Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rush Enterprises Inc (RUSHA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — RUSHA

Based on 343 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 RUSHA 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
343 hedge funds hold RUSHA 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

194 buying138 selling
Last quarter: 194 funds bought or added vs 138 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new RUSHA position: 36 → 43 → 45 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 22% new
197 out of 343 hedge funds have held RUSHA 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.
💰

Price up while funds trimmed (+17% value, -0% shares)

Value
+16%
Shares
0%
Last quarter: total value of institutional RUSHA holdings rose +17% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

46 → 36 → 43 → 45 → 69 new funds/Q
New funds entering each quarter: 36 → 43 → 45 → 69. A growing number of institutions are discovering RUSHA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 344 holders: 213 (62%) are 2+ year veterans, 43 entered 1–2 years ago, and 88 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
50 of 341 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in RUSHA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — RUSHA

In 2026 Q1, 194 hedge funds were net buyers of RUSHA (69 opened a new position, 125 added to an existing one), while 138 reduced or exited (105 trimmed, 33 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 53% of total institutional value in RUSHA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 343.

Hedge Fund Ownership: RUSHA

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

Market Analysis: RUSHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RUSHA

-- --

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

Is It Too Late to Buy Rush Enterprises Inc (RUSHA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RUSHA 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 · 78d ago
RUSHA
+2.0%
XLY
+8.9%

RUSHA outperformed XLY by -6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
RUSHA
-1.9%
XLY
+1.9%

Since the filing became public, RUSHA outperformed XLY by -3.8% .

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.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: RUSHA
341 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 341 307 11.07%
13F Shares 61M 61M -0.17%
Total Value $3.83B $3.29B 16.6%
New Positions 68 45 +23
Increased Positions 124 109 +15
Closed Positions 34 61 -27
Reduced Positions 104 113 -9
Total Calls 3 3 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RUSHA

View More

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)

341 + investors

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

QUARTER:
Top 25 RUSHA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Harspring Capital Management, LLC 6.26% 180,000 $11.9M
2 Muhlenkamp & Co Inc 5.78% 331,905 $21.9M
3 Global Alpha Capital Management Ltd. 2.92% 734,197 $48.5M
4 12th Street Asset Management Company, LLC 2.11% 195,326 $12.9M
5 Motco 1.94% 316,803 $20.9M
6 Forager Capital Management, LLC 1.57% 47,822 $3.2M
7 Beck Mack & Oliver LLC 1.31% 957,622 $63.3M
8 New South Capital Management Inc 1.07% 337,828 $22.3M
9 Denali Advisors LLC 0.86% 116,911 $7.7M
10 EULAV Asset Management 0.79% 372,719 $24.6M
11 Granite Investment Partners, LLC 0.58% 143,619 $9.5M
12 Corbyn Investment Management Inc/Md 0.58% 26,331 $1.7M
13 Dean Capital Management 0.58% 21,024 $1.4M
14 Bayforest Capital Ltd 0.50% 6,689 $442K
15 Private Management Group Inc 0.43% 226,775 $15.0M
16 Cooke & Bieler LP 0.38% 509,346 $33.7M
17 Teton Advisors, LLC 0.37% 8,000 $529K
18 Vaughan Nelson Investment Management, L.P. 0.37% 554,746 $36.7M
19 Prescott Group Capital Management, L.L.C. 0.32% 49,304 $3.3M
20 Leith Wheeler Investment Counsel Ltd. 0.30% 55,291 $3.7M
21 Oliver Luxxe Assets LLC 0.30% 30,386 $2.0M
22 Dean Investment Associates, LLC 0.28% 30,019 $2.0M
23 Camelot Portfolios, LLC 0.26% 5,301 $350K
24 Jb Capital Partners LP 0.23% 20,418 $1.3M
25 Peregrine Capital Management LLC 0.20% 82,401 $5.4M
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 Enterprises Inc (RUSHA)

What does the Smart Money Trend signal show for RUSHA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RUSHA 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 RUSHA?

Slight buying edge — 58% buying: Last quarter: 194 funds bought or added vs 138 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RUSHA holders?

Elite ownership — 53% AUM from top-100 funds: 50 of 341 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in RUSHA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RUSHA?

57% of holders stayed for 2+ years: 197 out of 343 hedge funds have held RUSHA 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 Rush Enterprises Inc (RUSHA) following the 2026 Q1 hedge fund 13F filings?

As of today, RUSHA has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), RUSHA has gained +2.0% 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.

Full history →