2026-08-14
AI summary pending
View Full Filing (SEC EDGAR)Replimune Group Inc
$15.98+2%
+$263.3M
Net Activity
+18.17% total shares
Institutions Holding
203
Popularity Rank
#2967
Avg Weight
0.58%
Total Value
$1.2B
Market Cap
$1.5B
203 institutions currently hold REPL, with 151 net buyers and 99 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
99
Net Buying Institutions
151
Top 5 by Value
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Across its top 20 institutional holders, REPL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 19/100, avg. turnover score 46/100).
REPL ranks #2967 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
REPL is a top-conviction position for Ridgeback Capital Investments L.P. — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in REPL belongs to Baker Bros. Advisors LP, but the position matters far more to Ridgeback Capital Investments L.P., who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Montanova Capital, LLC has added to its REPL position for two straight quarters, increasing it by $48.2M to reach $48.6M today.
Price T Rowe Associates Inc /md/ has trimmed its REPL position for two straight quarters, cutting it by $62.4M while still holding $17.9M.
REPL is up 2% today, and institutions have been net buyers of $263.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
REPL reported a net loss of $313.9M in its latest fiscal year.
+$433.5M
Total Buy Value
$210.4M
Total Sell Value
151
Net Buyers
99
Net Sellers
REPL
Q2 2026
Top 5 Institutional Movers
+$51.4M
-$44.2M
+$37.8M
+$35.1M
REPL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
3
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Ridgeback Capital Investments L.P. | 13G/A | 2026-08-14 | 8.7% |
| Baker Bros. Advisors LP | 13D/A | 2026-08-11 | 11.8% |
| Montanova Capital, LLC | 13G/A | 2026-08-06 | 7.9% |
8
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Replimune Group disclosed in an 8-K that it signed an underwriting agreement on August 9, 2026 with Leerink Partners, J.P. Morgan Securities and Cantor Fitzgerald to sell 9,701,490 common shares at $12.06 per share, plus pre-funded warrants for 2,736,340 shares at $12.0599 per warrant. After underwriting discounts and expenses, the company expects net proceeds of approximately $140.5 million, with closing expected on or around August 11, 2026. The company also announced the pricing in a separate press release on August 10.
View Full Filing (SEC EDGAR)Replimune Group signed an underwriting agreement on August 9 with Leerink Partners, J.P. Morgan, and Cantor Fitzgerald for a roughly 9.7 million share common stock offering, plus pre-funded warrants covering about 2.74 million additional shares. The stock is priced at $12.06 per share and the warrants at $12.0599; after fees, the company expects net proceeds of about $140.5 million, with closing expected around August 11.
View Full Filing (SEC EDGAR)On August 6, 2026, Replimune Group (REPL) announced that the FDA granted accelerated approval to TUDRIQEV (vusolimogene oderparepvec-wtpg, formerly RP1) in combination with nivolumab. The approval covers adults with unresectable advanced cutaneous melanoma who progressed after an anti-PD-1 antibody-based regimen. The company filed the press release and a corporate presentation as exhibits to the 8-K.
View Full Filing (SEC EDGAR)Replimune announced that the FDA's Cellular, Tissue, and Gene Therapies Advisory Committee met to review the company's resubmitted BLA for RP1 (vusolimogene oderparepvec) combined with nivolumab in advanced melanoma. The committee voted 10 to 3 that the efficacy results from the IGNYTE study are evaluable and clinically meaningful.
View Full Filing (SEC EDGAR)Replimune filed an 8-K to let investors know it's attending an FDA advisory committee meeting on July 30, 2026, to discuss the resubmitted Biologics License Application (BLA) for RP1 (vusolimogene oderparepvec) used with nivolumab to treat advanced melanoma. The company also posted the presentation slides it'll be showing at the meeting as Exhibit 99.1. This is a routine Regulation FD disclosure—it's about the meeting and the slides, not new clinical results or a regulatory decision.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)76029N106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,803
Total reported value
$1.8T
Held by 5803 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,246
Total reported value
$1.3T
Held by 5246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,142
Total reported value
$670.7B
Held by 5142 institutions — one of the most-tracked stocks on AlphaSMO
Access REPL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/REPLCLI
npx alphasmo stocks get REPL