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 ($351.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.78. Options: 10 managers hold calls ($6.9m notional), 12 hold puts ($16.4m).
Trends to Q3 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 |
| Q3 2024 | 195 |
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 |
| Q3 2024 | 73 | 112 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $14.2m | $16.3m | 1.15 |
| Q1 2024 | $6.5m | $12.2m | 1.87 |
| Q2 2024 | $5.4m | $8.1m | 1.49 |
| Q3 2024 | $6.9m | $16.4m | 2.39 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +661.4k |
| D. E. Shaw & Co., Inc. | Added | +356.9k |
| CITADEL ADVISORS LLC | Added | +329.7k |
| JPMORGAN CHASE & CO | Added | +317.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +297.4k |
| MORGAN STANLEY | Added | +252.5k |
| GOLDMAN SACHS GROUP INC | Added | +250.0k |
| MARSHALL WACE, LLP | Added | +230.7k |
| BANK OF AMERICA CORP /DE/ | Added | +180.3k |
| Polar Asset Management Partners Inc. | New | +160.7k |
Biggest sellers
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -1.0m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -838.2k |
| Orchard Capital Management, LLC | Reduced | -413.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -371.9k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -342.1k |
| Trexquant Investment LP | Reduced | -239.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Sold out | -182.5k |
| Allspring Global Investments Holdings, LLC | Reduced | -162.1k |
| Stephens Investment Management Group LLC | Reduced | -156.4k |
| Cubist Systematic Strategies, LLC | Sold out | -154.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m92.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m64.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Unchanged | $1.0m40.9k shares |
| PEAK6 Investments LLC | New | $706.2k28.5k shares |
| IMC-Chicago, LLC | New | $329.6k13.3k shares |
| Walleye Capital LLC | Added | $317.2k12.8k shares |
| GTS SECURITIES LLC | New | $302.3k12.2k shares |
| SIMPLEX TRADING, LLC | Added | $220.0k8.9k shares |
| GROUP ONE TRADING LLC | Added | $101.6k4.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $5.0m200.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m159.1k shares |
| Caption Management, LLC | Added | $3.3m135.0k shares |
| Walleye Capital LLC | Added | $1.5m60.8k shares |
| SIMPLEX TRADING, LLC | Added | $644.0k26.0k shares |
| Squarepoint Ops LLC | New | $619.5k25.0k shares |
| Ionic Capital Management LLC | New | $562.5k22.7k shares |
| WOLVERINE TRADING, LLC | New | $412.3k16.5k shares |
| CITADEL ADVISORS LLC | Reduced | $292.4k11.8k shares |
| GROUP ONE TRADING LLC | Reduced | $143.7k5.8k 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 Q3 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 |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $180.1k | $180.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-19 | MMMK Development, Inc. 10% owner | Sold plan | $168.3k6.5k shares |
| 2024-09-19 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $168.3k6.5k shares |
| 2024-09-19 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $168.3k6.5k shares |
| 2024-09-18 | MMMK Development, Inc. 10% owner | Sold plan | $11.8k456 shares |
| 2024-09-18 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $11.8k456 shares |
| 2024-09-18 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $11.8k456 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 5.7m $141.4m | Reduced -28.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.30% of their portfolio | 5.4m $134.0m | Reduced -371.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.31% of their portfolio | 5.1m $126.9m | Reduced -67.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.8m $93.3m | Added +66.8k |
| BlackRock, Inc. 0.00% of their portfolio | 3.4m $85.2m | First filing |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.19% of their portfolio | 1.9m $47.4m | Added +297.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.14% of their portfolio | 1.3m $31.0m | Reduced -838.2k |
| LONDON CO OF VIRGINIA 0.15% of their portfolio | 1.2m $28.7m | Added +16.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $27.8m | Reduced -80.0k |
| GW&K Investment Management, LLC 0.21% of their portfolio | 989.5k $24.5m | Added +28.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 891.8k $22.1m | Added +180.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 861.6k $21.4m | Added +974 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 788.9k $19.5m | Added +250.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 709.6k $17.6m | Added +26.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 709.4k $17.6m | Added +230.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 699.3k $17.3m | Added +317.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 661.4k $16.4m | New |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 659.2k $16.3m | Added +329.7k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 639.2k $15.8m | Reduced -162.1k |
| Stephens Investment Management Group LLC 0.21% of their portfolio | 629.9k $15.6m | Reduced -156.4k |
| MORGAN STANLEY 0.00% of their portfolio | 556.6k $13.8m | Added +252.5k |
| PALISADE CAPITAL MANAGEMENT, LP 0.35% of their portfolio | 525.9k $13.0m | Reduced -33.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 462.7k $11.5m | Reduced -2.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 431.5k $10.7m | Added +356.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 406.8k $10.1m | Reduced -14.2k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 402.8k $10.0m | Reduced -109.2k |
| Verition Fund Management LLC 0.07% of their portfolio | 398.2k $9.9m | Reduced -46.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 365.1k $9.0m | Reduced -12.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 315.2k $7.8m | Added +3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 290.9k $7.2m | Reduced -13.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 229.3k $5.7m | Added +62.3k |
| Penserra Capital Management LLC 0.09% of their portfolio | 170.5k $4.2m | Reduced -39.3k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 169.1k $4.2m | Reduced -22 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 167.7k $4.2m | Reduced -8.9k |
| Polar Asset Management Partners Inc. 0.10% of their portfolio | 160.7k $4.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 160.1k $4.0m | Reduced -5.7k |
| ProShare Advisors LLC 0.01% of their portfolio | 151.8k $3.8m | Reduced -83.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 148.1k $3.7m | Reduced -3.7k |
| COMERICA BANK 0.01% of their portfolio | 146.8k $3.6m | Reduced -62.9k |
| Madison Asset Management, LLC 0.04% of their portfolio | 136.4k $3.4m | Reduced -61.8k |
| Creative Planning 0.00% of their portfolio | 136.2k $3.4m | Added +6.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 135.4k $3.4m | Reduced -67.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 132.5k $3.3m | Reduced -53.2k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.57% of their portfolio | 131.5k $3.3m | Added +78 |
| TOWNSQUARE CAPITAL LLC 0.04% of their portfolio | 125.2k $3.1m | Reduced -8.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 124.3k $3.1m | Reduced -39.2k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.07% of their portfolio | 121.9k $3.0m | Reduced -1.0m |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 114.2k $2.8m | New |
| UBS Group AG 0.00% of their portfolio | 108.6k $2.7m | Added +56.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.12% of their portfolio | 107.1k $2.7m | Added +33.8k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.64% of their portfolio | 105.0k $2.6m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 104.5k $2.6m | Reduced -82.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 100.2k $2.5m | Unchanged |
| Lisanti Capital Growth, LLC 0.58% of their portfolio | 91.8k $2.3m | New |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 90.4k $2.2m | Reduced -20.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 90.1k $2.2m | Reduced -8.7k |
| MAVERICK CAPITAL LTD 0.04% of their portfolio | 87.4k $2.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 85.6k $2.1m | Added +52.3k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 84.7k $2.1m | Reduced -143.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 81.3k $2.0m | Reduced -19.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 79.0k $2.0m | Reduced -5.5k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 77.7k $1.9m | Reduced -1.3k |
| Swiss National Bank 0.00% of their portfolio | 75.2k $1.9m | Unchanged |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 72.2k $1.8m | Reduced -9.8k |
| Composition Wealth, LLC 0.04% of their portfolio | 71.4k $1.8m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 63.9k $1.6m | Reduced -13.6k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 62.3k $1.5m | Reduced -2.1k |
| LOGAN CAPITAL MANAGEMENT INC 0.06% of their portfolio | 62.0k $1.5m | Added +101 |
| Koss-Olinger Consulting, LLC 0.13% of their portfolio | 61.3k $1.5m | Reduced -4.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 60.9k $1.5m | New |
| TWINBEECH CAPITAL LP 0.03% of their portfolio | 57.8k $1.4m | New |
| Centiva Capital, LP 0.06% of their portfolio | 56.1k $1.4m | Added +39.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.3k $1.3m | Reduced -4.5k |
| Dynamic Technology Lab Private Ltd 0.14% of their portfolio | 53.2k $1.3m | Reduced -30.3k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.15% of their portfolio | 53.0k $1.3m | Reduced -17.1k |
| Legato Capital Management LLC 0.15% of their portfolio | 50.2k $1.2m | Added +16.0k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 50.0k $1.2m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 47.9k $1.2m | Added +30.2k |
| Legal & General Group Plc 0.00% of their portfolio | 44.7k $1.1m | Reduced -1.4k |
| Kamunting Street Capital Management, L.P. 1.02% of their portfolio | 40.0k $991.2k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $931.7k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.3k $924.3k | Reduced -56.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.1k $895.8k | Reduced -2.0k |
| DANSKE BANK A/S 0.00% of their portfolio | 35.9k $890.5k | Reduced -1.0k |
| BloombergSen Inc. 0.07% of their portfolio | 35.2k $873.2k | Added +9.9k |
| Caption Management, LLC 0.09% of their portfolio | 34.0k $842.5k | Reduced -4.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.7k $835.1k | Added +5.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 33.4k $827.6k | Added +306 |
| SG Americas Securities, LLC 0.00% of their portfolio | 33.4k $827.0k | New |
| Trexquant Investment LP 0.01% of their portfolio | 31.4k $776.9k | Reduced -239.4k |
| M&T Bank Corp 0.00% of their portfolio | 30.2k $748.9k | Reduced -16 |
| CITIGROUP INC 0.00% of their portfolio | 30.0k $742.5k | Added +13.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 29.8k $740.0k | Added +696 |
| Walleye Capital LLC 0.01% of their portfolio | 28.7k $710.6k | Reduced -1.8k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 27.9k $691.9k | Reduced -54.2k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 27.9k $691.4k | Reduced -105.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 27.2k $699.2k | Added +1.8k |
| LANARK FINANCIAL, INC. 0.06% of their portfolio | 27.0k $668.0k | Reduced -5.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 26.7k $662.0k | Unchanged |
| EQUITABLE TRUST CO 0.04% of their portfolio | 26.6k $660.3k | Unchanged |