Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rent the Runway Inc (RENT)

42 + Investors. Track Smart Money conviction in RENT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — RENT

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RENT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 41% of 3.0Y high

41% of all-time peak
Only 42 funds hold RENT today versus a peak of 103 funds at 2015 Q2 — just 41% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

20 buying21 selling
Last quarter: 21 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 12 → 18 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 31% medium ■ 26% new
18 out of 42 hedge funds have held RENT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +18%, value -30%

Value
-30%
Shares
+17%
Last quarter: funds added +18% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

3 → 2 → 12 → 18 → 8 new funds/Q
New funds entering each quarter: 2 → 12 → 18 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 24% newcomers

■ 48% veterans ■ 29% 1-2yr ■ 24% new
Entry-cohort mix of 42 holders: 20 (48%) are 2+ year veterans, 12 entered 1–2 years ago, and 10 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
12 of 42 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.7
out of 10
Low Exit Risk
Exit risk score 1.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RENT

In 2026 Q1, 20 hedge funds were net buyers of RENT (8 opened a new position, 12 added to an existing one), while 21 reduced or exited (9 trimmed, 12 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in RENT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 42.

Hedge Fund Ownership: RENT

How many hedge funds hold RENT — quarterly history vs. share price
Quarterly hedge fund ownership of RENT vs. share price

Market Analysis: RENT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RENT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Rent the Runway Inc (RENT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RENT has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
RENT
-25.9%
XLY
+8.9%

RENT outperformed XLY by -34.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
RENT
-6.8%
XLY
+1.9%

Since the filing became public, RENT outperformed XLY by -8.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RENT
42 + Investors

Track Smart Money conviction in RENT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 46 -8.7%
13F Shares 3M 2M 17.53%
Total Value $14M $20M -30.35%
New Positions 8 18 -10
Increased Positions 12 12 -
Closed Positions 12 7 +5
Reduced Positions 9 6 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RENT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RENT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RENT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Technology Crossover Management VIII, Ltd. 0.32% 197,481 $944K
2 Ares Management LLC 0.05% 169,383 $810K
3 Quent Capital, LLC 0.01% 35,000 $167K
4 CastleKnight Management LP 0.01% 96,655 $462K
5 Romano Brothers and Company 0.01% 11,000 $53K
6 Bridgeway Capital Management, LLC 0.00% 36,718 $176K
7 XTX Topco Ltd 0.00% 35,868 $171K
8 Two Sigma Advisers, LP 0.00% 42,998 $340K
9 Meeder Asset Management Inc 0.00% 1,893 $9K
10 Marshall Wace, LLP 0.00% 85,045 $407K
11 Millennium Management LLC 0.00% 201,279 $962K
12 Schonfeld Strategic Advisors LLC 0.00% 10,397 $50K
13 Two Sigma Investments, LP 0.00% 79,650 $381K
14 Renaissance Technologies LLC 0.00% 26,170 $125K
15 Vanguard Fiduciary Trust Co 0.00% 135,454 $647K
16 Hrt Financial LP 0.00% 11,964 $57K
17 Tower Research Capital LLC (TRC) 0.00% 824 $4K
18 Vanguard Capital Management LLC 0.00% 655,001 $3.1M
19 Susquehanna International Group, LLP 0.00% 142,611 $682K
20 Smallwood Wealth Investment Management, LLC 0.00% 23 —
21 BlackRock, Inc. 0.00% 384,134 $1.8M
22 Goldman Sachs Group Inc 0.00% 41,249 $197K
23 Osaic Holdings, INC. 0.00% 2,610 $12K
24 Citigroup Inc 0.00% 6,734 $32K
25 Center for Financial Planning, Inc. 0.00% 26 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rent the Runway Inc (RENT)

What does the Smart Money Trend signal show for RENT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RENT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RENT?

More sellers than buyers — 49% buying: Last quarter: 21 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RENT holders?

Strong quality — 29% AUM from major funds: 12 of 42 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RENT?

43% of holders stayed for 2+ years: 18 out of 42 hedge funds have held RENT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Rent the Runway Inc (RENT) following the 2026 Q1 hedge fund 13F filings?

As of today, RENT has moved -6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -8.7%. Since the quarter end (March 31, 2026), RENT has gained -25.9% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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