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 ($636.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.07. Options: 8 managers hold calls ($3.2m notional), 5 hold puts ($1.8m).
Trends to Q2 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 |
| Q2 2025 | 199 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 108 | 110 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $6.9m | $16.4m | 2.39 |
| Q4 2024 | $15.3m | $22.2m | 1.45 |
| Q1 2025 | $3.5m | $1.6m | 0.46 |
| Q2 2025 | $3.2m | $1.8m | 0.56 |
Biggest buyers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| Balyasny Asset Management L.P. | Added | +901.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +790.2k |
| J. Goldman & Co LP | Added | +565.5k |
| MARSHALL WACE, LLP | Added | +519.2k |
| GOLDMAN SACHS GROUP INC | Added | +477.3k |
| UBS Group AG | Added | +440.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +437.8k |
| Polar Asset Management Partners Inc. | New | +360.0k |
| Stephens Investment Management Group LLC | Added | +181.9k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -2.4m |
| Squarepoint Ops LLC | Reduced | -651.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -362.5k |
| MORGAN STANLEY | Reduced | -307.1k |
| Driehaus Capital Management LLC | Sold out | -249.6k |
| BlackRock, Inc. | Reduced | -195.6k |
| Cresset Asset Management, LLC | Sold out | -165.7k |
| Divisadero Street Capital Management, LP | Sold out | -162.2k |
| Verition Fund Management LLC | Reduced | -127.3k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -122.2k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $671.0k33.5k shares |
| JANE STREET GROUP, LLC | Reduced | $645.6k32.2k shares |
| CITADEL ADVISORS LLC | Reduced | $607.5k30.3k shares |
| J. Goldman & Co LP | New | $565.4k28.2k shares |
| IMC-Chicago, LLC | Reduced | $268.7k13.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $266.7k13.3k shares |
| GROUP ONE TRADING LLC | Added | $134.3k6.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $784.0k39.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $687.7k34.3k shares |
| GROUP ONE TRADING LLC | Added | $218.5k10.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $76.0k3.8k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 6.1m $121.4m | Added +10.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.28% of their portfolio | 5.9m $119.1m | Added +1.3m |
| BlackRock, Inc. 0.00% of their portfolio | 4.7m $93.5m | Reduced -195.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.0m $79.9m | Added +53.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 1.8m $35.6m | Added +790.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.4m $28.6m | Added +437.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $28.2m | Added +477.3k |
| LONDON CO OF VIRGINIA 0.13% of their portfolio | 1.1m $23.0m | Reduced -2.7k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 1.0m $20.2m | Added +901.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.0m $20.1m | Reduced -17.7k |
| STATE STREET CORP 0.00% of their portfolio | 990.5k $19.9m | Reduced -38.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 935.8k $18.8m | Added +52.0k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 887.9k $17.8m | Reduced -62.4k |
| Stephens Investment Management Group LLC 0.22% of their portfolio | 818.0k $16.4m | Added +181.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 807.7k $16.2m | Added +84.7k |
| UBS Group AG 0.00% of their portfolio | 654.7k $13.1m | Added +440.5k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 600.1k $12.8m | Added +11.2k |
| BARCLAYS PLC 0.00% of their portfolio | 594.1k $11.9m | Added +18.7k |
| J. Goldman & Co LP 0.36% of their portfolio | 579.5k $11.6m | Added +565.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 560.0k $11.2m | Added +140.1k |
| ALGERT GLOBAL LLC 0.23% of their portfolio | 546.5k $11.0m | Added +115.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 544.7k $10.9m | Added +519.2k |
| PALISADE CAPITAL MANAGEMENT, LP 0.29% of their portfolio | 513.7k $10.3m | Reduced -14.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 508.8k $10.2m | Added +87.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 504.5k $10.1m | Added +181.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio | 499.2k $10.0m | Added +68.1k |
| MORGAN STANLEY 0.00% of their portfolio | 401.9k $8.1m | Reduced -307.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 371.7k $7.5m | Reduced -362.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 365.6k $7.3m | Reduced -3.1k |
| Polar Asset Management Partners Inc. 0.18% of their portfolio | 360.0k $7.2m | New |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 347.7k $7.0m | Added +102.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 309.9k $6.2m | Reduced -4.8k |
| SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio | 293.7k $5.9m | Added +49.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 261.0k $5.2m | Reduced -16.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 257.1k $5.2m | Added +82.3k |
| Verition Fund Management LLC 0.03% of their portfolio | 223.6k $4.5m | Reduced -127.3k |
| Penserra Capital Management LLC 0.06% of their portfolio | 202.6k $4.1m | Added +77.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 196.1k $3.9m | Added +77.3k |
| HRT FINANCIAL LP 0.02% of their portfolio | 182.2k $3.7m | Added +140.9k |
| PICTON MAHONEY ASSET MANAGEMENT 0.05% of their portfolio | 177.8k $3.6m | New |
| ProShare Advisors LLC 0.01% of their portfolio | 176.7k $3.5m | Added +56.5k |
| Trexquant Investment LP 0.04% of their portfolio | 166.0k $3.3m | Added +69.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 164.7k $3.3m | Added +627 |
| Creative Planning 0.00% of their portfolio | 155.0k $3.1m | Added +15.1k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 146.6k $2.9m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 139.3k $2.8m | Added +16.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 133.8k $2.7m | Reduced -15.6k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 131.2k $2.6m | New |
| Madison Asset Management, LLC 0.03% of their portfolio | 129.1k $2.6m | Added +432 |
| BloombergSen Inc. 0.21% of their portfolio | 124.9k $2.5m | Added +87.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 122.1k $2.4m | Added +6.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 116.3k $2.3m | Added +7.2k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.17% of their portfolio | 106.2k $2.1m | Added +61.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 105.3k $2.1m | Reduced -31.7k |
| PDT Partners, LLC 0.12% of their portfolio | 102.3k $2.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 100.3k $2.0m | Added +19.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 97.3k $2.0m | Reduced -85.5k |
| Orchard Capital Management, LLC 1.98% of their portfolio | 89.3k $1.8m | Reduced -118.9k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 87.5k $1.8m | Added +20.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.38% of their portfolio | 84.0k $1.7m | Added +42.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 83.8k $1.7m | Added +21.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 82.6k $1.7m | Reduced -18.5k |
| Nuveen, LLC 0.00% of their portfolio | 82.1k $1.6m | Reduced -18.1k |
| Aquatic Capital Management LLC 0.03% of their portfolio | 81.0k $1.6m | Added +24.0k |
| Swiss National Bank 0.00% of their portfolio | 73.1k $1.5m | Reduced -1.1k |
| Invesco Ltd. 0.00% of their portfolio | 72.6k $1.5m | Added +8.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 72.1k $1.4m | Reduced -4.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 67.7k $1.4m | Added +18.4k |
| XTX Topco Ltd 0.05% of their portfolio | 65.4k $1.3m | Reduced -21.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 62.3k $1.2m | Added +52.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 61.1k $1.2m | Added +5.9k |
| AZZAD ASSET MANAGEMENT INC /ADV 0.13% of their portfolio | 59.2k $1.2m | Reduced -46.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 58.4k $1.2m | Reduced -44.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 57.3k $1.1m | New |
| WINTON GROUP Ltd 0.05% of their portfolio | 53.3k $1.1m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 53.0k $1.1m | Reduced -31.2k |
| CITIGROUP INC 0.00% of their portfolio | 51.5k $1.0m | Added +14.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 51.4k $1.0m | Added +3.9k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 48.7k $975.5k | Reduced -37.4k |
| Legal & General Group Plc 0.00% of their portfolio | 42.3k $847.4k | Added +315 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 41.5k $832.1k | Added +4.8k |
| JACKSON SQUARE CAPITAL, LLC 0.18% of their portfolio | 41.3k $827.8k | Unchanged |
| M&T Bank Corp 0.00% of their portfolio | 40.4k $809.2k | Added +10.9k |
| Perbak Capital Partners LLP 0.18% of their portfolio | 39.6k $793.0k | Added +29.3k |
| POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 38.1k $763.7k | Reduced -122.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.6k $753.9k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 36.4k $730.0k | Added +2.4k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 34.1k $684.3k | Added +13.0k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 33.6k $673.0k | Added +18.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.8k $657.0k | Reduced -2.8k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 32.6k $654.0k | Reduced -14.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 32.1k $642.7k | Reduced -8.7k |
| NORDEN GROUP LLC 0.07% of their portfolio | 30.1k $603.9k | Added +6.8k |
| Composition Wealth, LLC 0.01% of their portfolio | 28.9k $579.6k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 28.1k $562.7k | Reduced -441 |
| Main Management ETF Advisors, LLC 0.02% of their portfolio | 27.9k $558.0k | Added +456 |
| Index Fund Advisors, Inc. 0.03% of their portfolio | 27.3k $547.1k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 25.0k $501.0k | Added +5.3k |
| US BANCORP \DE\ 0.00% of their portfolio | 24.9k $499.9k | Added +1.8k |
| Portside Wealth Group, LLC 0.07% of their portfolio | 23.6k $473.7k | Added +5.0k |