Rent the Runway, Inc. · Brief

Next report

41 days

Dec 11 · before openest.Q3 FY26

Expected move

No implied move.

—≥ implied

Q2 FY26—▼−13.12%—

quarterimplied−15%0+15%realized×

Q2 FY26—▼−13.12%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 11 report · est.

Bull2

52managers reporting a position in the latest quarterly filings13F · Jun 30 '26

+30.32%change in shares held by the ten largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2

7managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

6 of 18of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

RENT report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.