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 ($59.7m this quarter). Holder counts are more reliable. Shares outstanding: 212.6m as of 2026-05-01, 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 ≈ $96.13. Options: 24 managers hold calls ($326.4m notional), 31 hold puts ($519.4m).
Trends to Q1 2026
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 |
| Q3 2025 | 324 |
| Q4 2025 | 388 |
| Q1 2026 | 514 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 121 | 85 |
| Q3 2024 | 142 | 85 |
| Q4 2024 | 166 | 89 |
| Q1 2025 | 141 | 129 |
| Q2 2025 | 169 | 124 |
| Q3 2025 | 181 | 132 |
| Q4 2025 | 222 | 139 |
| Q1 2026 | 321 | 165 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $36.8m | $29.0m | 0.79 |
| Q3 2025 | $128.5m | $47.0m | 0.37 |
| Q4 2025 | $243.0m | $38.2m | 0.16 |
| Q1 2026 | $326.4m | $519.4m | 1.59 |
Biggest buyers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +3.3m |
| BlackRock, Inc. | Added | +2.3m |
| Darwin Global Management, Ltd. | New | +2.2m |
| Vestal Point Capital, LP | Added | +2.1m |
| NATIONAL BANK OF CANADA /FI/ | New | +1.7m |
| Alyeska Investment Group, L.P. | Added | +1.6m |
| UBS Group AG | Added | +1.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.1m |
| Nearwater Capital Markets, Ltd | New | +678.0k |
| Holocene Advisors, LP | Added | +560.7k |
Biggest sellers
| Bellevue Group AG | Reduced | -3.5m |
| T. Rowe Price Investment Management, Inc. | Reduced | -2.8m |
| JANUS HENDERSON GROUP PLC | Reduced | -2.5m |
| GENERAL ATLANTIC, L.P. | Reduced | -2.1m |
| Lunate Capital Ltd | Reduced | -1.6m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.3m |
| Jefferies Financial Group Inc. | Reduced | -1.1m |
| JANE STREET GROUP, LLC | Reduced | -1.1m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -978.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -959.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $112.7m1.2m shares |
| Integral Health Asset Management, LLC | New | $48.6m500.0k shares |
| Caption Management, LLC | Reduced | $31.4m323.1k shares |
| CITADEL ADVISORS LLC | Added | $26.7m274.9k shares |
| Caligan Partners LP | New | $22.3m228.9k shares |
| JANE STREET GROUP, LLC | Added | $13.5m138.6k shares |
| GROUP ONE TRADING LLC | Added | $11.6m119.4k shares |
| Kite Lake Capital Management (UK) LLP | Not comparable | $9.7m100.0k shares |
| HRT FINANCIAL LP | New | $7.7m79.3k shares |
| IMC-Chicago, LLC | Added | $7.2m74.2k shares |
Biggest puts
| Caption Management, LLC | New | $119.3m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $99.1m1.0m shares |
| Integral Health Asset Management, LLC | New | $72.9m750.0k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $35.2m361.9k shares |
| CITADEL ADVISORS LLC | Added | $32.0m329.5k shares |
| Kynam Capital Management, LP | New | $20.2m207.5k shares |
| JANE STREET GROUP, LLC | Added | $19.2m197.9k shares |
| LMR Partners LLP | New | $16.5m170.0k shares |
| DIADEMA PARTNERS LP | New | $12.2m125.5k shares |
| JPMORGAN CHASE & CO | New | $11.9m128.0k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 6 | $7.4m | $7.4m |
| Q4 2025 | 0 | — | 5 | $16.8m | $16.8m |
| Q1 2026 | 0 | — | 8 | $19.0m | $19.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-25 | Mancini Anthony Officer | Sold plan | $3.6m37.5k shares |
| 2026-03-19 | Cislini Jeff General Counsel | Sold plan | $113.3k1.2k shares |
| 2026-03-17 | GOLDSMITH MARK A Officer, director | Sold plan | $1.3m12.9k shares |
| 2026-03-17 | Horn Margaret A Chief Operating Officer | Sold plan | $455.9k4.6k shares |
| 2026-03-17 | Kelsey Stephen Michael Officer | Sold plan | $428.0k4.3k shares |
| 2026-03-17 | Anders Jack Chief Financial Officer | Sold plan | $273.9k2.8k shares |
| 2026-03-17 | Wei Lin Chief Medical Officer | Sold plan | $206.2k2.1k shares |
| 2026-03-17 | Wang Xiaolin Officer | Sold plan | $200.0k2.0k shares |
| 2026-03-17 | Cislini Jeff General Counsel | Sold plan | $178.6k1.8k shares |
| 2026-03-02 | GOLDSMITH MARK A Officer, director | Sold plan | $3.0m30.0k shares |
| 2026-03-02 | GOLDSMITH MARK A Officer, director | Sold plan | $597.9k5.9k shares |
| 2026-03-02 | GOLDSMITH MARK A Officer, director · Trust | Sold plan | $9.8k100 shares |
| 2026-01-21 | Cislini Jeff General Counsel | Sold plan | $105.0k908 shares |
| 2026-01-07 | Horn Margaret A Chief Operating Officer | Sold plan | $7.5m75.0k shares |
| 2026-01-07 | Anders Jack Chief Financial Officer | Sold plan | $980.0k10.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 7.84% of their portfolio | 13.6m $1.3bn | Reduced -978.0k |
| BlackRock, Inc. 0.02% of their portfolio | 11.2m $1.1bn | Added +2.3m |
| JANUS HENDERSON GROUP PLC 0.45% of their portfolio | 9.8m $949.5m | Reduced -2.5m |
| BAKER BROS. ADVISORS LP 5.34% of their portfolio | 9.6m $929.3m | Added +100.0k |
| FMR LLC 0.04% of their portfolio | 8.5m $823.2m | Reduced -123.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 8.4m $813.2m | First filing |
| Nextech Invest Ltd. 52.02% of their portfolio | 7.6m $739.2m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 7.5m $729.6m | First filing |
| Paradigm Biocapital Advisors LP 13.23% of their portfolio | 6.7m $647.3m | Added +11.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 6.0m $586.2m | Reduced -959.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.82% of their portfolio | 5.5m $532.5m | Added +3.3m |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $428.2m | Added +293.4k |
| UBS Group AG 0.08% of their portfolio | 4.4m $426.6m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.3m $323.9m | Added +176.2k |
| Alphabet Inc. 7.97% of their portfolio | 3.3m $320.2m | Reduced -52.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 3.2m $314.3m | Reduced -172.5k |
| BVF INC/IL 8.85% of their portfolio | 2.9m $277.8m | Reduced -500.0k |
| Casdin Capital, LLC 18.98% of their portfolio | 2.6m $250.6m | Unchanged |
| Woodline Partners LP 0.92% of their portfolio | 2.5m $243.8m | Added +5.7k |
| Holocene Advisors, LP 0.58% of their portfolio | 2.5m $240.1m | Added +560.7k |
| Vestal Point Capital, LP 6.46% of their portfolio | 2.4m $231.0m | Added +2.1m |
| Avoro Capital Advisors LLC 2.25% of their portfolio | 2.3m $228.0m | Added +174.4k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 2.64% of their portfolio | 2.3m $223.4m | Reduced -597.6k |
| Darwin Global Management, Ltd. 5.44% of their portfolio | 2.2m $205.0m | New |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.2m $212.5m | Reduced -306.1k |
| Logos Global Management LP 10.02% of their portfolio | 2.0m $194.5m | Unchanged |
| Alyeska Investment Group, L.P. 0.52% of their portfolio | 1.9m $183.4m | Added +1.6m |
| NATIONAL BANK OF CANADA /FI/ 0.17% of their portfolio | 1.7m $170.1m | New |
| Abu Dhabi Investment Council Co P.J.S.C 1.96% of their portfolio | 1.7m $19.1m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.7m $168.8m | Added +51.7k |
| Caligan Partners LP 11.37% of their portfolio | 1.7m $160.7m | Added +368.9k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 1.6m $153.6m | Reduced -477.1k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 1.6m $151.6m | Added +1.1m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.64% of their portfolio | 1.6m $151.4m | Reduced -1.3m |
| Bellevue Group AG 3.57% of their portfolio | 1.5m $150.2m | Reduced -3.5m |
| Integral Health Asset Management, LLC 7.72% of their portfolio | 1.5m $145.9m | Added +300.0k |
| Rock Springs Capital Management LP 6.93% of their portfolio | 1.2m $117.6m | Reduced -125.8k |
| Polar Capital Holdings Plc 0.48% of their portfolio | 1.1m $110.3m | Reduced -879.9k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.1m $110.2m | Added +73.4k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.1m $110.2m | First filing |
| Siren, L.L.C. 3.00% of their portfolio | 1.1m $108.0m | Reduced -224.1k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 1.0m $99.4m | Reduced -591.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 954.3k $92.8m | Added +103.9k |
| a16z Capital Management, L.L.C. 6.94% of their portfolio | 921.1k $89.6m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 844.6k $82.1m | Reduced -317.0k |
| AIHC Capital Management Ltd 67.37% of their portfolio | 829.0k $80.6m | Reduced -71.4k |
| MIC Capital Management UK LLP 21.95% of their portfolio | 795.7k $77.4m | Added +287.2k |
| GENERAL ATLANTIC, L.P. 3.20% of their portfolio | 707.8k $68.8m | Reduced -2.1m |
| MORGAN STANLEY 0.00% of their portfolio | 705.8k $68.6m | Added +54.1k |
| Nearwater Capital Markets, Ltd 1.56% of their portfolio | 678.0k $65.9m | New |
| Frazier Life Sciences Management, L.P. 1.69% of their portfolio | 675.7k $65.7m | Reduced -121.8k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 664.0k $64.6m | Reduced -2.8m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 635.4k $61.8m | Added +93.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.23% of their portfolio | 622.3k $60.5m | Added +528.3k |
| Atle Fund Management AB 2.93% of their portfolio | 617.2k $9.1m | Added +527.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 614.2k $59.7m | Reduced -265.7k |
| DAFNA Capital Management LLC 12.85% of their portfolio | 580.7k $56.5m | Reduced -23.8k |
| Candriam S.C.A. 0.29% of their portfolio | 580.7k $56.5m | Reduced -450.3k |
| TCG Crossover Management, LLC 1.60% of their portfolio | 576.5k $56.1m | Added +140.0k |
| STEMPOINT CAPITAL LP 5.30% of their portfolio | 563.3k $54.8m | Added +501.2k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 557.6k $53.6m | Reduced -579.6k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 553.3k $53.8m | New |
| Lunate Capital Ltd 44.36% of their portfolio | 549.0k $53.4m | Reduced -1.6m |
| MPM BIOIMPACT LLC 3.81% of their portfolio | 506.8k $49.3m | Added +1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 500.6k $48.7m | Added +151.2k |
| Boxer Capital Management, LLC 6.38% of their portfolio | 500.0k $48.6m | Added +100.0k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.95% of their portfolio | 479.1k $46.6m | New |
| First Turn Management, LLC 5.09% of their portfolio | 468.4k $45.5m | Reduced -170.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 465.8k $45.3m | Added +433.5k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.99% of their portfolio | 438.6k $42.7m | Added +111.4k |
| Swiss National Bank 0.02% of their portfolio | 425.4k $41.4m | Added +149.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 422.4k $41.1m | Reduced -196.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 400.1k $38.9m | Reduced -902.3k |
| Invesco Ltd. 0.00% of their portfolio | 392.8k $38.2m | Added +25.0k |
| BARCLAYS PLC 0.01% of their portfolio | 383.2k $37.3m | Added +247.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 377.3k $36.7m | Reduced -422.8k |
| SAMLYN CAPITAL, LLC 0.62% of their portfolio | 371.9k $36.2m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 371.7k $36.2m | Reduced -132.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 368.3k $35.8m | Added +46.0k |
| Mass General Brigham, Inc 7.14% of their portfolio | 344.1k $33.5m | Unchanged |
| Legal & General Group Plc 0.01% of their portfolio | 341.1k $33.2m | Added +187.8k |
| Nuveen, LLC 0.01% of their portfolio | 340.6k $33.1m | Reduced -65.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 335.5k $32.6m | Reduced -131.8k |
| TD Asset Management Inc 0.03% of their portfolio | 317.8k $30.9m | Reduced -52.7k |
| Defilade Capital Management, L.P. 4.31% of their portfolio | 316.0k $30.7m | Reduced -47.5k |
| Duquesne Family Office LLC 1.05% of their portfolio | 315.9k $30.7m | New |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 307.4k $29.9m | Added +2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 301.4k $27.9m | Reduced -120.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 282.0k $27.4m | Reduced -9.0k |
| Man Group plc 0.06% of their portfolio | 275.3k $26.8m | Added +177.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 271.0k $26.4m | Added +265.5k |
| Melqart Asset Management (UK) Ltd 2.59% of their portfolio | 270.4k $26.3m | New |
| Checkpoint Capital L.P. 9.16% of their portfolio | 262.5k $25.5m | Reduced -107.5k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.42% of their portfolio | 261.4k $25.4m | Reduced -116.8k |
| Nicholas Investment Partners, LP 1.83% of their portfolio | 261.2k $25.4m | Reduced -56.5k |
| PERCEPTIVE ADVISORS LLC 0.50% of their portfolio | 258.6k $25.1m | New |
| Trails Edge Capital Partners, LP 5.61% of their portfolio | 245.0k $23.8m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.24% of their portfolio | 243.8k $23.7m | Reduced -187.0k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 227.9k $22.2m | Reduced -7.9k |
| MARSICO CAPITAL MANAGEMENT LLC 0.63% of their portfolio | 219.5k $21.3m | Unchanged |