REVOLUTION MEDICINES INC RVMD
COM · Common Stock · CUSIP 76155X100 · ISIN US76155X1000
Company in Redwood City, United States
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersRedwood City, CA
- Founded2014
- Websiterevmed.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 88.8m as of 2022-11-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $19.72. Options: 5 managers hold calls ($3.9m notional), 3 hold puts ($1.5m).
Biggest calls
| BANK OF MONTREAL /CAN/ | — | $1.3m63.9k shares |
| MILLENNIUM MANAGEMENT LLC | — | $1.2m60.3k shares |
| CITADEL ADVISORS LLC | — | $1.1m54.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $290.0k14.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | — | $988.0k50.1k shares |
| GROUP ONE TRADING LLC | — | $493.0k25.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Farallon Capital Partners, L.P. 13G · passive investor -0.4 pts · filed 2026-02-09 | 7.5% |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-13 | 6.4% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-07-29 | 5.7% |
| BAKER BROS. ADVISORS LP 13G · institution +0.4 pts · filed 2026-08-14 | 5.3% |
| Janus Henderson Group Ltd. 13G · institution +0.2 pts · filed 2026-08-13 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), WELLINGTON MANAGEMENT GROUP LLP (3.6%, 2026-02-10)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $69.1k | — |
| Q1 2022 | 1 | $20.0m | 5 | $38.4k | — |
| Q2 2022 | 0 | — | 4 | $39.3k | — |
| Q3 2022 | 2 | $6.0m | 4 | $46.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-19 | Horn Margaret A Officer | Sold | $24.1k1.3k shares |
| 2022-09-19 | Kelsey Stephen Michael Officer | Sold | $24.1k1.3k shares |
| 2022-09-19 | Wang Xiaolin Officer | Sold | $14.0k735 shares |
| 2022-09-19 | Anders Jack Chief Financial Officer | Sold | $8.5k449 shares |
| 2022-07-22 | Schroeder Thilo Director · By Nextech Crossover I SCSP | Bought | $5.0m250.0k shares |
| 2022-07-22 | Kim Lorence H. Director | Bought | $1.0m50.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 7.4m $145.6m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.0m $137.7m | — |
| BlackRock Inc. 0.00% of their portfolio | 6.4m $125.3m | — |
| Bellevue Group AG 1.32% of their portfolio | 4.7m $92.3m | — |
| Column Group LLC 19.98% of their portfolio | 4.6m $90.3m | — |
| STATE STREET CORP 0.01% of their portfolio | 4.3m $85.0m | — |
| Nextech Invest Ltd. 26.68% of their portfolio | 4.2m $82.6m | — |
| Boxer Capital, LLC 4.42% of their portfolio | 4.0m $78.6m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.7m $72.0m | — |
| TRV GP III, LLC 31.03% of their portfolio | 3.6m $71.1m | — |
| BVF INC/IL 2.65% of their portfolio | 3.3m $64.2m | — |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.14% of their portfolio | 2.9m $57.0m | — |
| Casdin Capital, LLC 3.28% of their portfolio | 2.5m $49.7m | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.30% of their portfolio | 2.5m $49.3m | — |
| Avidity Partners Management LP 1.00% of their portfolio | 2.3m $45.8m | — |
| Cormorant Asset Management, LP 2.77% of their portfolio | 2.0m $39.3m | — |
| EcoR1 Capital, LLC 1.05% of their portfolio | 1.8m $35.5m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.8m $35.3m | — |
| TRV GP IV, LLC 16.36% of their portfolio | 1.4m $28.0m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $27.2m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $20.5m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 993.1k $19.6m | — |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 936.5k $18.5m | — |
| Candriam S.C.A. 0.10% of their portfolio | 732.5k $14.4m | — |
| Ponoi Management, LLC 18.44% of their portfolio | 685.0k $13.5m | — |
| Ponoi II Management, LLC 35.31% of their portfolio | 685.0k $13.5m | — |
| HARVARD MANAGEMENT CO INC 1.64% of their portfolio | 670.4k $13.2m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 657.0k $13.0m | — |
| Redmile Group, LLC 0.48% of their portfolio | 625.0k $12.3m | — |
| Woodline Partners LP 0.16% of their portfolio | 563.9k $11.1m | — |
| NORGES BANK 0.00% of their portfolio | 554.7k $10.9m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 540.4k $10.7m | — |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 510.5k $10.1m | — |
| DAFNA Capital Management LLC 2.54% of their portfolio | 479.8k $9.5m | — |
| BESSEMER GROUP INC 0.02% of their portfolio | 476.9k $9.4m | — |
| FMR LLC 0.00% of their portfolio | 432.8k $8.5m | — |
| PERCEPTIVE ADVISORS LLC 0.18% of their portfolio | 310.5k $6.1m | — |
| Rafferty Asset Management, LLC 0.06% of their portfolio | 267.9k $5.3m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 257.9k $5.1m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 254.3k $5.0m | — |
| MORGAN STANLEY 0.00% of their portfolio | 251.8k $5.0m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 250.6k $4.9m | — |
| CITIGROUP INC 0.01% of their portfolio | 245.1k $4.8m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 232.1k $4.6m | — |
| BAKER BROS. ADVISORS LP 0.03% of their portfolio | 222.2k $4.4m | — |
| Driehaus Capital Management LLC 0.07% of their portfolio | 219.2k $4.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 217.4k $4.3m | — |
| Polar Asset Management Partners Inc. 0.06% of their portfolio | 216.0k $4.3m | — |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 190.3k $3.8m | — |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 188.3k $3.7m | — |
| MPM BIOIMPACT LLC 0.68% of their portfolio | 146.0k $2.9m | — |
| Swiss National Bank 0.00% of their portfolio | 142.3k $2.8m | — |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 138.5k $2.7m | — |
| ALGERT GLOBAL LLC 0.15% of their portfolio | 128.1k $2.5m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 114.6k $2.3m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 108.1k $2.1m | — |
| PURA VIDA INVESTMENTS, LLC 0.28% of their portfolio | 95.0k $1.9m | — |
| TD Asset Management Inc 0.00% of their portfolio | 94.2k $1.8m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 88.6k $1.7m | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 82.5k $1.6m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 81.1k $1.6m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 68.9k $1.4m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 61.1k $1.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 56.8k $1.1m | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 55.9k $1.1m | — |
| DUALITY ADVISERS, LP 0.12% of their portfolio | 55.8k $1.1m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 55.0k $1.1m | — |
| Legal & General Group Plc 0.00% of their portfolio | 53.0k $1.0m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 50.1k $989.0k | — |
| HarbourVest Partners LLC 0.28% of their portfolio | 44.0k $869.0k | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 44.0k $867.5k | — |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio | 42.7k $842.0k | — |
| HighVista Strategies LLC 0.47% of their portfolio | 42.1k $829.0k | — |
| MetLife Investment Management, LLC 0.01% of their portfolio | 39.5k $779.3k | — |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 38.7k $763.0k | — |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 36.9k $727.0k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 35.4k $697.0k | — |
| UBS Group AG 0.00% of their portfolio | 32.7k $645.0k | — |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 29.1k $573.0k | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 28.2k $555.6k | — |
| Invesco Ltd. 0.00% of their portfolio | 26.9k $530.0k | — |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 26.3k $518.6k | — |
| Moloney Securities Asset Management, LLC 0.12% of their portfolio | 25.6k $506.0k | — |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 25.5k $498.0k | — |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 25.2k $497.0k | — |
| Blackstone Inc. 0.00% of their portfolio | 24.7k $487.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 24.1k $474.0k | — |
| SG Americas Securities, LLC 0.01% of their portfolio | 24.0k $473.0k | — |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 23.8k $459.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 21.0k $415.0k | — |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 21.0k $414.0k | — |
| AlphaCrest Capital Management LLC 0.02% of their portfolio | 20.7k $408.0k | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 19.9k $392.0k | — |
| PDT Partners, LLC 0.06% of their portfolio | 19.8k $390.0k | — |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 19.7k $388.0k | — |
| E Fund Management Co., Ltd. 0.03% of their portfolio | 18.4k $363.0k | — |
| Erste Asset Management GmbH 0.01% of their portfolio | 17.4k $340.2k | — |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 16.7k $329.0k | — |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 16.3k $322.0k | — |
| ProShare Advisors LLC 0.00% of their portfolio | 15.6k $307.0k | — |