13FPulse
RG

RGEN REPLIGEN CORP

2026Q2 · CUSIP 759916109 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
470
Institutions that reported holding it to the SEC
Net increase in holders
+30
Last quarter 440 → now 470
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

470 funds held RGEN at the end of 2026Q2, up 30 from the quarter before. That is stronger buying than 89.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $785M(YoY +16.5%), the P/E is 233.7x, return on equity is 2.0%. RGEN has had 16 buying rushes in its history, and the price moved +0.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=117 2013Q4: holders=127 2014Q1: holders=139 2014Q2: holders=162 2014Q3: holders=165 2014Q4: holders=164 2015Q1: holders=170 2015Q2: holders=174 2015Q3: holders=183 2015Q4: holders=174 2016Q1: holders=181 2016Q2: holders=184 2016Q3: holders=181 2016Q4: holders=184 2017Q1: holders=181 2017Q2: holders=198 2017Q3: holders=187 2017Q4: holders=183 2018Q1: holders=186 2018Q2: holders=194 2018Q3: holders=200 2018Q4: holders=241 2019Q1: holders=250 2019Q2: holders=268 2019Q3: holders=301 2019Q4: holders=304 2020Q1: holders=311 2020Q2: holders=366 2020Q3: holders=389 2020Q4: holders=445 2021Q1: holders=457 2021Q2: holders=430 2021Q3: holders=477 2021Q4: holders=506 2022Q1: holders=449 2022Q2: holders=401 2022Q3: holders=433 2022Q4: holders=443 2023Q1: holders=445 2023Q2: holders=446 2023Q3: holders=441 2023Q4: holders=468 2024Q1: holders=485 2024Q2: holders=458 2024Q3: holders=443 2024Q4: holders=433 2025Q1: holders=442 2025Q2: holders=444 2025Q3: holders=452 2025Q4: holders=475 2026Q1: holders=440 2026Q2: holders=470 -57 -28.5 +0 +28.5 +57 105319532 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q1 Top 20% -30.2% -10.5%
2022Q3 Top 5% -10.4% -0.5%
2021Q4 Top 20% +2.2% -18.2%
2021Q3 Top 5% -7.0% -34.3%
2020Q4 Top 20% -7.0% -18.2%
2020Q3 Top 20% +5.0% +13.7%
2020Q2 Top 5% -0.5% +38.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
208
Change in large funds
+24
Total value they hold
$8.6B
Funds buying for the first time
101
Funds that sold out entirely
71
Price change that quarter
+66.0%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
233.7
EPS (TTM)
$0.74
EPS YoY
Revenue (TTM)
$0.8B
Revenue YoY
+16.5%
Net margin
5.3%
ROE
2.0%
Debt ratio
28.4%
FCF (TTM)
$112M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.58 2021-12-31: EPS 0.50 2022-03-31: EPS 0.81 2022-06-30: EPS 0.88 2022-09-30: EPS 0.71 2022-12-31: EPS 0.84 2023-03-31: EPS 0.51 2023-06-30: EPS 0.35 2023-09-30: EPS 0.30 2023-12-31: EPS -0.53 2024-03-31: EPS 0.06 2024-06-30: EPS 0.10 2024-09-30: EPS -0.01 2024-12-31: EPS -0.61 2025-03-31: EPS 0.10 2025-06-30: EPS 0.26 2025-09-30: EPS 0.26 2025-12-31: EPS 0.24 2026-03-31: EPS 0.15 2026-06-30: EPS 0.09 0M 104M 208M $M -0.67 0.15 0.97 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 113 47 8023 15999 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-4M20M43M 20162017201820192020202120222023202420252026
Latest quarter $24M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.