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Revolution Medicines, Inc.

RVMD Healthcare
$97.25 +$4.54 (4.90%)
Market Cap: $19.27 B
Gurus Holding
7
Popularity Rank
#955
% of Shares Held
1.12%
Net Activity (Q4 2025)
+$145.29 M

Guru Ownership Trend

Guru Analysis for Revolution Medicines, Inc. (RVMD)

Revolution Medicines, Inc. (RVMD), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $215.69 M.

Top institutional holders include Jefferies Group and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $145.29 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake.

Key Holders

Top 5 by Value

$90.9 M
$35.57 M
$19.2 M
$10.13 M
$9.07 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$157.11 M
Total Buy Value
New Buys 2
Additions 4
-$11.82 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for Revolution Medicines, Inc. (RVMD)

Major holders include Jefferies Group ($90.9 M), Steven Cohen ($35.57 M), Ken Fisher ($19.2 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $145.29 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited RVMD. The total reported sell value was $11.82 M.

Yes, 2 managers opened new positions in RVMD, and 4 increased their existing holdings. The total reported buy value was $157.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Add 8678.4% 1,141,195 $90.9 M Q4 2025
0.04% New Buy 446,616 $35.57 M Q4 2025
0.01% Add 3199.9% 241,057 $19.2 M Q4 2025
0.01% Add 80.9% 127,170 $10.13 M Q4 2025
0.03% Add 14.9% 113,829 $9.07 M Q4 2025
0.01% New Buy 92,391 $7.36 M Q4 2025
0.06% 55,600 $4.43 M Q4 2025
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