Wellington Management Amends Rush Enterprises Stake

TL;DR

**Wellington Management Group LLP updated its stake in Rush Enterprises, Inc. as of December 29, 2023.**

AI Summary

Wellington Management Group LLP, a major investment firm, filed an amended SC 13G/A on February 8, 2024, indicating a change in their beneficial ownership of Rush Enterprises, Inc. Class A Common Stock. This filing, dated for the event on December 29, 2023, shows that Wellington Management Group LLP continues to be a significant holder, which matters to investors as large institutional ownership can signal confidence in the company's long-term prospects, potentially influencing stock stability and future performance.

Why It Matters

This filing shows that a major institutional investor, Wellington Management Group LLP, continues to hold a significant position in Rush Enterprises, Inc., which can be a positive signal for other investors.

Risk Assessment

Risk Level: low — This is a routine amendment by an institutional investor, indicating ongoing ownership rather than a new, volatile event.

Analyst Insight

Investors should note that a major institutional investor like Wellington Management Group LLP continues to hold Rush Enterprises, Inc. stock, suggesting ongoing confidence, but this filing alone doesn't indicate a new buying or selling trend.

Key Numbers

• 781846209 — CUSIP Number (identifies Rush Enterprises, Inc. Class A Common Stock)
• 0000902219-24-000200 — Accession Number (unique identifier for this specific SEC filing)
• 5 — Amendment Number (indicates this is the fifth amendment to Wellington's Schedule 13G for Rush Enterprises)

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person and institutional investor
• Rush Enterprises, Inc. (company) — the subject company whose stock is being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the date the SC 13G/A amendment was filed
• Massachusetts (company) — place of organization for Wellington Management Group LLP

Forward-Looking Statements

• Wellington Management Group LLP will maintain a significant stake in Rush Enterprises, Inc. for the foreseeable future. (Wellington Management Group LLP) — medium confidence, target: December 29, 2024

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 35KB
• 0000902219-24-000200.txt ( ) — 37KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5 ) * Rush Enterprises, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 781846209 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in 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 (the "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.) CUSIP No. 781846209 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,092,645 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,354,756 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,354,756 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 10.32% 12. TYPE OF REPORTING PERSON HC CUSIP No. 781846209 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,092,645 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,354,756 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,354,756 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 10.32% 12. TYPE OF REPORTING PERSON HC CUSIP No. 781846209 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,092,645 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,354,756 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,354,756 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 10.32% 12. TYPE OF REPORTING PERSON HC CUSIP No. 781846209 1. NAMES OF REPORTING PERSONS Wellington Management Company LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,050,800 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 5,987,927 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,987,927 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 9.72% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Rush Enterprises, Inc. (b) Address of Issuer's Principal Executive Offices 555 Ih 35 South New Braunfels, TX 78130 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware (d) Title of Class of Securities Class A Common Stock (e) CUSIP Number 781846209 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company a

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View this SC 13G/A filing on SEC EDGAR