Ellenbogen Michael sold $451K of EVLV

Gorilla Technology (GRRR) fell 11% to $14.06 despite doubling revenue and raising 2027 sales guidance 29% above consensus. The company reported first-half 2026 revenue of $78.4M, up 99% YoY, and lifted full-year 2026 outlook to at least $200M. Concerns include losses and construction risks in multiple countries.

Evolv Technologies Holdings reported 34% Q2 2026 revenue growth, citing new customer acquisition and completion of a direct fulfillment transition. Management raised full-year 2026 revenue guidance to 23% to 27% growth, expects over 10,000 units deployed by year-end, and remains cash-flow positive while potentially investing $2m to $4m in inventory safety stock.

Evolv Technology (Nasdaq: EVLV) reported on its Aug. 11 Q2 2026 earnings call that it added 70 new customers, with about 60% of unit bookings from existing customers. It has ~9,200 units deployed, screens nearly 5 million people daily, and expects >10,000 units by year-end. Full-year revenue guidance was raised to $180M-$185M.

Evolv Technologies Holdings, Inc. (EVLV) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Evolv Technology Reports Second Quarter Financial Results — Company Adds 70 New Customers — — Company Raises Growth Estimates for 2026 — • Q2'26 Revenue of $43.8 million, up 34% year-over-year • Q2'26 Ending ARR 1 of $132.7 million, up 20% year-over-year • Q2'26 Net

STORY3 Capital Partners, LLC purchased 632,922 indirectly-held shares of Rent the Runway, Inc. (RENT) at $3.55 ($2.25M total) on 2026-10-21. Filed jointly with S3 RR Aggregator, LLC (Director), Rising Sons Capital, LLC (Director) and Comisar Peter Harley (Director).

Nexus Capital Management LP purchased 632,922 indirectly-held shares of Rent the Runway, Inc. (RENT) at $3.55 ($2.25M total) on 2026-10-21. Filed jointly with Gateway Runway, LLC (Director), Gateway Runway Intermediate Holdings, Inc. (Director), NEXUS SPECIAL SITUATIONS III, L.P. (Director), NEXUS SPECIAL SITUATIONS III (CAYMAN), L.P. (Director), Nexus Special Situations GP III, LP (Director), Nexus Partners III, LLC (Director), Cohen Michael S (Director), Flesh Daniel E. (Director) and Giangiacomo Damian (Director).