Intrinsic Edge Capital Management’s Rush Street Interactive RSI Stock Holding History

Intrinsic Edge Capital Management’s Portfolio RSI Stock Details RSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-343,631	Closed	-$6.68M	–	133
2025 Q4	$6.68M	Buy	+343,631	New	+$6.35M	1.19%	38
2025 Q3	–	Sell	-810,351	Closed	-$12.1M	–	119
2025 Q2	$12.1M	Buy	810,351 +660,183	+440%	+$8.19M	1.69%	21
2025 Q1	$1.61M	Sell	150,168 -964,775	-87%	-$12.7M	0.3%	57
2024 Q4	$15.3M	Sell	1,114,943 -935,311	-46%	-$11.4M	1.86%	16
2024 Q3	$22.2M	Buy	2,050,254 +939,756	+85%	+$9.07M	2.69%	7
2024 Q2	$10.6M	Buy	+1,110,498	New	+$8.89M	0.96%	36
2021 Q1	–	Sell	-100,000	Closed	-$2.17M	–	261
2020 Q4	$2.17M	Hold	100,000	–	–	0.16%	169
2020 Q3	$1.28M	Buy	+100,000	New	+$1.14M	0.09%	211

Other funds holding RSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Intrinsic Edge Capital Management's RSI Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of Rush Street Interactive (RSI) in Q1 2026, closing a stake of 343,631 shares — an estimated $6.68M sold.

Intrinsic Edge Capital Management first reported a position in RSI in Q3 2020 and held it in 8 quarters. The position peaked at $22.2M in Q3 2024. 267 funds tracked by Wall St. Rank hold RSI as of Q1 2026.

Intrinsic Edge Capital Management reported no remaining Rush Street Interactive position as of Q1 2026 after selling out during the quarter.
Intrinsic Edge Capital Management sold 343,631 Rush Street Interactive shares in Q1 2026, an estimated $6.68M.
Intrinsic Edge Capital Management first reported a position in Rush Street Interactive in Q3 2020 and held it in 8 quarters.
Intrinsic Edge Capital Management's Rush Street Interactive position peaked at $22.2M in Q3 2024.
267 funds tracked by Wall St. Rank held Rush Street Interactive as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.