Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rush Enterprises Inc (RUSHA)

354 + 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
↑ +15
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — RUSHA

Based on 360 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
360 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 — +17% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

192 buying157 selling
Last quarter: 192 funds bought or added vs 157 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 45 → 70 → 52. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
212 out of 360 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.
📈

Growing discovery — still being found

38 → 43 → 45 → 70 → 52 new funds/Q
New funds entering each quarter: 43 → 45 → 70 → 52. A growing number of institutions are discovering RUSHA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 362 holders: 231 (64%) are 2+ year veterans, 44 entered 1–2 years ago, and 87 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
56 of 358 holders are among the 100 largest funds by AUM, controlling 70% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 192 hedge funds were net buyers of RUSHA (52 opened a new position, 140 added to an existing one), while 157 reduced or exited (120 trimmed, 37 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 70% of total institutional value in RUSHA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 360.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: RUSHA
354 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 354 345 2.61%
13F Shares 65M 61M 5.76%
Total Value $4.48B $3.84B 16.69%
New Positions 51 70 -19
Increased Positions 138 124 +14
Closed Positions 40 33 +7
Reduced Positions 119 105 +14
Total Calls 4 3 33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RUSHA

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Institutional Holders (2026 Q2)

354 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muhlenkamp & Co Inc 7.03% 332,332 $24.3M
2 Global Alpha Capital Management Ltd. 2.98% 682,458 $49.8M
3 Motco 1.99% 318,916 $23.3M
4 First Sabrepoint Capital Management LP 1.80% 75,000 $5.5M
5 12th Street Asset Management Company, LLC 1.50% 144,300 $10.5M
6 Beck Mack & Oliver LLC 1.32% 930,268 $67.9M
7 New South Capital Management Inc 1.05% 326,808 $23.9M
8 EULAV Asset Management 0.89% 380,719 $27.8M
9 Corbyn Investment Management Inc/Md 0.55% 26,254 $1.9M
10 Granite Investment Partners, LLC 0.54% 143,955 $10.5M
11 Denali Advisors LLC 0.52% 70,785 $5.2M
12 Westwood Holdings Group Inc 0.46% 831,726 $60.7M
13 Leith Wheeler Investment Counsel Ltd. 0.44% 78,522 $5.7M
14 Private Management Group Inc 0.42% 219,850 $16.0M
15 Vaughan Nelson Investment Management, L.P. 0.31% 485,729 $35.5M
16 Prescott Group Capital Management, L.L.C. 0.31% 49,304 $3.6M
17 Teton Advisors, LLC 0.30% 7,000 $511K
18 Dean Capital Management 0.26% 9,849 $719K
19 Cooke & Bieler LP 0.25% 292,313 $21.3M
20 Segall Bryant & Hamill, LLC 0.25% 283,070 $20.7M
21 HITE Hedge Asset Management LLC 0.24% 61,022 $4.5M
22 Jb Capital Partners LP 0.23% 20,418 $1.5M
23 Algert Global LLC 0.23% 264,749 $19.3M
24 Fieldview Capital Management, LLC 0.23% 10,893 $795K
25 Castleark Management LLC 0.22% 113,950 $8.3M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 55% buying: Last quarter: 192 funds bought or added vs 157 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 — 70% AUM from top-100 funds: 56 of 358 holders are among the 100 largest funds by AUM, controlling 70% 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?

59% of holders stayed for 2+ years: 212 out of 360 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.

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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