Revolve Group SEC Filings

Revolve Group, Inc. (RVLV) co-CEO insider trading disclosure

A reporting person who is a director, 10% owner and co-chief executive officer of Revolve Group, Inc. reported several transactions involving Class B and Class A common stock through MMMK Development, Inc. On December 2, 2025, 23,152 shares of Class B common stock were converted into an equal number of Class A shares at an exercise price of $0 and then sold at a weighted-average price of $25.94, leaving no indirectly held Class A shares from that block.

On December 3, 2025, 114,024 Class B shares were similarly converted to Class A and sales of 108,140 and 5,884 Class A shares were reported at weighted-average prices of $26.65 and $27.11. On December 4, 2025, another 41,563 Class B shares were converted and sold at a weighted-average price of $26.02. The filing states these sales were made under a Rule 10b5‑1 trading plan adopted on May 29, 2025, and that the reporting person has shared voting and dispositive power over shares held by MMMK Development, Inc.

A director of Revolve Group, Inc. (RVLV) reported multiple transactions involving Class A and Class B common stock on December 2–4, 2025. On each date, shares of Class B common stock were converted into an equal number of Class A common shares at an exercise price of $0, then sold on the market.

On December 2, the director converted and sold 23,152 Class A shares at a price of $25.94. On December 3, the director converted 114,024 Class B shares into Class A and sold 108,140 shares at $26.65 and 5,884 shares at $27.11. On December 4, the director converted and sold 41,563 Class A shares at $26.02. All sales were made under a Rule 10b5‑1 trading plan adopted on May 29, 2025, and the prices reported are weighted averages over multiple trades within stated ranges.

MMMK Development, Inc. has filed a notice of proposed sale for 200,000 shares of Revolve Inc. common stock under Rule 144. The shares are planned to be sold through Goldman Sachs & Co. LLC on the NYSE, with an indicated aggregate market value of 5,300,000. Revolve had 40,415,438 common shares outstanding, providing context for the size of this planned sale.

The shares to be sold were originally acquired on 06/06/2019 directly from the issuer in a public offering, with 200,000 shares purchased and paid for on that date. Over the past three months, MMMK Development has already sold a total of 90,000 Revolve shares in two transactions, generating gross proceeds of 600,451.75 and 1,782,876.27. The filer represents that they are not aware of any undisclosed material adverse information about Revolve.

Revolve Group, Inc. (RVLV) has a planned insider sale of common stock under Rule 144. A holder intends to sell 90,000 shares of Revolve common stock through Goldman Sachs & Co. LLC on the NYSE, with an indicated aggregate market value of $2,339,100. The filing notes that 40,415,438 shares of this class were outstanding, providing context for the size of the sale. The proposed sale date is December 2, 2025.

The shares to be sold were originally acquired from the issuer in a public offering on June 6, 2019, with full payment made in cash. The seller also represents that they are not aware of any undisclosed material adverse information about Revolve’s current or prospective operations, consistent with Rule 144 requirements.

Revolve Group (RVLV): Schedule 13G/A ownership update. Kayne Anderson Rudnick Investment Management, LLC reported beneficial ownership of 2,144,736 Class A shares, representing 5.3% of the class. Virtus Investment Advisers, LLC reported 1,439,454 shares (3.6%), and Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund reported 1,390,448 shares (3.4%).

The reporting persons certify the securities were acquired and are held in the ordinary course of business and not to change or influence control.

Revolve Group (RVLV) reported Q3 2025 results, showing steady growth and stronger profitability. Net sales were $295.6 million versus $283.1 million a year ago, and gross margin expanded to 54.6% from 51.2%, lifting income from operations to $21.0 million from $14.3 million. Net income rose to $21.2 million (diluted EPS $0.29) from $10.8 million ($0.15).

Both segments contributed: REVOLVE net sales were $254.6 million (up from $243.4 million) and FWRD reached $41.0 million (up from $39.7 million). Adjusted EBITDA was $25.3 million compared to $17.5 million. The company ended the quarter with cash and cash equivalents of $315.4 million and no borrowings on its $75.0 million revolving credit facility. Year‑to‑date, net cash from operating activities was $69.6 million and free cash flow was $59.0 million.

Inventory stood at $238.8 million. As of October 28, 2025, 40,415,438 Class A shares and 30,918,796 Class B shares were outstanding. Management highlighted typical retail risks, including consumer demand variability, inventory management, competition, tariffs, and operational factors.

Revolve Group, Inc. (RVLV) furnished an 8-K announcing it issued a press release with financial results for the third quarter ended September 30, 2025. The press release, dated November 4, 2025, is attached as Exhibit 99.1 and incorporated by reference.

The company states the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act, and therefore is not subject to Section 18 liabilities nor automatically incorporated into other filings.

Fuller & Thaler Asset Management, Inc. filed an amended Schedule 13G reporting beneficial ownership of 300,529.86 shares of Revolve Group, Inc. common stock, representing 0.001% of the class. The filing shows sole voting power of 300,529.84 shares and sole dispositive power of 300,529.86 shares, with no shared voting or dispositive power. The filer certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The filing includes issuer and filer addresses and was signed by the filer’s Chief Compliance Officer.

Schedule 13G/A disclosure for Revolve Group, Inc. (Class A ordinary shares) shows Kayne Anderson Rudnick Investment Management, LLC beneficially owns 5,934,722 shares, or 14.7% of the class. Of those shares, Kayne Anderson reports 1,492,313 shares with sole voting power and 4,348,443 shares with shared voting power, and it separately reports sole dispositive power for 1,586,279 shares and shared dispositive power for 4,348,443 shares.

Two Virtus-related filers report substantial positions: Virtus Investment Advisers, LLC beneficially owns 3,576,187 shares (8.9%) with shared voting and dispositive power, and Virtus Equity Trust on behalf of Virtus KAR Small‑Cap Growth Fund reports 3,468,249 shares (8.6%) with shared voting and dispositive power. The filing explicitly states the Virtus amounts are included in the totals reported by Kayne Anderson. The filers certify these holdings are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.