Rent the Runway: CHS reports 62% ownership stake

The reporting persons’ shared stake equals 62.0% of the issuer’s stated Class A shares outstanding.

Rhea-AI Filing Summary

Rent the Runway, Inc. (RENT) is the issuer in an ownership amendment reporting that CHS US Investments LLC exercised 19,947,174 subscription rights on October 14, 2026, for 2,495,391 Class A shares at $3.55 per share. CHS US directly holds 22,479,047 shares; all five reporting persons report shared voting and dispositive power over that same stake, equal to 62.0% of the class.

The reporting persons base the percentage on 36,269,666 Class A shares outstanding. They also state their belief that Nexus and Story3 each beneficially own 4,274,394 shares, and that the three parties collectively have 31,027,835 shares, or approximately 85.5%; the reporting persons disclaim a group relationship and beneficial ownership of Nexus and Story3’s shares.

Key Figures

Subscription rights exercised: 19,947,174 rights Class A shares received: 2,495,391 shares Exercise price: $3.55 per share +5 more

8 metrics

Subscription rights exercised 19,947,174 rights Exercised by CHS US Investments on October 14, 2026

Class A shares received 2,495,391 shares Received upon exercise of subscription rights on October 14, 2026

Exercise price $3.55 per share Price for the shares received upon exercise of subscription rights

Reported beneficial ownership 22,479,047 shares Reported by each of the five reporting persons; held directly by CHS US Investments

Class A ownership 62.0% Percentage reported by each reporting person

Class A shares outstanding 36,269,666 shares Share count used as the basis for reported ownership percentages

Class A shares outstanding 33,774,121 shares As of September 4, 2026

Class A shares issued 2,495,545 shares Issued on October 14, 2026 upon exercise of subscription rights

Key Terms

subscription rights, beneficial ownership, shared voting power, shared dispositive power

4 terms

subscription rights financial

"exercised 19,947,174 subscription rights"

Subscription rights are short-term privileges given to existing shareholders to buy additional new shares before the general public, typically at a set price and in proportion to their current holdings. Think of it as getting a coupon for first dibs on extra slices of a pizza so your share of the pie doesn’t shrink; exercising them can be a cheaper way to maintain your ownership and voting power, while ignoring them can reduce your stake and potential future earnings.

beneficial ownership financial

"Aggregate amount beneficially owned by each reporting person"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

shared voting power financial

"Shared Voting Power 22,479,047.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 22,479,047.00"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many RENT shares did CHS US Investments acquire through subscription rights?

CHS US Investments exercised 19,947,174 subscription rights for 2,495,391 Class A shares on October 14, 2026, at $3.55 per share.

How many RENT shares do the reporting persons beneficially own?

Each of the five reporting persons reports beneficial ownership of 22,479,047 Class A shares, equal to 62.0% of the class. CHS US Investments directly holds those shares, and the reporting persons report shared voting and dispositive power over them.

What RENT share count was used to calculate the reported 62.0% ownership?

The reporting persons used 36,269,666 Class A shares outstanding. They identify 33,774,121 shares outstanding as of September 4, 2026, and 2,495,545 shares issued on October 14, 2026, upon exercise of subscription rights.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/16/2026 - 06:23 PM EDT Accepted by SEC EDGAR 10/16/2026 - 06:23 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 3)

Rent the Runway, Inc.

(Name of Issuer)

Class A Common Stock, $0.001 par value per share

(Title of Class of Securities)

76010Y202

(CUSIP Number)

Wendy Ruberti
APS US Management LLC, 550 Madison Avenue, 22nd Floor
New York, NY, 10022
(929) 783-1801

Michael Ellis
Proskauer Rose LLP, Eleven Times Square
New York, NY, 10036
(212) 969-3000

Louis Rambo
Proskauer Rose LLP, 1001 Pennsylvania Ave. NW, Suite 600
Washington, DC, 20004
(202) 416-6800

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

10/14/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 76010Y202

1

Name of reporting person

CHS US Investments LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

CAYMAN ISLANDS

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 22,479,047.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 22,479,047.00

11

Aggregate amount beneficially owned by each reporting person

22,479,047.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

62.0 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP Number(s): 76010Y202

1

Name of reporting person

CHS GP LP

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

ONTARIO, CANADA

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 22,479,047.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 22,479,047.00

11

Aggregate amount beneficially owned by each reporting person

22,479,047.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

62.0 %

14

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13D

CUSIP Number(s): 76010Y202

1

Name of reporting person

CHS UGP LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 22,479,047.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 22,479,047.00

11

Aggregate amount beneficially owned by each reporting person

22,479,047.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

62.0 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP Number(s): 76010Y202

1

Name of reporting person

CHS Platform Holdings Pte. Ltd.

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

SINGAPORE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 22,479,047.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 22,479,047.00

11

Aggregate amount beneficially owned by each reporting person

22,479,047.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

62.0 %

14

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13D

CUSIP Number(s): 76010Y202

1

Name of reporting person

APS US Management LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 22,479,047.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 22,479,047.00

11

Aggregate amount beneficially owned by each reporting person

22,479,047.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

62.0 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Class A Common Stock, $0.001 par value per share
(b)	Name of Issuer: Rent the Runway, Inc.
(c)	Address of Issuer's Principal Executive Offices: 10 Jay Street, Brooklyn, NEW YORK , 11201.
Item 2.	Identity and Background
(a)	Items 2(a) and 2(f) of the Schedule 13D are hereby amended and restated as follows: This Schedule 13D is being filed by the following (each a "Reporting Person," and collectively the "Reporting Persons"): (i) CHS US Investments LLC ("CHS US Investments"); (ii) CHS GP LP ("CHS GP"); (iii) CHS UGP LLC ("CHS UGP"); (iv) CHS Platform Holdings Pte. Ltd. ("CHS Platform"); and (v) APS US Management LLC ("APS US Management"). The Reporting Persons have entered into a joint filing agreement, a copy of which is attached hereto as Exhibit 99.3. The name, business address, present principal occupation and the citizenship of each director and executive officer of each of CHS UGP, CHS Platform and APS US Management are set forth in Schedule A hereto, which is incorporated into this Item 2 by reference.
(f)	CHS Platform is a company organized under the laws of the Republic of Singapore. CHS US Investments is a Cayman Islands limited liability company. CHS GP is an Ontario limited partnership. Each of APS US Management and CHS UGP is a Delaware limited liability company.
Item 5.	Interest in Securities of the Issuer
(a)	Items 5(a)-(c) of the Schedule 13D are hereby amended and supplemented as follows: The beneficial ownership percentages reported herein are based on an aggregate of 36,269,666 shares of Class A Common Stock outstanding, comprising (i) 33,774,121 shares of Class A Common Stock outstanding as of September 4, 2026, as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on September 11, 2026, and (ii) 2,495,545 shares of Class A Common Stock issued on October 14, 2026 upon exercise of subscription rights, as reported by the Issuer to the Reporting Persons. CHS US Investments directly holds 22,479,047 shares of Class A Common Stock. APS US Management is the investment manager of CHS US Investments. CHS GP is the managing member of CHS US Investments. CHS UGP is the general partner of CHS GP. CHS UGP is a direct, wholly owned subsidiary of CHS Platform.
(b)	The information set forth in the cover pages of this Schedule 13D is incorporated by reference into this Item 5(b). Based on filings made by Nexus and Story3, the Reporting Persons believe Nexus and Story3 each have beneficial ownership of 4,274,394 shares of Class A Common Stock, or 11.8% of the Issuer's outstanding shares of Class A Common Stock. Accordingly, the Reporting Persons believe that collectively, the Reporting Persons, Nexus, and Story3 have beneficial ownership of 31,027,835 shares of Class A Common Stock, or approximately 85.5% of the Issuer's outstanding shares of Class A Common Stock. The Reporting Persons expressly disclaim the existence of, or membership in a "group" within the meaning of Section 13(d)(3) of the Act and Rule 13d-5(b) thereunder with Nexus or Story3, as well as beneficial ownership with respect to any shares of Class A Common Stock beneficially owned by Nexus and Story3, and neither the filing of this Statement on Schedule 13D nor any of its contents shall be deemed to constitute an admission by any Reporting Person that it is the beneficial owner of any of the shares of Class A Common Stock referred to herein for purposes of Section 13(d) of the Act, or for any other purpose, and such beneficial ownership is expressly disclaimed by the Reporting Persons.
(c)	On October 14, 2026, CHS US Investments exercised 19,947,174 subscription rights for 2,495,391 shares of Class A Common Stock at an exercise price of $3.55 per share. Except for such exercise, none of the Reporting Persons has effected any transaction with respect to the Class A Common Stock in the past 60 days.
Item 7.	Material to be Filed as Exhibits.
	Item 7 of the Schedule 13D is hereby amended and supplemented as follows: Exhibit 99.3 Joint Filing Agreement

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

CHS US Investments LLC

Signature:	/s/ Alexandra Grigos
Name/Title:	By: CHS GP LP, its managing member; By: CHS UGP LLC, its general partner, By: Alexandra Grigos, Director
Date:	10/16/2026

CHS GP LP

Signature:	/s/ Alexandra Grigos
Name/Title:	By: CHS UGP LLC, its general partner, By: Alexandra Grigos, Director
Date:	10/16/2026

CHS UGP LLC

Signature:	/s/ Alexandra Grigos
Name/Title:	Alexandra Grigos, Director
Date:	10/16/2026

CHS Platform Holdings Pte. Ltd.

Signature:	/s/ Nicolas Debetencourt
Name/Title:	Nicolas Debetencourt, Director
Date:	10/16/2026

APS US Management LLC

Signature:	/s/ Alexandra Grigos
Name/Title:	Alexandra Grigos, Chief Operating Officer
Date:	10/16/2026