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 ($110.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.37. Options: 11 managers hold calls ($11.0m notional), 17 hold puts ($132.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 200 |
| Q4 2022 | 209 |
| Q1 2023 | 206 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 104 | 97 |
| Q1 2023 | 104 | 92 |
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 |
| Q1 2023 | $11.0m | $132.0m | 12.00 |
Biggest buyers
| FMR LLC | Added | +6.1m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +845.8k |
| BANK OF AMERICA CORP /DE/ | Added | +666.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +407.5k |
| MORGAN STANLEY | Added | +294.3k |
| GW&K Investment Management, LLC | Added | +271.9k |
| STRS OHIO | Added | +176.6k |
| GREAT LAKES ADVISORS, LLC | New | +157.8k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +157.5k |
| Polar Asset Management Partners Inc. | New | +138.3k |
Biggest sellers
| Balyasny Asset Management L.P. | Sold out | -1.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -474.8k |
| CONGRESS ASSET MANAGEMENT CO | Sold out | -442.8k |
| Hodges Capital Management Inc. | Reduced | -434.8k |
| Stephens Investment Management Group LLC | Reduced | -393.7k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | -360.5k |
| SAMLYN CAPITAL, LLC | Sold out | -332.4k |
| Squarepoint Ops LLC | Sold out | -273.0k |
| CI INVESTMENTS INC. | Reduced | -266.1k |
| K2 PRINCIPAL FUND, L.P. | Sold out | -200.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.3m125.9k shares |
| CITADEL ADVISORS LLC | Reduced | $3.1m117.8k shares |
| Walleye Trading LLC | Added | $1.6m60.6k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m44.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $474.0k18.5k shares |
| UBS Group AG | New | $394.5k15.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $378.0k14.4k shares |
| GROUP ONE TRADING LLC | Reduced | $334.0k12.7k shares |
| Caption Management, LLC | New | $263.0k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Deer Park Road Corp | New | $68.4m2.6m shares |
| UBS Group AG | New | $36.1m1.4m shares |
| SIMPLEX TRADING, LLC | Added | $8.7m330.2k shares |
| CITADEL ADVISORS LLC | Added | $5.7m216.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.5m171.7k shares |
| Caption Management, LLC | New | $3.1m116.9k shares |
| JANE STREET GROUP, LLC | Added | $2.7m101.2k shares |
| Connacht Asset Management LP | Added | $1.2m45.0k shares |
| WOLVERINE TRADING, LLC | Added | $787.0k30.7k shares |
| Squarepoint Ops LLC | Unchanged | $531.3k20.2k 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 Q1 2023
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 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 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 12.2m $321.7m | Added +6.1m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.51% of their portfolio | 6.5m $171.8m | Added +3.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.51% of their portfolio | 5.6m $147.7m | Added +845.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $102.6m | Added +126.4k |
| BlackRock Inc. 0.00% of their portfolio | 2.8m $73.8m | Added +88.9k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 2.5m $65.9m | Reduced -130.2k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 1.9m $48.8m | Added +18.1k |
| Stephens Investment Management Group LLC 0.52% of their portfolio | 1.2m $31.2m | Reduced -393.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $26.8m | Added +92.7k |
| GW&K Investment Management, LLC 0.26% of their portfolio | 1.0m $26.7m | Added +271.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 989.5k $26.0m | Added +666.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 871.6k $22.9m | Added +74.2k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 846.8k $22.3m | Reduced -28.3k |
| MORGAN STANLEY 0.00% of their portfolio | 774.3k $20.4m | Added +294.3k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 774.3k $20.4m | Reduced -23.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 761.4k $20.0m | Reduced -41.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 735.1k $19.3m | Added +407.5k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 666.6k $17.5m | Reduced -28.1k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 651.7k $17.1m | Reduced -73.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 590.1k $15.5m | Added +96.9k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 523.9k $13.8m | Reduced -196.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 465.2k $12.2m | Added +20.0k |
| PALISADE CAPITAL MANAGEMENT, LP 0.31% of their portfolio | 434.0k $11.4m | Added +115.9k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 431.1k $11.3m | Reduced -2.1k |
| Goodman Financial Corp 3.18% of their portfolio | 416.6k $11.0m | Added +9.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 390.3k $10.3m | Reduced -20.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 377.0k $9.9m | Added +157.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 354.0k $9.3m | Reduced -167.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 314.4k $8.3m | Reduced -9.9k |
| STRS OHIO 0.01% of their portfolio | 264.9k $7.0m | Added +176.6k |
| Orchard Capital Management, LLC 2.05% of their portfolio | 232.8k $6.1m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 215.4k $5.7m | Added +11.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.04% of their portfolio | 204.3k $5.4m | Added +55.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 194.5k $5.1m | Reduced -13.1k |
| Penserra Capital Management LLC 0.10% of their portfolio | 189.8k $5.0m | Reduced -12.5k |
| UBS Group AG 0.00% of their portfolio | 187.2k $4.9m | Added +121.9k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 184.8k $4.9m | Added +2.3k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.70% of their portfolio | 182.6k $4.8m | Added +26.7k |
| Hodges Capital Management Inc. 0.72% of their portfolio | 178.7k $8.8m | Reduced -434.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 170.4k $4.5m | Reduced -3.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 170.3k $4.5m | Added +87.4k |
| ProShare Advisors LLC 0.01% of their portfolio | 167.5k $4.4m | Reduced -8.3k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 159.8k $4.2m | Reduced -10.9k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 157.8k $4.2m | New |
| Madison Asset Management, LLC 0.06% of their portfolio | 140.7k $3.7m | Added +30.8k |
| Polar Asset Management Partners Inc. 0.06% of their portfolio | 138.3k $3.6m | New |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 132.6k $3.5m | Added +122.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 131.2k $3.4m | Added +20.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 127.3k $3.3m | Reduced -474.8k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.10% of their portfolio | 126.7k $3.3m | Reduced -1.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 126.0k $3.3m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 124.1k $3.3m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 122.3k $3.2m | Added +50.4k |
| TOWNSQUARE CAPITAL LLC 0.07% of their portfolio | 118.3k $3.1m | Reduced -11.9k |
| CITIGROUP INC 0.00% of their portfolio | 117.3k $3.1m | Added +115.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 103.5k $2.7m | Reduced -890 |
| BARCLAYS PLC 0.00% of their portfolio | 96.1k $2.5m | Added +85.2k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 93.9k $2.5m | Added +22.2k |
| LOGAN CAPITAL MANAGEMENT INC 0.12% of their portfolio | 92.8k $2.4m | Reduced -545 |
| Cresset Asset Management, LLC 0.05% of their portfolio | 92.7k $2.4m | Reduced -72.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 91.5k $2.4m | Added +48.0k |
| Swiss National Bank 0.00% of their portfolio | 87.9k $2.3m | Reduced -10.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 86.1k $2.3m | Reduced -33.7k |
| Holocene Advisors, LP 0.01% of their portfolio | 79.1k $2.1m | Added +55.3k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 77.6k $2.0m | Added +34.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 75.4k $2.0m | Added +41.2k |
| Composition Wealth, LLC 0.06% of their portfolio | 71.5k $1.9m | Reduced -179 |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.15% of their portfolio | 70.0k $1.8m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 68.0k $1.8m | New |
| AZZAD ASSET MANAGEMENT INC /ADV 0.25% of their portfolio | 67.7k $1.8m | Added +2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 66.8k $1.8m | Reduced -9.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.8k $1.7m | Added +2.1k |
| Creative Planning 0.00% of their portfolio | 61.8k $1.6m | Added +5.7k |
| Bullseye Asset Management LLC 0.80% of their portfolio | 59.8k $1.6m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.3k $1.5m | Added +1.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 56.0k $1.5m | New |
| AVIVA PLC 0.01% of their portfolio | 55.4k $1.5m | Added +16.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.7k $1.4m | Added +320 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.0k $1.3m | Reduced -858 |
| Kamunting Street Capital Management, L.P. 1.94% of their portfolio | 50.0k $1.3m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 49.1k $1.3m | Reduced -3.2k |
| Invesco Ltd. 0.00% of their portfolio | 46.4k $1.2m | Added +21.4k |
| US BANCORP \DE\ 0.00% of their portfolio | 44.1k $1.2m | Reduced -2.3k |
| Atria Investments, Inc 0.02% of their portfolio | 41.6k $1.1m | New |
| Cinctive Capital Management LP 0.04% of their portfolio | 41.0k $1.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 39.9k $1.0m | Reduced -29.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.2k $1.0m | Reduced -790 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 37.0k $972.0k | Reduced -25.8k |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 36.6k $961.0k | Added +23.4k |
| Grandeur Peak Global Advisors, LLC 0.06% of their portfolio | 35.3k $927.9k | Added +4.7k |
| Chimera Capital Management LLC 0.46% of their portfolio | 34.7k $913.6k | Added +24.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 34.1k $896.6k | Reduced -12.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 33.9k $891.8k | Reduced -4.1k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 33.6k $883.7k | Added +2.0k |
| M&T Bank Corp 0.00% of their portfolio | 33.1k $869.3k | Reduced -2.8k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.08% of their portfolio | 32.4k $850.8k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.0k $762.2k | Added +8.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 28.7k $783.7k | Added +1.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 26.4k $694.8k | Added +11.2k |
| Legato Capital Management LLC 0.12% of their portfolio | 25.2k $661.9k | Added +6.1k |