RENT
Rent the Runway, Inc.
$3.49
-1.69%
$117.2M
No data for this timeframe.
Vol
Market Cap$117.2M
Cap SizeMicro Cap
Inst. Holders18 funds
Inst. Value$7.9M
Inst. Activity3 buys / 1 sells
Reddit Sentiment50° Neutral
SEC Reports10
Press Releases2
Recent Activity
Jun 3, 2026
SEC
Rent the Runway reported Q1 2026 revenue of $89.9M, up 29.2% YoY and above its own guidance, while net loss improved to
8-K — Impact 5/10
Jun 3, 2026
SEC
Rent the Runway reported Q1 (ended Apr 30, 2026) revenue of $89.9M (+29% YoY), ahead of its own guidance, and narrowed n
PRESS-RELEASE — Impact 5/10
Jun 3, 2026
earnings
Rent the Runway, Inc. Announces First Quarter 2026 Results
<p align="center">Revenue Grew to $89.9M, up 29.2% YoY, add-on revenue increased 70.4% YoY</p>
Jun 1, 2026
SEC
Rent the Runway filed additional definitive proxy materials (DEFA14A) amid recent CEO resignation effective May 15, 2026
DEFA14A — Impact 6/10
Jun 1, 2026
Insider
Thomas Paige L was granted 200,600 shares
Chief Commercial Officer
Feb 27, 2026
Insider
Fonseca Dhiren R. was granted 802,395 shares
Executive Chair
Inst.
MARSHALL WACE, LLP — DOUBLED
85,045 shares ($406.5K)
Inst.
STATE STREET CORP — ADD
81,097 shares ($387.6K)
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Dec 10, 2024 | JMP Securities | REITERATE | Market Outperform → Market Outperform |
| Sep 6, 2024 | Jefferies | MAINTAIN | Buy → Buy |
| Jun 7, 2024 | JMP Securities | MAINTAIN | Market Outperform → Market Outperform |
| Apr 12, 2024 | Goldman Sachs | MAINTAIN | Buy → Buy |
| Apr 11, 2024 | JMP Securities | MAINTAIN | Market Outperform → Market Outperform |
Latest Reports
MIXED
8-K
5/10
Rent the Runway reported Q1 2026 revenue of $89.9M, up 29.2% YoY and above its own guidance, while net loss improved to
Jun 3, 2026
NEUTRAL
PRESS-RELEASE
5/10
Rent the Runway reported Q1 (ended Apr 30, 2026) revenue of $89.9M (+29% YoY), ahead of its own guidance, and narrowed n
Jun 3, 2026
BEARISH
Press
6/10
Co-founder and CEO Jennifer Hyman resigned effective May 15, 2026, and will serve as an advisor through January 2027. Bo
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $3.1M | — |
| BlackRock, Inc. | $1.8M | DOUBLED |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $681.7K | — |
| VANGUARD FIDUCIARY TRUST CO | $647.5K | — |
| MARSHALL WACE, LLP | $406.5K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Thomas Paige | A | $0.00 |
| Feb 27, 2026 | Fonseca Dhiren | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
18 institutional holders with $7.9M total value (1,663,307 shares) as of 2026-Q1. Top holders: VANGUARD, BlackRock,, SUSQUEHANNA. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 655,001 | $3.1M | 39.7% | — |
| 2 | BlackRock, Inc. | 384,134 | $1.8M | 23.3% | DOUBLED +1296.3% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 142,611 | $681.7K | 8.6% | — |
| 4 | VANGUARD FIDUCIARY TRUST CO | 135,454 | $647.5K | 8.2% | — |
| 5 | MARSHALL WACE, LLP | 85,045 | $406.5K | 5.2% | DOUBLED +703.4% |
| 6 | STATE STREET CORP | 81,097 | $387.6K | 4.9% | ADD +32.5% |
| 7 | TWO SIGMA INVESTMENTS, LP | 79,650 | $380.7K | 4.8% | DOUBLED +427.9% |
| 8 | GOLDMAN SACHS GROUP INC | 41,249 | $197.2K | 2.5% | — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 26,170 | $125.1K | 1.6% | DOUBLED +133.7% |
| 10 | Vanguard Global Advisers, LLC | 10,300 | $49.2K | 0.6% | — |
| 11 | CITIGROUP INC | 6,734 | $32.2K | 0.4% | NEAR_EXIT -83.3% |
| 12 | MORGAN STANLEY | 3,330 | $15.9K | 0.2% | DOUBLED +114.6% |
| 13 | WELLS FARGO & COMPANY/MN | 300 | $1.4K | 0.0% | — |
| 14 | Rockefeller Capital Management L.P. | 177 | $846.00 | 0.0% | — |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67 | $320.00 | 0.0% | — |
| 16 | NATIONAL BANK OF CANADA /FI/ | 22 | $105.00 | 0.0% | TRIM -72.2% |
| 17 | HRT FINANCIAL LP | 11,964 | $57.00 | 0.0% | — |
| 18 | GROUP ONE TRADING LLC | 2 | $10.00 | 0.0% | NEAR_EXIT -80.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | 10,586 | 85,045 | +703.4% | $406.5K | 2026-Q1 |
| STATE STREET CORP | ADD | 61,197 | 81,097 | +32.5% | $387.6K | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 11,200 | 26,170 | +133.7% | $125.1K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 10 | 2 | -80.0% | $10.00 | 2026-Q1 |
| VANGUARD GROUP INC | DOUBLED | 99,832 | 515,090 | +416.0% | $4.1M | 2025-Q4 |
| BlackRock, Inc. | DOUBLED | 27,511 | 384,134 | +1296.3% | $3.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 22,089 | 116,600 | +427.9% | $922.3K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 1,348 | 2,893 | +114.6% | $22.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 86 | 277 | +222.1% | $2.2K | 2025-Q4 |
| UBS Group AG | DOUBLED | 4,122 | 11,113 | +169.6% | $54.8K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 390 | 1,348 | +245.6% | $6.6K | 2025-Q3 |
| UBS Group AG | TRIM | 12,196 | 4,122 | -66.2% | $21.1K | 2025-Q2 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 79 | 22 | -72.2% | $108.00 | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 23,755 | 30,979 | +30.4% | $138.2K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 16,272 | 8,602 | -47.1% | $38.4K | 2025-Q1 |
| ROYAL BANK OF CANADA | DOUBLED | 308 | 3,000 | +874.0% | $13.0K | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 244 | 2 | -99.2% | $9.00 | 2025-Q1 |
| CITIGROUP INC | NEAR_EXIT | 6 | 1 | -83.3% | $4.00 | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 16,970 | 23,755 | +40.0% | $201.9K | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 4,253 | 16,272 | +282.6% | $138.3K | 2024-Q4 |
| UBS Group AG | DOUBLED | 1,490 | 12,308 | +726.0% | $104.6K | 2024-Q4 |
| GROUP ONE TRADING LLC | TRIM | 314 | 115 | -63.4% | $978.00 | 2024-Q4 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 136 | 79 | -41.9% | $672.00 | 2024-Q4 |
| CITIGROUP INC | NEAR_EXIT | 35 | 6 | -82.9% | $51.00 | 2024-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,553 | 16,970 | +992.7% | $163.6K | 2024-Q3 |
2 unique insiders with 2 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Thomas Paige L | Chief Commercial Officer | AWARD | 200,600 | — | — |
| Feb 27, 2026 | Fonseca Dhiren R. | Executive Chair | AWARD | 802,395 | — | — |
10 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 2 mixed, 4 neutral. Avg impact: 5.4/10.
MIXED
8-K
5/10
Rent the Runway reported Q1 2026 revenue of $89.9M, up 29.2% YoY and above its own guidance, while n
Jun 3, 2026
NEUTRAL
PRESS-RELEASE
5/10
Rent the Runway reported Q1 (ended Apr 30, 2026) revenue of $89.9M (+29% YoY), ahead of its own guid
Jun 3, 2026
BEARISH
DEFA14A
6/10
Rent the Runway filed additional definitive proxy materials (DEFA14A) amid recent CEO resignation ef
Jun 1, 2026
BEARISH
8-K
6/10
Rent the Runway CFO Siddharth Thacker resigned effective June 3, 2026, after the Q1 FY2026 earnings
May 21, 2026
NEUTRAL
PRESS-RELEASE
2/10
Rent The Runway announced its first quarter 2026 earnings release date for June 3, 2026, before mark
May 19, 2026
BULLISH
8-K
8/10
Rent the Runway reported strong Q4 and full-year 2025 results, with revenue up 20% YoY to $91.7M and
Apr 21, 2026
NEUTRAL
8-K
4/10
Rent the Runway entered into an at-the-market (ATM) sales agreement with BTIG, LLC to sell up to $40
Apr 15, 2026
MIXED
424B5
6/10
Rent the Runway is conducting an at-the-market (ATM) offering of up to $40 million in Class A common
Apr 15, 2026
BULLISH
PRESS-RELEASE
8/10
Rent The Runway reported a strong Q4 and fiscal 2025, with revenue up 20% YoY to a record $91.7M and
Apr 14, 2026
NEUTRAL
8-K
4/10
Rent the Runway amended its credit agreement to extend the interest payment-in-kind (PIK) option unt
Apr 6, 2026
Historical analyst distribution (last covering-analyst action Dec 2024): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q 2025-07-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2026-01-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
12 analyst firms have rated this stock: 0 upgrades, 6 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Dec 10, 2024 | JMP Securities | REITERATE | Market Outperform | Market Outperform |
| Sep 6, 2024 | Jefferies | MAINTAIN | Buy | Buy |
| Jun 7, 2024 | JMP Securities | MAINTAIN | Market Outperform | Market Outperform |
| Apr 12, 2024 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Apr 11, 2024 | JMP Securities | MAINTAIN | Market Outperform | Market Outperform |
| Jan 17, 2024 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Jan 16, 2024 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 11, 2024 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Dec 6, 2023 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 6, 2023 | Barclays | MAINTAIN | Overweight | Overweight |
| Nov 29, 2023 | Telsey Advisory Group | REITERATE | Market Perform | Market Perform |
| Sep 11, 2023 | Barclays | MAINTAIN | Overweight | Overweight |
| Sep 11, 2023 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Sep 11, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Sep 11, 2023 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Sep 11, 2023 | Telsey Advisory Group | DOWNGRADE | Outperform | Market Perform |
| Sep 11, 2023 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Sep 5, 2023 | Telsey Advisory Group | REITERATE | Outperform | Outperform |
| Jun 14, 2023 | JMP Securities | REITERATE | Market Outperform | Market Outperform |
| Jun 8, 2023 | Piper Sandler | MAINTAIN | — | Overweight |
| Jun 8, 2023 | Morgan Stanley | REITERATE | — | Equal-Weight |
| Jun 8, 2023 | Raymond James | MAINTAIN | Outperform | Outperform |
| Jun 8, 2023 | Telsey Advisory Group | REITERATE | Outperform | Outperform |
| Jun 1, 2023 | Telsey Advisory Group | REITERATE | Outperform | Outperform |
| Apr 13, 2023 | JMP Securities | REITERATE | — | Market Outperform |
| Apr 13, 2023 | Barclays | MAINTAIN | — | Overweight |
| Apr 13, 2023 | Telsey Advisory Group | REITERATE | — | Outperform |
| Dec 15, 2022 | Wolfe Research | INITIATE | — | Peer Perform |
| Dec 13, 2022 | Morgan Stanley | MAINTAIN | — | Equal-Weight |
| Dec 8, 2022 | Barclays | MAINTAIN | — | Overweight |
| Dec 8, 2022 | Telsey Advisory Group | MAINTAIN | — | Outperform |
| Nov 18, 2022 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Oct 25, 2022 | Morgan Stanley | MAINTAIN | — | Overweight |
| Sep 14, 2022 | Goldman Sachs | MAINTAIN | — | Buy |
| Sep 13, 2022 | Morgan Stanley | MAINTAIN | — | Overweight |
| Sep 13, 2022 | Raymond James | MAINTAIN | — | Outperform |
| Sep 13, 2022 | JMP Securities | MAINTAIN | — | Market Outperform |
| Sep 13, 2022 | Barclays | MAINTAIN | — | Overweight |
| Sep 13, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
| Sep 13, 2022 | Telsey Advisory Group | MAINTAIN | — | Outperform |
| Sep 13, 2022 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| Jul 21, 2022 | Keybanc | INITIATE | — | Sector Weight |
| Jun 30, 2022 | Raymond James | INITIATE | — | Outperform |
| Jun 10, 2022 | Morgan Stanley | MAINTAIN | — | Overweight |
| Jun 10, 2022 | Piper Sandler | MAINTAIN | — | Overweight |
| Jun 10, 2022 | JMP Securities | MAINTAIN | — | Market Outperform |
| Jun 10, 2022 | Wells Fargo | MAINTAIN | — | Overweight |
| Jun 10, 2022 | Barclays | MAINTAIN | — | Overweight |
| Jun 10, 2022 | Credit Suisse | MAINTAIN | — | Outperform |
| Apr 18, 2022 | Credit Suisse | MAINTAIN | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jul 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Jun 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| May 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Apr 1, 2025 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Jun 3, 2026
earnings
Rent the Runway, Inc. Announces First Quarter 2026 Results
<p align="center">Revenue Grew to $89.9M, up 29.2% YoY, add-on revenue increased 70.4% YoY</p>
Jun 3, 2026
earnings_calendar
RENT Q1 2027 Earnings Scheduled — 2026-06-03
May 19, 2026
earnings
Rent the Runway to Report First Quarter 2026 Results on June 3, 2026
<p align="left">NEW YORK, May 19, 2026 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today that it expects
May 13, 2026
leadership
Rent the Runway, Inc. Announces CEO Transition
<p align="center"><em>Co-Founder Jennifer Hyman to Step Down as CEO</em></p>
Apr 14, 2026
earnings
Rent the Runway, Inc. Announces Fourth Quarter and Full Year 2025 Results
<p align="center">Strong Finish to FY25 with Q4 Ending Active Subscribers +20.1% YoY; Revenue up 20% YoY <br>Highest Quarterly Revenue in Company Hist
Mar 24, 2026
earnings
Rent the Runway to Report Fourth Quarter and Fiscal Year 2025 Results on April 14, 2026
<p>NEW YORK, March 24, 2026 (GLOBE NEWSWIRE) -- Rent the Runway, Inc. (“Rent the Runway”) (Nasdaq: RENT) announced today that it expects to release
Mar 9, 2026
other
Rent the Runway Appoints Dhiren Fonseca as Executive Chairman
Fonseca brings decades of leadership in digital transformation, strategic growth, and scaling complex marketplaces to the Rent the Runway Board of Dir