank of America Corp | — | — | 277 | 86 | 88 | 30.98K | 23.75K | 16.97K | 1.55K | 32.50K | 99.69K | 53.72K | 50.86K | 138.55K | 28.16K | 39.68K | 39.63K | 152.38K | 126.69K |
| Lazard Asset Management | — | — | 21.94K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 201.28K | 14.79K | — | — | — | 20.76K | 25.28K | 58.53K | — | — | — | — | 1.05M | 1.55M | 51.19K | 297.96K | 68.95K | — |
| Vanguard Group | — | — | 515.09K | 99.83K | 102.44K | 102.74K | 102.74K | 102.74K | 102.74K | 2.53M | 2.52M | 2.51M | 2.80M | 2.86M | 2.63M | 2.35M | 1.82M | 922.19K | 838.97K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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