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 ($342.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.91. Options: 8 managers hold calls ($5.4m notional), 9 hold puts ($8.1m).
Trends to Q2 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 |
| Q2 2024 | 196 |
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 |
| Q2 2024 | 99 | 95 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $5.4m | $45.9m | 8.45 |
| Q4 2023 | $14.2m | $16.3m | 1.15 |
| Q1 2024 | $6.5m | $12.2m | 1.87 |
| Q2 2024 | $5.4m | $8.1m | 1.49 |
Biggest buyers
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +495.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +335.2k |
| CITADEL ADVISORS LLC | Added | +327.2k |
| MARSHALL WACE, LLP | Added | +280.2k |
| Trexquant Investment LP | New | +270.7k |
| Qube Research & Technologies Ltd | New | +227.7k |
| JPMORGAN CHASE & CO | Added | +208.0k |
| Verition Fund Management LLC | Added | +199.0k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Added | +159.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +138.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -887.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -681.7k |
| BlackRock Inc. | Reduced | -303.2k |
| VANGUARD GROUP INC | Reduced | -205.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -181.1k |
| UBS Group AG | Reduced | -164.5k |
| TWO SIGMA ADVISERS, LP | Reduced | -158.2k |
| Stephens Investment Management Group LLC | Reduced | -155.6k |
| Jump Financial, LLC | Sold out | -78.2k |
| FORMULA GROWTH LTD | Sold out | -60.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $2.6m166.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m106.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Unchanged | $650.7k40.9k shares |
| Squarepoint Ops LLC | Reduced | $260.9k16.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $128.0k8.1k shares |
| GROUP ONE TRADING LLC | Reduced | $62.0k3.9k shares |
| Walleye Capital LLC | Reduced | $6.4k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Balyasny Asset Management L.P. | Added | $3.1m195.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m129.5k shares |
| Caption Management, LLC | Unchanged | $1.6m100.0k shares |
| Walleye Capital LLC | Reduced | $455.0k28.6k shares |
| CITADEL ADVISORS LLC | Added | $407.3k25.6k shares |
| TWO SIGMA SECURITIES, LLC | New | $225.9k14.2k shares |
| SIMPLEX TRADING, LLC | Added | $127.0k8.0k shares |
| GROUP ONE TRADING LLC | Reduced | $117.7k7.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 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.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.22% of their portfolio | 5.8m $91.9m | Reduced -681.7k |
| FMR LLC 0.01% of their portfolio | 5.7m $91.2m | Added +3.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 5.2m $82.5m | Reduced -11.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.7m $58.9m | Reduced -205.5k |
| BlackRock Inc. 0.00% of their portfolio | 3.4m $53.4m | Reduced -303.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.16% of their portfolio | 2.1m $33.2m | Added +495.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 1.6m $25.7m | Added +335.2k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $19.1m | Reduced -11.0k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.47% of their portfolio | 1.1m $18.3m | Added +159.2k |
| LONDON CO OF VIRGINIA 0.10% of their portfolio | 1.1m $18.2m | Added +5.3k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 961.5k $15.3m | Added +9.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 860.7k $13.7m | Added +6.7k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 801.2k $12.7m | Reduced -24.4k |
| Stephens Investment Management Group LLC 0.18% of their portfolio | 786.3k $12.5m | Reduced -155.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 711.5k $11.3m | Reduced -181.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 683.1k $10.9m | Added +123.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.24% of their portfolio | 559.1k $8.9m | Reduced -9.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 538.9k $8.6m | Added +47.2k |
| POLEN CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 512.0k $8.1m | Reduced -8.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 478.6k $7.6m | Added +280.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 465.4k $7.4m | Added +88.7k |
| Verition Fund Management LLC 0.05% of their portfolio | 445.1k $7.1m | Added +199.0k |
| Orchard Capital Management, LLC 2.09% of their portfolio | 434.2k $6.9m | Reduced -5.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 421.0k $6.7m | Reduced -2.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 381.4k $6.1m | Added +208.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 377.5k $6.0m | Reduced -18.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 342.1k $5.4m | Added +138.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 329.6k $5.2m | Added +327.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 312.2k $5.0m | Reduced -3.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 304.4k $4.8m | Reduced -10.0k |
| MORGAN STANLEY 0.00% of their portfolio | 304.1k $4.8m | Reduced -887.4k |
| Trexquant Investment LP 0.07% of their portfolio | 270.7k $4.3m | New |
| ProShare Advisors LLC 0.01% of their portfolio | 235.1k $3.7m | Reduced -18.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 227.7k $3.6m | New |
| Penserra Capital Management LLC 0.04% of their portfolio | 209.9k $3.3m | Reduced -9.9k |
| COMERICA BANK 0.01% of their portfolio | 209.7k $3.3m | Added +29.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 202.6k $3.2m | Added +82.3k |
| Madison Asset Management, LLC 0.04% of their portfolio | 198.1k $3.2m | Added +1.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 187.4k $3.0m | Added +48.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 185.7k $3.0m | Added +65.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 182.5k $2.9m | Reduced -12.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 176.6k $2.8m | Added +21.8k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 169.1k $2.7m | Added +296 |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 167.0k $2.7m | Reduced -42.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 165.8k $2.6m | Added +11 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 163.5k $2.6m | Added +12.1k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 154.1k $2.5m | Added +16.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 151.7k $2.4m | Added +51.7k |
| TOWNSQUARE CAPITAL LLC 0.03% of their portfolio | 133.5k $2.1m | Reduced -6.3k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 133.3k $2.1m | Reduced -158.2k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.39% of their portfolio | 131.4k $2.1m | Added +16.4k |
| Creative Planning 0.00% of their portfolio | 130.2k $2.1m | Added +15.6k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.16% of their portfolio | 122.0k $1.9m | New |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 110.4k $1.8m | Added +11.5k |
| GSA CAPITAL PARTNERS LLP 0.12% of their portfolio | 109.6k $1.7m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 106.2k $1.7m | Added +5.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 100.6k $1.6m | Reduced -3.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 100.2k $1.6m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 98.8k $1.6m | Added +6.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 94.0k $1.5m | Added +26.4k |
| Man Group plc 0.00% of their portfolio | 88.2k $1.4m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 84.5k $1.3m | Added +28.9k |
| Dynamic Technology Lab Private Ltd 0.15% of their portfolio | 83.5k $1.3m | Added +73.0k |
| Graham Capital Management, L.P. 0.05% of their portfolio | 82.2k $1.3m | New |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 82.0k $1.3m | Reduced -7.2k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 78.9k $1.3m | Added +5.3k |
| Invesco Ltd. 0.00% of their portfolio | 77.5k $1.2m | Reduced -7.7k |
| Swiss National Bank 0.00% of their portfolio | 75.2k $1.2m | Reduced -2.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 74.6k $1.2m | Reduced -9.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 74.1k $1.2m | Reduced -12.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.09% of their portfolio | 73.3k $1.2m | Added +59.0k |
| Composition Wealth, LLC 0.03% of their portfolio | 71.4k $1.1m | Reduced -31 |
| AZZAD ASSET MANAGEMENT INC /ADV 0.13% of their portfolio | 70.2k $1.1m | Reduced -2.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 67.5k $1.1m | Reduced -120 |
| Engineers Gate Manager LP 0.02% of their portfolio | 65.9k $1.0m | New |
| Koss-Olinger Consulting, LLC 0.10% of their portfolio | 65.3k $1.0m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 64.4k $1.0m | Added +1.2k |
| LOGAN CAPITAL MANAGEMENT INC 0.04% of their portfolio | 61.9k $985.0k | Reduced -483 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.8k $920.3k | Reduced -48 |
| UBS Group AG 0.00% of their portfolio | 51.7k $822.9k | Reduced -164.5k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 50.0k $795.5k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 50.0k $795.5k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 49.4k $785.3k | Reduced -5.4k |
| Legal & General Group Plc 0.00% of their portfolio | 46.1k $733.6k | Added +3.7k |
| Kamunting Street Capital Management, L.P. 0.59% of their portfolio | 40.0k $636.4k | Unchanged |
| XTX Topco Ltd 0.05% of their portfolio | 39.6k $629.8k | Added +23.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 38.2k $607.3k | Reduced -1.9k |
| Caption Management, LLC 0.06% of their portfolio | 38.0k $604.6k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $598.2k | Unchanged |
| DANSKE BANK A/S 0.00% of their portfolio | 37.0k $588.0k | New |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 36.7k $584.1k | Reduced -38.5k |
| Legato Capital Management LLC 0.07% of their portfolio | 34.2k $544.7k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 33.4k $530.7k | Reduced -26.6k |
| US BANCORP \DE\ 0.00% of their portfolio | 33.1k $526.5k | Reduced -6.2k |
| LANARK FINANCIAL, INC. 0.05% of their portfolio | 32.7k $520.0k | Reduced -1.2k |
| Walleye Capital LLC 0.01% of their portfolio | 30.5k $485.0k | Added +1.5k |
| M&T Bank Corp 0.00% of their portfolio | 30.2k $481.3k | Reduced -180 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 29.1k $464.0k | Added +2.6k |
| Holocene Advisors, LP 0.00% of their portfolio | 28.8k $459.0k | Reduced -50.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 28.7k $456.5k | New |