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EQPT · Equipmentshare.Com Inc
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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EQPT

EquipmentShare.com Inc
SOFTWARE & IT · SERVICES-EQUIPMENT RENTAL & LEASING, NEC · CIK 0001693736
CLUSTER · 4 INSIDERSACTIVIST 13DC-SUITE BUYING · 2FORM 144 · 4☆ WATCH
INSIDER NET · 180D
-$41.7M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
4
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
99
13F, latest reported quarter
REVENUE GROWTH
+3.2%
XBRL, annual
NET MARGIN
2.0%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$41.7M over 180 days
-$42.4M over 90 days · -$45.4M of it by a 10%+ holder
below 88% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
99 funds added or opened last quarter
more than 52% of Software & IT
REVENUE
+3.2% year over year
below 61% of Software & IT
MARGIN
2.0% net margin
more than 57% of Software & IT
BUYBACKS
no share repurchases reported
SHORT
5.1 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
4 insiders have filed intent to sell ($45.4M) and have not sold yet.
99 funds added or opened positions in the latest 13F quarter, of 145 holders.
Jabbok Schlacks disclosed a 5%+ stake (14.9%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -40.0%
-40.0%12M
-51%-32%-13%+6%2026-012026-032026-042026-052026-062026-07 2026-08-18 · Chheda Neil sold $26.5M2026-08-18 · Chheda Neil sold $18.5M2026-06-15 · Schlacks William J. bought $1.1M2026-06-15 · Schlacks Jabbok bought $589.5K2026-05-19 · HILL W BRYAN bought $499.1K2026-06-15 · Schlacks Jabbok bought $466.6K2026-08-31 · Schlacks Jabbok bought $270.6K2026-05-15 · BHATIA NAVEEN bought $242.2K2026-08-14 · Chheda Neil sold $231.8K2026-09-02 · Schlacks William J. bought $177.9K2026-08-28 · Schlacks Jabbok bought $169.8K2026-08-14 · Chheda Neil sold $161.7K2026-01-26 · Marquardt David bought $105.0K2026-08-18 · Schlacks William J. bought $78.2K2026-08-17 · Schlacks William J. bought $44.8K2026-08-14 · Schlacks William J. bought $38.5K2026-08-21 · Schlacks William J. bought $37.3K2026-08-17 · Schlacks William J. bought $21.3K2026-06-23 · Jabbok Schlacks filed a 5%+ stake (14.9%)2026-06-23 · William J. Schlacks IV filed a 5%+ stake (14.9%)2026-08-18 · Romulus Capital II, L.P. filed to sell $18.3M2026-08-18 · Romulus Capital III, L.P. filed to sell $26.4M2026-08-14 · Romulus Capital II, L.P. filed to sell $315.9K2026-08-14 · Romulus Capital III, L.P. filed to sell $315.9K
INSIDER BUYINSIDER SELL13D/G STAKEFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
4 insiders reported buying shares.
The record shows a net $41.7M sold by insiders over 180 days, 99 funds added last quarter, $45.4M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, EquipmentShare.com Inc insiders sold a net $41.7M of stock across 18 Form 4 purchases and sales, with 4 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Schlacks William J.
Founder & President
BUY
2026-09-02
10,000.0
$177.9K
Schlacks Jabbok
Founder & CEO
BUY
2026-08-31
15,500.0
$270.6K
Schlacks Jabbok
Founder & CEO
BUY
2026-08-28
9,500.0
$169.8K
Schlacks William J.
Founder & President
BUY
2026-08-21
2,000.0
$37.3K
Chheda Neil
SELL
2026-08-18
1,285,402.0
$26.5M
18 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 13 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Anchorage Capital Group, L.L.C.
17,770,560.0 sh
$349.4M
Insight Holdings Group, LLC
13,526,731.0 sh
$265.9M
BDT CAPITAL PARTNERS, LLC
10,548,937.0 sh
$207.4M
WELLINGTON MANAGEMENT GROUP LLP
8,556,779.0 sh
$168.2M
TIGER GLOBAL MANAGEMENT LLC
4,579,646.0 sh
$90.0M
5%+ owners
13D = intent to influence · 13G = passive
Jabbok Schlacks
ACTIVIST 13D · 2026-06-23
14.9%
William J. Schlacks IV
ACTIVIST 13D · 2026-06-23
14.9%
Planned sales · Form 144
Filed before the sale — intent, not a trade
Romulus Capital II, L.P.
FILED 2026-08-18
$18.3M
Romulus Capital III, L.P.
FILED 2026-08-18
$26.4M
Romulus Capital II, L.P.
FILED 2026-08-14
$315.9K
Romulus Capital III, L.P.
FILED 2026-08-14
$315.9K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
TAX MANAGED SMALL CAP PORTFOLIO
$2.4M POSITION · AS OF 2026-04-30
1.3%
Nuveen Small Cap Growth Opportunities Fund
$2.9M POSITION · AS OF 2026-04-30
1.1%
Nuveen Small/Mid Cap Growth Opportunities Fund
$1.9M POSITION · AS OF 2026-04-30
1.1%
Small Cap Dividend Fund
$1.1M POSITION · AS OF 2026-03-31
1.1%
MML VIP American Century Small Company Value Fund
$567.8K POSITION · AS OF 2026-03-31
1.1%
Lazard US Small Cap Equity Select Portfolio
$345.9K POSITION · AS OF 2026-03-31
1.1%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-12
REVENUE$2.0B$2.0B$1.1B
GROSS PROFIT$1.2B$946.0M$759.0M
OPERATING INCOME$297.0M$218.0M$250.0M
NET INCOME$40.0M$3.0M$17.0M
EPS (DILUTED)0.01-0.48-0.20
OPERATING CASH FLOW$264.0M$282.0M$279.0M
CASH$306.0M$407.0M
LONG-TERM DEBT$3.3B$2.5B
DIVIDENDS PAID$37.0M$9.0M$5.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →