SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / RSI

Intrinsic Edge Capital Management LLC’s Rush Street Interactive Inc Position

Does Intrinsic Edge Capital Management LLC own Rush Street Interactive Inc (RSI)? Not currently — the last reported position was 343.6K shares worth $7M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2025
Shares
343.6K
% of Portfolio
+1.19%
Quarters Held
7
position exited

Position History RSI

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q2 ’24: $11MQ2 ’24Q3 ’24: $22MQ3 ’24Q4 ’24: $15MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $12MQ2 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025343.6K$7M+1.19%
Q2 2025810.4K$12M+1.69%
Q1 2025150.2K$2M+0.30%
Q4 20241.11M$15M+1.86%
Q3 20242.05M$22M+2.69%
Q2 20241.11M$11M+0.96%
Q4 2020100.0K$2M+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Edge Capital Management LLC’s full portfolio or all institutional holders of RSI.