undamentalytics Newsletter

Revolve Group, Inc.: which funds bought and sold

Institutions that bought and sold Revolve Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 116 institutions that filed 13F reports for both quarters added to or opened positions in Revolve Group, and 93 cut or closed them. Together they sold a net 2.2M shares, −4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.0M shares (−5.0%); index fund managers were net buyers of 1.5M shares (+12.6%). 30 opened a new position and 28 sold out entirely.

Bought, Q2 2026 116 institutions, 30 of them new holders Sold, Q2 2026 93 institutions, 28 of them sold out
Net change, all compared −2.2M shares (−4.7%)
Net change, active managers −1.0M shares (−5.0%), 23 bought, 29 sold

Buyers versus sellers

institutions compared, 232
Active managers and hedge funds 23 bought · 29 sold · −1.0M
Index fund managers 10 bought · 1 sold · +1.5M
Other institutions 83 bought · 63 sold · −2.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +892K +24.2% 4.6M $105M
Divisadero Street Capital Management, LP +694K +5040.9% 708K $16.2M
Mackenzie Financial Corp +648K New position 648K $14.8M
William Blair Investment Management, LLC Active manager +567K +32.1% 2.3M $53.4M
Nuveen, LLC +441K +554.7% 520K $11.9M
Cerity Partners LLC +387K New position 387K $8.9M
Algert Global LLC Hedge fund +364K +54.0% 1.0M $23.7M
Barclays PLC +337K +156.6% 552K $12.6M
Segall Bryant & Hamill, LLC Active manager +286K +55.8% 800K $18.3M
Vanguard Portfolio Management LLC Index funds +271K +8.2% 3.6M $82.2M
Citadel Advisors LLC Hedge fund +233K +29.4% 1.0M $23.5M
Archon Capital Management LLC +225K New position 225K $5.2M
Goldman Sachs Group Inc +209K +29.2% 923K $21.1M
Capital Fund Management S.A. Hedge fund +192K +262.3% 265K $6.1M
Susquehanna Portfolio Strategies, LLC +189K New position 189K $4.3M
AQR Capital Management LLC Hedge fund +162K +63.6% 417K $9.5M
State Street Corp Index funds +119K +10.4% 1.3M $28.9M
Dimensional Fund Advisors LP +94K +10.3% 998K $22.8M
Jacobs Levy Equity Management, Inc Active manager +92K New position 92K $2.1M
Point72 Asset Management, L.P. Hedge fund +91K New position 91K $2.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Cooper Creek Partners Management LLC −2.1M Sold out 0 —
Fuller & Thaler Asset Management, Inc. −2.0M Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −625K −84.0% 119K $2.7M
Balyasny Asset Management L.P. Hedge fund −572K −47.7% 627K $14.4M
Jane Street Group, LLC −375K Sold out 0 —
Bank Of America Corp −360K −57.6% 265K $6.1M
Kayne Anderson Rudnick Investment Management LLC Active manager −356K −22.2% 1.2M $28.6M
Morgan Stanley −306K −54.9% 252K $5.8M
Palisade Capital Management, LP Active manager −278K −52.6% 251K $5.7M
Millennium Management LLC Hedge fund −267K −67.4% 129K $3M
UBS Group AG −228K −42.3% 312K $7.1M
Stephens Investment Management Group LLC −201K Sold out 0 —
Landscape Capital Management, L.L.C. −198K Sold out 0 —
J. Goldman & Co LP Hedge fund −190K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −171K −94.6% 9,763 $223,475
Exoduspoint Capital Management, LP Hedge fund −146K Sold out 0 —
Walleye Capital LLC Hedge fund −127K Sold out 0 —
Y-Intercept (Hong Kong) Ltd −113K Sold out 0 —
Man Group PLC Hedge fund −97K −32.3% 205K $4.7M
PDT Partners, LLC Hedge fund −84K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Mackenzie Financial Corp 648K $14.8M
Cerity Partners LLC 387K $8.9M
Archon Capital Management LLC 225K $5.2M
Susquehanna Portfolio Strategies, LLC 189K $4.3M
Jacobs Levy Equity Management, IncActive manager 92K $2.1M
Point72 Asset Management, L.P.Hedge fund 91K $2.1M
Gradient Investments LLC 63K $1.4M
Gsa Capital Partners LLP 32K $731,000
Holocene Advisors, LPHedge fund 23K $537,411
Centerbook Partners LPHedge fund 18K $414,126

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Cooper Creek Partners Management LLC 2.1M $46.8M
Fuller & Thaler Asset Management, Inc. 2.0M $45.2M
Jane Street Group, LLC 375K $8.5M
Stephens Investment Management Group LLC 201K $4.5M
Landscape Capital Management, L.L.C. 198K $4.5M
J. Goldman & Co LPHedge fund 190K $4.3M
Exoduspoint Capital Management, LPHedge fund 146K $3.3M
Walleye Capital LLCHedge fund 127K $2.9M
Y-Intercept (Hong Kong) Ltd 113K $2.6M
PDT Partners, LLCHedge fund 84K $1.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
207
Ten largest holders
55.8%
of 13F-reported shares
Index fund managers
30.3%
of 13F-reported shares
Active managers and hedge funds
43.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 29 8 10 −1.0M −5.0%
Index fund managers 10 1 0 0 +1.5M +12.6%
Other institutions 83 63 22 18 −2.7M −18.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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