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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.48. Options: 12 managers hold calls ($15.3m notional), 13 hold puts ($22.2m).
Trends to Q4 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 |
| Q4 2024 | 230 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 109 | 105 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $6.5m | $12.2m | 1.87 |
| Q2 2024 | $5.4m | $8.1m | 1.49 |
| Q3 2024 | $6.9m | $16.4m | 2.39 |
| Q4 2024 | $15.3m | $22.2m | 1.45 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +681.5k |
| BlackRock, Inc. | Added | +564.6k |
| Driehaus Capital Management LLC | New | +433.9k |
| ALGERT GLOBAL LLC | Added | +212.9k |
| UBS Group AG | Added | +194.6k |
| Woodline Partners LP | New | +193.4k |
| GOLDMAN SACHS GROUP INC | Added | +169.3k |
| FEDERATED HERMES, INC. | Added | +159.7k |
| Verition Fund Management LLC | Added | +140.1k |
| Squarepoint Ops LLC | Added | +136.4k |
Biggest sellers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -1.6m |
| MARSHALL WACE, LLP | Reduced | -700.4k |
| JPMORGAN CHASE & CO | Reduced | -666.4k |
| CITADEL ADVISORS LLC | Reduced | -590.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -455.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -248.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -184.7k |
| MORGAN STANLEY | Reduced | -167.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -165.5k |
| Allspring Global Investments Holdings, LLC | Reduced | -132.3k |
Biggest calls
| Squarepoint Ops LLC | New | $3.9m115.3k shares |
| CITADEL ADVISORS LLC | Added | $3.9m115.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m85.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Unchanged | $1.4m40.9k shares |
| JANE STREET GROUP, LLC | New | $988.0k29.5k shares |
| IMC-Chicago, LLC | Added | $874.1k26.1k shares |
| SIMPLEX TRADING, LLC | Added | $579.0k17.3k shares |
| Walleye Capital LLC | Reduced | $314.8k9.4k shares |
| WOLVERINE TRADING, LLC | New | $280.3k8.2k shares |
| Walleye Trading LLC | New | $187.5k5.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m129.2k shares |
| Caption Management, LLC | Reduced | $3.7m110.0k shares |
| CITADEL ADVISORS LLC | Added | $3.2m96.5k shares |
| Squarepoint Ops LLC | Added | $2.2m65.0k shares |
| Walleye Capital LLC | Reduced | $1.7m51.7k shares |
| Parallax Volatility Advisers, L.P. | New | $1.7m50.0k shares |
| PEAK6 LLC | First filing | $1.6m47.3k shares |
| Walleye Trading LLC | New | $1.2m37.1k shares |
| WOLVERINE TRADING, LLC | Added | $916.0k26.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $840.0k25.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 3 | $38.4m | $38.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-20 | MMMK Development, Inc. 10% owner | Sold plan | $2.1m62.4k shares |
| 2024-12-20 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m62.4k shares |
| 2024-12-20 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m62.4k shares |
| 2024-12-19 | MMMK Development, Inc. 10% owner | Sold plan | $2.6m75.6k shares |
| 2024-12-19 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.6m75.6k shares |
| 2024-12-19 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.6m75.6k shares |
| 2024-12-18 | MMMK Development, Inc. 10% owner | Sold plan | $2.6m76.8k shares |
| 2024-12-18 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.6m76.8k shares |
| 2024-12-18 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.6m76.8k shares |
| 2024-12-04 | MMMK Development, Inc. 10% owner | Sold plan | $3.4m98.4k shares |
| 2024-12-04 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.4m98.4k shares |
| 2024-12-04 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.4m98.4k shares |
| 2024-12-03 | MMMK Development, Inc. 10% owner | Sold plan | $2.7m76.9k shares |
| 2024-12-03 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.7m76.9k shares |
| 2024-12-03 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.7m76.9k shares |
| 2024-12-02 | MMMK Development, Inc. 10% owner | Sold plan | $3.2m90.3k shares |
| 2024-12-02 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.2m90.3k shares |
| 2024-12-02 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.2m90.3k shares |
| 2024-11-22 | MMMK Development, Inc. 10% owner | Sold plan | $2.5m71.5k shares |
| 2024-11-22 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.5m71.5k shares |
| 2024-11-22 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.5m71.5k shares |
| 2024-11-21 | MMMK Development, Inc. 10% owner | Sold plan | $3.1m88.1k shares |
| 2024-11-21 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.1m88.1k shares |
| 2024-11-21 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $3.1m88.1k shares |
| 2024-11-20 | MMMK Development, Inc. 10% owner | Sold plan | $2.5m73.8k shares |
| 2024-11-20 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.5m73.8k shares |
| 2024-11-20 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.5m73.8k shares |
| 2024-11-06 | MMMK Development, Inc. 10% owner | Sold plan | $6.3m200.0k shares |
| 2024-11-06 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $6.3m200.0k shares |
| 2024-11-06 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $6.3m200.0k shares |
The latest 30 of 46 trades.
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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 5.7m $192.3m | Added +38.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 4.9m $165.8m | Reduced -455.7k |
| BlackRock, Inc. 0.00% of their portfolio | 4.0m $134.1m | Added +564.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.8m $128.3m | Added +65.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 3.5m $116.6m | Reduced -1.6m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.24% of their portfolio | 1.9m $62.2m | Reduced -56.6k |
| LONDON CO OF VIRGINIA 0.21% of their portfolio | 1.2m $38.6m | Reduced -6.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.16% of their portfolio | 1.1m $35.7m | Reduced -184.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $33.8m | Reduced -114.1k |
| GW&K Investment Management, LLC 0.28% of their portfolio | 971.3k $32.5m | Reduced -18.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 958.2k $32.1m | Added +169.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 857.9k $28.7m | Reduced -3.7k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 795.6k $26.6m | Added +681.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 663.1k $22.2m | Reduced -46.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 643.1k $21.5m | Reduced -248.7k |
| Stephens Investment Management Group LLC 0.26% of their portfolio | 579.8k $19.4m | Reduced -50.1k |
| Verition Fund Management LLC 0.09% of their portfolio | 538.3k $18.0m | Added +140.1k |
| PALISADE CAPITAL MANAGEMENT, LP 0.48% of their portfolio | 533.4k $17.9m | Added +7.4k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 506.9k $17.0m | Reduced -132.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 496.0k $16.6m | Reduced -165.5k |
| Driehaus Capital Management LLC 0.12% of their portfolio | 433.9k $14.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 411.7k $13.8m | Added +4.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 394.5k $13.2m | Reduced -37.1k |
| MORGAN STANLEY 0.00% of their portfolio | 388.8k $13.0m | Reduced -167.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 379.8k $12.7m | Added +14.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 342.0k $11.5m | Reduced -120.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 318.7k $10.7m | Added +3.5k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 304.5k $10.2m | Reduced -98.3k |
| ALGERT GLOBAL LLC 0.24% of their portfolio | 303.3k $10.2m | Added +212.9k |
| UBS Group AG 0.00% of their portfolio | 303.2k $10.2m | Added +194.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 296.7k $9.9m | Added +67.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 290.3k $9.7m | Reduced -556 |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 237.3k $7.9m | Added +159.7k |
| BARCLAYS PLC 0.00% of their portfolio | 198.7k $6.7m | Added +113.1k |
| Woodline Partners LP 0.04% of their portfolio | 193.4k $6.5m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 179.1k $6.0m | Added +11.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 173.7k $5.8m | Added +136.4k |
| Cresset Asset Management, LLC 0.03% of their portfolio | 165.5k $5.5m | Reduced -3.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 164.9k $5.5m | Added +4.8k |
| Polar Asset Management Partners Inc. 0.07% of their portfolio | 139.9k $4.7m | Reduced -20.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 136.6k $4.6m | Reduced -11.5k |
| Penserra Capital Management LLC 0.08% of their portfolio | 135.5k $4.5m | Reduced -35.1k |
| CASTLEARK MANAGEMENT LLC 0.16% of their portfolio | 134.0k $4.5m | New |
| Creative Planning 0.00% of their portfolio | 132.9k $4.5m | Reduced -3.3k |
| Global IMC LLC 0.80% of their portfolio | 132.6k $4.4m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 125.0k $4.2m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 121.6k $4.1m | Added +17.1k |
| TOWNSQUARE CAPITAL LLC 0.04% of their portfolio | 119.0k $4.0m | Reduced -6.1k |
| COMERICA BANK 0.02% of their portfolio | 118.8k $4.0m | Reduced -28.0k |
| Informed Momentum Co LLC 0.56% of their portfolio | 118.5k $4.0m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 117.2k $3.9m | Reduced -15.3k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.69% of their portfolio | 114.4k $3.8m | Reduced -17.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 111.6k $3.7m | Reduced -12.7k |
| Madison Asset Management, LLC 0.04% of their portfolio | 107.7k $3.6m | Reduced -28.7k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.34% of their portfolio | 105.5k $3.1m | Added +52.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.13% of their portfolio | 104.9k $3.5m | New |
| ProShare Advisors LLC 0.01% of their portfolio | 104.6k $3.5m | Reduced -47.2k |
| Lisanti Capital Growth, LLC 0.81% of their portfolio | 100.9k $3.4m | Added +9.0k |
| Invesco Ltd. 0.00% of their portfolio | 100.5k $3.4m | Added +36.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 100.2k $3.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 98.9k $3.3m | Added +20.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 97.0k $3.3m | New |
| MAVERICK CAPITAL LTD 0.06% of their portfolio | 97.0k $3.3m | Added +9.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 80.7k $2.7m | Added +66.9k |
| Swiss National Bank 0.00% of their portfolio | 74.8k $2.5m | Reduced -400 |
| Composition Wealth, LLC 0.05% of their portfolio | 71.4k $2.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 70.8k $2.4m | Reduced -10.4k |
| HARBOR CAPITAL ADVISORS, INC. 0.10% of their portfolio | 69.4k $2.3m | Reduced -37.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 69.0k $2.3m | Reduced -590.2k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 68.2k $2.3m | Reduced -4.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 63.1k $2.1m | Added +875 |
| Trexquant Investment LP 0.02% of their portfolio | 61.7k $2.1m | Added +30.4k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 61.1k $2.0m | New |
| CITIGROUP INC 0.00% of their portfolio | 60.9k $2.0m | Added +31.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 55.7k $1.9m | First filing |
| Walleye Capital LLC 0.02% of their portfolio | 55.3k $1.9m | Added +26.6k |
| Bryce Point Capital, LLC 0.53% of their portfolio | 54.7k $1.8m | First filing |
| LOGAN CAPITAL MANAGEMENT INC 0.08% of their portfolio | 54.1k $1.8m | Reduced -7.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.3k $1.8m | Added +43 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 52.8k $1.8m | Reduced -82.6k |
| Independent Advisor Alliance 0.02% of their portfolio | 51.8k $1.7m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 50.9k $1.7m | Added +3.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50.7k $1.7m | Reduced -39.4k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 50.0k $1.7m | Unchanged |
| Koss-Olinger Consulting, LLC 0.15% of their portfolio | 49.8k $1.7m | Reduced -11.5k |
| Centiva Capital, LP 0.06% of their portfolio | 49.0k $1.6m | Reduced -7.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 47.5k $1.6m | Reduced -13.3k |
| Legato Capital Management LLC 0.20% of their portfolio | 45.2k $1.5m | Reduced -5.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 44.3k $1.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 43.1k $1.4m | Reduced -1.6k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.42% of their portfolio | 42.0k $1.4m | Reduced -63.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 41.0k $1.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $1.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.6k $1.2m | Reduced -570 |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 34.1k $1.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 33.0k $1.1m | Reduced -666.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 32.7k $1.1m | Added +4.8k |
| US BANCORP \DE\ 0.00% of their portfolio | 32.5k $1.1m | Reduced -851 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.5k $1.1m | Added +2.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 32.4k $1.1m | Reduced -1.3k |