Monitor for any future amendments that could indicate a shift from passive to active intent, though the current filing is clearly passive. The separate Vanguard Capital Management entity filing suggests internal reallocation of holdings within the Vanguard complex rather than new net buying.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a new Schedule 13G disclosing a 5.13% passive stake in Revolution Medicines, Inc. as of September 30, 2026. This is a new filing by Vanguard Capital Management (not an amendment of a prior Vanguard Group filing), indicating a separate reporting entity within the Vanguard structure. The passive certification confirms no intent to influence control.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G on October 30, 2026, reporting beneficial ownership as of September 30, 2026.
- The stake is 10,999,044 shares of common stock, representing 5.13% of shares outstanding.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- This is a new filing by Vanguard Capital Management, separate from prior Vanguard Group SC 13G/A filings for the same issuer.
- Vanguard Capital Management has sole dispositive power over all 10,999,044 shares and sole voting power over 1,849,510 shares.
Financial Impact
5.13% passive stake valued at approximately $2.07 billion based on $40.4B market cap
Risk Factors
- No activist intent signaled; this is a routine passive disclosure.
- The stake is just above the 5% threshold, so minor changes in share count or price could push it below the reporting threshold.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001650 |
| Document: 0002100119-26-001650-index.html | 0002100119-26-001650 |
| Document: 0002100119-26-001650.txt | 0002100119-26-001650 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $188.83 | awaiting T+60 | awaiting T+60 | $191.31 (+1.31%) |
Oct 23, 2026 9d ago | Institutional Cluster | $186.99 | awaiting T+60 | awaiting T+60 | $191.31 (+2.31%) |
Oct 21, 2026 11d ago | Press Release | $187.69 | awaiting T+60 | awaiting T+60 | $191.31 (+1.93%) |
Oct 13, 2026 19d ago | 8-K | $193.52 | awaiting T+60 | awaiting T+60 | $191.31 (−1.14%) |
Oct 12, 2026 20d ago | Institutional Cluster | $193.95 | awaiting T+60 | awaiting T+60 | $191.31 (−1.36%) |
Oct 1, 2026 4w ago | Insider Cluster | $206.64 | awaiting T+60 | awaiting T+60 | $191.31 (−7.42%) |
Sep 29, 2026 4w ago | Insider Cluster | $205.26 | awaiting T+60 | awaiting T+60 | $191.31 (−6.80%) |
Sep 28, 2026 4w ago | Insider Cluster | $204.48 | awaiting T+60 | awaiting T+60 | $191.31 (−6.44%) |
Sep 24, 2026 5w ago | Insider Cluster | $204.97 | awaiting T+60 | awaiting T+60 | $191.31 (+6.66%) |
Sep 22, 2026 5w ago | Insider Cluster | $190.74 | awaiting T+60 | awaiting T+60 | $191.31 (−0.30%) |
US Market Status
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