REVOLVE GROUP INC RVLV
CL A · Common Stock · CUSIP 76156B107 · ISIN US76156B1070
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersCerritos, CA
- 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 ($30.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.89. Options: 8 managers hold calls ($12.6m notional), 5 hold puts ($2.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 200 |
| Q4 2022 | 209 |
| Q1 2023 | 206 |
| Q2 2023 | 194 |
| Q3 2023 | 202 |
| Q4 2023 | 191 |
| Q1 2024 | 187 |
| Q2 2024 | 196 |
| Q3 2024 | 195 |
| Q4 2024 | 230 |
| Q1 2025 | 215 |
| Q2 2025 | 199 |
| Q3 2025 | 200 |
| Q4 2025 | 212 |
| Q1 2026 | 206 |
| Q2 2026 | 207 |
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 | 73 | 112 |
| Q4 2024 | 109 | 105 |
| Q1 2025 | 108 | 121 |
| Q2 2025 | 108 | 110 |
| Q3 2025 | 108 | 103 |
| Q4 2025 | 105 | 104 |
| Q1 2026 | 100 | 106 |
| Q2 2026 | 116 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.9m | $6.1m | 1.55 |
| Q4 2025 | $6.6m | $3.0m | 0.45 |
| Q1 2026 | $20.3k | $6.6m | 326.78 |
| Q2 2026 | $12.6m | $2.8m | 0.22 |
Biggest buyers
| BlackRock, Inc. | Added | +892.0k |
| Divisadero Street Capital Management, LP | Added | +694.4k |
| MACKENZIE FINANCIAL CORP | New | +648.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +567.3k |
| Nuveen, LLC | Added | +440.9k |
| Cerity Partners LLC | New | +387.3k |
| ALGERT GLOBAL LLC | Added | +363.5k |
| BARCLAYS PLC | Added | +337.0k |
| SEGALL BRYANT & HAMILL, LLC | Added | +286.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +271.5k |
Biggest sellers
| COOPER CREEK PARTNERS MANAGEMENT LLC | Sold out | -2.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -2.0m |
| Qube Research & Technologies Ltd | Reduced | -625.2k |
| Balyasny Asset Management L.P. | Reduced | -571.9k |
| JANE STREET GROUP, LLC | Sold out | -374.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -360.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -356.4k |
| MORGAN STANLEY | Reduced | -305.7k |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | -277.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -267.3k |
Biggest calls
| JANE STREET GROUP, LLC | New | $5.3m232.5k shares |
| GOLDMAN SACHS GROUP INC | New | $3.0m133.0k shares |
| CITADEL ADVISORS LLC | New | $1.4m62.7k shares |
| IMC-Chicago, LLC | New | $867.5k37.9k shares |
| GROUP ONE TRADING LLC | New | $691.3k30.2k shares |
| SIG BROKERAGE, LP | New | $675.3k29.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $347.9k15.2k shares |
| SIMPLEX TRADING, LLC | Added | $187.7k8.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.3m99.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $267.8k11.7k shares |
| IMC-Chicago, LLC | Reduced | $238.1k10.4k shares |
| GROUP ONE TRADING LLC | Reduced | $36.6k1.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.2k400 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 |
|---|---|
| MMMK Development, Inc. 13G · exempt (held before listing) -0.7 pts · filed 2026-04-23 | 42.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.1% |
| BlackRock, Inc. 13G · institution -3.4 pts · filed 2025-04-24 | 7.1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13G · institution +1.3 pts · filed 2026-08-11 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.5%, 2026-02-13)
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 | 0 | — | 3 | $38.4m | $38.4m |
| Q1 2025 | 0 | — | 2 | $17.8m | $17.8m |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $11.4m | $11.4m |
| Q1 2026 | 0 | — | 3 | $11.2m | $11.2m |
| Q2 2026 | 0 | — | 2 | $3.6m | $3.6m |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-29 | MMMK Development, Inc. 10% owner | Sold plan | $406.6k15.6k shares |
| 2026-04-29 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $406.6k15.6k shares |
| 2026-04-29 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $406.6k15.6k shares |
| 2026-04-28 | MMMK Development, Inc. 10% owner | Sold plan | $1.1m42.7k shares |
| 2026-04-28 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.1m42.7k shares |
| 2026-04-28 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.1m42.7k shares |
| 2026-04-27 | MMMK Development, Inc. 10% owner | Sold plan | $1.6m60.9k shares |
| 2026-04-27 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.6m60.9k shares |
| 2026-04-27 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.6m60.9k shares |
| 2026-04-09 | MMMK Development, Inc. 10% owner | Sold plan | $413.7k16.0k shares |
| 2026-04-09 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $413.7k16.0k shares |
| 2026-04-09 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $413.7k16.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 6.2m $142.2m | Added +22.9k |
| BlackRock, Inc. 0.00% of their portfolio | 4.6m $104.7m | Added +892.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.6m $82.2m | Added +271.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 2.3m $53.4m | Added +567.3k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.9m $43.6m | Reduced -45.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $42.0m | Added +74.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $28.9m | Added +118.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 1.2m $28.6m | Reduced -356.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $24.1m | Added +85.5k |
| ALGERT GLOBAL LLC 0.28% of their portfolio | 1.0m $23.7m | Added +363.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.0m $23.5m | Added +233.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 997.9k $22.8m | Added +93.6k |
| LONDON CO OF VIRGINIA 0.13% of their portfolio | 979.8k $22.4m | Reduced -44.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 922.7k $21.1m | Added +208.6k |
| SEGALL BRYANT & HAMILL, LLC 0.22% of their portfolio | 800.0k $18.3m | Added +286.4k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 798.8k $18.3m | Reduced -6.4k |
| Divisadero Street Capital Management, LP 0.38% of their portfolio | 708.2k $16.2m | Added +694.4k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 648.3k $14.8m | New |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 627.1k $14.4m | Reduced -571.9k |
| BARCLAYS PLC 0.00% of their portfolio | 552.3k $12.6m | Added +337.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 534.8k $12.2m | Reduced -23.9k |
| Nuveen, LLC 0.00% of their portfolio | 520.4k $11.9m | Added +440.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 515.6k $11.8m | Added +74.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 512.2k $11.7m | Added +88.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 416.9k $9.5m | Added +162.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 391.9k $9.0m | Added +31.9k |
| Cerity Partners LLC 0.01% of their portfolio | 387.3k $8.9m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 350.7k $8.2m | Reduced -81.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 348.8k $8.0m | Reduced -14.2k |
| UBS Group AG 0.00% of their portfolio | 311.7k $7.1m | Reduced -228.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 296.3k $6.8m | Added +10.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 264.9k $6.1m | Added +191.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 264.7k $6.1m | Reduced -360.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 260.3k $6.0m | Added +972 |
| MORGAN STANLEY 0.00% of their portfolio | 251.6k $5.8m | Reduced -305.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.25% of their portfolio | 250.8k $5.7m | Reduced -277.9k |
| Archon Capital Management LLC 2.09% of their portfolio | 225.0k $5.2m | New |
| Trexquant Investment LP 0.03% of their portfolio | 216.6k $5.0m | Reduced -7.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 209.9k $4.8m | Added +17.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 209.7k $4.8m | Added +4.4k |
| Man Group plc 0.01% of their portfolio | 204.5k $4.7m | Reduced -97.4k |
| Susquehanna Portfolio Strategies, LLC 0.07% of their portfolio | 189.2k $4.3m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 182.2k $4.2m | Added +16.2k |
| Interval Partners, LP 0.13% of their portfolio | 178.0k $4.1m | Added +78.0k |
| ProShare Advisors LLC 0.00% of their portfolio | 149.6k $3.4m | Added +37.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 136.3k $3.1m | Added +12.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 131.5k $3.0m | Reduced -30.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 129.2k $3.0m | Reduced -267.3k |
| Madison Asset Management, LLC 0.04% of their portfolio | 128.7k $2.9m | Added +180 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 126.4k $2.9m | Added +34.8k |
| Penserra Capital Management LLC 0.02% of their portfolio | 125.3k $2.9m | Reduced -12.6k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 118.9k $2.7m | Reduced -625.2k |
| EFG International AG 0.05% of their portfolio | 115.5k $2.6m | Added +37.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 112.6k $2.6m | Added +796 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 100.7k $2.3m | Added +8.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 96.1k $2.2m | Reduced -10.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 92.2k $2.1m | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 90.7k $2.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 87.2k $2.0m | Reduced -4.0k |
| Swiss National Bank 0.00% of their portfolio | 82.8k $1.9m | Added +3.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 80.6k $1.8m | Reduced -53.4k |
| XTX Topco Ltd 0.02% of their portfolio | 77.6k $1.8m | Added +59.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 63.7k $1.5m | Reduced -641 |
| Gradient Investments LLC 0.02% of their portfolio | 62.8k $1.4m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 62.4k $1.4m | Reduced -28.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 57.4k $1.3m | Reduced -3.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 54.9k $1.3m | Added +4.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.8k $1.3m | Added +11.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 54.4k $1.2m | Added +16.9k |
| Orchard Capital Management, LLC 1.35% of their portfolio | 53.9k $1.2m | Added +670 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 52.6k $1.2m | Reduced -55.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 51.9k $1.2m | Added +10.1k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 50.0k $1.1m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 47.0k $1.1m | Reduced -8.9k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio | 46.8k $1.1m | Added +2.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 46.2k $1.1m | Added +14.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 46.1k $1.1m | Reduced -11.6k |
| Wakefield Asset Management LLLP 0.23% of their portfolio | 45.5k $1.0m | Added +863 |
| Graham Capital Management, L.P. 0.03% of their portfolio | 45.3k $1.0m | Reduced -3.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 44.2k $1.0m | Added +670 |
| JACKSON SQUARE CAPITAL, LLC 0.13% of their portfolio | 41.8k $957.6k | Added +550 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 40.8k $934.4k | Reduced -11.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 40.7k $943.8k | Added +18.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 39.0k $893.5k | Added +2.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $850.1k | Reduced -105 |
| SG Americas Securities, LLC 0.00% of their portfolio | 36.8k $843.0k | Added +10.2k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 36.7k $839.2k | Added +18.4k |
| Creative Planning 0.00% of their portfolio | 35.3k $808.7k | Reduced -46.7k |
| Engineers Gate Manager LP 0.01% of their portfolio | 33.5k $768.0k | Reduced -56.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 33.2k $759.7k | Reduced -126 |
| Legal & General Group Plc 0.00% of their portfolio | 32.6k $746.9k | Reduced -3.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.5k $743.5k | Reduced -56.2k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 31.9k $731.0k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 30.9k $707.2k | Added +6.6k |
| Inspire Investing, LLC 0.03% of their portfolio | 29.3k $671.8k | Added +6.6k |
| Mariner, LLC 0.00% of their portfolio | 29.0k $664.6k | Added +6.5k |
| CITIGROUP INC 0.00% of their portfolio | 28.6k $655.0k | Added +22.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 26.6k $609.0k | Added +243 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 24.7k $565.6k | Added +1.5k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 23.5k $538.8k | Reduced -5.6k |