Polen Capital Management
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Polen Capital Management’s Revolve Group RVLV Stock Holding History

Polen Capital Management’s Portfolio RVLV Stock Details RVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,091
Closed -$764K – 282
2025
Q2 		$764K Sell
38,091
-122,191
-76% -$2.47M ﹤0.01% 162
2025
Q1 		$3.44M Sell
160,282
-144,247
-47% -$4.01M 0.01% 69
2024
Q4 		$10.2M Sell
304,529
-98,291
-24% -$3.04M 0.03% 47
2024
Q3 		$9.98M Sell
402,820
-109,172
-21% -$2.29M 0.03% 43
2024
Q2 		$8.15M Sell
511,992
-8,475
-2% -$162K 0.02% 48
2024
Q1 		$11M Buy
520,467
+110,718
+27% +$1.94M 0.03% 47
2023
Q4 		$6.79M Sell
409,749
-73,354
-15% -$1.08M 0.02% 62
2023
Q3 		$6.58M Buy
483,103
+61,499
+15% +$979K 0.02% 59
2023
Q2 		$6.91M Sell
421,604
-9,482
-2% -$177K 0.02% 58
2023
Q1 		$11.3M Sell
431,086
-2,150
-0.5% -$55.5K 0.03% 46
2022
Q4 		$9.64M Sell
433,236
-65,385
-13% -$1.57M 0.03% 47
2022
Q3 		$10.8M Buy
498,621
+115,791
+30% +$3.05M 0.03% 46
2022
Q2 		$9.92M Sell
382,830
-28,047
-7% -$1.04M 0.03% 45
2022
Q1 		$22.1M Buy
410,877
+26,514
+7% +$1.35M 0.04% 41
2021
Q4 		$21.5M Buy
384,363
+84,956
+28% +$5.97M 0.04% 46
2021
Q3 		$18.5M Sell
299,407
-8,621
-3% -$561K 0.03% 41
2021
Q2 		$21.2M Sell
308,028
-28,571
-8% -$1.53M 0.04% 38
2021
Q1 		$15.1M Buy
336,599
+65,852
+24% +$2.68M 0.03% 37
2020
Q4 		$8.44M Buy
270,747
+61,328
+29% +$1.37M 0.02% 49
2020
Q3 		$3.44M Buy
209,419
+32,936
+19% +$593K 0.01% 62
2020
Q2 		$2.62M Buy
176,483
+7,748
+5% +$102K 0.01% 55
2020
Q1 		$1.46M Buy
+168,735
New +$2.68M 0.01% 45

Other funds holding RVLV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management's RVLV Position: Q3 2025 in Review

Polen Capital Management sold out of Revolve Group (RVLV) in Q3 2025, closing a stake of 38,091 shares — an estimated $764K sold.

Polen Capital Management first reported a position in RVLV in Q1 2020 and held it in 22 quarters. The position peaked at $22.1M in Q1 2022. 198 funds tracked by Wall St. Rank hold RVLV as of Q3 2025.

  • Polen Capital Management reported no remaining Revolve Group position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 38,091 Revolve Group shares in Q3 2025, an estimated $764K.
  • Polen Capital Management first reported a position in Revolve Group in Q1 2020 and held it in 22 quarters.
  • Polen Capital Management's Revolve Group position peaked at $22.1M in Q1 2022.
  • 198 funds tracked by Wall St. Rank held Revolve Group as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.