Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rush Street Interactive Inc (RSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — RSI

Based on 264 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
264 hedge funds hold RSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+31% 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 buyers than sellers — 61% buying

166 buying104 selling
Last quarter: 166 funds were net buyers (55 opened a brand new position + 111 added to an existing one). Only 104 were sellers (77 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new RSI position: 33 → 49 → 40 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 33% medium ■ 28% new
Of the 264 current holders: 103 (39%) held >2 years, 86 held 1–2 years, and 75 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

33 → 33 → 49 → 40 → 55 new funds/Q
New funds entering each quarter: 33 → 49 → 40 → 55. A growing number of institutions are discovering RSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 20% 1-2yr ■ 33% new
Entry-cohort mix of 275 holders: 128 (47%) are 2+ year veterans, 55 entered 1–2 years ago, and 92 (33%) 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
46 of 263 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — RSI

In 2026 Q1, 166 hedge funds were net buyers of RSI (55 opened a new position, 111 added to an existing one), while 104 reduced or exited (77 trimmed, 27 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 29% of total institutional value in RSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 264.

Hedge Fund Ownership: RSI

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

Market Analysis: RSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSI

-- --

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

Is It Too Late to Buy Rush Street Interactive Inc (RSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RSI 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 · 79d ago
RSI
+30.0%
XLY
+6.0%

RSI outperformed XLY by +24.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RSI
+5.6%
XLY
-0.9%

Since the filing became public, RSI outperformed XLY by +6.5% .

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.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: RSI
264 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 264 236 11.86%
13F Shares 105M 98M 7.2%
Total Value $2.23B $1.89B 17.46%
New Positions 55 40 +15
Increased Positions 108 96 +12
Closed Positions 27 40 -13
Reduced Positions 74 75 -1
Total Calls 5 7 -28.57%
Total Puts 7 4 75.0%
PUT/CALL Ratio 1.4 0.57 Bearish

Statistics: RSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

264 + investors

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

QUARTER:
Top 25 RSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divisadero Street Capital Management, LP 5.84% 6,426,679 $139.8M
2 Prospect Capital Advisors, LLC 5.83% 482,500 $10.5M
3 Darwins River Capital, LP 1.64% 140,893 $3.1M
4 Penn Capital Management Company, LLC 1.25% 742,931 $16.2M
5 Emerald Advisers, LLC 1.08% 1,573,500 $34.2M
6 Emerald Mutual Fund Advisers Trust 1.04% 981,901 $21.4M
7 Globeflex Capital L P 0.96% 292,734 $6.4M
8 Monimus Capital Management, LP 0.96% 159,321 $3.5M
9 Oberweis Asset Management Inc/ 0.92% 1,434,560 $31.2M
10 Nicholas Investment Partners, LP 0.85% 542,656 $11.8M
11 Hood River Capital Management LLC 0.80% 3,651,237 $79.4M
12 Landscape Capital Management, L.L.C. 0.79% 575,071 $12.5M
13 Yorktown Management & Research Co Inc 0.49% 26,900 $585K
14 Odyssean, LLC 0.45% 56,507 $1.2M
15 Driehaus Capital Management LLC 0.42% 2,616,159 $56.9M
16 PDT Partners, LLC 0.35% 272,933 $5.9M
17 nVerses Capital, LLC 0.27% 13,842 $301K
18 Truvestments Capital LLC 0.26% 65,926 $1.4M
19 Occudo Quantitative Strategies LP 0.25% 160,835 $4.5M
20 Hillsdale Investment Management Inc. 0.21% 361,900 $7.9M
21 LM Advisors LLC 0.21% 283 $13K
22 Fuller & Thaler Asset Management, INC. 0.20% 2,708,357 $58.9M
23 Fox Run Management, L.L.C. 0.19% 52,395 $1.1M
24 Westmount Partners, LLC 0.19% 35,100 $763K
25 EntryPoint Capital, LLC 0.18% 28,181 $613K
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 — Rush Street Interactive Inc (RSI)

What does the Smart Money Trend signal show for RSI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RSI?

More buyers than sellers — 61% buying: Last quarter: 166 funds were net buyers (55 opened a brand new position + 111 added to an existing one). Only 104 were sellers (77 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RSI holders?

Strong quality — 29% AUM from major funds: 46 of 263 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 RSI?

Mixed — 39% long-term, 28% new: Of the 264 current holders: 103 (39%) held >2 years, 86 held 1–2 years, and 75 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Rush Street Interactive Inc (RSI) following the 2026 Q1 hedge fund 13F filings?

As of today, RSI has moved +5.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.9% for the XLY sector ETF — an outperformance of +6.5%. Since the quarter end (March 31, 2026), RSI has gained +30.0% vs +6.0% 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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