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 ($52.1m this quarter). Holder counts are more reliable. Shares outstanding: 214.3m as of 2026-07-31, 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 ≈ $187.58. Options: 27 managers hold calls ($741.6m notional), 22 hold puts ($391.4m).
Trends to Q2 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 |
| Q2 2026 | 690 |
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 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 |
| Q2 2026 | 475 | 207 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $128.5m | $47.0m | 0.37 |
| Q4 2025 | $243.0m | $38.2m | 0.16 |
| Q1 2026 | $326.4m | $519.4m | 1.59 |
| Q2 2026 | $741.6m | $391.4m | 0.53 |
Biggest buyers
| Darwin Global Management, Ltd. | Added | +8.4m |
| Capital World Investors | New | +4.0m |
| FMR LLC | Added | +3.7m |
| JPMORGAN CHASE & CO | Added | +3.0m |
| BlackRock, Inc. | Added | +2.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +2.0m |
| BAKER BROS. ADVISORS LP | Added | +1.9m |
| Nearwater Capital Markets, Ltd | Added | +1.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| UBS Group AG | Added | +1.1m |
Biggest sellers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -4.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.2m |
| Vestal Point Capital, LP | Reduced | -1.9m |
| Abu Dhabi Investment Council Co P.J.S.C | Reduced | -1.6m |
| Logos Global Management LP | Reduced | -1.3m |
| Alyeska Investment Group, L.P. | Reduced | -1.2m |
| Holocene Advisors, LP | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -1.0m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -955.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -841.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $182.4m973.9k shares |
| Caption Management, LLC | Added | $126.9m677.8k shares |
| JANE STREET GROUP, LLC | Added | $97.9m522.7k shares |
| CITADEL ADVISORS LLC | Added | $85.2m454.9k shares |
| IMC-Chicago, LLC | Added | $48.8m260.6k shares |
| Caligan Partners LP | Added | $47.2m251.8k shares |
| JPMORGAN CHASE & CO | New | $40.8m211.8k shares |
| GROUP ONE TRADING LLC | Added | $25.9m138.5k shares |
| D. E. Shaw & Co., Inc. | Added | $16.8m89.6k shares |
| SIMPLEX TRADING, LLC | Added | $10.5m55.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $126.2m674.0k shares |
| Integral Health Asset Management, LLC | Reduced | $56.2m300.0k shares |
| Caption Management, LLC | Reduced | $37.3m199.2k shares |
| PEAK6 LLC | New | $36.5m194.8k shares |
| JANE STREET GROUP, LLC | Reduced | $32.8m175.3k shares |
| CITADEL ADVISORS LLC | Reduced | $31.4m167.6k shares |
| JPMORGAN CHASE & CO | Reduced | $14.8m76.8k shares |
| IMC-Chicago, LLC | Reduced | $13.4m71.6k shares |
| LMR Partners LLP | Reduced | $13.1m70.0k shares |
| D. E. Shaw & Co., Inc. | Added | $6.6m35.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 7 | $42.9m | $42.2m |
| Q3 2026 | 0 | — | 9 | $76.7m | $76.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Mancini Anthony Officer | Sold plan | $625.9k3.1k shares |
| 2026-09-25 | Cislini Jeff SVP & General Counsel | Sold plan | $158.6k765 shares |
| 2026-09-24 | Mancini Anthony Officer | Sold plan | $117.4k587 shares |
| 2026-09-22 | ANDERSON ELIZABETH M Director | Sold plan | $2.0m10.1k shares |
| 2026-09-18 | Mancini Anthony Officer | Sold plan | $347.4k1.8k shares |
| 2026-09-16 | GOLDSMITH MARK A Officer, director | Sold plan | $2.8m14.0k shares |
| 2026-09-16 | Kelsey Stephen Michael Officer | Sold plan | $1.1m5.6k shares |
| 2026-09-16 | Horn Margaret A Chief Operating Officer | Sold plan | $989.6k5.0k shares |
| 2026-09-16 | Anders Jack Chief Financial Officer | Sold plan | $807.5k4.1k shares |
| 2026-09-16 | Cislini Jeff SVP & General Counsel | Sold plan | $670.6k3.4k shares |
| 2026-09-16 | Mancini Anthony Officer | Sold plan | $353.4k1.8k shares |
| 2026-09-16 | Sandler Alan B. Chief Development Officer | Sold plan | $67.9k341 shares |
| 2026-09-11 | Kelsey Stephen Michael Officer | Sold plan | $18.7m92.5k shares |
| 2026-09-10 | Mancini Anthony Officer | Sold plan | $3.2m15.4k shares |
| 2026-09-08 | Kim Lorence H. Director · Trust | Sold plan | $3.6m17.1k shares |
| 2026-08-31 | Kim Lorence H. Director · Trust | Sold plan | $11.4m56.0k shares |
| 2026-08-21 | GOLDSMITH MARK A Officer, director | Sold plan | $16.7m80.0k shares |
| 2026-08-21 | Cislini Jeff General Counsel | Sold plan | $11.9m56.9k shares |
| 2026-08-21 | GOLDSMITH MARK A Officer, director | Sold plan | $654.5k3.1k shares |
| 2026-08-21 | GOLDSMITH MARK A Officer, director · Trust | Sold plan | $600.7k2.9k shares |
| 2026-06-29 | Patel Sushil Director | Sold plan | $1.0m5.6k shares |
| 2026-06-24 | Anders Jack Chief Financial Officer | Sold plan | $3.4m20.0k shares |
| 2026-06-17 | Horn Margaret A Chief Operating Officer | Sold plan | $4.7m29.6k shares |
| 2026-06-16 | GOLDSMITH MARK A Officer, director | Sold plan | $1.6m10.0k shares |
| 2026-06-16 | Mancini Anthony Officer | Sold | $720.5k4.6k shares |
| 2026-06-16 | Kelsey Stephen Michael Officer | Sold plan | $651.8k4.2k shares |
| 2026-06-16 | Anders Jack Chief Financial Officer | Sold plan | $425.0k2.7k shares |
| 2026-06-16 | Cislini Jeff General Counsel | Sold plan | $336.8k2.2k shares |
| 2026-06-15 | Horn Margaret A Chief Operating Officer | Sold plan | $9.7m60.4k shares |
| 2026-06-11 | Horn Margaret A Chief Operating Officer | Sold plan | $1.5m10.0k shares |
The latest 30 of 33 trades.
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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 13.7m $2.6bn | Added +2.5m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 14.86% of their portfolio | 13.6m $2.5bn | Reduced -54.0k |
| FMR LLC 0.10% of their portfolio | 12.2m $2.3bn | Added +3.7m |
| BAKER BROS. ADVISORS LP 10.74% of their portfolio | 11.4m $2.1bn | Added +1.9m |
| Jupiter Topco LLC 0.82% of their portfolio | 10.7m $2.0bn | First filing |
| Darwin Global Management, Ltd. 54.45% of their portfolio | 10.6m $2.0bn | Added +8.4m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 9.1m $1.7bn | Added +726.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 8.3m $1.6bn | Added +792.2k |
| Nextech Invest Ltd. 67.55% of their portfolio | 7.6m $1.4bn | Unchanged |
| Paradigm Biocapital Advisors LP 22.31% of their portfolio | 6.4m $1.2bn | Reduced -294.4k |
| UBS Group AG 0.16% of their portfolio | 5.4m $1.0bn | Added +1.1m |
| STATE STREET CORP 0.03% of their portfolio | 4.9m $917.1m | Added +494.4k |
| Capital World Investors 0.09% of their portfolio | 4.0m $750.7m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.9m $736.8m | Added +604.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 3.8m $719.8m | Reduced -2.2m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 3.3m $636.9m | Added +3.0m |
| BVF INC/IL 14.20% of their portfolio | 3.0m $555.3m | Added +108.4k |
| Alphabet Inc. 0.56% of their portfolio | 2.9m $551.8m | Reduced -345.9k |
| Casdin Capital, LLC 24.16% of their portfolio | 2.6m $482.7m | Unchanged |
| DEERFIELD MANAGEMENT COMPANY, L.P. 4.67% of their portfolio | 2.4m $448.0m | Added +95.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 2.4m $447.7m | Reduced -841.9k |
| Avoro Capital Advisors LLC 3.86% of their portfolio | 2.3m $430.2m | Reduced -47.4k |
| NORGES BANK 0.04% of their portfolio | 2.2m $404.1m | Not comparable |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.1m $399.5m | Reduced -52.4k |
| Nearwater Capital Markets, Ltd 6.77% of their portfolio | 2.1m $392.7m | Added +1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 2.0m $376.8m | New |
| Woodline Partners LP 1.16% of their portfolio | 2.0m $375.1m | Reduced -503.7k |
| Caligan Partners LP 17.73% of their portfolio | 2.0m $367.4m | Added +309.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 1.9m $359.0m | Added +181.5k |
| Integral Health Asset Management, LLC 11.53% of their portfolio | 1.5m $280.9m | Unchanged |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.5m $278.7m | Added +354.8k |
| Holocene Advisors, LP 0.58% of their portfolio | 1.4m $254.6m | Reduced -1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 1.3m $242.6m | Added +1.2m |
| VANGUARD FIDUCIARY TRUST CO 0.05% of their portfolio | 1.3m $241.8m | Added +157.8k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.1m $209.2m | Added +162.9k |
| Rock Springs Capital Management LP 10.10% of their portfolio | 1.1m $207.0m | Reduced -104.3k |
| NATIONAL BANK OF CANADA /FI/ 0.18% of their portfolio | 1.1m $205.3m | Reduced -653.0k |
| Bellevue Group AG 4.13% of their portfolio | 1.0m $196.3m | Reduced -496.4k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 1.0m $194.7m | Reduced -540.1k |
| Pictet Asset Management Holding SA 0.18% of their portfolio | 1.0m $190.8m | Added +457.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 983.9k $184.3m | Added +369.8k |
| a16z Capital Management, L.L.C. 1.21% of their portfolio | 921.1k $172.5m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 912.3k $170.9m | Added +411.7k |
| Siren, L.L.C. 3.42% of their portfolio | 900.0k $168.6m | Reduced -211.0k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 888.0k $166.3m | Added +422.3k |
| MORGAN STANLEY 0.01% of their portfolio | 838.2k $157.0m | Added +132.5k |
| LORD, ABBETT & CO. LLC 0.42% of their portfolio | 789.2k $147.8m | Added +655.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 763.4k $143.1m | Reduced -81.2k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 737.7k $138.2m | Reduced -821.1k |
| Logos Global Management LP 5.64% of their portfolio | 700.0k $131.1m | Reduced -1.3m |
| Polar Capital Holdings Plc 0.37% of their portfolio | 690.3k $129.3m | Reduced -443.6k |
| Alyeska Investment Group, L.P. 0.32% of their portfolio | 659.3k $123.5m | Reduced -1.2m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 601.1k $112.6m | Reduced -34.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.37% of their portfolio | 600.8k $112.5m | Reduced -955.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.16% of their portfolio | 597.2k $111.8m | Reduced -4.9m |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 589.9k $110.5m | Added +189.9k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 579.4k $108.5m | Reduced -84.7k |
| Invesco Ltd. 0.01% of their portfolio | 578.3k $108.3m | Added +185.4k |
| DAFNA Capital Management LLC 20.09% of their portfolio | 562.6k $105.4m | Reduced -18.0k |
| Candriam S.C.A. 0.47% of their portfolio | 556.4k $104.1m | Reduced -24.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 552.7k $103.5m | Added +130.3k |
| MIC Capital Management UK LLP 25.25% of their portfolio | 531.7k $99.6m | Reduced -264.0k |
| PERCEPTIVE ADVISORS LLC 1.53% of their portfolio | 527.6k $98.8m | Added +269.0k |
| Boxer Capital Management, LLC 7.05% of their portfolio | 500.0k $93.6m | Unchanged |
| MPM BIOIMPACT LLC 5.62% of their portfolio | 492.5k $92.2m | Reduced -14.3k |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4.91% of their portfolio | 479.1k $89.7m | Unchanged |
| Nuveen, LLC 0.02% of their portfolio | 475.2k $89.0m | Added +134.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 1.64% of their portfolio | 465.8k $87.2m | Added +27.2k |
| Swiss National Bank 0.04% of their portfolio | 456.3k $85.5m | Added +30.9k |
| Vestal Point Capital, LP 1.97% of their portfolio | 450.0k $84.3m | Reduced -1.9m |
| First Turn Management, LLC 8.32% of their portfolio | 415.3k $77.8m | Reduced -53.1k |
| Checkpoint Capital L.P. 19.72% of their portfolio | 410.4k $76.9m | Added +147.8k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 401.0k $75.1m | New |
| Duquesne Family Office LLC 1.72% of their portfolio | 399.6k $74.8m | Added +83.7k |
| Legal & General Group Plc 0.01% of their portfolio | 381.4k $71.4m | Added +40.2k |
| GENERAL ATLANTIC, L.P. 2.31% of their portfolio | 357.8k $67.0m | Reduced -350.0k |
| California Public Employees Retirement System 0.04% of their portfolio | 349.9k $65.5m | Added +68.0k |
| Mass General Brigham, Inc 17.85% of their portfolio | 344.1k $64.4m | Unchanged |
| TCG Crossover Management, LLC 1.53% of their portfolio | 340.9k $63.8m | Reduced -235.6k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 314.4k $58.9m | Reduced -238.9k |
| 1832 Asset Management L.P. 0.07% of their portfolio | 309.2k $57.9m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 306.3k $57.4m | Added +35.3k |
| AIHC Capital Management Ltd 54.46% of their portfolio | 303.1k $56.8m | Reduced -525.8k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 280.9k $52.6m | Reduced -26.4k |
| Patient Square Capital LP 8.01% of their portfolio | 276.0k $51.7m | New |
| National Pension Service 0.03% of their portfolio | 273.6k $51.2m | New |
| Amundi 0.01% of their portfolio | 269.7k $50.5m | Added +131.1k |
| BAILLIE GIFFORD & CO 0.04% of their portfolio | 263.5k $49.3m | Added +76.4k |
| FRED ALGER MANAGEMENT, LLC 0.16% of their portfolio | 259.5k $48.6m | Added +238.1k |
| Chicago Capital, LLC 1.14% of their portfolio | 251.8k $47.2m | New |
| Affinity Asset Advisors, LLC 2.29% of their portfolio | 250.0k $46.8m | Added +150.0k |
| CITIGROUP INC 0.02% of their portfolio | 247.1k $46.3m | Added +157.3k |
| Nicholas Investment Partners, LP 2.58% of their portfolio | 244.6k $45.8m | Reduced -16.6k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 244.5k $45.8m | Added +27.9k |
| Seven Fleet Capital Management LP 7.48% of their portfolio | 242.0k $45.3m | Added +161.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 238.5k $44.7m | Added +73.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 230.9k $43.2m | Added +88.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 228.0k $42.7m | Added +176.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.57% of their portfolio | 227.8k $42.7m | Reduced -33.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 226.2k $42.4m | Reduced -145.5k |