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Revolution Medicines, Inc.

RVMD Healthcare
$96.31 $-1.02 (-1.05%)
Market Cap: $18.62 B
Gurus Holding
5
Popularity Rank
#1924
% of Shares Held
0.83%
Net Activity (Q4 2025)
+$96.66 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 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $154.79 M.

Top institutional holders include Jefferies Group and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $96.66 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$108.48 M
Total Buy Value
New Buys 0
Additions 2
-$11.82 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Revolution Medicines, Inc. (RVMD)

Major holders include Jefferies Group ($90.9 M), Ken Fisher ($19.2 M), Joel Greenblatt ($4.63 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.61 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $96.66 M, with 2 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, 0 managers opened new positions in RVMD, and 2 increased their existing holdings. The total reported buy value was $108.48 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Add 8678.4% 1,141,195 $90.9 M Q4 2025
0.01% Add 3199.9% 241,057 $19.2 M Q4 2025
0.02% New Buy 99,114 $4.63 M Q3 2025
0.00% Add 368.1% 70,289 $3.24 M Q3 2025
0.04% 55,600 $2.6 M Q3 2025
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