RVLVNYSERetail-Catalog & Mail-Order HousesFiscal year ends December 31
Revolve Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$22.31−0.49 (-2.15%)
Close on Oct 19, 2026
- Market cap
- $1.61B
- P/E (TTM)
- 22.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
63.1%
45M of 71M shares
Institutional holders
207
33 new, 28 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 66 sales
Net sold $77.02M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 5,933,489 | 15.00% | 13G (passive) amendment | Feb 9, 2024 |
| Vanguard Portfolio Management | 3,354,487 | 8.13% | 13G (passive) | Mar 31, 2026 |
| Michael Karanikolas | 30,246,819 | 42.40% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 2,849,006 | 7.10% | 13G (passive) amendment | Mar 31, 2025 |
| William Blair Investment Management, LLC | 2,333,717 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 2,146,208 | 5.18% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RVLV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 6,210,901 | 8.74% | $142.17M | +22,938 | 0.01% |
| BlackRock, Inc. | 4,572,278 | 6.43% | $104.66M | +891,980 | 0.00% |
| Vanguard Portfolio Management LLC | 3,590,707 | 5.05% | $82.19M | +271,453 | 0.00% |
| William Blair Investment Management, LLC | 2,333,717 | 3.28% | $53.42M | +567,294 | 0.16% |
| Marshall Wace, Llp | 1,904,833 | 2.68% | $43.60M | −45,918 | 0.03% |
| Vanguard Capital Management LLC | 1,833,849 | 2.58% | $41.98M | +74,817 | 0.00% |
| State Street Corp | 1,264,264 | 1.78% | $28.94M | +118,616 | 0.00% |
| Kayne Anderson Rudnick Investment Management LLC | 1,247,529 | 1.75% | $28.56M | −356,432 | 0.09% |
| Geode Capital Management, LLC | 1,054,043 | 1.48% | $24.13M | +85,547 | 0.00% |
| Algert Global LLC | 1,037,212 | 1.46% | $23.74M | +363,534 | 0.28% |
| Citadel Advisors LLC | 1,026,687 | 1.44% | $23.50M | +233,173 | 0.00% |
| Dimensional Fund Advisors LP | 997,891 | 1.40% | $22.84M | +93,572 | 0.00% |
| London Co Of Virginia | 979,810 | 1.38% | $22.43M | −44,780 | 0.13% |
| Goldman Sachs Group Inc | 922,682 | 1.30% | $21.12M | +208,576 | 0.00% |
| Segall Bryant & Hamill, LLC | 799,999 | 1.13% | $18.31M | +286,378 | 0.22% |
| GW&K Investment Management, LLC | 798,813 | 1.12% | $18.29K | −6,399 | 0.14% |
| Divisadero Street Capital Management, LP | 708,216 | 1.00% | $16.21M | +694,440 | 0.37% |
| Mackenzie Financial Corp | 648,332 | 0.91% | $14.84M | New | 0.01% |
| Balyasny Asset Management L.P. | 627,133 | 0.88% | $14.36M | −571,915 | 0.02% |
| Barclays PLC | 552,283 | 0.78% | $12.64M | +337,045 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 207 | 45M | 63.1% | 33 / 86 | 65 / 28 | 8M | 10M |
| Q1 2026 | 206 | 47M | 66.2% | 36 / 70 | 67 / 39 | 11M | 7M |
| Q4 2025 | 212 | 48M | 67.7% | 43 / 65 | 77 / 27 | 9M | 8M |
| Q3 2025 | 200 | 48M | 67.1% | 39 / 69 | 68 / 35 | 7M | 7M |
| Q2 2025 | 197 | 48M | 67.4% | 26 / 82 | 68 / 42 | 9M | 7M |
| Q1 2025 | 214 | 46M | 64.4% | 34 / 78 | 75 / 46 | 8M | 8M |
| Q4 2024 | 229 | 46M | 64.8% | 56 / 64 | 86 / 19 | 5M | 7M |
| Q3 2024 | 194 | 48M | 67.0% | 27 / 49 | 87 / 25 | 8M | 6M |
| Q2 2024 | 195 | 50M | 69.9% | 37 / 64 | 68 / 27 | 5M | 4M |
| Q1 2024 | 186 | 49M | 68.9% | 34 / 51 | 70 / 38 | 7M | 6M |
| Q4 2023 | 190 | 48M | 68.2% | 27 / 69 | 70 / 36 | 4M | 5M |
| Q3 2023 | 201 | 49M | 69.1% | 35 / 71 | 54 / 27 | 5M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RVLV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 1,989,760 | 2.80% | $39.00M | 0.04% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,315,562 | 1.85% | $30.11M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,094,213 | 1.54% | $25.05M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 948,737 | 1.33% | $21.72M | 0.01% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 642,965 | 0.90% | $12.60M | 0.05% | May 31, 2026 |
| Vanguard Strategic Equity Fund | 611,468 | 0.86% | $14.00M | 0.12% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 582,692 | 0.82% | $13.34M | 2.16% | Jun 30, 2026 |
| Fidelity Series Growth Company Fund | 568,100 | 0.80% | $11.13M | 0.05% | May 31, 2026 |
| William Blair Small Cap Growth Fund | 551,807 | 0.78% | $12.63M | 1.03% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 544,816 | 0.77% | $12.47M | 0.03% | Jun 30, 2026 |
| Vanguard Explorer Fund | 491,984 | 0.69% | $12.35M | 0.06% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 475,316 | 0.67% | $10.88M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 460,252 | 0.65% | $11.56M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 395,989 | 0.56% | $9.06M | 0.06% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 344,516 | 0.48% | $6.75M | 0.13% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Mente | CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | 30,112,577 | 42.36% | Apr 29, 2026 |
| Michael Karanikolas | CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | 30,111,606 | 42.36% | Apr 29, 2026 |
| Jesse Timmermans | CHIEF FINANCIAL OFFICER | 32,705 | 0.05% | Mar 4, 2026 |
| Erinn Elisabeth Murphy | Director | 7,483 | 0.01% | Jun 9, 2026 |
| Oana Ruxandra | Director | 26,175 | 0.04% | Jun 9, 2026 |
| Melanie Cox | Director | 32,887 | 0.05% | Jun 9, 2026 |
| Jennifer Baxter Moser | Director | 13,415,233 | 18.87% | Jun 10, 2025 |
| MMMK Development, Inc. | 10% owner | 29,988,606 | 42.19% | Apr 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Erinn Elisabeth Murphy Director | Jun 5, 2026 | Award | +5,297 | – | – | 7,483 |
| Oana Ruxandra Director | Jun 5, 2026 | Award | +5,297 | – | – | 26,175 |
| Melanie Cox Director | Jun 5, 2026 | Award | +5,297 | – | – | 32,887 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 29, 2026 | Conversion | +15,640 | – | – | 15,640 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 29, 2026 | Sale(10b5-1 plan) | −15,640 | $26.00 | $406.64K | 0 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 29, 2026 | Sale(10b5-1 plan) | −15,640 | $26.00 | $406.64K | 0 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 29, 2026 | Conversion | +15,640 | – | – | 15,640 |
| MMMK Development, Inc. 10% owner | Apr 29, 2026 | Sale(10b5-1 plan) | −15,640 | $26.00 | $406.64K | 0 |
| MMMK Development, Inc. 10% owner | Apr 29, 2026 | Conversion | +15,640 | – | – | 15,640 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 28, 2026 | Conversion | +42,678 | – | – | 42,678 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 28, 2026 | Sale(10b5-1 plan) | −42,678 | $26.35 | $1.12M | 0 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 28, 2026 | Sale(10b5-1 plan) | −42,678 | $26.35 | $1.12M | 0 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 28, 2026 | Conversion | +42,678 | – | – | 42,678 |
| MMMK Development, Inc. 10% owner | Apr 28, 2026 | Sale(10b5-1 plan) | −42,678 | $26.35 | $1.12M | 0 |
| MMMK Development, Inc. 10% owner | Apr 28, 2026 | Conversion | +42,678 | – | – | 42,678 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 27, 2026 | Conversion | +60,923 | – | – | 60,923 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 27, 2026 | Sale(10b5-1 plan) | −60,923 | $26.43 | $1.61M | 0 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 27, 2026 | Conversion | +60,923 | – | – | 60,923 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 27, 2026 | Sale(10b5-1 plan) | −60,923 | $26.43 | $1.61M | 0 |
| MMMK Development, Inc. 10% owner | Apr 27, 2026 | Sale(10b5-1 plan) | −60,923 | $26.43 | $1.61M | 0 |
| MMMK Development, Inc. 10% owner | Apr 27, 2026 | Conversion | +60,923 | – | – | 60,923 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 9, 2026 | Conversion | +15,972 | – | – | 15,972 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 9, 2026 | Sale(10b5-1 plan) | −15,972 | $25.90 | $413.67K | 0 |
| MMMK Development, Inc. 10% owner | Apr 9, 2026 | Conversion | +15,972 | – | – | 15,972 |
| MMMK Development, Inc. 10% owner | Apr 9, 2026 | Sale(10b5-1 plan) | −15,972 | $25.90 | $413.67K | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 9, 2026 | Conversion | +15,972 | – | – | 15,972 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Apr 9, 2026 | Sale(10b5-1 plan) | −15,972 | $25.90 | $413.67K | 0 |
| Erinn Elisabeth Murphy Director | Mar 18, 2026 | Award | +2,186 | – | – | 2,186 |
| Jesse Timmermans CHIEF FINANCIAL OFFICER | Mar 1, 2026 | Award | +17,389 | – | – | 28,999 |
| Jesse Timmermans CHIEF FINANCIAL OFFICER | Mar 1, 2026 | Tax withholding | −6,239 | $25.16 | $156.97K | 22,760 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 12, 2026 | Conversion | +1,948 | – | – | 1,948 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 12, 2026 | Sale(10b5-1 plan) | −1,948 | $25.93 | $50.51K | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 12, 2026 | Sale(10b5-1 plan) | −1,948 | $25.93 | $50.51K | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 12, 2026 | Conversion | +1,948 | – | – | 1,948 |
| MMMK Development, Inc. 10% owner | Feb 12, 2026 | Sale(10b5-1 plan) | −1,948 | $25.93 | $50.51K | 0 |
| MMMK Development, Inc. 10% owner | Feb 12, 2026 | Conversion | +1,948 | – | – | 1,948 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 11, 2026 | Conversion | +15,645 | – | – | 15,645 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 11, 2026 | Sale(10b5-1 plan) | −15,645 | $26.13 | $408.80K | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 11, 2026 | Conversion | +15,645 | – | – | 15,645 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 11, 2026 | Sale(10b5-1 plan) | −15,645 | $26.13 | $408.80K | 0 |
| MMMK Development, Inc. 10% owner | Feb 11, 2026 | Sale(10b5-1 plan) | −15,645 | $26.13 | $408.80K | 0 |
| MMMK Development, Inc. 10% owner | Feb 11, 2026 | Conversion | +15,645 | – | – | 15,645 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Conversion | +49,882 | – | – | 49,882 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −49,680 | $28.57 | $1.42M | 202 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −202 | $29.36 | $5.93K | 0 |
| MMMK Development, Inc. 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −202 | $29.36 | $5.93K | 0 |
| MMMK Development, Inc. 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −49,680 | $28.57 | $1.42M | 202 |
| MMMK Development, Inc. 10% owner | Jan 28, 2026 | Conversion | +49,882 | – | – | 49,882 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −49,680 | $28.57 | $1.42M | 202 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Conversion | +49,882 | – | – | 49,882 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 28, 2026 | Sale(10b5-1 plan) | −202 | $29.36 | $5.93K | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 27, 2026 | Conversion | +56,419 | – | – | 56,419 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 27, 2026 | Sale(10b5-1 plan) | −56,419 | $29.09 | $1.64M | 0 |
| MMMK Development, Inc. 10% owner | Jan 27, 2026 | Sale(10b5-1 plan) | −56,419 | $29.09 | $1.64M | 0 |
| MMMK Development, Inc. 10% owner | Jan 27, 2026 | Conversion | +56,419 | – | – | 56,419 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 27, 2026 | Conversion | +56,419 | – | – | 56,419 |
| Michael Karanikolas CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 27, 2026 | Sale(10b5-1 plan) | −56,419 | $29.09 | $1.64M | 0 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 26, 2026 | Conversion | +32,709 | – | – | 32,709 |
| Michael Mente CO-CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jan 26, 2026 | Sale(10b5-1 plan) | −32,709 | $29.76 | $973.42K | 0 |
| MMMK Development, Inc. 10% owner | Jan 26, 2026 | Conversion | +32,709 | – | – | 32,709 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| MMMK Development, Inc. 10% Stockholder | Apr 27, 2026 | 185,000 | $4.87M | Apr 27, 2026 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Jan 26, 2026 | 200,000 | $5.99M | Jan 26, 2026 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Jan 8, 2026 | 120,000 | $3.75M | Jan 8, 2026 | Acquired from issuer in public offering |
| Timmermans Jesse Officer | Jan 6, 2026 | 21,282 | $646.12K | Jan 6, 2026 | Exercise of Stock Options |
| MMMK Development, Inc. 10% Stockholder | Dec 19, 2025 | 200,000 | $5.80M | Dec 19, 2025 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Dec 3, 2025 | 200,000 | $5.30M | Dec 3, 2025 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Dec 2, 2025 | 90,000 | $2.34M | Dec 2, 2025 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Jan 8, 2025 | 600,000 | $18.55M | Jan 8, 2025 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Dec 2, 2024 | 600,000 | $21.74M | Dec 2, 2024 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Nov 22, 2024 | 71,463 | $2.50M | Nov 22, 2024 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Nov 21, 2024 | 88,053 | $3.07M | Nov 21, 2024 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Nov 20, 2024 | 73,783 | $2.63M | Nov 20, 2024 | Acquired from issuer in public offering |
| Timmermans Jesse Officer | Nov 6, 2024 | 91,625 | $2.38M | Nov 6, 2024 | Exercise of Stock Options |
| MMMK Development, Inc. 10% Stockholder | Nov 6, 2024 | 200,000 | $5.20M | Nov 6, 2024 | Acquired from issuer in public offering |
| MMMK Development, Inc. 10% Stockholder | Nov 5, 2024 | 37,103 | $965.42K | Nov 5, 2024 | Acquired from issuer in public offering |