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Rush Street Interactive (RSI): which funds own it

Consumer Discretionary →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Sections with a free account

No concentrated manager holds it. 2 officers or directors bought in 6 months.

Who owns Rush Street Interactive?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Bluhm Neil (13D/A filed Aug 3, 2026), BlackRock (13G/A filed Jul 8, 2026), Divisadero Street Capital Management (13G filed Sep 1, 2026), Vanguard Portfolio Management (13G filed Jul 31, 2026) and Vanguard Capital Management (13G filed Jul 31, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were BlackRock (15.1 million shares), Vanguard Portfolio Management (5.6 million shares) and Divisadero Street Capital Management (5.4 million shares).

Which institutions hold the most Rush Street Interactive shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. BlackRock: 15.1 million shares
  2. 2. Vanguard Portfolio Management: 5.6 million shares
  3. 3. Divisadero Street Capital Management: 5.4 million shares
  4. 4. Ameriprise Financial: 5.0 million shares
  5. 5. Hood River Capital Management: 4.5 million shares
  6. 6. Vanguard Capital Management: 4.4 million shares
  7. 7. Invesco: 4.4 million shares
  8. 8. Driehaus Capital Management: 4.3 million shares
  9. 9. FMR: 4.0 million shares
  10. 10. State Street: 3.9 million shares

Sources:13D/A by Bluhm Neil (Aug 3, 2026) ↗13G/A by BlackRock (Jul 8, 2026) ↗13G by Divisadero Street Capital Management (Sep 1, 2026) ↗13G by Vanguard Portfolio Management (Jul 31, 2026) ↗13G by Vanguard Capital Management (Jul 31, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Rush Street Interactive revenue

Rush Street Interactive reported annual revenue of $1.13 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

George Soros 13F (Q2 2026)

Concentrated managers
—
All 13F: 302
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$29.74
+36.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of RSI (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Sep 30, 2026 · balance sheet as of Sep 30, 2026.

Profitability
Operating margin
10.9%
Net margin
2.6%
ROE
19.3%
Growth
Revenue (TTM)
$1.5 bn
Revenue growth
38.7%
Net income (TTM)
$37.7M
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$211M
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 236.1 M

236.1 M0
20202025

There is a jump that may be an undetected split: we do not show the changes.

Buybacks (FY 2025)
$7.6M
Share issuance
no data
Stock-based compensation
$26.3M2.3% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
5.64
Debt due within 12 months
$1.6M0.00 times cash and investments

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
2
Amount (6 m)
$147K
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Consumer Discretionary stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Discretionary →

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