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Repligen Corporation

RGEN Healthcare
$111.87 +$0.13 (0.12%)
Market Cap: $6.31 B
Gurus Holding
6
Popularity Rank
#1268
% of Shares Held
4.02%
Net Activity (Q1 2026)
+$97.41 M

Guru Ownership Trend

Guru Analysis for Repligen Corporation (RGEN)

Repligen Corporation (RGEN), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $253.65 M.

Top institutional holders include Lee Ainslie and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $97.41 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who opened a new position. Conversely, Steven Cohen reduced exposure by 43.4%.

Key Holders

Top 5 by Value

$178.95 M
$67.1 M
$13.66 M
$3.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$181.98 M
Total Buy Value
New Buys 2
Additions 1
-$84.57 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Repligen Corporation (RGEN)

Major holders include Lee Ainslie ($178.95 M), Steven Cohen ($67.1 M), Chuck Royce ($13.66 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.27 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $97.41 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited RGEN. The total reported sell value was $84.57 M.

Yes, 2 managers opened new positions in RGEN, and 1 increased their existing holdings. The total reported buy value was $181.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.06% New Buy 1,518,805 $178.95 M Q1 2026
0.09% Reduce -43.4% 569,474 $67.1 M Q1 2026
0.13% Reduce -21.1% 115,932 $13.66 M Q1 2026
0.01% Reduce -43.1% 28,749 $3.39 M Q1 2026
0.21% New Buy 25,500 $3 M Q1 2026
0.00% Add 2.7% 8,880 $1.02 M Q1 2026
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