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Rent the Runway, Inc. Stock: price and insider trades · United States
3 insiders bought €5.4M of shares over the last 90 days, the latest by STORY3 Capital Partners, LLC, filed 23 Oct 2026.
Cluster: 3 buyers in 30 daysRent the Runway, Inc.: what insiders have been doing
This page follows insider dealings at Rent the Runway, Inc. as filed with SEC (Form 4), a company from the Luxury & Fashion sector based in New York City, United States. The group dates from 2009. The last twelve months, up to 23 October 2026, brought 20 filings signed by 10 insiders.
Open-market activity splits into 3 purchases totalling €5.4M and 4 sales totalling €244k; 3 insiders sit on the buying side and 1 insider on the selling side. Taken together, the purchases exceed the sales by €5.2M. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Among those who bought: 2 senior executives and 1 major shareholder. Biggest ticket of the year: €2.0M, bought by STORY3 Capital Partners, LLC and made public on 23 October 2026.
Compared with its exchange (3,167 companies, median 24 filings), a count of 20 filings is below the norm. The full history, which starts in 2021, counts 12 purchases against 288 sales. For the fiscal year to 31 January 2026, the annual 10-K puts revenue at 329.8 m USD and net income at 22.6 m USD.
The last insider purchase was made public on 23 October 2026, 0 days ago. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
482
Thresholds
n/a
Buy Volume
€6M
12 ops. · all time
Sell Volume
€5M
288 ops. · all time
Who traded when
BuySaleJennifer Hyman15 sales
Andrew Rau9 sales
Cara Schembri9 sales
Sarah K. Tam9 sales
Siddharth Thacker9 sales
Case Becky7 sales
+4 other insiders
Since the insiders bought
- -50.1%Entry US$113.00 · Close at T+365 US$56.40
- -68.4%Entry US$173.80 · Close at T+365 US$55.00
- -89.0%Entry US$317.40 · Close at T+365 US$35.00
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,240 of 26,246 companies
64.9
score / 100
Value65
Quality65
FCF yld-104%
Earn yld31%
EV/EBITDA3.2x
ROE·
Gross mgn73%
Net mgn6.9%
Debt/EBITDA2.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$2.18
Analyst consensus
Income statement
RevenueUS$329.8M
Gross profitUS$241.3M73% margin
EBITDAUS$86.2M26% margin
Net incomeUS$22.6M11.8% margin
Valuation
PER (trailing)0.2x
Beta1.24
Balance sheet & cash
Market capUS$74M
Total debtUS$198.3M
Free Cash Flow-US$77M
Profitability & ownership
ROA-12.7%
% insiders80.7%
% institutions22.7%
Last declaration on 23 October 2026
Declarations482 total
632,922 shares@ US$3.55Class A Common Stock, $0.001 par value per shareSEC:0001012975-26-000982:0
Canonical exit: 19 Jan 2027 (T+90)
632,922 shares@ US$3.55Class A Common Stock, $0.001 par value per shareSEC:0001012975-26-000981:0
Canonical exit: 19 Jan 2027 (T+90)
458,245 shares@ US$3.55Class A Common Stock, $0.001 par value per shareSEC:0001012975-26-000980:0
Canonical exit: 19 Jan 2027 (T+90)
2,495,391 shares@ US$3.5515.28% mcap100.0% of flowClass A Common Stock, $0.001 par value per shareSEC:0001012975-26-000957:0
62,000 shares@ US$1.69620.19% mcap37.8% of flowClass A Common StockSEC:0001468327-26-000103:0
13,000 shares@ US$1.69860.039% mcap7.9% of flowClass A Common StockSEC:0001468327-26-000103:1
75,000 shares@ US$1.930.24% mcap43.3% of flowClass A Common StockSEC144:0001460261-26-000005
51,614 shares0Class A Common StockSEC:0001468327-26-000098:0
25,132 shares@ US$1.9370.075% mcap17.2% of flowClass A Common StockSEC:0001468327-26-000102:0
25,132 shares@ US$3.0560.12% mcap22.8% of flowClass A Common StockSEC144:0001468327-26-000094
35,481 shares0Class A Common StockSEC:0001468327-26-000065:0
134,648 shares0Class A Common StockSEC:0001468327-26-000055:0
34,516 shares@ US$2.99050.17% mcap68.3% of flowClass A Common StockSEC:0001468327-26-000055:1
35,660 shares@ US$3.160.18% mcap33.9% of flowClass A Common StockSEC144:0001468327-26-000052
16,759 shares0Class A Common StockSEC:0001468327-25-000253:0
16,759 shares0Class A Common StockSEC:0001468327-25-000252:0
6,155 sharesClass A Common StockSEC:0001468327-25-000220:1
57,906 sharesClass A Common StockSEC:0001468327-25-000220:0
31,314 sharesClass A Common StockSEC:0001468327-25-000219:0
13,169 shares@ US$4.08100.0% of flowClass A Common StockSEC:0001468327-25-000205:0
775 shares@ US$4.893.5% of flowClass A Common StockSEC:0001468327-25-000199:0
863 shares@ US$4.891.8% of flowClass A Common StockSEC:0001468327-25-000198:0
797 shares@ US$4.891.8% of flowClass A Common StockSEC:0001468327-25-000197:0
6,128 shares@ US$4.893.5% of flowClass A Common StockSEC:0001468327-25-000196:0
1,948 shares@ US$4.893.7% of flowClass A Common StockSEC:0001468327-25-000195:0
25 of 482 declarations
About Rent the Runway, Inc.
Rent the Runway, Inc. (NASDAQ: RENT) is a U.S.-listed fashion and e-commerce company based in the United States, with headquarters in New York. Founded in 2009 by Jennifer Hyman and Jennifer Fleiss, the company pioneered the “closet in the cloud” concept by giving customers flexible access to designer apparel and accessories through rental, subscription, and, more recently, resale/ownership options. For investors, RTR sits at the intersection of fashion, consumer technology, and recurring revenue, with a business model built around access rather than ownership.
At the center of the platform is a shared-wardrobe infrastructure supported by company-owned inventory. Rent the Runway enables customers to rent outfits for short periods, subscribe to monthly plans, or buy selected items. Its assortment spans eveningwear, ready-to-wear, workwear, denim, casual basics, outerwear, accessories, handbags, jewelry, and—more recently—complementary categories such as shoes and beauty items. Revenue is generated through subscriptions, one-time rentals, resale/retail activity, and related services tied to the customer experience and inventory utilization.
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Historically, Rent the Runway was one of the earliest large-scale platforms to commercialize fashion rental, first gaining traction in occasion wear before expanding toward everyday wardrobe use. That first-mover status gave the company a strong consumer brand and a recognizable niche, but it also places RTR in a highly competitive environment that includes fast fashion retailers, resale platforms, subscription models, and other rental concepts. Its competitive edge lies in brand awareness, a differentiated assortment, customer loyalty, and its ability to use data and AI to improve discovery, personalization, and conversion.
Geographically, the business is primarily focused on the United States, operating through a digital-first model backed by a logistics and fulfillment network designed to serve customers nationwide. Recent company updates indicate that management is pursuing a broader platform strategy, including an online marketplace and B2B services, which could widen its addressable market over time. The most recent disclosures highlight several important developments: subscriber growth has re-accelerated, customer satisfaction has improved, inventory investment has increased materially, and the balance sheet has been strengthened through a recapitalization. Management has also emphasized AI-driven search and recommendation tools, stronger creator-led marketing, and a shift toward more organic customer acquisition. Overall, Rent the Runway remains a notable disruptive apparel platform listed on the NASDAQ, with an improving operating backdrop but a model that still depends heavily on execution, inventory discipline, and capital structure management.
