RVLV at a glance
Revolve Group, Inc. (RVLV, SEC CIK 1746618) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as June 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Revolve Group, Inc. (RVLV) reported revenue of $1.2 billion (up 8.5% from FY2024) and net income of $61.7 million. Diluted EPS was $0.86.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Revolve Group, Inc. (RVLV) shares worth $543.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by MMMK Development, Inc. on April 29, 2026 of 15,640 shares at $26.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- +8.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $543.9M · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: digital-first premium fashion retailer targeting Millennial and Gen Z with curated apparel, footwear, beauty, accessories, and owned brands
- Owned brands contributed 19.8% of REVOLVE segment net sales in 2025, with 28 owned brands and 4 in top 10 by sales
- 2025 mobile orders increased to 77.2% of total orders, underscoring mobile commerce emphasis
- Net sales at full price 81.4% in 2025, higher than previous years (82% in 2024, 79% in 2023), showing strong pricing power
- Founder-led innovation drove AI and ML integration across merchandising, marketing, and fulfillment platforms for enhanced personalization and efficiency
Risk Factors
- Supreme Court ruling Feb 20, 2026 against President Trump’s use of IEEPA for tariffs; impact on prior tariffs remains uncertain
- Tariffs on imports from China reached up to 152.5% total rate in 2025; sourcing from China critical for own brand products
- Inventory management risk; inability to forecast demand could lead to obsolescence or shortage affecting margins
- TikTok’s regulatory uncertainty due to US legislation and executive actions since April 2024 impacting marketing costs and access
- Dependency on key third-party logistics providers (UPS, FedEx, DHL); disruptions could harm customer experience and brand reputation
Management Discussion & Analysis
- Net sales international $253.3M (20.7%) in 2025 vs $226.4M (20.0%) in 2024; total active customers 2,841K vs 2,668K; total orders 9,477K vs 8,867K
- Gross margin 53.5% in 2025 vs 52.5% in 2024; Adjusted EBITDA $93.8M vs $69.5M; net income $61.1M vs $48.8M
- REVOLVE segment (premium apparel/footwear/beauty) strongest with higher margin owned brands; FWRD focuses on luxury, slightly smaller sales contribution
- Free cash flow $46.2M in 2025 vs $18.0M in 2024; CapEx $11.4M; net cash used in financing activities $1.387M suggesting limited buybacks/dividends disclosed
- Risks: heightened tariffs (up to 152.5% on China goods) may pressure margins, supply chain, and pricing; ongoing investments in customer acquisition amid evolving digital marketing landscape
AI summary of the RVLV 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly added tariff risk triggered by 2026 trade actions, including proposed Section 301 tariffs of 10–12.5% on major U.S. trading partners
- Most materially updated tariff exposure: China tariff rates briefly reached 145.0% in 2025, while $6.7 million of refunds were received in 2026
- Regulatory risk from influencer marketing, including FTC enforcement for undisclosed financial relationships and potential fines or lawsuits
- Operational risk from demand forecasting, with unsold inventory subject to markdowns, valuation adjustments, liquidations, or write-offs
- Market risk from TikTok restrictions, potentially limiting a significant social-media customer acquisition channel
AI summary of the RVLV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 4, 2026 with financial results
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 12% to $347.4M, with REVOLVE up 13% and FWRD up 11%, confirming broad-based demand
- Net income increased 86% to $18.6M and diluted EPS reached $0.26, aided by $4.4M after-tax tariff refunds
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five director nominees elected through the 2027 annual meeting, preserving current board composition
- Michael Karanikolas and Michael Mente received 23,722,630 and 22,559,561 withheld votes, respectively
Item 7.01: Regulation FD Disclosure
- Updated investor presentation released June 3, 2026 under Regulation FD
- Presentation intended for William Blair Growth Stock Conference and investor meetings
AI summaries of RVLV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RVLV
Don't miss the next RVLV filing
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- Fund moves. Which tracked funds opened, added or cut RVLV, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| COX MELANIE | A | Jun 5, 2026 | 5,297 | - |
| Ruxandra Oana | A | Jun 5, 2026 | 5,297 | - |
| Murphy Erinn Elisabeth | A | Jun 5, 2026 | 5,297 | - |
| Karanikolas Michael | C | Apr 29, 2026 | 15,640 | - |
| MMMK Development, Inc. | Sell | Apr 29, 2026 | 15,640 | $26.00 |
| Karanikolas Michael | Sell | Apr 29, 2026 | 15,640 | $26.00 |
| MMMK Development, Inc. | C | Apr 29, 2026 | 15,640 | - |
| MMMK Development, Inc. | C | Apr 29, 2026 | 15,640 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | - | $593.3M | $655.8M |
| Operating Income | - | $51.4M | $74.3M |
| Net Income | - | $49.6M | $61.7M |
| Gross Margin | - | 52.5% | 53.5% |
| Op. Margin | - | 4.6% | 6.1% |
| Net Margin | - | 4.4% | 5.0% |
| Balance Sheet | |||
| Total Assets | $608.9M | $665.5M | $765.0M |
| Equity | - | $437.8M | $512.5M |
| ROE | - | 11.3% | 12.0% |
| Per Share | |||
| EPS | - | $0.69 | $0.86 |
| Cash Flow | |||
| Operating CF | - | $26.7M | $59.4M |
| CapEx | $4.2M | $5.6M | $11.4M |
Source: XBRL data in Revolve Group, Inc. (RVLV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RVLV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $543.9M |
| Q1 2026 | 29 | $505.0M |
| Q4 2025 | 26 | $668.5M |
| Q3 2025 | 28 | $486.6M |
| Q2 2025 | 27 | $470.3M |
| Q1 2025 | 24 | $389.9M |
| Q4 2024 | 20 | $451.1M |
| Q3 2024 | 14 | $106.6M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 198 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RVLV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 11, 2026 | - | - | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 8-K | Mar 20, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - |
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RVLV SEC filings: frequently asked questions
Which institutions hold RVLV stock?
As of June 30, 2026, the largest Revolve Group, Inc. (RVLV) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($142.2 million), BlackRock ($104.7 million), Vanguard Portfolio Management LLC ($82.2 million), Vanguard Capital Management LLC ($42.0 million), State Street Corp ($28.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RVLV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Revolve Group, Inc. (RVLV) reported revenue of $1.2 billion (up 8.5% from FY2024) and net income of $61.7 million. Diluted EPS was $0.86. The figures come from the XBRL data in the 10-K.
What are the main risks in RVLV's latest 10-K?
In the 10-K filed February 25, 2026, Revolve Group, Inc. (RVLV) flagged: Supreme Court ruling Feb 20, 2026 against President Trump’s use of IEEPA for tariffs; impact on prior tariffs remains uncertain. Tariffs on imports from China reached up to 152.5% total rate in 2025; sourcing from China critical for own brand products. (AI summary of the Risk Factors section.)
What did RVLV report in its latest 8-K?
Revolve Group, Inc. (RVLV) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest RVLV SEC filings?
Revolve Group, Inc. (RVLV) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on June 9, 2026.
What is RVLV's SEC CIK number?
Revolve Group, Inc. (RVLV)'s SEC Central Index Key (CIK) is 1746618. EDGAR lists every RVLV filing under that number.
Ask anything about RVLV
The research agent reads RVLV's filings, financials, insider trades and 13F holders, then answers with sources.