Revolution Medicines, Inc.· RVMD

🇺🇸 US · LargeBroad USNASDAQ

HealthcareBiotechnologyWebsite

Price: $193.46
Day: +6.03%
Mkt Cap: $41.13B
52W Range: $34.00 – $194.56
Volume: 1.61M
Beta: 1.40

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Revolution Medicines, Inc.

RVMD|Healthcare|Biotechnology

Current price: $193

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$42.9M

Net share flow-275.2K

Purchases0 ($0)

Sales33 ($42.9M)

Top Notable Transactions

Insider

Type

Value

Date

Schroeder Thilo

Purchase

$35.0M

Dec 5

Schroeder Thilo

Purchase

$25.0M

Dec 5

GOLDSMITH MARK A

Sale

$18.0M

Apr 15

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership104.3%

13F share flow+16.7%

Investors holding556

+513 adding-173 reducing

173

340

129

New 173Inc 340Red 129Closed 44

Top Institutional Holders

Institution

Value

Change

FARALLON CAPITAL MANAGEMENT LLC

$1.3B

-7.1%

BLACKROCK, INC.

$1.1B

+25.0%

JANUS HENDERSON GROUP PLC

$949.5M

-21.0%

BAKER BROS. ADVISORS LP

$929.3M

+0.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting137

Total shares held25.2M

Share flow+8.2%

62 buying33 selling

Buying 62Unchanged 42Selling 33

Top Fund Holders

Fund

Weight

Change

PARNASSUS FUNDS

97.0K

10.05%

+97.0K

See the complete picture

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

Explore RVMD on stockoscope.com→

Generated August 5, 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

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

+50

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.4/5 (Neutral) 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 August 4, 2026.

Insider Trading Activity

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

Insider Activity for RVMD

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bearish Signal

Elevated insider selling in Q2 2026

33 sales totaling $42.9M (275.2K shares)

Share volume is elevated at 1.9x the historical average

Buying seen in 1 of 7 quarters

Selling has declined for 4 straight quarters

Notable Recent Transactions, RVMD

Top 8 highest-value recent insider trades

Schroeder Thilo

Director

Buy

760,869 shares at $46.00

Dec 5, 2024$35.00M

Schroeder Thilo

Director

Buy

543,478 shares at $46.00

Dec 5, 2024$25.00M

GOLDSMITH MARK A

Director

Sell

120,000 shares at $150.09

Apr 15, 2026$18.01M

Horn Margaret A

Officer

Sell

60,400 shares at $160.17

Jun 15, 2026$9.67M

Schroeder Thilo

Director

Buy

318,181 shares at $22.00

Mar 7, 2023$7.00M

Horn Margaret A

Officer

Sell

53,096 shares at $100.02

Jan 7, 2026$5.31M

Schroeder Thilo

Director

Buy

231,819 shares at $22.00

Mar 7, 2023$5.10M

Horn Margaret A

Officer

Sell

29,600 shares at $160.12

Jun 17, 2026$4.74M

Institutional Ownership Analysis

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

Institutional Ownership Over Time for RVMD

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

104.3% institutional ownership

Strong accumulation: 513 institutions adding vs 173 reducing positions

13F shares decreased by 0.5%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+301 growing-419 shrinkingNet: -118

115

186

393

New (115)

Increased (186)

Reduced (26)

Closed (393)

Top Institutional Holders, RVMD

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

2.0M

$376.8M

Ownership

1.02%

+100.0%

PICTET ASSET MANAGEMENT HOLDING SA

1.0M

$190.8M

Ownership

0.51%

+82.0%

SUMITOMO MITSUI TRUST GROUP, INC.

306.3K

$57.4M

Ownership

0.15%

+13.0%

JENNISON ASSOCIATES LLC

280.9K

$52.6M

Ownership

0.14%

-8.6%

CHICAGO CAPITAL, LLC

251.8K

$47.2M

Ownership

0.13%

+100.0%

CITIGROUP INC

247.1K

$46.3M

Ownership

0.12%

+175.3%

HANDELSBANKEN FONDER AB

212.3K

$39.8M

Ownership

0.11%

+243.6%

FISHER ASSET MANAGEMENT, LLC

207.7K

$38.9M

Ownership

0.10%

-3.8%

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: 137 ETFs and mutual funds reporting

62 buying33 sellingNet: +29

Buying (62)

Unchanged (42)

Selling (33)

Very Bullish

Funds accumulating in Q2 2026

137 ETFs and mutual funds reporting

62 funds buying vs 33 selling

Top Fund Holders, RVMD

Largest 1 ETF and mutual fund positions by shares held as of latest filing

PARNASSUS FUNDS

97.0K

Weight

10.05%

Increased

Revolution Medicines, Inc.· RVMD

Holdings Analysis

Insider Trading Activity

1.3Transaction History228Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings114Most 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 History228Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings114Most 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