Ranked by reported Q2 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 | $122.3M | 0.0% | 13.145% | 0.61% |
| 2 | BlackRock, Inc. | 9.0M | $99.2M | +43.6% | 10.662% | 0.00% |
| 3 | RTW INVESTMENTS, LP | 7.4M | $82.0M | +0.7% | 8.821% | 0.70% |
| 4 | Ridgeback Capital Investments L.P. | 7.3M | $80.9M | — | 8.700% | 100.00% |
| 5 | GOLDMAN SACHS GROUP INC | 4.6M | $50.4M | +99.8% | 5.416% | 0.00% |
| 6 | STATE STREET CORP | 4.4M | $49.2M | +17.4% | 5.284% | 0.00% |
| 7 | MONTANOVA CAPITAL, LLC | 4.4M | $48.6M | +4.0% | 5.224% | 0.89% |
| 8 | Boxer Capital Management, LLC | 4.0M | $44.1M | +239.0% | 4.740% | 3.32% |
| 9 | Caption Management, LLC | 4.0M | $43.8M | +177.8% | 4.710% | 0.20% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | $32.1M | +5.0% | 3.447% | 0.00% |
| 11 | FCPM III SERVICES B.V. | 2.8M | $31.1M | 0.0% | 3.342% | 4.14% |
| 12 | JANE STREET GROUP, LLC | 2.6M | $28.6M | +294.6% | 3.073% | 0.00% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 2.6M | $28.4M | +904.4% | 3.054% | 0.01% |
| 14 | Logos Global Management LP | 2.5M | $27.7M | — | 2.975% | 1.19% |
| 15 | Erste Asset Management GmbH | 2.1M | $23.7M | 0.0% | 2.523% | 0.18% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $22.5M | +13.0% | 2.422% | 0.00% |
| 17 | D. E. Shaw & Co., Inc. | 2.0M | $22.0M | -14.8% | 2.368% | 0.01% |
| 18 | CITADEL ADVISORS LLC | 1.9M | $21.3M | +134.1% | 2.295% | 0.00% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8M | $20.4M | -20.8% | 2.188% | 0.00% |
| 20 | Opaleye Management Inc. | 1.4M | $15.3M | — | 1.648% | 1.39% |
| 21 | TORONTO DOMINION BANK | 1.3M | $14.1M | -19.9% | 1.517% | 0.02% |
| 22 | DIADEMA PARTNERS LP | 1.2M | $13.3M | +56.5% | 1.427% | 1.68% |
| 23 | UBS Group AG | 1.1M | $12.5M | +94.1% | 1.343% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 990K | $11.0M | +104.9% | 1.179% | 0.00% |
| 25 | Artisan Partners Limited Partnership | 973K | $10.8M | — | 1.159% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in REPL — a direct measure of their conviction.
Filings activity in REPL during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 203 | +9.1% | 123.59% | +18.64 pp | $1.13B | +86% |
| Q1 2026 | 186 | +9.4% | 104.95% | 0.05 pp | $609M | 18% |
| Q4 2025 | 170 | 0.6% | 105.00% | 13.09 pp | $742M | +108% |
| Q3 2025 | 171 | 0.6% | 118.09% | +18.13 pp | $357M | 43% |
| Q2 2025 | 172 | +4.2% | 99.96% | 5.08 pp | $626M | 9.7% |
| Q1 2025 | 165 | +4.4% | 105.04% | +5.56 pp | $694M | 14% |
| Q4 2024 | 158 | +11% | 99.48% | 0.30 pp | $805M | +25% |
| Q3 2024 | 142 | — | 99.78% | — | $644M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying REPL stock.
Based on Q2 2026 13F filings, institutional ownership of Replimune Group, Inc. stands at 123.6%, held across 203 reporting institutions.
BAKER BROS. ADVISORS LP is the largest reported institutional holder of REPL, with approximately 11,045,336 shares worth $0.12B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of REPL, including JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for REPL is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
73 institutions opened new positions in REPL during Q2 2026, while 55 fully exited. 100 added to existing positions and 28 trimmed.
REPL institutional ownership rose by 18.64 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 57.7% of all reported 13F value in REPL, and the top 25 account for 84.5%.
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