Vault-13

REVOLUTION MEDICINES INC RVMDW

*W EXP 12/17/202 · Equity WRT · CUSIP 76155X118

Company in Redwood City, United States

22 institutional holders -1 vs Q1 2026
10,093,30210.1m shares reported held*
$104.3mreported value*
3 new 3 added 3 reduced 3 sold out net bought ≈ $963.3k (+178.9k shares)

* 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. Implied quarter-end price ≈ $10.34. Options: 1 managers hold calls ($814.4k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 23: 23Q1 24: 25Q2 24: 26Q3 24: 26Q4 24: 25Q1 25: 25Q2 25: 24Q3 25: 22Q4 25: 24Q1 26: 23Q2 26: 2222Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202323
Q1 202425
Q2 202426
Q3 202426
Q4 202425
Q1 202525
Q2 202524
Q3 202522
Q4 202524
Q1 202623
Q2 202622

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 3 cut or sold outQ4 24: 6 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 5 cut or sold outQ2 25: 4 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 4 cut or sold outQ4 25: 6 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 8 cut or sold outQ2 26: 6 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202423
Q4 202465
Q1 202565
Q2 202545
Q3 202514
Q4 202564
Q1 202688
Q2 202666

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $26.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $81.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $155.4kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $814.4kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$26.0k$00.00
Q4 2025$81.6k$00.00
Q1 2026$155.4k$00.00
Q2 2026$814.4k$00.00

Biggest buyers

LMR Partners LLP Added +1,228,574+1.2m
Warberg Asset Management LLC New +94,797+94.8k
DLK Investment Management, LLC New +77,000+77.0k
CSS LLC/IL Added +60,862+60.9k
Rangeley Capital, LLC New +25,000+25.0k
UBS Group AG Added +1,575+1.6k

Biggest sellers

ARISTEIA CAPITAL, L.L.C. Sold out -583,615-583.6k
Lunate Capital Ltd Sold out -450,000-450.0k
Sculptor Capital LP Reduced -249,152-249.2k
WOLVERINE ASSET MANAGEMENT LLC Reduced -16,154-16.2k
TORONTO DOMINION BANK Sold out -10,000-10.0k
OSAIC HOLDINGS, INC. Reduced -30-30

Biggest calls

MILLENNIUM MANAGEMENT LLC Unchanged $814.4k86.8k shares

Biggest puts

None

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.

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)

BuyingSelling
10010Q4 24: 1 buyingQ4 24: 7 sellingQ1 25: 0 buyingQ1 25: 5 sellingQ1 25Q2 25: 0 buyingQ2 25: 6 sellingQ3 25: 0 buyingQ3 25: 6 sellingQ3 25Q4 25: 0 buyingQ4 25: 5 sellingQ1 26: 0 buyingQ1 26: 8 sellingQ1 26Q2 26: 0 buyingQ2 26: 7 sellingQ3 26: 0 buyingQ3 26: 9 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$60.0m7$13.1m$13.1m
Q1 20250—5$1.0m$1.0m
Q2 20250—6$1.7m$1.7m
Q3 20250—6$7.4m$7.4m
Q4 20250—5$16.8m$16.8m
Q1 20260—8$19.0m$19.0m
Q2 20260—7$42.9m$42.2m
Q3 20260—9$76.7m$76.7m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-25 Mancini Anthony Officer Sold plan 3,121 $200.54 $625.9k3.1k shares -7%
2026-09-25 Cislini Jeff SVP & General Counsel Sold plan 765 $207.32 $158.6k765 shares -2%
2026-09-24 Mancini Anthony Officer Sold plan 587 $200.00 $117.4k587 shares -2%
2026-09-22 ANDERSON ELIZABETH M Director Sold plan 10,143 $193.04 $2.0m10.1k shares -70%
2026-09-18 Mancini Anthony Officer Sold plan 1,764 $196.94 $347.4k1.8k shares -4%
2026-09-16 GOLDSMITH MARK A Officer, director Sold plan 13,988 $199.23 $2.8m14.0k shares -5%
2026-09-16 Kelsey Stephen Michael Officer Sold plan 5,569 $199.23 $1.1m5.6k shares -2%
2026-09-16 Horn Margaret A Chief Operating Officer Sold plan 4,967 $199.23 $989.6k5.0k shares -3%
2026-09-16 Anders Jack Chief Financial Officer Sold plan 4,053 $199.24 $807.5k4.1k shares -3%
2026-09-16 Cislini Jeff SVP & General Counsel Sold plan 3,366 $199.23 $670.6k3.4k shares -6%
2026-09-16 Mancini Anthony Officer Sold plan 1,774 $199.24 $353.4k1.8k shares -4%
2026-09-16 Sandler Alan B. Chief Development Officer Sold plan 341 $199.24 $67.9k341 shares -1%
2026-09-11 Kelsey Stephen Michael Officer Sold plan 92,531 $202.36 $18.7m92.5k shares -24%
2026-09-10 Mancini Anthony Officer Sold plan 15,448 $204.16 $3.2m15.4k shares -26%
2026-09-08 Kim Lorence H. Director · Trust Sold plan 17,090 $209.82 $3.6m17.1k shares -100%
2026-08-31 Kim Lorence H. Director · Trust Sold plan 56,000 $203.24 $11.4m56.0k shares -77%
2026-08-21 GOLDSMITH MARK A Officer, director Sold plan 80,000 $209.20 $16.7m80.0k shares -23%
2026-08-21 Cislini Jeff General Counsel Sold plan 56,894 $209.24 $11.9m56.9k shares -50%
2026-08-21 GOLDSMITH MARK A Officer, director Sold plan 3,127 $209.31 $654.5k3.1k shares -5%
2026-08-21 GOLDSMITH MARK A Officer, director · Trust Sold plan 2,873 $209.08 $600.7k2.9k shares -4%
2026-06-29 Patel Sushil Director Sold plan 5,580 $187.99 $1.0m5.6k shares -20%
2026-06-24 Anders Jack Chief Financial Officer Sold plan 20,000 $168.33 $3.4m20.0k shares -14%
2026-06-17 Horn Margaret A Chief Operating Officer Sold plan 29,600 $160.12 $4.7m29.6k shares -16%
2026-06-16 GOLDSMITH MARK A Officer, director Sold plan 10,020 $156.12 $1.6m10.0k shares -4%
2026-06-16 Mancini Anthony Officer Sold 4,615 $156.12 $720.5k4.6k shares -8%
2026-06-16 Kelsey Stephen Michael Officer Sold plan 4,175 $156.12 $651.8k4.2k shares -1%
2026-06-16 Anders Jack Chief Financial Officer Sold plan 2,722 $156.12 $425.0k2.7k shares -2%
2026-06-16 Cislini Jeff General Counsel Sold plan 2,157 $156.12 $336.8k2.2k shares -4%
2026-06-15 Horn Margaret A Chief Operating Officer Sold plan 60,400 $160.17 $9.7m60.4k shares -28%
2026-06-11 Horn Margaret A Chief Operating Officer Sold plan 10,000 $148.01 $1.5m10.0k shares -6%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LMR Partners LLP 0.35% of their portfolio LONDON, X0 5,066,5985.1m $47.5m $47.5m 0.35% Added +1.2m +1,228,574
2 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 1,580,3451.6m $14.9m $14.9m 0.01% Unchanged
3 Sculptor Capital LP 0.07% of their portfolio New York, NY 709,670709.7k $6.7m $6.7m 0.07% Reduced -249.2k -249,152
4 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 579,550579.5k $5.4m $5.4m 0.00% Unchanged
5 Caption Management, LLC 0.17% of their portfolio OKLAHOMA CITY, OK 517,685517.7k $4.9m $4.9m 0.17% Unchanged
6 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio Boston, MA 500,000500.0k $4.7m $4.7m 0.01% Unchanged
7 PERCEPTIVE ADVISORS LLC 0.04% of their portfolio NEW YORK, NY 250,000250.0k $2.3m $2.3m 0.04% Unchanged
8 Bleichroeder LP 0.34% of their portfolio NEW YORK, NY 200,000200.0k $1.9m $1.9m 0.34% Unchanged
9 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 154,544154.5k $1.4m $1.4m 0.02% Reduced -16.2k -16,154
10 FARALLON CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio SAN FRANCISCO, CA 120,085120.1k $1.1m $1.1m 0.01% Unchanged
11 Warberg Asset Management LLC 0.26% of their portfolio WINNETKA, IL 94,79794.8k $889.2k $889.2k 0.26% New
12 CSS LLC/IL 0.29% of their portfolio CHICAGO, IL 78,36778.4k $6.6m $6.6m 0.29% Added +60.9k +60,862
13 DLK Investment Management, LLC 0.00% of their portfolio SOLANA BEACH, CA 77,00077.0k $7.9k $7.9k 0.00% New
14 Weiss Asset Management LP 0.01% of their portfolio BOSTON, MA 73,64073.6k $692.2k $692.2k 0.01% Unchanged
15 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 40,63640.6k $382.0k $382.0k 0.00% Unchanged
16 Rangeley Capital, LLC 4.35% of their portfolio NEW CANAAN, CT 25,00025.0k $4.7m $4.7m 4.35% New
17 Driehaus Capital Management LLC 0.00% of their portfolio Chicago, IL 20,00020.0k $188.0k $188.0k 0.00% Unchanged
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4612.5k $23.1k $23.1k 0.00% Added +1.6k +1,575
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,2162.2k $20.8k $20.8k 0.00% Unchanged
20 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 448448 $4.1k $4.1k 0.00% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 200200 $2.0k $2.0k 0.00% Unchanged
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6060 $562 $562 0.00% Reduced -30 -30