What is the 13F Pro Quality Score for RENT?

13F Pro ranks Rent the Runway, Inc. (RENT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RENT's current score at https://13fpro.ai/research/RENT (free sign-up required for the full ranking).

Where does 13F Pro source RENT data?

All Rent the Runway, Inc. fundamentals and ownership data come directly from SEC EDGAR. Rent the Runway, Inc. files with the SEC under CIK 1468327. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RENT in?

Rent the Runway, Inc. (RENT) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is RENT research updated on 13F Pro?

RENT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Rent the Runway, Inc.(RENT)Stock Analysis

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13F Pro Quality Score

51.5/100

Rank #1,389 of 2,879 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

74.7/100

Profitability

79.9/100

Balance Sheet

53.6/100

Earnings Quality

30.0/100

Free Cash Flow

14.9/100

Institutional Flow

96.6/100

Revenue Scale

9.7/100

Dilution Risk

51.0/100

RENT Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Rent the Runway, Inc. (RENT), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RENT at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,389 of 2,879 stocks — the top half of the AI-ranked universe. RENT scores in the top quartile across institutional flow (96.6), profitability (79.9). Areas of concern include revenue scale (9.7) and free cash flow (14.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), Rent the Runway, Inc. reports quarterly revenue of $89.9M, net income of $-18.9M, free cash flow of $-3.8M. Top institutional holders of RENT by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, BlackRock,, GEODE CAPITAL MANAGEMENT,, based on the most recent SEC filings. RENT trades on the Nasdaq exchange and files with the SEC under CIK 1468327. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RENT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Rent the Runway, Inc. directly from SEC EDGAR. Rent the Runway, Inc.'s 13F Pro composite quality score has ranged between 26 and 56 since 2022, currently 51.5 — an improving long-term trajectory across 25 quarterly and live scoring snapshots.

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Fun facts about Rent the Runway, Inc.

Quirks, history, and lore behind RENT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · small-cap · listed on Nasdaq · headquartered in New York City.
2
The Numbers
Annual revenue in the hundreds of millions, but the company has struggled to reach consistent profitability — a common story for subscription-model disruptors burning cash to chase growth.
3
The History
Founded in 2009 by two Harvard Business School classmates who asked a simple question: why do women need to own what they only wear once?
4
The Secret
The company manages a physical inventory of designer clothing worth hundreds of millions, making it more like a fashion logistics operation than a typical tech startup.
5
The Lore
Once dubbed the Netflix of fashion, it famously went public in 2021 and counts Vera Wang, Marchesa, and hundreds of other designer labels in its rotating closet.
6
The Giveaway
Why buy a $500 designer dress you'll wear to one wedding? This company lets you borrow it, ship it back, and never worry about dry-cleaning fees — the subscription runway is the whole idea.

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Revenue

Q1 2027

$89.9M

Net Income

Q1 2027

$-18.9M

Free Cash Flow

Q1 2027

$-3.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+7.7% YoY

$329.8MFY 2026

FY22 $203.3MFY24 $298.2MFY25 $306.2MFY26 $329.8M

Net Income

+132.3% YoY

$22.6MFY 2026

FY22 $-211.8MFY24 $-113.2MFY25 $-69.9MFY26 $22.6M

Operating Income

-21.1% YoY

$-57.5MFY 2026

FY22 $-125.9MFY24 $-80.0MFY25 $-47.5MFY26 $-57.5M

EPS (Diluted)

+110.7% YoY

$1.88FY 2026

FY22 $-170.30FY24 $-31.52FY25 $-17.62FY26 $1.88

Total Assets

-7.9% YoY

$221.0MFY 2026

FY22 $447.5MFY24 $278.5MFY25 $240.0MFY26 $221.0M

Total Debt

-53.1% YoY

$157.0MFY 2026

FY22 $264.3MFY24 $307.9MFY25 $335.1MFY26 $157.0M

Op. Cash Flow

-72.9% YoY

$3.5MFY 2026

FY22 $-42.3MFY24 $-15.7MFY25 $12.9MFY26 $3.5M

Metric	FY 2026	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020
Revenue	$329.8M +7.7%	$306.2M +2.7%	$298.2M +46.7%	$203.3M +29.1%	$157.5M -38.7%	$256.9M
Net Income	$22.6M +132.3%	$-69.9M +38.3%	$-113.2M +46.6%	$-211.8M -23.8%	$-171.1M -11.2%	$-153.9M
Operating Income	$-57.5M -21.1%	$-47.5M +40.6%	$-80.0M +36.5%	$-125.9M +3.5%	$-130.5M -0.4%	$-130.0M
EPS (Diluted)	$1.88 +110.7%	$-17.62 +44.1%	$-31.52 +81.5%	$-170.30 -1008.7%	$-15.36 -9.4%	$-14.04
Total Assets	$221.0M -7.9%	$240.0M -13.8%	$278.5M -37.8%	$447.5M +39.5%	$320.7M	—
Total Debt	$157.0M -53.1%	$335.1M +8.8%	$307.9M +16.5%	$264.3M -25.9%	$356.9M	—
Operating Cash Flow	$3.5M -72.9%	$12.9M +182.2%	$-15.7M +62.9%	$-42.3M +1.2%	$-42.8M -13.8%	$-37.6M

AI Insight: RENT Financial Trends

Revenue inflection to $92M in Q1 2026 masks persistent unprofitability and deteriorating cash generation in latest quarter.

• Revenue grew 11% from Q4 2025 ($88M) to Q1 2026 ($92M), but declined to $90M in Q2 2026.

• Total debt cut nearly 52% from $344M in Q3 2025 to $157M by Q1 2026, signaling deleveraging progress.

• Net income swung to +$76M in Q4 2025 (likely one-time gain), but returned to losses: -$1M Q1 2026, -$19M Q2 2026.

⚠ Operating cash flow turned negative in Q3 2025 and Q2 2026, despite debt reduction and revenue growth.

⚠ Negative equity persists and widened to -$53M in Q2 2026 from -$35M in Q4 2025, indicating ongoing solvency stress.

AI Insight: RENT Ratio Trends

Rent the Runway remains unprofitable across all key metrics, with Q2 2026 showing severe deterioration after Q1's brief stabilization.

• Operating margin swung from -1.6% in Q1 2026 to -21.9% in Q2 2026, indicating operational control collapsed.

• Net profit margin fell from -1.5% to -21.0% quarter-over-quarter, reversing nascent profitability momentum.

• ROIC deteriorated from -5.0% in Q1 2026 to -75.8% in Q2 2026, marking the worst reading in the dataset.

⚠ Q1 2026 appeared to signal inflection toward profitability; Q2 2026 reversal suggests structural, not cyclical, headwinds.

⚠ Negative ROIC persists across entire period; company destroys shareholder capital systematically.

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Available Research

13F Pro tracks comprehensive data for Rent the Runway, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RENT

VANGUARD CAPITAL MANAGEMENT LLC
$3.1M655,001 sh
BlackRock, Inc.
$1.8M384,134 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.4M297,163 sh
MILLENNIUM MANAGEMENT LLC
$962.1K201,279 sh
Technology Crossover Management VIII, Ltd.
$944.0K197,481 sh
ARES MANAGEMENT LLC
$809.7K169,383 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$681.7K142,611 sh
VANGUARD FIDUCIARY TRUST CO
$647.5K135,454 sh
CastleKnight Management LP
$462.0K96,655 sh
MARSHALL WACE, LLP
$406.5K85,045 sh

Fund	Value	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$3.1M	655,001
BlackRock, Inc.	$1.8M	384,134
GEODE CAPITAL MANAGEMENT, LLC	$1.4M	297,163
MILLENNIUM MANAGEMENT LLC	$962.1K	201,279
Technology Crossover Management VIII, Ltd.	$944.0K	197,481
ARES MANAGEMENT LLC	$809.7K	169,383
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$681.7K	142,611
VANGUARD FIDUCIARY TRUST CO	$647.5K	135,454
CastleKnight Management LP	$462.0K	96,655
MARSHALL WACE, LLP	$406.5K	85,045

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Is RENT a good stock to buy?

13F Pro's AI-powered analysis of Rent the Runway, Inc. (RENT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RENT are available on the RENT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RENT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RENT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Rent the Runway, Inc.'s investment landscape.