Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in REPL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | 11.0M | $84.5M | 0.0% | 13.377% | 0.49% |
| 2 | RTW INVESTMENTS, LP | 7.4M | $56.3M | +3.0% | 8.910% | 0.56% |
| 3 | BlackRock, Inc. | 6.2M | $47.7M | +2.8% | 7.556% | 0.00% |
| 4 | SUVRETTA CAPITAL MANAGEMENT, LLC | 4.2M | $32.3M | +11615.0% | 5.113% | 0.88% |
| 5 | STATE STREET CORP | 3.8M | $28.9M | +2.4% | 4.580% | 0.00% |
| 6 | FCPM III SERVICES B.V. | 2.8M | $21.5M | 0.0% | 3.401% | 2.97% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $21.1M | β | 3.341% | 0.00% |
| 8 | D. E. Shaw & Co., Inc. | 2.3M | $17.9M | -9.3% | 2.830% | 0.02% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.3M | $17.8M | +17.0% | 2.811% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 2.3M | $17.4M | +246.0% | 2.758% | 0.00% |
| 11 | FMR LLC | 2.0M | $15.6M | -31.4% | 2.477% | 0.00% |
| 12 | Erste Asset Management GmbH | 2.1M | $15.3M | 0.0% | 2.567% | 0.14% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $13.8M | +2.9% | 2.182% | 0.00% |
| 14 | TORONTO DOMINION BANK | 1.6M | $12.2M | -28.6% | 1.927% | 0.02% |
| 15 | Caption Management, LLC | 1.4M | $10.9M | β | 1.725% | 0.10% |
| 16 | Boxer Capital Management, LLC | 1.2M | $9.0M | +56.7% | 1.423% | 1.18% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $8.7M | +1.8% | 1.381% | 0.00% |
| 18 | EcoR1 Capital, LLC | 1.0M | $7.7M | β | 1.211% | 0.32% |
| 19 | DIADEMA PARTNERS LP | 766K | $5.9M | +231.6% | 0.928% | 1.86% |
| 20 | Sio Capital Management, LLC | 720K | $5.5M | β | 0.872% | 0.79% |
| 21 | Jefferies Financial Group Inc. | 714K | $5.5M | 0.0% | 0.865% | 0.04% |
| 22 | MORGAN STANLEY | 646K | $4.9M | -20.7% | 0.783% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 612K | $4.7M | +4.1% | 0.741% | 0.00% |
| 24 | NORTHERN TRUST CORP | 589K | $4.5M | +9.2% | 0.714% | 0.00% |
| 25 | UBS Group AG | 581K | $4.4M | -3.8% | 0.704% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in REPL β a direct measure of their conviction.
Filings activity in REPL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new REPL position in Q1 2026
Institutions that fully closed their REPL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 169 | +3.7% | 75.38% | 20.77 pp | $553M | 22% |
| Q4 2025 | 163 | +3.8% | 96.15% | +53.09 pp | $705M | +123% |
| Q3 2025 | 157 | 8.7% | 43.06% | 42.33 pp | $316M | 50% |
| Q2 2025 | 172 | +4.2% | 85.39% | 9.19 pp | $626M | 9.7% |
| Q1 2025 | 165 | +4.4% | 94.58% | 15.25 pp | $694M | 14% |
| Q4 2024 | 158 | +11% | 109.83% | +21.97 pp | $805M | +25% |
| Q3 2024 | 142 | 4.1% | 87.86% | +14.70 pp | $644M | +20% |
| Q2 2024 | 148 | β | 73.16% | β | $536M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying REPL stock.
Based on Q1 2026 13F filings, institutional ownership of Replimune Group, Inc. stands at 75.4%, held across 169 reporting institutions.
BAKER BROS. ADVISORS LP is the largest reported institutional holder of REPL, with approximately 11,045,336 shares worth $0.08B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of REPL, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for REPL is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in REPL during Q1 2026, while 37 fully exited. 33 added to existing positions and 91 trimmed.
REPL institutional ownership fell by 20.77 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 62.5% of all reported 13F value in REPL, and the top 25 account for 85.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Replimune Group, Inc. (REPL) Institutional Ownership