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Replimune Group, Inc.

REPL Healthcare
$15.88 +$0.08 (0.51%)
Market Cap: $1.5 B
Gurus Holding
6
Popularity Rank
#1592
% of Shares Held
4.21%
Net Activity (Q2 2026)
+$25.37 M

Guru Ownership Trend

Guru Analysis for Replimune Group, Inc. (REPL)

Replimune Group, Inc. (REPL), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $63 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $25.37 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 904.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 89.6%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$33.59 M
Total Buy Value
New Buys 1
Additions 1
-$8.21 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Replimune Group, Inc. (REPL)

Major holders include Cliff Asness ($28.41 M), Steven Cohen ($8.01 M), Jefferies Group ($5.48 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.97 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25.37 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited REPL. The total reported sell value was $8.21 M.

Yes, 1 managers opened new positions in REPL, and 1 increased their existing holdings. The total reported buy value was $33.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 904.4% 2,566,241 $28.41 M Q2 2026
0.01% New Buy 723,262 $8.01 M Q2 2026
0.04% Reduce -30.6% 495,465 $5.48 M Q2 2026
0.02% Reduce -58.2% 130,195 $1.44 M Q2 2026
0.00% Reduce -89.6% 39,800 $440,586 Q2 2026
0.00% Reduce -4.6% 12,584 $139,305 Q2 2026
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