Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rent the Runway Inc (RENT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — RENT

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RENT 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.
🔻

Below peak — only 53% of 3.0Y high

53% of all-time peak
Only 51 funds hold RENT today versus a peak of 96 funds at 2015 Q3 — just 53% 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 — +82% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+82% 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

30 buying19 selling
Last quarter: 30 funds were net buyers (19 opened a brand new position + 11 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new RENT position: 12 → 18 → 8 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 24% medium 25% new
26 out of 51 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 +6%, value -30%

Value
-30%
Shares
+5%
Last quarter: funds added +6% 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 — ~19 new funds/quarter

2 → 12 → 18 → 8 → 19 new funds/Q
New funds entering each quarter: 12 → 18 → 8 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 22% newcomers

49% veterans 29% 1-2yr 22% new
Entry-cohort mix of 51 holders: 25 (49%) are 2+ year veterans, 15 entered 1–2 years ago, and 11 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
19 of 51 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RENT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — 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 — RENT

In 2026 Q2, 30 hedge funds were net buyers of RENT (19 opened a new position, 11 added to an existing one), while 19 reduced or exited (9 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 52% of total institutional value in RENT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 51.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: RENT
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 42 21.43%
13F Shares 3M 3M 5.66%
Total Value $10M $14M -30.24%
New Positions 19 8 +11
Increased Positions 11 12 -1
Closed Positions 10 12 -2
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RENT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

51 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Technology Crossover Management VIII, Ltd. 0.18% 197,481 $622K
2 Ares Management LLC 0.02% 169,383 $534K
3 Abel Hall, LLC 0.01% 10,582 $33K
4 CastleKnight Management LP 0.00% 96,655 $304K
5 Romano Brothers and Company 0.00% 11,000 $35K
6 Bridgeway Capital Management, LLC 0.00% 45,918 $145K
7 XTX Topco Ltd 0.00% 11,077 $35K
8 Meeder Asset Management Inc 0.00% 1,893 $6K
9 New York State Common Retirement Fund 0.00% 32,300 $102K
10 Tower Research Capital LLC (TRC) 0.00% 1,266 $4K
11 Vanguard Fiduciary Trust Co 0.00% 140,407 $442K
12 Marshall Wace, LLP 0.00% 28,919 $91K
13 Two Sigma Investments, LP 0.00% 29,054 $92K
14 Ameritas Investment Partners, Inc. 0.00% 755 $2K
15 Vanguard Capital Management LLC 0.00% 654,002 $2.1M
16 BlackRock, Inc. 0.00% 829,245 $2.6M
17 Smallwood Wealth Investment Management, LLC 0.00% 23
18 UBS Group AG 0.00% 41,135 $130K
19 Rhumbline Advisers 0.00% 6,273 $20K
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 3,831 $12K
21 Nisa Investment Advisors, LLC 0.00% 1,200 $4K
22 Osaic Holdings, INC. 0.00% 2,360 $7K
23 Sterling Capital Management LLC 0.00% 152
24 Vanguard Portfolio Management LLC 0.00% 54,572 $172K
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?

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

More buyers than sellers — 61% buying: Last quarter: 30 funds were net buyers (19 opened a brand new position + 11 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RENT holders?

Elite ownership — 52% AUM from top-100 funds: 19 of 51 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RENT. 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 RENT?

51% of holders stayed for 2+ years: 26 out of 51 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.

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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