SCHEDULE 13G/A: Fuller & Thaler Asset Management Discloses 5.87% Passive Stake in Revolve Group, Inc.

Fuller & Thaler Asset Management, Inc. has reported a 5.87% passive beneficial ownership stake in Revolve Group, Inc. as of March 31, 2025.

Summary

• Fuller & Thaler Asset Management, Inc. filed an Amendment No. 2 to Schedule 13G regarding its beneficial ownership in Revolve Group, Inc.
• The filing indicates beneficial ownership of 2,363,895.71 shares of Revolve Group, Inc. Common Stock.
• This ownership represents 5.87% of the total class of securities.
• Fuller & Thaler Asset Management, Inc. holds sole voting power over 2,259,735.71 shares and sole dispositive power over 2,363,895.71 shares.
• The reporting person, Fuller & Thaler Asset Management, Inc., is classified as an Investment Adviser (IA).
• The event date requiring this filing was March 31, 2025, with the filing certified on May 13, 2025.

Sentiment

Score: 7

Explanation: The filing indicates a significant passive investment by an institutional asset manager, Fuller & Thaler Asset Management, Inc., in Revolve Group, Inc., which can be viewed as a positive signal of investor confidence. However, as a routine regulatory disclosure of a passive stake, it does not provide new operational or financial insights into the company itself.

Positives

• A reputable investment adviser, Fuller & Thaler Asset Management, Inc., has taken a significant passive stake, indicating potential confidence in Revolve Group, Inc.
• The beneficial ownership of 5.87% signifies a notable institutional interest in the company's common stock.

Risks

• The reported stake is passive, meaning Fuller & Thaler Asset Management, Inc. does not intend to influence or control the management or policies of Revolve Group, Inc.

Future Outlook

NA

Management Comments

• Hanna Zanoni, Chief Compliance Officer of Fuller & Thaler Asset Management, Inc., certified that the information set forth in the statement is true, complete, and correct to the best of her knowledge and belief.

Industry Context

This filing reflects a standard disclosure of a significant passive investment by an institutional asset manager, Fuller & Thaler Asset Management, Inc., in a publicly traded company, Revolve Group, Inc. Such filings are common and indicate an investment firm's belief in the long-term prospects of the company without seeking active management influence.

Stakeholder Impact

• Shareholders: May view the institutional investment as a positive sign of confidence in the company's long-term prospects.

Key Dates

Recommendation

Keywords

Revolve Group, Fuller & Thaler Asset Management, SEC filing, Schedule 13G, beneficial ownership, common stock, investment adviser, institutional investor, retail, e-commerce