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 ($3.3m this quarter). Holder counts are more reliable. Shares outstanding: 186.9m as of 2025-08-01, 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 ≈ $36.79. Options: 12 managers hold calls ($36.8m notional), 11 hold puts ($29.0m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 142 |
| Q4 2022 | 136 |
| Q1 2023 | 153 |
| Q2 2023 | 140 |
| Q3 2023 | 169 |
| Q4 2023 | 185 |
| Q1 2024 | 211 |
| Q2 2024 | 224 |
| Q3 2024 | 256 |
| Q4 2024 | 283 |
| Q1 2025 | 286 |
| Q2 2025 | 310 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 102 | 52 |
| Q4 2023 | 126 | 70 |
| Q1 2024 | 105 | 89 |
| Q2 2024 | 121 | 85 |
| Q3 2024 | 142 | 85 |
| Q4 2024 | 166 | 89 |
| Q1 2025 | 141 | 129 |
| Q2 2025 | 169 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $13.2m | $39.5m | 2.99 |
| Q4 2024 | $42.3m | $50.2m | 1.19 |
| Q1 2025 | $7.2m | $25.1m | 3.49 |
| Q2 2025 | $36.8m | $29.0m | 0.79 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +3.0m |
| BAKER BROS. ADVISORS LP | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.2m |
| Vestal Point Capital, LP | New | +1.2m |
| JANE STREET GROUP, LLC | Added | +952.7k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +791.0k |
| FMR LLC | Added | +789.4k |
| HRT FINANCIAL LP | Added | +662.7k |
| D. E. Shaw & Co., Inc. | New | +660.1k |
Biggest sellers
| BlackRock, Inc. | Reduced | -6.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.1m |
| STATE STREET CORP | Reduced | -1.1m |
| Woodline Partners LP | Reduced | -971.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -897.7k |
| JPMORGAN CHASE & CO | Reduced | -865.7k |
| VANGUARD GROUP INC | Reduced | -850.3k |
| Casdin Capital, LLC | Reduced | -810.0k |
| Finepoint Capital LP | Sold out | -691.3k |
Biggest calls
| Caption Management, LLC | New | $10.9m295.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.4m200.5k shares |
| DIADEMA PARTNERS LP | New | $7.4m200.0k shares |
| GROUP ONE TRADING LLC | Added | $2.8m76.5k shares |
| CITADEL ADVISORS LLC | Added | $2.3m62.2k shares |
| NOMURA HOLDINGS INC | New | $2.2m58.9k shares |
| JANE STREET GROUP, LLC | Added | $1.4m37.1k shares |
| CITIGROUP INC | Unchanged | $1.1m30.0k shares |
| WOLVERINE TRADING, LLC | Added | $896.9k24.3k shares |
| SIMPLEX TRADING, LLC | Added | $518.0k14.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $13.9m377.8k shares |
| CITADEL ADVISORS LLC | Added | $4.9m132.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.2m113.4k shares |
| GROUP ONE TRADING LLC | Added | $2.2m59.1k shares |
| CITIGROUP INC | Unchanged | $1.1m30.0k shares |
| Caption Management, LLC | New | $1.1m30.0k shares |
| WOLVERINE TRADING, LLC | Added | $723.4k19.6k shares |
| SIG BROKERAGE, LP | Reduced | $511.4k13.9k shares |
| WELLS FARGO & COMPANY/MN | New | $235.5k6.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $176.0k4.8k 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 Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 6 | $4.9m | $2.6m |
| Q4 2023 | 0 | — | 5 | $3.0m | $3.0m |
| Q1 2024 | 0 | — | 5 | $1.8m | $1.8m |
| Q2 2024 | 0 | — | 7 | $3.3m | $3.1m |
| Q3 2024 | 0 | — | 6 | $5.5m | $5.5m |
| Q4 2024 | 1 | $60.0m | 7 | $13.1m | $13.1m |
| Q1 2025 | 0 | — | 5 | $1.0m | $1.0m |
| Q2 2025 | 0 | — | 6 | $1.7m | $1.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-20 | Cislini Jeff General Counsel | Sold plan | $75.7k1.9k shares |
| 2025-06-16 | Horn Margaret A Chief Operating Officer | Sold plan | $558.1k3.6k shares |
| 2025-06-16 | GOLDSMITH MARK A Officer, director | Sold plan | $537.5k13.5k shares |
| 2025-06-16 | Kelsey Stephen Michael Officer | Sold plan | $170.8k4.3k shares |
| 2025-06-16 | Horn Margaret A Chief Operating Officer | Sold plan | $139.8k3.5k shares |
| 2025-06-16 | Wei Lin Chief Medical Officer | Sold plan | $86.6k2.2k shares |
| 2025-06-16 | Anders Jack Chief Financial Officer | Sold plan | $86.4k2.2k shares |
| 2025-06-16 | Cislini Jeff General Counsel | Sold plan | $74.8k1.9k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 15.8m $579.9m | Reduced -850.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.40% of their portfolio | 14.3m $527.0m | Added +791.0k |
| JANUS HENDERSON GROUP PLC 0.19% of their portfolio | 10.6m $389.7m | Added +400.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 10.3m $377.5m | Reduced -1.5m |
| BAKER BROS. ADVISORS LP 3.34% of their portfolio | 9.4m $344.5m | Added +1.4m |
| BlackRock, Inc. 0.01% of their portfolio | 8.7m $318.7m | Reduced -6.0m |
| FMR LLC 0.02% of their portfolio | 8.3m $306.3m | Added +789.4k |
| Nextech Invest Ltd. 52.92% of their portfolio | 7.6m $279.6m | Unchanged |
| Paradigm Biocapital Advisors LP 9.57% of their portfolio | 6.1m $224.2m | Reduced -84.8k |
| BVF INC/IL 6.55% of their portfolio | 5.0m $183.3m | Unchanged |
| STATE STREET CORP 0.01% of their portfolio | 4.7m $173.6m | Reduced -1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 4.7m $173.0m | Reduced -897.7k |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 4.7m $172.5m | Added +3.0m |
| Bellevue Group AG 3.71% of their portfolio | 4.6m $168.5m | Added +205.0k |
| Alphabet Inc. 7.12% of their portfolio | 4.1m $152.1m | Unchanged |
| Holocene Advisors, LP 0.33% of their portfolio | 3.6m $133.7m | Reduced -58.8k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 2.26% of their portfolio | 3.4m $124.5m | Added +66.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $110.2m | Reduced -1.1m |
| Woodline Partners LP 0.57% of their portfolio | 2.9m $107.3m | Reduced -971.5k |
| Casdin Capital, LLC 9.68% of their portfolio | 2.9m $106.2m | Reduced -810.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $104.4m | Reduced -865.7k |
| a16z Capital Management, L.L.C. 32.32% of their portfolio | 2.7m $101.1m | Unchanged |
| Lunate Capital Ltd 45.37% of their portfolio | 2.2m $80.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.2m $79.2m | Reduced -11.1k |
| NORGES BANK 0.01% of their portfolio | 1.7m $62.6m | Added +297.6k |
| Logos Global Management LP 8.35% of their portfolio | 1.7m $62.5m | Added +100.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.25% of their portfolio | 1.6m $60.7m | Added +585.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.6m $58.9m | Reduced -329.8k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.5m $54.4m | Added +1.3m |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.4m $50.8m | Added +1.2m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.3m $49.5m | Reduced -146.2k |
| Rock Springs Capital Management LP 3.05% of their portfolio | 1.3m $49.0m | Added +49.3k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 1.3m $47.5m | Added +952.7k |
| Vestal Point Capital, LP 2.32% of their portfolio | 1.2m $44.1m | New |
| Hood River Capital Management LLC 0.58% of their portfolio | 1.1m $41.4m | Reduced -591.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $38.7m | Reduced -204.7k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 1.0m $37.2m | Added +264.4k |
| Frazier Life Sciences Management, L.P. 1.47% of their portfolio | 997.5k $36.7m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 996.1k $36.6m | Added +622.4k |
| Siren, L.L.C. 1.79% of their portfolio | 938.8k $34.5m | Added +375.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 856.6k $31.5m | Reduced -678.1k |
| Boxer Capital Management, LLC 14.69% of their portfolio | 793.0k $29.2m | Reduced -525.0k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 786.0k $28.9m | Added +602.9k |
| Polar Capital Holdings Plc 0.15% of their portfolio | 751.7k $27.7m | Added +990 |
| Candriam S.C.A. 0.15% of their portfolio | 719.5k $26.5m | Added +64.4k |
| HRT FINANCIAL LP 0.14% of their portfolio | 686.4k $25.3m | Added +662.7k |
| DAFNA Capital Management LLC 6.88% of their portfolio | 677.2k $24.9m | Added +21.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 660.1k $24.3m | New |
| Caligan Partners LP 4.55% of their portfolio | 636.8k $23.4m | Added +171.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 576.7k $21.2m | Added +130.1k |
| UBS Group AG 0.00% of their portfolio | 514.8k $18.9m | Added +32.6k |
| MIC Capital Management UK LLP 3.67% of their portfolio | 508.6k $18.7m | Unchanged |
| TD Asset Management Inc 0.02% of their portfolio | 507.6k $18.7m | Added +181.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 500.7k $18.4m | Added +200.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 494.6k $18.2m | Reduced -88.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 454.6k $16.7m | Reduced -287.3k |
| First Turn Management, LLC 2.85% of their portfolio | 415.6k $15.3m | Added +75.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 397.4k $14.6m | Added +3.4k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.24% of their portfolio | 372.2k $13.7m | Unchanged |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 371.9k $13.7m | Reduced -55.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 367.3k $13.5m | Reduced -157.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 367.1k $13.5m | Added +29.2k |
| Squarepoint Ops LLC 0.03% of their portfolio | 338.8k $12.5m | Added +245.9k |
| Integral Health Asset Management, LLC 1.12% of their portfolio | 325.0k $12.0m | Added +75.0k |
| MPM BIOIMPACT LLC 2.01% of their portfolio | 315.7k $11.6m | Reduced -1.4k |
| CITIGROUP INC 0.01% of their portfolio | 315.7k $11.6m | Reduced -293.7k |
| Weiss Asset Management LP 0.18% of their portfolio | 303.8k $11.2m | Not comparable |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 295.2k $10.9m | Reduced -8.4k |
| COMERICA BANK 0.04% of their portfolio | 285.0k $10.5m | Added +91.2k |
| Checkpoint Capital L.P. 4.80% of their portfolio | 280.0k $10.3m | Reduced -112.0k |
| Swiss National Bank 0.01% of their portfolio | 266.4k $9.8m | Reduced -10.1k |
| WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 257.8k $9.5m | Added +11.8k |
| Nuveen, LLC 0.00% of their portfolio | 257.5k $9.5m | Reduced -220.4k |
| BARCLAYS PLC 0.00% of their portfolio | 256.4k $9.4m | Reduced -22.1k |
| Trexquant Investment LP 0.11% of their portfolio | 253.3k $9.3m | Added +194.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 251.8k $9.3m | New |
| BESSEMER GROUP INC 0.01% of their portfolio | 243.6k $9.0m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 243.5k $9.0m | Added +100.7k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 231.9k $8.5m | Added +11.7k |
| Avidity Partners Management LP 1.69% of their portfolio | 228.6k $8.4m | Added +15.6k |
| Invesco Ltd. 0.00% of their portfolio | 227.0k $8.4m | Added +36.8k |
| Decheng Capital LLC 2.10% of their portfolio | 226.0k $8.3m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 214.4k $7.9m | Added +1.5k |
| Edgestream Partners, L.P. 0.21% of their portfolio | 204.3k $7.5m | Reduced -11.4k |
| Brevan Howard Capital Management LP 0.08% of their portfolio | 204.1k $7.5m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 190.2k $7.0m | Reduced -86.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.21% of their portfolio | 185.8k $6.8m | Added +10.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 185.7k $6.8m | Reduced -58.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 172.3k $6.3m | Added +169.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 166.4k $6.1m | Reduced -73.7k |
| Legal & General Group Plc 0.00% of their portfolio | 162.8k $6.0m | Reduced -3.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 156.6k $5.8m | Reduced -100.6k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 153.0k $5.6m | Reduced -10.4k |
| Verition Fund Management LLC 0.03% of their portfolio | 143.9k $5.3m | Added +129.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 140.1k $5.2m | Added +437 |
| ADAR1 Capital Management, LLC 0.80% of their portfolio | 134.1k $4.9m | Reduced -43.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.04% of their portfolio | 126.4k $4.7m | Added +34.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 122.5k $4.5m | Added +18.9k |
| Granahan Investment Management, LLC 0.18% of their portfolio | 121.8k $4.5m | Reduced -5.0k |
| Jain Global LLC 0.07% of their portfolio | 121.3k $4.5m | Added +65.1k |