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 ($550.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.17. Options: 11 managers hold calls ($6.5m notional), 11 hold puts ($12.2m).
Trends to Q1 2024
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 |
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 |
| Q1 2024 | 84 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $14.0m | $91.5m | 6.54 |
| Q3 2023 | $5.4m | $45.9m | 8.45 |
| Q4 2023 | $14.2m | $16.3m | 1.15 |
| Q1 2024 | $6.5m | $12.2m | 1.87 |
Biggest buyers
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +1.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +1.3m |
| BANK OF AMERICA CORP /DE/ | Added | +469.6k |
| MORGAN STANLEY | Added | +358.6k |
| Stephens Investment Management Group LLC | Added | +263.5k |
| MARSHALL WACE, LLP | New | +198.5k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +186.9k |
| COMERICA BANK | Added | +178.5k |
| LONDON CO OF VIRGINIA | Added | +154.8k |
| Verition Fund Management LLC | Added | +136.0k |
Biggest sellers
| BlackRock Inc. | Reduced | -886.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -409.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -392.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -388.9k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -357.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -263.8k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -242.9k |
| Divisadero Street Capital Management, LP | Sold out | -222.3k |
| FMR LLC | Reduced | -203.9k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -180.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $2.8m134.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m72.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $865.9k40.9k shares |
| Squarepoint Ops LLC | New | $349.3k16.5k shares |
| PEAK6 Investments LLC | New | $300.6k14.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $205.3k9.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $194.0k9.2k shares |
| GROUP ONE TRADING LLC | Reduced | $88.9k4.2k shares |
| HighTower Advisors, LLC | New | $54.0k40.0k shares |
| Walleye Capital LLC | Reduced | $48.7k2.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.4m254.3k shares |
| Caption Management, LLC | New | $2.1m100.0k shares |
| Balyasny Asset Management L.P. | New | $1.6m75.0k shares |
| Walleye Capital LLC | Added | $904.0k42.7k shares |
| JANE STREET GROUP, LLC | Added | $787.5k37.2k shares |
| GROUP ONE TRADING LLC | Reduced | $461.5k21.8k shares |
| CITADEL ADVISORS LLC | Reduced | $362.0k17.1k shares |
| Squarepoint Ops LLC | New | $332.4k15.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $141.0k6.7k shares |
| PEAK6 Investments LLC | Reduced | $91.0k4.3k 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 Q1 2024
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 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 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.32% of their portfolio | 6.5m $136.7m | Reduced -392.2k |
| FMR LLC 0.01% of their portfolio | 5.7m $121.3m | Reduced -203.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 5.2m $110.1m | Reduced -116.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $82.7m | Reduced -6.7k |
| BlackRock Inc. 0.00% of their portfolio | 3.7m $77.5m | Reduced -886.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.18% of their portfolio | 1.6m $33.7m | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.12% of their portfolio | 1.3m $27.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $25.7m | Added +46.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $25.2m | Added +358.6k |
| LONDON CO OF VIRGINIA 0.13% of their portfolio | 1.1m $24.0m | Added +154.8k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.51% of their portfolio | 990.6k $21.0m | Reduced -357.6k |
| GW&K Investment Management, LLC 0.18% of their portfolio | 951.9k $20.2m | Added +24.8k |
| Stephens Investment Management Group LLC 0.27% of their portfolio | 942.0k $19.9m | Added +263.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 892.6k $18.9m | Added +469.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 854.0k $18.1m | Added +3.8k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 825.6k $17.5m | Added +10.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.32% of their portfolio | 568.8k $12.0m | Added +14.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 559.4k $11.8m | Added +14.0k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 520.5k $11.0m | Added +110.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 491.7k $10.4m | Reduced -86.3k |
| Orchard Capital Management, LLC 2.73% of their portfolio | 440.0k $9.3m | Added +5.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 423.5k $9.0m | Added +60.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 395.7k $8.4m | Reduced -18.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 376.6k $8.0m | Added +134.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 315.9k $6.7m | Added +492 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 314.4k $6.7m | Added +186.9k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 291.5k $6.2m | Reduced -388.9k |
| ProShare Advisors LLC 0.01% of their portfolio | 253.6k $5.4m | Reduced -48.9k |
| Verition Fund Management LLC 0.05% of their portfolio | 246.1k $5.2m | Added +136.0k |
| Penserra Capital Management LLC 0.06% of their portfolio | 219.7k $4.7m | Reduced -22.7k |
| UBS Group AG 0.00% of their portfolio | 216.2k $4.6m | Reduced -40.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 209.5k $4.4m | Reduced -409.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 203.5k $4.3m | Reduced -263.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 198.5k $4.2m | New |
| Madison Asset Management, LLC 0.05% of their portfolio | 196.9k $4.2m | Reduced -1.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 195.2k $4.1m | Reduced -4.2k |
| COMERICA BANK 0.02% of their portfolio | 179.9k $3.8m | Added +178.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 173.5k $3.7m | Reduced -117.2k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 168.8k $3.6m | Reduced -61 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 165.8k $3.5m | Reduced -30 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 154.8k $3.3m | Reduced -8.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 151.4k $3.2m | Reduced -23.9k |
| TOWNSQUARE CAPITAL LLC 0.04% of their portfolio | 139.8k $3.0m | Added +13.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 139.0k $2.9m | Reduced -37.2k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 137.4k $2.9m | Added +86.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 120.6k $2.6m | Reduced -70.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 120.3k $2.5m | Reduced -22.4k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.48% of their portfolio | 115.0k $2.4m | Added +767 |
| Creative Planning 0.00% of their portfolio | 114.7k $2.4m | Added +23.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 104.1k $2.2m | Reduced -32.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 101.2k $2.1m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 100.2k $2.1m | Reduced -7.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 100.0k $2.1m | Added +12.4k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 98.9k $2.1m | Added +83.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 92.0k $1.9m | Added +18.2k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 89.2k $1.9m | Reduced -27.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 87.1k $1.8m | Added +64.2k |
| Invesco Ltd. 0.00% of their portfolio | 85.2k $1.8m | Added +44.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 83.8k $1.8m | Reduced -53.6k |
| Holocene Advisors, LP 0.01% of their portfolio | 79.2k $1.7m | New |
| Jump Financial, LLC 0.05% of their portfolio | 78.2k $1.7m | Reduced -55.0k |
| Swiss National Bank 0.00% of their portfolio | 78.1k $1.7m | Reduced -2.5k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 75.2k $1.6m | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 73.7k $1.6m | Reduced -11.7k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.18% of their portfolio | 72.3k $1.5m | Reduced -1.7k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 72.0k $1.5m | New |
| Composition Wealth, LLC 0.04% of their portfolio | 71.5k $1.5m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 67.7k $1.4m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 67.5k $1.4m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 63.2k $1.3m | Added +27.7k |
| LOGAN CAPITAL MANAGEMENT INC 0.06% of their portfolio | 62.4k $1.3m | Reduced -19.0k |
| FORMULA GROWTH LTD 0.41% of their portfolio | 60.0k $1.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 60.0k $1.3m | Reduced -63.2k |
| Bullseye Asset Management LLC 0.59% of their portfolio | 59.8k $1.3m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.9k $1.2m | Added +1.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.6k $1.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.7k $1.2m | Reduced -23.2k |
| BOULDER HILL CAPITAL MANAGEMENT LP 0.46% of their portfolio | 52.7k $1.1m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 49.7k $1.1m | Added +2.8k |
| Legal & General Group Plc 0.00% of their portfolio | 42.5k $898.7k | Reduced -776 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 40.1k $848.7k | Reduced -4.0k |
| Kamunting Street Capital Management, L.P. 0.83% of their portfolio | 40.0k $846.8k | Unchanged |
| MAVERICK CAPITAL LTD 0.02% of their portfolio | 39.5k $836.3k | Added +20.5k |
| US BANCORP \DE\ 0.00% of their portfolio | 39.3k $831.0k | Added +677 |
| Caption Management, LLC 0.09% of their portfolio | 38.0k $804.5k | New |
| Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio | 37.7k $798.8k | Reduced -13.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $796.0k | Unchanged |
| Legato Capital Management LLC 0.09% of their portfolio | 34.2k $724.8k | Unchanged |
| LANARK FINANCIAL, INC. 0.07% of their portfolio | 33.9k $718.0k | Reduced -2.2k |
| M&T Bank Corp 0.00% of their portfolio | 30.4k $643.9k | Added +9.7k |
| Shay Capital LLC 0.19% of their portfolio | 30.0k $635.1k | New |
| Walleye Capital LLC 0.01% of their portfolio | 29.0k $613.7k | Added +15.3k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 27.4k $580.1k | New |
| EQUITABLE TRUST CO 0.04% of their portfolio | 26.6k $564.1k | Added +5.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 26.5k $561.0k | Added +1.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio | 26.5k $560.3k | Reduced -24.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 25.4k $538.0k | Reduced -13.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 24.2k $512.1k | Reduced -3.3k |
| FIRST HAWAIIAN BANK 0.02% of their portfolio | 24.2k $511.4k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 22.6k $479.1k | New |