Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rush Enterprises Inc (RUSHB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — RUSHB

Based on 139 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added RUSHB 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
139 hedge funds hold RUSHB 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 — +16% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

77 buying53 selling
Last quarter: 77 funds bought or added vs 53 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new RUSHB position: 13 → 22 → 18 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 26% new
67 out of 139 hedge funds have held RUSHB 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

26 → 13 → 22 → 18 → 31 new funds/Q
New funds entering each quarter: 13 → 22 → 18 → 31. A growing number of institutions are discovering RUSHB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 38% newcomers

■ 52% veterans ■ 10% 1-2yr ■ 38% new
Entry-cohort mix of 139 holders: 72 (52%) are 2+ year veterans, 14 entered 1–2 years ago, and 53 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
29 of 139 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — RUSHB

In 2026 Q1, 77 hedge funds were net buyers of RUSHB (31 opened a new position, 46 added to an existing one), while 53 reduced or exited (33 trimmed, 20 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in RUSHB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: RUSHB

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

Market Analysis: RUSHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RUSHB

-- --

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

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

Signal Freshness measures how much RUSHB 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
RUSHB
+9.1%
XLY
+6.0%

RUSHB outperformed XLY by +3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RUSHB
+9.7%
XLY
-0.9%

Since the filing became public, RUSHB outperformed XLY by +10.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

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
1.0
/ 10
conviction
Hedge Fund Positioning: RUSHB
138 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 138 128 7.81%
13F Shares 7M 7M 2.96%
Total Value $437M $372M 17.5%
New Positions 30 18 +12
Increased Positions 46 35 +11
Closed Positions 20 17 +3
Reduced Positions 33 43 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RUSHB

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Valuation Measures Data as of: --

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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)

138 + investors

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

QUARTER:
Top 25 RUSHB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 1.85% 40,800 $2.6M
2 Vista Investment Management 1.33% 62,272 $4.0M
3 Gamco Investors, INC. Et Al 0.68% 1,065,975 $68.6M
4 Private Management Group Inc 0.60% 325,126 $20.9M
5 Globeflex Capital L P 0.58% 59,342 $3.8M
6 Corbyn Investment Management Inc/Md 0.37% 17,328 $1.1M
7 Gabelli Funds LLC 0.23% 530,500 $34.1M
8 Jb Capital Partners LP 0.23% 20,418 $1.3M
9 Inceptionr LLC 0.18% 11,565 $744K
10 Muhlenkamp & Co Inc 0.16% 9,454 $608K
11 Brooklyn Investment Group 0.11% 53,390 $3.4M
12 Everhart Financial Group, Inc. 0.10% 17,344 $1.1M
13 Empirical Asset Management, LLC 0.08% 4,923 $317K
14 Commonwealth Financial Services, LLC 0.05% 4,490 $289K
15 Renaissance Technologies LLC 0.04% 349,547 $22.5M
16 Polymer Capital Management (US) LLC 0.02% 3,607 $232K
17 Miller Capital Partners, Inc. 0.02% 705 $45K
18 Nvest Wealth Strategies, Inc. 0.02% 450 $29K
19 XTX Topco Ltd 0.02% 13,789 $887K
20 Gts Securities LLC 0.01% 5,271 $339K
21 Occudo Quantitative Strategies LP 0.01% 2,797 $204K
22 Trexquant Investment LP 0.01% 23,609 $1.5M
23 Bfsg, LLC 0.01% 1,424 $92K
24 American Century Companies Inc 0.01% 240,666 $15.5M
25 Los Angeles Capital Management LLC 0.01% 28,511 $1.8M
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 (RUSHB)

What does the Smart Money Trend signal show for RUSHB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added RUSHB 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 RUSHB?

Slight buying edge — 59% buying: Last quarter: 77 funds bought or added vs 53 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 RUSHB holders?

Strong quality — 34% AUM from major funds: 29 of 139 holders rank in the top 100 by AUM, accounting for 34% 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 RUSHB?

48% of holders stayed for 2+ years: 67 out of 139 hedge funds have held RUSHB 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 (RUSHB) following the 2026 Q1 hedge fund 13F filings?

As of today, RUSHB has moved +9.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.9% for the XLY sector ETF — an outperformance of +10.6%. Since the quarter end (March 31, 2026), RUSHB has gained +9.1% vs +6.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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