Also trades as: RUSHB (NASDAQ) · $vol 11M
RUSHA Institutional Ownership
Rush Enterprises, Inc.
1W: -0.8%
1M: -4.3%
3M: -16.2%
YTD: +27.1%
1Y: +36.4%
3Y: +82.1%
5Y: +132.5%
$45.48
+0.12 (+0.26%)
Weekly Expected Move ±3.6%
$42
$43
$45
$47
$48
Credit Risk of going bust: lower than 66% of companies Debt: 21.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.18 (down 97%), Rush Enterprises, Inc. would be worth roughly what it owes.
Total debt $1.49B against a stock market value of $5.29B.
Distance to default 6.96 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.15B (short-term plus half of long-term), stock volatility 30.0%; Altman Z 3.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.18 (down 97%), Rush Enterprises, Inc. would be worth roughly what it owes.
Total debt $1.49B against a stock market value of $5.29B.
Distance to default 6.96 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.15B (short-term plus half of long-term), stock volatility 30.0%; Altman Z 3.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — RUSHA
395
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
50
New Positions
140
Increased
153
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 5,168,214 | $235M | +5,095,339 | +6991.9% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 2,430,986 | $111M | +2,430,986 | — | 1Q | SEC ↗ |
| 3 | WESTWOOD HOLDINGS GROUP INC NEW | 831,726 | $38M | +831,726 | — | 1Q | SEC ↗ |
| 4 | EULAV Asset Management | 608,071 | $28M | +227,352 | +59.7% | 2Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 387,462 | $18M | +387,462 | — | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 366,549 | $17M | +366,549 | — | 1Q | SEC ↗ |
| 7 | PRINCIPAL FINANCIAL GROUP INC NEW | 359,035 | $16M | +359,035 | — | 1Q | SEC ↗ |
| 8 | MUHLENKAMP & CO INC NEW | 332,332 | $15M | +332,332 | — | 1Q | SEC ↗ |
| 9 | NEW SOUTH CAPITAL MANAGEMENT INC NEW | 326,808 | $15M | +326,808 | — | 1Q | SEC ↗ |
| 10 | COOKE & BIELER LP NEW | 325,633 | $15M | +325,633 | — | 1Q | SEC ↗ |
| 11 | ALGERT GLOBAL LLC NEW | 264,749 | $12M | +264,749 | — | 1Q | SEC ↗ |
| 12 | PRIVATE MANAGEMENT GROUP INC NEW | 219,850 | $10M | +219,850 | — | 1Q | SEC ↗ |
| 13 | Allianz Asset Management GmbH NEW | 206,909 | $9M | +206,909 | — | 1Q | SEC ↗ |
| 14 | RENAISSANCE TECHNOLOGIES LLC NEW | 152,200 | $7M | +152,200 | — | 1Q | SEC ↗ |
| 15 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 122,891 | $6M | +122,891 | — | 1Q | SEC ↗ |
| 16 | Transmarket Holdings LP NEW | 115,437 | $5M | +115,437 | — | 1Q | SEC ↗ |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 102,062 | $5M | +102,062 | — | 1Q | SEC ↗ |
| 18 | Leith Wheeler Investment Counsel Ltd. NEW | 78,522 | $4M | +78,522 | — | 1Q | SEC ↗ |
| 19 | INTECH INVESTMENT MANAGEMENT LLC NEW | 77,544 | $4M | +77,544 | — | 1Q | SEC ↗ |
| 20 | PEREGRINE CAPITAL MANAGEMENT LLC | 75,774 | $3M | -6,627 | -8.0% | 2Q | SEC ↗ |
| 21 | DENALI ADVISORS LLC NEW | 70,785 | $3M | +70,785 | — | 1Q | SEC ↗ |
| 22 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 68,736 | $3M | +68,736 | — | 1Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 66,607 | $3M | +66,607 | — | 1Q | SEC ↗ |
| 24 | JOHNSON INVESTMENT COUNSEL INC NEW | 52,205 | $2M | +52,205 | — | 1Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC NEW | 50,546 | $2M | +50,546 | — | 1Q | SEC ↗ |
| 26 | RITHOLTZ WEALTH MANAGEMENT | 45,655 | $2M | +19,805 | +76.6% | 2Q | SEC ↗ |
| 27 | MANUFACTURERS LIFE INSURANCE COMPANY, | 31,334 | $1M | +3,005 | +10.6% | 2Q | SEC ↗ |
| 28 | Atria Investments, Inc NEW | 28,650 | $1M | +28,650 | — | 1Q | SEC ↗ |
| 29 | Handelsbanken Fonder AB NEW | 27,239 | $1M | +27,239 | — | 1Q | SEC ↗ |
| 30 | Louisiana State Employees Retirement S | 26,900 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC NEW | 26,091 | $1M | +26,091 | — | 1Q | SEC ↗ |
| 32 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 25,258 | $1M | +25,258 | — | 1Q | SEC ↗ |
| 33 | GABELLI FUNDS LLC NEW | 25,000 | $1M | +25,000 | — | 1Q | SEC ↗ |
| 34 | State of Alaska, Department of Revenue | 24,386 | $1M | +15,790 | +183.7% | 2Q | SEC ↗ |
| 35 | HSBC HOLDINGS PLC NEW | 23,903 | $1M | +23,903 | — | 1Q | SEC ↗ |
| 36 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 23,637 | $1M | +23,637 | — | 1Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN NEW | 23,398 | $1M | +23,398 | — | 1Q | SEC ↗ |
| 38 | MARSHALL WACE, LLP NEW | 22,006 | $1M | +22,006 | — | 1Q | SEC ↗ |
| 39 | Mariner, LLC | 20,966 | $954K | -3,103 | -12.9% | 2Q | SEC ↗ |
| 40 | JB CAPITAL PARTNERS LP NEW | 20,418 | $929K | +20,418 | — | 1Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV NEW | 20,277 | $922K | +20,277 | — | 1Q | SEC ↗ |
| 42 | Retirement Planning Group, LLC | 18,507 | $842K | +6,190 | +50.3% | 3Q | SEC ↗ |
| 43 | SummerHaven Investment Management, LLC NEW | 18,173 | $827K | +18,173 | — | 1Q | SEC ↗ |
| 44 | Pathstone Holdings, LLC NEW | 17,546 | $798K | +17,546 | — | 1Q | SEC ↗ |
| 45 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 15,391 | $700K | +15,391 | — | 1Q | SEC ↗ |
| 46 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 14,464 | $658K | -533 | -3.6% | 2Q | SEC ↗ |
| 47 | Ensign Peak Advisors, Inc NEW | 13,178 | $599K | +13,178 | — | 1Q | SEC ↗ |
| 48 | Sterling Capital Management LLC NEW | 12,263 | $558K | +12,263 | — | 1Q | SEC ↗ |
| 49 | GAMCO INVESTORS, INC. ET AL NEW | 11,467 | $522K | +11,467 | — | 1Q | SEC ↗ |
| 50 | TOCQUEVILLE ASSET MANAGEMENT L.P. NEW | 9,463 | $430K | +9,463 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 2,430,986 | $111M |
| WESTWOOD HOLDINGS GROUP INC | 831,726 | $38M |
| AMERIPRISE FINANCIAL INC | 387,462 | $18M |
| GOLDMAN SACHS GROUP INC | 366,549 | $17M |
| PRINCIPAL FINANCIAL GROUP INC | 359,035 | $16M |
| MUHLENKAMP & CO INC | 332,332 | $15M |
| NEW SOUTH CAPITAL MANAGEMENT INC | 326,808 | $15M |
| COOKE & BIELER LP | 325,633 | $15M |
| ALGERT GLOBAL LLC | 264,749 | $12M |
| PRIVATE MANAGEMENT GROUP INC | 219,850 | $10M |
| Allianz Asset Management GmbH | 206,909 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 152,200 | $7M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 122,891 | $6M |
| Transmarket Holdings LP | 115,437 | $5M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 102,062 | $5M |
| Leith Wheeler Investment Counsel Lt | 78,522 | $4M |
| INTECH INVESTMENT MANAGEMENT LLC | 77,544 | $4M |
| DENALI ADVISORS LLC | 70,785 | $3M |
| NEW YORK STATE COMMON RETIREMENT FU | 68,736 | $3M |
| CITADEL ADVISORS LLC | 66,607 | $3M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +5,095,339 | +6991.9% | 5,168,214 |
| EULAV Asset Management | +227,352 | +59.7% | 608,071 |
| RITHOLTZ WEALTH MANAGEMENT | +19,805 | +76.6% | 45,655 |
| State of Alaska, Department of Reve | +15,790 | +367.4% | 20,088 |
| Retirement Planning Group, LLC | +6,190 | +50.3% | 18,507 |
| Simplicity Wealth,LLC | +5,114 | +137.5% | 8,834 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +3,005 | +10.6% | 31,334 |
| Baron Wealth Management LLC | +2,219 | +59.5% | 5,951 |
| Brucke Financial, Inc. | +1,882 | +65.2% | 4,767 |
| Farther Finance Advisors, LLC | +1,351 | +356.5% | 1,730 |
| Versant Capital Management, Inc | +729 | +54.7% | 2,062 |
| GAMMA Investing LLC | +531 | +66.1% | 1,334 |
| HB Wealth Management, LLC | +352 | +11.0% | 3,542 |
| Physician Wealth Advisors, Inc. | +145 | +49.8% | 436 |
| QRG CAPITAL MANAGEMENT, INC. | +86 | +1.5% | 5,674 |
| FARMERS & MERCHANTS INVESTMENTS INC | +57 | +154.1% | 94 |
| Parkside Financial Bank & Trust | +51 | +2550.0% | 53 |
| North Star Investment Management Co | +38 | +22.6% | 206 |
| IFP Advisors, Inc | +14 | +82.4% | 31 |
| DecisionPoint Financial, LLC | +3 | +100.0% | 6 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PEREGRINE CAPITAL MANAGEMENT LLC | -6,627 | -8.0% | 75,774 |
| Mariner, LLC | -3,103 | -12.9% | 20,966 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -533 | -3.6% | 14,464 |
| MassMutual Private Wealth & Trust, | -11 | -22.4% | 38 |