SCHEDULE: Revolve Group Beneficial Ownership Update

Sentiment:

Beneficial Ownership Filing


MMMK Development, Inc., Michael Karanikolas, and Michael Mente have jointly filed an updated Schedule 13G detailing their beneficial ownership of Revolve Group, Inc. Class A Common Stock.

Summary

  • MMMK Development, Inc., Michael Karanikolas, and Michael Mente have filed an amendment to their Schedule 13G filing.
  • The filing pertains to their beneficial ownership of Revolve Group, Inc. Class A Common Stock.
  • As of March 31, 2026, MMMK Development, Inc. beneficially owns 30,123,819 shares, representing 42.2% of the class.
  • Michael Karanikolas beneficially owns 30,246,819 shares, representing 42.4% of the class.
  • Michael Mente beneficially owns 30,232,150 shares, representing 42.3% of the class.
  • The shares held by MMMK Development, Inc. are for the benefit of Michael Karanikolas and Michael Mente, who are stockholders of MMMK Development, Inc. and share voting and dispositive power over these shares.
  • Michael Karanikolas directly holds 123,000 shares of Class A Common Stock.
  • Michael Mente directly holds 73,000 shares of Class A Common Stock and 35,331 shares of Class B Common Stock, convertible one-for-one into Class A Common Stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership and does not contain new financial performance data or strategic announcements.

Positives

  • The filing provides a clear update on significant beneficial ownership stakes in Revolve Group, Inc.
  • The reporting persons have entered into a joint filing agreement, indicating coordinated reporting.
  • The reporting persons collectively hold a substantial portion (over 42%) of the company's Class A Common Stock.

Future Outlook

This filing is an update on beneficial ownership and does not contain forward-looking statements or guidance regarding future financial performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for significant beneficial owners and do not inherently signal strategic shifts, but they are crucial for understanding control dynamics and potential influence within a company.

Related Party Transactions

  • MMMK Development, Inc. holds shares for the benefit of Michael Karanikolas and Michael Mente, who are stockholders of MMMK Development, Inc. and share voting and dispositive power over these shares.

Stakeholder Impact

  • Shareholders: The filing clarifies the ownership structure and significant stakes held by key individuals and an associated entity, providing transparency on potential influence.
  • Management: The filing confirms the substantial ownership by individuals closely associated with the company's operations.

Next Steps

  • Continue to monitor future Schedule 13G filings for any changes in beneficial ownership by these reporting persons.
  • Review Revolve Group, Inc.'s periodic financial reports (10-K, 10-Q) for overall company performance and strategic updates.

Key Dates

DateDescription
2025-12-31Year ended December 31, 2025 (for outstanding shares calculation)
2026-02-17Date as of which shares of Class A common stock outstanding were reported.
2026-02-25Date Revolve Group, Inc.'s Annual Report on Form 10-K for the year ended December 31, 2025 was filed.
2026-03-31Date of Event Which Requires Filing of this Statement (Amendment No. 7)
2026-04-23Date of signature for the Schedule 13G filing and Joint Filing Agreement.

Keywords

Revolve Group, Schedule 13G, Beneficial Ownership, Class A Common Stock, MMMK Development, Inc., Michael Karanikolas, Michael Mente, SEC Filing, Securities Exchange Act

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