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 ($600.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.52. Options: 8 managers hold calls ($3.5m notional), 6 hold puts ($1.6m).
Trends to Q1 2025
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 |
| Q1 2025 | 215 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 108 | 121 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $5.4m | $8.1m | 1.49 |
| Q3 2024 | $6.9m | $16.4m | 2.39 |
| Q4 2024 | $15.3m | $22.2m | 1.45 |
| Q1 2025 | $3.5m | $1.6m | 0.46 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +986.7k |
| CITADEL ADVISORS LLC | Added | +949.3k |
| BlackRock, Inc. | Added | +852.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +506.2k |
| Squarepoint Ops LLC | Added | +489.2k |
| RAYMOND JAMES FINANCIAL INC | Added | +411.1k |
| BARCLAYS PLC | Added | +376.7k |
| MORGAN STANLEY | Added | +320.3k |
| Qube Research & Technologies Ltd | Added | +311.3k |
| FMR LLC | Added | +301.7k |
Biggest sellers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -2.5m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -1.1m |
| Balyasny Asset Management L.P. | Reduced | -687.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -496.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -280.3k |
| D. E. Shaw & Co., Inc. | Reduced | -275.7k |
| Woodline Partners LP | Sold out | -193.4k |
| Verition Fund Management LLC | Reduced | -187.4k |
| Driehaus Capital Management LLC | Reduced | -184.3k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -144.2k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $1.3m62.6k shares |
| JANE STREET GROUP, LLC | Added | $833.8k38.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $651.1k30.3k shares |
| IMC-Chicago, LLC | Reduced | $408.3k19.0k shares |
| GROUP ONE TRADING LLC | Added | $111.7k5.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $98.0k4.6k shares |
| Walleye Trading LLC | Reduced | $90.3k4.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $659.7k30.7k shares |
| CITADEL ADVISORS LLC | Reduced | $591.0k27.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $287.0k13.4k shares |
| GROUP ONE TRADING LLC | Reduced | $83.8k3.9k shares |
| Walleye Trading LLC | Reduced | $4.3k200 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 Q1 2025
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 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 |
| Q1 2025 | 0 | — | 2 | $17.8m | $17.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-03 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $326.0k12.6k shares |
| 2025-03-03 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $326.0k12.6k shares |
| 2025-03-03 | MMMK Development, Inc. 10% owner | Sold plan | $326.0k12.6k shares |
| 2025-02-14 | MMMK Development, Inc. 10% owner | Sold plan | $2.1m67.1k shares |
| 2025-02-14 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m67.1k shares |
| 2025-02-14 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m67.1k shares |
| 2025-02-13 | MMMK Development, Inc. 10% owner | Sold plan | $2.2m68.9k shares |
| 2025-02-13 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.2m68.9k shares |
| 2025-02-13 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.2m68.9k shares |
| 2025-02-12 | MMMK Development, Inc. 10% owner | Sold plan | $2.0m65.7k shares |
| 2025-02-12 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.0m65.7k shares |
| 2025-02-12 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.0m65.7k shares |
| 2025-01-29 | MMMK Development, Inc. 10% owner | Sold plan | $2.0m66.4k shares |
| 2025-01-29 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.0m66.4k shares |
| 2025-01-29 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.0m66.4k shares |
| 2025-01-28 | MMMK Development, Inc. 10% owner | Sold plan | $1.9m63.0k shares |
| 2025-01-28 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.9m63.0k shares |
| 2025-01-28 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.9m63.0k shares |
| 2025-01-27 | MMMK Development, Inc. 10% owner | Sold plan | $1.4m45.0k shares |
| 2025-01-27 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.4m45.0k shares |
| 2025-01-27 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.4m45.0k shares |
| 2025-01-10 | MMMK Development, Inc. 10% owner | Sold plan | $2.1m69.6k shares |
| 2025-01-10 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m69.6k shares |
| 2025-01-10 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.1m69.6k shares |
| 2025-01-08 | MMMK Development, Inc. 10% owner | Sold plan | $1.4m46.0k shares |
| 2025-01-08 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.4m46.0k shares |
| 2025-01-08 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $1.4m46.0k shares |
| 2025-01-07 | MMMK Development, Inc. 10% owner | Sold plan | $2.4m78.2k shares |
| 2025-01-07 | Karanikolas Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.4m78.2k shares |
| 2025-01-07 | Mente Michael CO-CHIEF EXECUTIVE OFFICER, director · By MMMK Development, Inc. | Sold plan | $2.4m78.2k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 6.0m $129.9m | Added +301.7k |
| BlackRock, Inc. 0.00% of their portfolio | 4.9m $104.4m | Added +852.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 4.7m $100.4m | Reduced -280.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $84.5m | Added +98.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.20% of their portfolio | 2.4m $50.8m | Added +506.2k |
| LONDON CO OF VIRGINIA 0.14% of their portfolio | 1.1m $24.7m | Reduced -2.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $22.1m | Added +19.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.0m $21.9m | Added +949.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 986.7k $21.2m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 985.5k $21.2m | Reduced -2.5m |
| GW&K Investment Management, LLC 0.19% of their portfolio | 950.3k $20.4m | Reduced -20.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 927.9k $19.9m | Reduced -30.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 883.7k $19.0m | Added +25.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 734.2k $15.8m | Added +91.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 723.0k $15.5m | Added +59.9k |
| MORGAN STANLEY 0.00% of their portfolio | 709.1k $15.2m | Added +320.3k |
| Squarepoint Ops LLC 0.03% of their portfolio | 662.9k $14.2m | Added +489.2k |
| Stephens Investment Management Group LLC 0.20% of their portfolio | 636.1k $13.7m | Added +56.3k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 589.0k $13.0m | Added +82.0k |
| BARCLAYS PLC 0.01% of their portfolio | 575.4k $12.4m | Added +376.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.33% of their portfolio | 528.3k $11.4m | Reduced -5.0k |
| ALGERT GLOBAL LLC 0.23% of their portfolio | 431.5k $9.3m | Added +128.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 431.1k $9.3m | Added +89.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 421.0k $9.0m | Added +411.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 419.9k $9.0m | Added +8.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 368.6k $7.9m | Reduced -11.2k |
| Verition Fund Management LLC 0.04% of their portfolio | 350.9k $7.5m | Reduced -187.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 323.0k $6.9m | Added +311.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 314.7k $6.8m | Reduced -4.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 277.0k $6.0m | Reduced -13.4k |
| Driehaus Capital Management LLC 0.05% of their portfolio | 249.6k $5.4m | Reduced -184.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 245.1k $5.3m | Added +7.8k |
| SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio | 244.1k $5.2m | New |
| UBS Group AG 0.00% of their portfolio | 214.2k $4.6m | Reduced -89.0k |
| Orchard Capital Management, LLC 3.06% of their portfolio | 208.2k $4.5m | Added +186.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 182.8k $3.9m | Reduced -113.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 174.9k $3.8m | Reduced -4.2k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 165.7k $3.6m | Added +208 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 164.1k $3.5m | Reduced -848 |
| Divisadero Street Capital Management, LP 0.40% of their portfolio | 162.2k $3.5m | New |
| POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 160.3k $3.4m | Reduced -144.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 149.4k $3.2m | Added +32.2k |
| Creative Planning 0.00% of their portfolio | 139.9k $3.0m | Added +7.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 137.0k $2.9m | Added +84.1k |
| Madison Asset Management, LLC 0.03% of their portfolio | 128.7k $2.8m | Added +21.0k |
| Penserra Capital Management LLC 0.05% of their portfolio | 125.6k $2.7m | Reduced -9.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 122.9k $2.6m | Reduced -13.7k |
| ProShare Advisors LLC 0.01% of their portfolio | 120.2k $2.6m | Added +15.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 118.8k $2.6m | Reduced -275.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 115.5k $2.5m | Added +3.8k |
| TOWNSQUARE CAPITAL LLC 0.03% of their portfolio | 112.2k $2.4m | Reduced -6.8k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.49% of their portfolio | 110.3k $2.4m | Reduced -4.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 109.1k $2.3m | Added +10.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 108.5k $2.3m | Reduced -687.1k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.21% of their portfolio | 106.1k $2.9m | Added +628 |
| Engineers Gate Manager LP 0.04% of their portfolio | 104.4k $2.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 102.4k $2.2m | Added +5.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 101.1k $2.2m | Added +30.2k |
| Jump Financial, LLC 0.03% of their portfolio | 100.4k $2.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 100.2k $2.2m | First filing |
| Trexquant Investment LP 0.02% of their portfolio | 96.5k $2.1m | Added +34.7k |
| Eisler Capital Management Ltd. 0.06% of their portfolio | 89.7k $1.9m | New |
| XTX Topco Ltd 0.10% of their portfolio | 87.1k $1.9m | New |
| Graham Capital Management, L.P. 0.06% of their portfolio | 86.1k $1.8m | Added +61.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 84.3k $1.8m | Added +3.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 80.7k $1.7m | First filing |
| Man Group plc 0.00% of their portfolio | 77.1k $1.7m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 76.8k $1.7m | Reduced -48.2k |
| Swiss National Bank 0.00% of their portfolio | 74.2k $1.6m | Reduced -600 |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 67.3k $1.4m | Reduced -900 |
| Invesco Ltd. 0.00% of their portfolio | 64.1k $1.4m | Reduced -36.4k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 62.0k $1.3m | Reduced -1.1k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 60.7k $1.3m | Reduced -409 |
| Aquatic Capital Management LLC 0.03% of their portfolio | 57.0k $1.2m | Added +30.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 55.1k $1.2m | Added +1.8k |
| Independent Advisor Alliance 0.04% of their portfolio | 51.7k $1.1m | Reduced -80 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 50.0k $1.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 49.3k $1.1m | Reduced -1.3k |
| COMERICA BANK 0.00% of their portfolio | 48.5k $1.0m | Reduced -70.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 47.6k $1.0m | Added +31.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 47.5k $1.2m | Unchanged |
| Versor Investments LP 0.16% of their portfolio | 46.1k $990.7k | Added +37.7k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.09% of their portfolio | 45.0k $966.3k | Added +27.1k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.22% of their portfolio | 42.0k $902.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 41.9k $901.5k | Reduced -1.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 41.3k $887.0k | New |
| JACKSON SQUARE CAPITAL, LLC 0.29% of their portfolio | 41.3k $887.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 40.8k $876.1k | Reduced -10.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 38.6k $829.5k | Added +4.5k |
| BloombergSen Inc. 0.07% of their portfolio | 37.7k $810.8k | Added +10.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $808.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 36.7k $789.1k | Added +3.7k |
| CITIGROUP INC 0.00% of their portfolio | 36.6k $787.4k | Reduced -24.3k |
| MONIMUS CAPITAL MANAGEMENT, LP 0.66% of their portfolio | 35.9k $772.3k | Added +21.0k |
| Bryce Point Capital, LLC 0.65% of their portfolio | 35.6k $869.2k | Reduced -19.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.6k $764.6k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 34.0k $730.0k | Added +1.4k |
| PIER 88 INVESTMENT PARTNERS LLC 0.14% of their portfolio | 32.8k $704.4k | Added +16.7k |
| M&T Bank Corp 0.00% of their portfolio | 29.5k $634.4k | Reduced -959 |
| Bayesian Capital Management, LP 0.10% of their portfolio | 29.0k $624.1k | Added +10.4k |