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 ($415.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.58. Options: 15 managers hold calls ($14.2m notional), 14 hold puts ($16.3m).
Trends to Q4 2023
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 |
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 |
| Q2 2023 | 95 | 107 |
| Q3 2023 | 103 | 81 |
| Q4 2023 | 90 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $11.0m | $132.0m | 12.00 |
| Q2 2023 | $14.0m | $91.5m | 6.54 |
| Q3 2023 | $5.4m | $45.9m | 8.45 |
| Q4 2023 | $14.2m | $16.3m | 1.15 |
Biggest buyers
| LONDON CO OF VIRGINIA | New | +981.2k |
| MORGAN STANLEY | Added | +458.4k |
| BANK OF AMERICA CORP /DE/ | Added | +259.5k |
| Stephens Investment Management Group LLC | Added | +230.0k |
| Divisadero Street Capital Management, LP | New | +222.3k |
| JPMORGAN CHASE & CO | Added | +177.5k |
| TUDOR INVESTMENT CORP ET AL | Added | +157.3k |
| BlackRock Inc. | Added | +147.3k |
| Jump Financial, LLC | New | +133.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +82.6k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -614.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -403.2k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -374.4k |
| Qube Research & Technologies Ltd | Reduced | -363.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -326.5k |
| GSA CAPITAL PARTNERS LLP | Reduced | -229.2k |
| FMR LLC | Reduced | -198.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -172.9k |
| Trexquant Investment LP | Sold out | -166.9k |
| Schonfeld Strategic Advisors LLC | Reduced | -141.7k |
Biggest calls
| Balyasny Asset Management L.P. | New | $6.6m400.0k shares |
| CITADEL ADVISORS LLC | Added | $2.2m135.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.2m74.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m73.5k shares |
| GROUP ONE TRADING LLC | Added | $935.1k56.4k shares |
| SIMPLEX TRADING, LLC | Added | $399.0k24.1k shares |
| Walleye Capital LLC | Added | $318.3k19.2k shares |
| Cubist Systematic Strategies, LLC | New | $262.0k15.8k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $257.0k15.5k shares |
| WOLVERINE TRADING, LLC | New | $227.1k13.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m232.1k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m202.6k shares |
| GROUP ONE TRADING LLC | Reduced | $2.7m165.1k shares |
| PEAK6 Investments LLC | Reduced | $1.6m97.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m70.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.1m67.5k shares |
| J. Goldman & Co LP | New | $870.5k52.5k shares |
| GTS SECURITIES LLC | Reduced | $570.4k34.4k shares |
| Walleye Capital LLC | Reduced | $465.9k28.1k shares |
| JANE STREET GROUP, LLC | Reduced | $286.8k17.3k 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 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 |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 2 | $10.4m | — |
| Q2 2022 | 0 | — | 2 | $8.7m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.28% of their portfolio | 6.9m $113.6m | Reduced -614.6k |
| FMR LLC 0.01% of their portfolio | 5.9m $98.4m | Reduced -198.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 5.3m $88.1m | Reduced -172.9k |
| BlackRock Inc. 0.00% of their portfolio | 4.5m $75.4m | Added +147.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $64.9m | Reduced -3.3k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.59% of their portfolio | 1.3m $22.4m | Reduced -374.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $19.4m | Reduced -59.9k |
| LONDON CO OF VIRGINIA 0.09% of their portfolio | 981.2k $16.3m | New |
| GW&K Investment Management, LLC 0.14% of their portfolio | 927.1k $15.4m | Reduced -71.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 850.2k $14.1m | Added +32.9k |
| MORGAN STANLEY 0.00% of their portfolio | 832.8k $13.8m | Added +458.4k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 814.9k $13.5m | Added +59.4k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 680.4k $11.3m | Added +10.1k |
| Stephens Investment Management Group LLC 0.16% of their portfolio | 678.5k $11.2m | Added +230.0k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 618.9k $10.3m | Added +82.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 578.0k $9.6m | Added +47.0k |
| PALISADE CAPITAL MANAGEMENT, LP 0.24% of their portfolio | 554.1k $9.2m | Reduced -64.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 545.3k $9.0m | Added +81.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 467.3k $7.7m | Reduced -403.2k |
| Orchard Capital Management, LLC 2.25% of their portfolio | 434.2k $7.2m | Added +22.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 423.0k $7.0m | Added +259.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 413.8k $6.9m | Added +10.6k |
| POLEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 409.7k $6.8m | Reduced -73.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 363.1k $6.0m | Reduced -64.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 315.5k $5.2m | Reduced -614 |
| ProShare Advisors LLC 0.02% of their portfolio | 302.5k $5.0m | Reduced -6.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 290.7k $4.8m | Added +177.5k |
| UBS Group AG 0.00% of their portfolio | 256.4k $4.3m | Reduced -13.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 252.9k $4.2m | Added +1.6k |
| Penserra Capital Management LLC 0.08% of their portfolio | 242.5k $4.0m | Reduced -6.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.03% of their portfolio | 241.8k $4.0m | Reduced -136 |
| Divisadero Street Capital Management, LP 0.83% of their portfolio | 222.3k $3.7m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 199.4k $3.3m | Reduced -500 |
| Madison Asset Management, LLC 0.04% of their portfolio | 198.0k $3.3m | Added +57.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 191.5k $3.2m | Added +80.1k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 180.3k $3.0m | Added +157.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 176.2k $2.9m | Added +78.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 175.3k $2.9m | Added +3.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 170.7k $2.8m | Reduced -363.5k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 168.8k $2.8m | Reduced -196 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 165.8k $2.7m | Added +114 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 163.7k $2.7m | Reduced -19.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 156.2k $2.6m | Reduced -18.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 152.9k $2.5m | Added +68.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 142.7k $2.4m | Added +50.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 137.4k $2.3m | Reduced -49.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 136.1k $2.3m | Reduced -114.2k |
| Jump Financial, LLC 0.07% of their portfolio | 133.2k $2.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 127.5k $2.1m | Added +46.7k |
| TOWNSQUARE CAPITAL LLC 0.04% of their portfolio | 126.7k $2.1m | Reduced -5.9k |
| BARCLAYS PLC 0.00% of their portfolio | 123.2k $2.0m | Added +56.5k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 116.2k $1.9m | Reduced -12.0k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.37% of their portfolio | 114.3k $1.9m | Reduced -5.1k |
| Verition Fund Management LLC 0.02% of their portfolio | 110.1k $1.8m | Reduced -53.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 107.7k $1.8m | Added +4.2k |
| Creative Planning 0.00% of their portfolio | 91.2k $1.5m | Added +10.4k |
| STRS OHIO 0.01% of their portfolio | 88.3k $1.5m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 87.6k $1.5m | Added +1.3k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 85.4k $1.4m | Added +24.0k |
| LOGAN CAPITAL MANAGEMENT INC 0.06% of their portfolio | 81.4k $1.3m | Added +1.8k |
| Swiss National Bank 0.00% of their portfolio | 80.6k $1.3m | Reduced -8.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 78.0k $1.3m | Added +47.6k |
| Numerai GP LLC 0.46% of their portfolio | 77.9k $1.3m | New |
| Koss-Olinger Consulting, LLC 0.13% of their portfolio | 77.2k $1.3m | New |
| PEAK6 Investments LLC 0.06% of their portfolio | 77.1k $1.3m | Added +49.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 76.0k $1.3m | Added +7.0k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 74.7k $1.2m | Reduced -141.7k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.16% of their portfolio | 73.9k $1.2m | Added +1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.8k $1.2m | Reduced -10.3k |
| Composition Wealth, LLC 0.03% of their portfolio | 71.5k $1.2m | Unchanged |
| SIMPLEX TRADING, LLC 0.03% of their portfolio | 67.5k $1.1m | Added +5.6k |
| Bullseye Asset Management LLC 0.47% of their portfolio | 59.8k $991.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 56.6k $939.0k | Reduced -130 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.6k $921.9k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 51.5k $854.0k | Reduced -229.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.13% of their portfolio | 51.2k $848.6k | Reduced -39.9k |
| Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio | 51.0k $844.9k | First filing |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 50.6k $838.7k | Reduced -60.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 47.0k $779.0k | Added +2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.1k $731.1k | Reduced -1.0k |
| Legal & General Group Plc 0.00% of their portfolio | 43.2k $716.7k | Added +1.7k |
| Invesco Ltd. 0.00% of their portfolio | 40.9k $678.0k | Reduced -2.1k |
| TWO SIGMA SECURITIES, LLC 0.03% of their portfolio | 40.3k $667.5k | Added +24.1k |
| Kamunting Street Capital Management, L.P. 0.82% of their portfolio | 40.0k $663.2k | Reduced -10.0k |
| Knights of Columbus Asset Advisors LLC 0.04% of their portfolio | 39.8k $659.2k | Added +19.9k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 38.8k $642.8k | Added +4.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 38.6k $639.6k | Reduced -13.0k |
| Centiva Capital, LP 0.04% of their portfolio | 37.7k $625.5k | Added +23.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $623.4k | Unchanged |
| LANARK FINANCIAL, INC. 0.06% of their portfolio | 36.1k $598.0k | Added +2.5k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 35.4k $587.7k | Reduced -14.6k |
| Semanteon Capital Management, LP 0.40% of their portfolio | 35.4k $587.7k | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 35.3k $585.9k | Reduced -3.0k |
| Legato Capital Management LLC 0.07% of their portfolio | 34.2k $567.6k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 33.5k $594.1k | Added +6.5k |
| Quantbot Technologies LP 0.03% of their portfolio | 33.3k $551.4k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 32.2k $534.2k | Added +1.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 27.5k $455.2k | Reduced -4.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio | 26.2k $434.7k | Added +5.6k |
| CITIGROUP INC 0.00% of their portfolio | 25.3k $419.5k | Added +18.4k |