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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.26. Options: 13 managers hold calls ($15.3m notional), 14 hold puts ($8.7m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 200 |
| Q4 2022 | 209 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $17.8m | $33.3m | 1.87 |
| Q4 2022 | $15.3m | $8.7m | 0.57 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +604.6k |
| MARSHALL WACE, LLP | Added | +482.8k |
| Goodman Financial Corp | New | +407.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | +368.5k |
| SAMLYN CAPITAL, LLC | New | +332.4k |
| GOLDMAN SACHS GROUP INC | Added | +318.4k |
| Hodges Capital Management Inc. | Added | +256.2k |
| MORGAN STANLEY | Added | +246.5k |
| BANK OF AMERICA CORP /DE/ | Added | +139.1k |
| Divisadero Street Capital Management, LP | New | +121.0k |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.2m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -618.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -452.4k |
| JANE STREET GROUP, LLC | Reduced | -286.2k |
| FEDERATED HERMES, INC. | Reduced | -235.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -229.4k |
| D. E. Shaw & Co., Inc. | Reduced | -205.1k |
| Cubist Systematic Strategies, LLC | Reduced | -152.7k |
| Point72 Europe (London) LLP | Sold out | -121.6k |
| OCCUDO QUANTITATIVE STRATEGIES LP | Sold out | -113.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.9m222.3k shares |
| CITADEL ADVISORS LLC | Added | $2.7m120.1k shares |
| GROUP ONE TRADING LLC | Reduced | $1.7m77.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m72.3k shares |
| K2 PRINCIPAL FUND, L.P. | Added | $1.0m46.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $948.0k42.6k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $832.5k37.4k shares |
| Walleye Trading LLC | Added | $585.4k26.3k shares |
| WOLVERINE TRADING, LLC | Added | $554.0k24.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $193.7k8.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.4m151.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m82.5k shares |
| JANE STREET GROUP, LLC | Reduced | $739.0k33.2k shares |
| Connacht Asset Management LP | Reduced | $549.8k24.7k shares |
| Squarepoint Ops LLC | Unchanged | $449.7k20.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $427.4k19.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $371.0k16.7k shares |
| GROUP ONE TRADING LLC | Reduced | $351.7k15.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $332.0k14.9k shares |
| PEAK6 Investments LLC | Reduced | $111.3k5.0k 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 |
|---|---|
| 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 in Q4 2022
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 |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 4 | $59.1m | — |
| Q1 2022 | 0 | — | 2 | $10.4m | — |
| Q2 2022 | 0 | — | 2 | $8.7m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.45% of their portfolio | 6.5m $145.4m | Reduced -618.3k |
| FMR LLC 0.01% of their portfolio | 6.1m $136.0m | Added +1.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.41% of their portfolio | 4.8m $106.2m | Reduced -229.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.8m $84.0m | Reduced -80.0k |
| BlackRock Inc. 0.00% of their portfolio | 2.7m $60.5m | Added +93.1k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 2.6m $58.7m | Added +10.9k |
| MARSHALL WACE, LLP 0.11% of their portfolio | 1.8m $40.9m | Added +482.8k |
| Stephens Investment Management Group LLC 0.64% of their portfolio | 1.6m $35.4m | Added +9.2k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 1.1m $25.0m | Added +604.6k |
| STATE STREET CORP 0.00% of their portfolio | 925.8k $20.6m | Added +14.0k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 875.1k $19.5m | Added +698 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 802.7k $17.9m | Added +6.0k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 797.8k $17.8m | Reduced -235.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 797.4k $17.8m | Added +62.3k |
| GW&K Investment Management, LLC 0.17% of their portfolio | 742.2k $16.5m | Reduced -23.7k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 725.3k $16.1m | Added +82.6k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 720.1k $16.0m | Added +43.5k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 694.7k $15.5m | Reduced -205.1k |
| Hodges Capital Management Inc. 1.20% of their portfolio | 613.5k $13.7m | Added +256.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 602.1k $13.4m | Reduced -1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 521.5k $11.6m | Reduced -100.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 493.1k $11.0m | Added +318.4k |
| MORGAN STANLEY 0.00% of their portfolio | 480.0k $10.7m | Added +246.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 445.2k $9.9m | Reduced -45.0k |
| CONGRESS ASSET MANAGEMENT CO 0.10% of their portfolio | 442.8k $9.9m | Reduced -3.2k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 433.2k $9.6m | Reduced -65.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 411.1k $9.2m | Added +8.2k |
| Goodman Financial Corp 2.86% of their portfolio | 407.0k $9.1m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1.21% of their portfolio | 368.5k $8.2m | New |
| SAMLYN CAPITAL, LLC 0.15% of their portfolio | 332.4k $7.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 327.7k $7.3m | Added +82.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 324.2k $7.2m | Added +6.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 323.1k $7.2m | Added +139.1k |
| PALISADE CAPITAL MANAGEMENT, LP 0.19% of their portfolio | 318.1k $7.1m | Reduced -8.3k |
| Squarepoint Ops LLC 0.04% of their portfolio | 273.0k $6.1m | Reduced -39.8k |
| CI INVESTMENTS INC. 0.03% of their portfolio | 268.2k $6.0m | Reduced -50.0k |
| Orchard Capital Management, LLC 1.74% of their portfolio | 232.8k $5.2m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 219.5k $4.9m | Added +2.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 207.5k $4.6m | Added +51.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 204.2k $4.5m | Reduced -10.4k |
| Penserra Capital Management LLC 0.10% of their portfolio | 202.3k $4.5m | Added +56.4k |
| K2 PRINCIPAL FUND, L.P. 1.21% of their portfolio | 200.0k $4.5m | Added +65.0k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 182.4k $4.1m | Added +12.7k |
| ProShare Advisors LLC 0.01% of their portfolio | 175.8k $3.9m | Reduced -64.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 174.3k $3.9m | Added +13.9k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 170.7k $3.8m | Reduced -20.2k |
| Cresset Asset Management, LLC 0.05% of their portfolio | 165.5k $3.7m | Added +90.7k |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.06% of their portfolio | 163.8k $3.6m | Reduced -11.1k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.54% of their portfolio | 155.9k $3.5m | Unchanged |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio | 149.0k $3.3m | Reduced -2.2k |
| Ardmore Road Asset Management LP 1.62% of their portfolio | 140.0k $3.1m | Added +40.0k |
| TOWNSQUARE CAPITAL LLC 0.07% of their portfolio | 130.2k $2.9m | Added +23.4k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.10% of their portfolio | 128.3k $2.9m | Added +4.6k |
| Divisadero Street Capital Management, LP 2.01% of their portfolio | 121.0k $2.7m | New |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 119.8k $2.7m | Added +109.8k |
| Point72 Middle East FZE 0.20% of their portfolio | 115.4k $2.6m | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 110.3k $2.5m | Added +267 |
| Madison Asset Management, LLC 0.04% of their portfolio | 109.9k $2.4m | Added +27.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 104.4k $2.3m | Reduced -5.2k |
| Swiss National Bank 0.00% of their portfolio | 98.3k $2.2m | Added +1.8k |
| TWINBEECH CAPITAL LP 0.04% of their portfolio | 96.9k $2.2m | Reduced -91.5k |
| LOGAN CAPITAL MANAGEMENT INC 0.11% of their portfolio | 93.3k $2.1m | Added +2.7k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 92.6k $2.1m | New |
| STRS OHIO 0.01% of their portfolio | 88.3k $2.0m | Reduced -3.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 82.9k $1.8m | Reduced -16.1k |
| CW Advisors, LLC 0.04% of their portfolio | 77.2k $1.7m | Reduced -11.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 76.5k $1.7m | Added +6.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 71.9k $1.6m | Added +14.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 71.7k $1.6m | Reduced -12.7k |
| Composition Wealth, LLC 0.05% of their portfolio | 71.7k $1.6m | Added +149 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 69.7k $1.6m | Added +3.7k |
| UBS Group AG 0.00% of their portfolio | 65.3k $1.5m | Reduced -1.6k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.23% of their portfolio | 65.2k $1.5m | Added +1.6k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 62.7k $1.4m | Added +2.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.7k $1.4m | Added +17.8k |
| Bullseye Asset Management LLC 0.72% of their portfolio | 59.8k $1.3m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 56.3k $1.3m | Added +2.8k |
| Creative Planning 0.00% of their portfolio | 56.1k $1.2m | Added +5.2k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 52.3k $1.2m | Reduced -1.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.8k $1.2m | Added +550 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.3k $1.1m | Added +4.3k |
| J. Goldman & Co LP 0.08% of their portfolio | 50.8k $1.1m | Added +5.4k |
| Kamunting Street Capital Management, L.P. 1.82% of their portfolio | 50.0k $1.1m | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 46.4k $1.0m | Added +1.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 46.2k $1.0m | Added +5.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 43.4k $966.0k | Added +4.4k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 42.7k $949.8k | Added +26.5k |
| Trexquant Investment LP 0.03% of their portfolio | 40.9k $911.4k | Reduced -15.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 40.0k $890.4k | Reduced -73 |
| AVIVA PLC 0.00% of their portfolio | 39.2k $871.7k | Reduced -23.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 38.0k $845.5k | Added +10.1k |
| Aigen Investment Management, LP 0.12% of their portfolio | 37.9k $844.6k | Reduced -532 |
| M&T Bank Corp 0.00% of their portfolio | 35.9k $797.9k | Reduced -1.2k |
| SEVEN EIGHT CAPITAL, LP 0.20% of their portfolio | 34.5k $767.0k | New |
| MAVERICK CAPITAL LTD 0.02% of their portfolio | 34.2k $762.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 34.1k $760.0k | Reduced -286.2k |
| Blueshift Asset Management, LLC 0.33% of their portfolio | 31.8k $708.8k | New |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 31.6k $703.4k | Added +300 |
| Grandeur Peak Global Advisors, LLC 0.04% of their portfolio | 30.6k $680.2k | Reduced -2.7k |
| EQUITABLE TRUST CO 0.05% of their portfolio | 27.1k $603.2k | Reduced -10.0k |