Rent the Runway (RENT): CHS US Investments LLC disclosed a 62% stake in RENT and may seek to influence the company 62.0%

62.0%

Stake

22.5M

Shares owned

Stake as of

Oct 14, 2026

Filed

Oct 16, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 1, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
2. Sep 3, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them
3. Sep 11, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them
4. Sep 11, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Oct 16, 20265% stakeCHS US Investments LLC filed an activist stake (13D) of 62.0%
2. Oct 20, 2026Company filing · Form 8-K · Unregistered shares, Other newsSold new shares without registering them, and reported other company news
3. Oct 21, 2026Insider · 3 peopleInsiders: 3 purchases (~$6.1M)
4. Oct 23, 20265% stakeGateway Runway, LLC filed an activist stake (13D) of 12.9%
5. Oct 23, 20265% stakeCHS US Investments LLC filed an activist stake (13D) of 60.4%
6. Oct 23, 20265% stakeS3 RR Aggregator, LLC filed an activist stake (13D) of 12.9%
7. Nov 10, 2026Company filing · Form 8-K · Listing noticeReceived a notice from its stock exchange“On November 4, 2026, Rent the Runway, Inc. (the “Company”) received a letter (the “Notice”) from the Listing Qualifications Department (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”).”

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Rent the Runway

For Rent the Runway, OQRO holds 3 insider filings (SEC Form 4 or Form 144) and 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its RENT page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Rent the Runway

• SEC Form 4Oct 23, 2026
• SEC Form 4Oct 23, 2026
• SEC Schedule 13DOct 23, 2026
• SEC Schedule 13DOct 23, 2026
• SEC Schedule 13DOct 23, 2026
• SEC Form 4Oct 23, 2026

Everything OQRO holds on this company is on its RENT page.