RVMDNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31Also trades as RVMDW
Revolution Medicines, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$182.15+4.19 (+2.35%)
Close on Oct 19, 2026
- Market cap
- $38.41B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
214M
Shares held, 13F filers
Institutional holders
690
243 new, 62 sold out
Net institutional buying
25M
In Q2 2026
Insider trades, 12 months
0 buys · 153 sales
Net sold $152.50M
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 | 9,401,687 | 5.00% | 13G (passive) | Sep 30, 2025 |
| Julian C. Baker | 9,364,972 | 5.00% | 13G (passive) | Jun 30, 2025 |
| Spokes, Andrew J. M. | 8,376,225 | 5.10% | 13G (passive) | Apr 12, 2024 |
| Dunn Hannah E. | 14,596,149 | 7.50% | 13G (passive) amendment | Dec 31, 2025 |
| Kim, David T. | 13,564,149 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| Saito Edric C. | 13,262,045 | 7.90% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 12,201,395 | 5.70% | 13G (passive) | Jun 30, 2026 |
| Baker Bros. Advisors LP | 11,443,357 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Warren, John R. | 11,331,045 | 6.80% | 13G (passive) amendment | Sep 30, 2024 |
| JANUS HENDERSON GROUP Ltd. | 10,736,145 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RVMD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,695,790 | – | $2.56B | +2,483,084 | 0.04% |
| Farallon Capital Management LLC | 13,550,796 | – | $2.54B | −54,000 | 11.71% |
| FMR LLC | 12,200,422 | – | $2.28B | +3,736,108 | 0.10% |
| Baker Bros. Advisors LP | 11,443,357 | – | $2.14B | +1,888,000 | 10.74% |
| Jupiter Topco LLC | 10,736,145 | – | $2.01B | New | 0.82% |
| Darwin Global Management, Ltd. | 10,629,822 | – | $2.05B | +8,418,804 | 54.45% |
| Vanguard Capital Management LLC | 9,088,661 | – | $1.70B | +726,377 | 0.04% |
| Vanguard Portfolio Management LLC | 8,294,855 | – | $1.55B | +792,232 | 0.07% |
| Nextech Invest, Ltd. | 7,601,087 | – | $1.42B | – | 67.55% |
| Paradigm Biocapital Advisors LP | 6,361,323 | – | $1.19B | −294,380 | 22.31% |
| UBS Group AG | 5,448,364 | – | $1.02B | +1,061,573 | 0.13% |
| State Street Corp | 4,897,051 | – | $917.12M | +494,389 | 0.03% |
| Capital World Investors | 4,008,244 | – | $750.66M | New | 0.09% |
| Geode Capital Management, LLC | 3,942,676 | – | $736.81M | +604,534 | 0.04% |
| Wellington Management Group Llp | 3,843,415 | – | $719.79M | −2,184,404 | 0.12% |
| JPMorgan Chase & Co | 3,298,066 | – | $636.93M | +2,996,673 | 0.04% |
| Bvf Inc/Il | 2,965,160 | – | $555.32M | +108,378 | 14.20% |
| Alphabet Inc. | 2,946,619 | – | $551.84M | −345,906 | 0.56% |
| Casdin Capital, LLC | 2,577,333 | – | $482.68M | – | 24.16% |
| Deerfield Management Company, L.P. (Series C) | 2,392,000 | – | $447.97M | +95,000 | 4.67% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 690 | 214M | 243 / 241 | 148 / 62 | 57M | 32M |
| Q1 2026 | 514 | 199M | 172 / 165 | 127 / 39 | 48M | 34M |
| Q4 2025 | 387 | 201M | 107 / 136 | 101 / 38 | 30M | 24M |
| Q3 2025 | 323 | 194M | 64 / 119 | 91 / 45 | 19M | 15M |
| Q2 2025 | 308 | 191M | 58 / 114 | 91 / 33 | 20M | 22M |
| Q1 2025 | 284 | 193M | 50 / 96 | 89 / 41 | 23M | 13M |
| Q4 2024 | 281 | 193M | 62 / 123 | 59 / 30 | 33M | 14M |
| Q3 2024 | 255 | 175M | 56 / 91 | 65 / 21 | 29M | 13M |
| Q2 2024 | 223 | 173M | 40 / 83 | 60 / 25 | 18M | 11M |
| Q1 2024 | 210 | 166M | 50 / 56 | 65 / 24 | 16M | 16M |
| Q4 2023 | 184 | 166M | 54 / 81 | 34 / 36 | 67M | 14M |
| Q3 2023 | 168 | 112M | 42 / 60 | 39 / 13 | 10M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RVMD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,412,413 | – | $1.20B | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,631,150 | – | $867.32M | 0.46% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,670,853 | – | $500.20M | 1.06% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 2,475,942 | – | $389.91M | 0.39% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 2,291,511 | – | $429.15M | 0.44% | Jun 30, 2026 |
| Vanguard Health Care Fund | 1,988,729 | – | $372.95M | 0.98% | Jul 31, 2026 |
| Growth Fund of America | 1,838,422 | – | $289.51M | 0.08% | May 31, 2026 |
| iShares Biotechnology ETF | 1,349,118 | – | $252.66M | 2.78% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 1,166,558 | – | $218.47M | 0.18% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 1,128,977 | – | $211.43M | 0.98% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,011,551 | – | $159.30M | 0.37% | May 31, 2026 |
| Fidelity OTC Portfolio | 1,002,878 | – | $188.07M | 0.44% | Jul 31, 2026 |
| Janus Henderson Enterprise Fund | 978,312 | – | $183.22M | 0.82% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 942,767 | – | $148.47M | 0.65% | May 31, 2026 |
| Janus Henderson Forty Fund | 937,887 | – | $175.65M | 0.74% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Mark A. Goldsmith | See Remarks, Director | 314,766 | Sep 18, 2026 |
| Jeff Cislini | SVP & General Counsel | 51,776 | Sep 29, 2026 |
| Anthony Mancini | See Remarks | 42,886 | Sep 28, 2026 |
| Alan B. Sandler | Chief Development Officer | 53,204 | Sep 18, 2026 |
| Stephen Michael Kelsey | See Remarks | 286,307 | Sep 18, 2026 |
| Margaret A. Horn | Chief Operating Officer | 154,571 | Sep 18, 2026 |
| Jack Anders | Chief Financial Officer | 123,208 | Sep 18, 2026 |
| Xiaolin Wang | See Remarks | 116,063 | Mar 19, 2026 |
| Lin Wei | Chief Medical Officer | 101,366 | Mar 19, 2026 |
| Elizabeth M. Anderson | Director | 31,423 | Sep 24, 2026 |
| Lorence H. Kim | Director | 10,136 | Sep 10, 2026 |
| Sushil Patel | Director | 24,078 | Jul 1, 2026 |
| Sandra Horning | Director | 97,765 | Jun 23, 2026 |
| Flavia Borellini | Director | 26,215 | Jun 23, 2026 |
| Alexis Borisy | Director | 2,340,075 | Jun 23, 2026 |
| Frank Clyburn | Director | 10,929 | Jun 23, 2026 |
| Thilo Schroeder | Director | 7,601,087 | Dec 9, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeff Cislini SVP & General Counsel | Sep 25, 2026 | Sale(10b5-1 plan) | −765 | $207.32 | $158.60K | 51,776 |
| Anthony Mancini See Remarks | Sep 25, 2026 | Option exercise | +3,121 | $33.62 | $104.93K | 42,886 |
| Anthony Mancini See Remarks | Sep 25, 2026 | Sale(10b5-1 plan) | −3,121 | $200.54 | $625.89K | 39,765 |
| Anthony Mancini See Remarks | Sep 24, 2026 | Sale(10b5-1 plan) | −587 | $200.00 | $117.40K | 39,765 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Sale(10b5-1 plan) | −1,500 | $194.59 | $291.89K | 4,433 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Option exercise | +5,070 | $1.12 | $5.68K | 14,476 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Sale(10b5-1 plan) | −910 | $191.85 | $174.58K | 13,566 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Sale(10b5-1 plan) | −4,985 | $192.54 | $959.81K | 8,581 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Sale(10b5-1 plan) | −2,648 | $193.44 | $512.23K | 5,933 |
| Elizabeth M. Anderson Director | Sep 22, 2026 | Sale(10b5-1 plan) | −100 | $195.15 | $19.52K | 4,333 |
| Anthony Mancini See Remarks | Sep 18, 2026 | Sale(10b5-1 plan) | −1,764 | $196.94 | $347.40K | 40,352 |
| Jeff Cislini SVP & General Counsel | Sep 16, 2026 | Sale(10b5-1 plan) | −3,314 | $199.30 | $660.48K | 52,541 |
| Jeff Cislini SVP & General Counsel | Sep 16, 2026 | Sale(10b5-1 plan) | −52 | $195.01 | $10.14K | 55,855 |
| Alan B. Sandler Chief Development Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −5 | $194.96 | $975 | 53,204 |
| Alan B. Sandler Chief Development Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −336 | $199.30 | $66.96K | 52,868 |
| Jack Anders Chief Financial Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −61 | $195.00 | $11.90K | 123,208 |
| Jack Anders Chief Financial Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −3,992 | $199.30 | $795.61K | 119,216 |
| Margaret A. Horn Chief Operating Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −76 | $195.01 | $14.82K | 154,571 |
| Margaret A. Horn Chief Operating Officer | Sep 16, 2026 | Sale(10b5-1 plan) | −4,891 | $199.30 | $974.78K | 149,680 |
| Mark A. Goldsmith See Remarks, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −13,775 | $199.30 | $2.75M | 253,342 |
| Mark A. Goldsmith See Remarks, Director | Sep 16, 2026 | Sale(10b5-1 plan) | −213 | $195.01 | $41.54K | 267,117 |
| Anthony Mancini See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −27 | $195.05 | $5.27K | 43,863 |
| Anthony Mancini See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −1,747 | $199.30 | $348.18K | 42,116 |
| Stephen Michael Kelsey See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −5,484 | $199.30 | $1.09M | 286,307 |
| Stephen Michael Kelsey See Remarks | Sep 16, 2026 | Sale(10b5-1 plan) | −85 | $195.01 | $16.58K | 291,791 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Option exercise | +40,031 | $40.74 | $1.63M | 384,407 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Option exercise | +52,500 | $42.45 | $2.23M | 344,376 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −800 | $198.55 | $158.84K | 383,607 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −11,833 | $200.11 | $2.37M | 371,774 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −13,368 | $200.78 | $2.68M | 358,406 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −21,447 | $201.75 | $4.33M | 336,959 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −18,869 | $203.06 | $3.83M | 318,090 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −17,949 | $203.87 | $3.66M | 300,141 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −4,995 | $204.84 | $1.02M | 295,146 |
| Stephen Michael Kelsey See Remarks | Sep 11, 2026 | Sale(10b5-1 plan) | −3,270 | $205.81 | $673.00K | 291,876 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Sale(10b5-1 plan) | −5,530 | $204.14 | $1.13M | 47,789 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Option exercise | +9,363 | $33.62 | $314.78K | 59,338 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Sale(10b5-1 plan) | −6,019 | $203.28 | $1.22M | 53,319 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Sale(10b5-1 plan) | −300 | $207.17 | $62.15K | 43,890 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Sale(10b5-1 plan) | −1,179 | $206.10 | $242.99K | 44,190 |
| Anthony Mancini See Remarks | Sep 10, 2026 | Sale(10b5-1 plan) | −2,420 | $205.05 | $496.22K | 45,369 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −2,853 | $209.56 | $597.87K | 8,945 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −3,844 | $211.36 | $812.47K | 371 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −4,730 | $210.50 | $995.67K | 4,215 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −371 | $212.27 | $78.75K | 0 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −3,587 | $208.55 | $748.07K | 11,798 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −999 | $207.33 | $207.12K | 15,385 |
| Lorence H. Kim Director | Sep 8, 2026 | Sale(10b5-1 plan) | −706 | $206.60 | $145.86K | 16,384 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −2,128 | $205.19 | $436.64K | 17,715 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −12,919 | $202.48 | $2.62M | 53,274 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −7,271 | $204.35 | $1.49M | 19,843 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −26,160 | $203.55 | $5.32M | 27,114 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −6,597 | $201.47 | $1.33M | 66,193 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −300 | $200.56 | $60.17K | 72,790 |
| Lorence H. Kim Director | Aug 31, 2026 | Sale(10b5-1 plan) | −625 | $206.15 | $128.84K | 17,090 |
| Mark A. Goldsmith See Remarks, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −136 | $210.40 | $28.61K | 61,796 |
| Mark A. Goldsmith See Remarks, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −1,351 | $209.28 | $282.74K | 61,932 |
| Mark A. Goldsmith See Remarks, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −951 | $208.36 | $198.15K | 63,283 |
| Mark A. Goldsmith See Remarks, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −190 | $207.25 | $39.38K | 64,234 |
| Mark A. Goldsmith See Remarks, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −3,621 | $212.08 | $767.94K | 267,330 |
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 |
|---|---|---|---|---|---|
| Sandler Alan Officer | Sep 29, 2026 | 6,309 | $1.27M | Sep 29, 2026 | Exercise of Stock Options |
| Mancini Anthony Officer | Sep 25, 2026 | 9,363 | $1.87M | Sep 25, 2026 | Exercise of Stock Options |
| Mancini Anthony Officer | Sep 24, 2026 | 587 | $111.96K | Sep 24, 2026 | Restricted Stock Units |
| Anderson Elizabeth Director | Sep 22, 2026 | 15,080 | $2.91M | Sep 22, 2026 | Exercise of Stock Options |
| Mancini Anthony Officer | Sep 18, 2026 | 1,764 | $347.40K | Sep 18, 2026 | Restricted Stock Units |
| Alan B. Sandler Officer | Sep 15, 2026 | 331 | $67.45K | Sep 15, 2026 | RSU vesting |
| Anthony Mancini Officer | Sep 15, 2026 | 2,377 | $484.36K | Sep 15, 2026 | RSU vesting |
| Stephen Michael Kelsey Officer | Sep 15, 2026 | 5,415 | $1.10M | Sep 15, 2026 | RSU vesting |
| Margaret A. Horn Officer | Sep 15, 2026 | 4,830 | $984.21K | Sep 15, 2026 | RSU vesting |
| Mark A. Goldsmith Officer, Director | Sep 15, 2026 | 13,603 | $2.77M | Sep 15, 2026 | RSU vesting |
| Jeff Cislini Officer | Sep 15, 2026 | 3,272 | $666.74K | Sep 15, 2026 | RSU vesting |
| Jack Anders Officer | Sep 15, 2026 | 3,939 | $802.65K | Sep 15, 2026 | RSU vesting |
| Kelsey Stephen Officer | Sep 11, 2026 | 92,531 | $18.82M | Sep 11, 2026 | Exercise of Stock Options |
| Mancini Anthony Officer | Sep 10, 2026 | 15,448 | $3.21M | Sep 10, 2026 | Exercise of Stock Options |
| H. Kim Lorence Affiliate | Aug 31, 2026 | 73,090 | $15.19M | Aug 31, 2026 | Purchase |