Revolution Medicines, Inc.· RVMD

🇺🇸 US · LargeBroad USNASDAQ

Healthcare Biotechnology Website

Price: $190.95
Day: -3.04%
Mkt Cap: $40.60B
52W Range: $42.18 – $224.31
Volume: 5.94M
Beta: 1.41

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 735 institutions hold; 488 added, 155 reduced
Insiders Q3 2026: no purchases, 64 sales ($73.5M)

Blog

stockoscope.com

Revolution Medicines, Inc.

RVMD|Healthcare|Biotechnology

Current price: $191

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

2.4x

vs own 6-quarter average

Seller breadth · Q3 2026

8 sellers

vs 6.2 avg per quarter

Institutional net breadth · Q2 2026

+514

735 adding vs 221 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

13.7M

+14.7%

FARALLON CAPITAL MANAGEMENT LLC

13.6M

-6.4%

FMR LLC

12.2M

+35.4%

BAKER BROS. ADVISORS LP

11.4M

+12.5%

DARWIN GLOBAL MANAGEMENT, LTD.

10.6M

+351.6%

JUPITER TOPCO LLC

10.7M

+100.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

140

140 buying62 unchanged78 selling

280 funds held RVMD in Q2 2026, holding 52.9M shares between them, up 12.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST692.0K sh

QUANTITATIVE MASTER SERIES LLC28.5K sh

DEUTSCHE DWS INVESTMENTS VIT FUNDS25.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Dec 5

Schroeder Thilo

$35.0M

Purchase · Dec 5

Schroeder Thilo

$25.0M

Sale · Apr 15

GOLDSMITH MARK A

$18.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore RVMD on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

RVMD Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for RVMD

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

64 sales totaling $73.5M (357.9K shares)

Share volume is elevated at 2.4x the historical average

8 different insiders sold this quarter

Buying seen in 2 of 15 quarters

Selling has declined for 4 straight quarters

2.4x

Selling pace

vs own 6-qtr average

Elevated

2.36%

Stake sold

of active insiders' holdings

8 sellers

Seller breadth

vs 6.2 avg per quarter

Q4 2024

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, RVMD

Top 8 highest-value insider trades from the last 8 quarters

Schroeder Thilo

Director

Buy

760,869 shares at $46.00

≈100.0% of their stake after buying

Dec 5, 2024$35.00M

Schroeder Thilo

Director

Buy

543,478 shares at $46.00

≈25.9% of their stake after buying

Dec 5, 2024$25.00M

GOLDSMITH MARK A

Director

Sell

120,000 shares at $150.09

≈30.2% of their stake at the time

Apr 15, 2026$18.01M

Horn Margaret A

COO

Sell

60,400 shares at $160.17

≈27.6% of their stake at the time

Jun 15, 2026$9.67M

GOLDSMITH MARK A

Director

Sell

35,938 shares at $209.26

≈11.3% of their stake at the time

Aug 21, 2026$7.52M

Cislini Jeff

General Counsel

Sell

25,817 shares at $209.25

≈28.0% of their stake at the time

Aug 21, 2026$5.40M

Kim Lorence H.

Director

Sell

26,160 shares at $203.55

≈49.1% of their stake at the time

Aug 31, 2026$5.32M

Horn Margaret A

COO

Sell

53,096 shares at $100.02

≈24.6% of their stake at the time

Jan 7, 2026$5.31M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for RVMD

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Strong accumulation: 735 institutions adding vs 221 reducing positions

Momentum improving from prior quarter

+514

Net breadth

735 adding vs 221 reducing

Strong accumulation

3.33

Add / reduce ratio

in Q2 2026

+181

New − closed

247 initiated, 66 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+735 growing-221 shrinkingNet: +514

247

488

155

New (247)

Increased (488)

Reduced (155)

Closed (66)

Top Institutional Holders, RVMD

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

13.7M

$2.6B

Ownership

6.49%

+14.7%

FARALLON CAPITAL MANAGEMENT LLC

13.6M

$2.5B

Ownership

6.43%

-6.4%

FMR LLC

12.2M

$2.3B

Ownership

5.79%

+35.4%

BAKER BROS. ADVISORS LP

11.4M

$2.1B

Ownership

5.43%

+12.5%

JUPITER TOPCO LLC

10.7M

$2.0B

Ownership

5.09%

+100.0%

DARWIN GLOBAL MANAGEMENT, LTD.

10.6M

$2.0B

Ownership

5.04%

+351.6%

VANGUARD CAPITAL MANAGEMENT LLC

9.1M

$1.7B

Ownership

4.31%

+2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.3M

$1.6B

Ownership

3.93%

+3.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 280 ETFs and mutual funds reporting

140 buying78 sellingNet: +62

140

Buying (140)

Unchanged (62)

Selling (78)

In total, funds bought 11.1M shares and sold 4.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

280 ETFs and mutual funds reporting

140 funds buying vs 78 selling

Top Fund Holders, RVMD

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

692.0K

Weight

3.42%

Jul 31, 2026No change

QUANTITATIVE MASTER SERIES LLC

28.5K

Weight

0.33%

Jun 30, 2026No change

DEUTSCHE DWS INVESTMENTS VIT FUNDS

25.8K

Weight

4.73%

Jun 30, 2026No change

FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST

23.8K

Weight

0.00%

Jun 30, 2026Increased

HARTFORD SERIES FUND INC

19.9K

Weight

0.06%

Jun 30, 2026Decreased

NATIONWIDE MUTUAL FUNDS

19.0K

Weight

0.00%

Jul 31, 2026No change

BUFFALO FUNDS

16.9K

Weight

0.23%

Jun 30, 2026Increased

DEUTSCHE DWS VARIABLE SERIES II

9.1K

Weight

0.22%

Jun 30, 2026Decreased

Revolution Medicines, Inc.· RVMD

Holdings Analysis

Insider Trading Activity

1.3Transaction History456Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings165Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History456Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings165Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights