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RGEN Repligen Corporation

Health Care, filed as REPLIGEN CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2

  • 5 Owners
  • Max 2.4%
  • $400M
  • 1 new 3 add

In 2026 Q2 Stanley Druckenmiller opened a position in Repligen, and Lee Ainslie, Wallace Weitz, and Ron Baron added.

Who owns this now

Largest portfolio weights among holders, up to 2.4% (Lee Ainslie, Maverick Capital). Not free-float ownership.

  1. Lee Ainslie Add 2.4%
  2. David Witzke 1.7%
  3. Wallace Weitz Add 0.39%
  4. Stanley Druckenmiller New 0.20%
  5. Ron Baron Add 0.15%

Who owns RGEN

Sorted by value, long equity only, as of 2026 Q2.

History
Lee Ainslie, Maverick Capital 2.4%, was 2.1% Add +30.7% 1,984,554 $271M History
Ron Baron, Bamco Inc. (Baron Capital) 0.15% Add +36.5% 748,466 $102M History
David Witzke, Avidity Partners Management 1.7% Hold 77,800 $11M History
Stanley Druckenmiller, Duquesne Family Office 0.20% New 0.20% 77,400 $11M History
Wallace Weitz, Weitz Investment Management 0.39%, was 0.21% Add +60.0% 40,800 $5.6M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RGEN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RGEN insider trades
  • None no insider bought on the open market
  • $3.5M sold by 3 insiders outside a trading plan
  • $11.8M sold by 3 insiders under 10b5-1 plans
  1. Olivier Loeillot CEO
    Planned sale
    $1M 5,535 shares at $187.29 11% of stake
    Traded Oct 5 Filed Oct 6
    ↗
  2. Olivier Loeillot CEO
    Planned sale
    $2.5M 12,946 shares at $190.00 21% of stake
    Traded Sep 24 Filed Sep 25
    ↗
  3. Olivier Loeillot CEO
    Planned sale
    $977K 5,426 shares at $180.00 10% of stake
    Traded Sep 21 Filed Sep 22
    ↗
  4. Olivier Loeillot CEO
    Planned sale
    $504K 3,035 shares at $165.90 5.9% of stake
    Traded Sep 4 Filed Sep 8
    ↗
  5. Olivier Loeillot CEO
    Planned sale
    $977K 5,426 shares at $180.00 9.1% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  6. Jason K Garland CFO
    Planned sale
    $80K 530 shares at $150.00 2.7% of stake
    Traded Jul 16 Filed Jul 17
    ↗
  7. Jason K Garland CFO
    Planned sale
    $106K 733 shares at $145.00 3.6% of stake
    Traded Jun 25 Filed Jun 26
    ↗
  8. Olivier Loeillot CEO
    Planned sale
    $536K 3,832 shares at $140.00 6.6% of stake
    Traded Apr 21 Filed Apr 22
    ↗
  9. Karen A Dawes Director
    Sale
    $44K 275 shares at $161.00 0.3% of stake
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  10. Olivier Loeillot CEO
    Planned sale
    $1.2M 7,041 shares at $170.00 16% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025
    ↗
  11. James Bylund COO
    Sale
    $331K 2,191 shares at $151.21 9.2% of stake
    Traded Nov 18, 2025 Filed Nov 19, 2025
    ↗
  12. Anthony Hunt Director
    Sale
    $3.1M 20,000 shares at $154.61 20% of stake
    Traded Nov 13, 2025 Filed Nov 14, 2025
    ↗
  13. Anthony Hunt Director
    Planned sale
    $3.9M 25,000 shares at $156.88 20% of stake
    Traded Nov 12, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 stock grants, 17 share withholdings for taxes, 9 option exercises, and 1 other transaction.

Congress

2 members of Congress traded RGEN in the last three years: 3 buys and 4 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 22, 2025 filed Aug 13, 2025
  5. Lisa C. McClain R-MI-9Spouse Partial sale $1K–$15K Jun 17, 2025 filed Aug 13, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 11, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 3.02,8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.01,7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 8.01 Filing Doc
424B3 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.02,7.01,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 3 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $632.36M $634.44M $738.26M
Gross profit * $278.44M $274.64M $386.24M
Gross margin * 44.0% 43.3% 52.3%
Net income $35.6M -$25.51M $48.89M
Net margin * 5.6% -4.0% 6.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.11B $1.07B $1.14B
Total non-current assets $1.72B $1.76B $1.81B
Total assets $2.83B $2.83B $2.95B
Total current liabilities $164.94M $126.79M $135.83M
Total non-current liabilities $701.4M $730.16M $707.74M
Total equity $1.96B $1.97B $2.11B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $113.92M $175.39M $117.42M
Cash from investing -$123.28M -$86.38M -$298.47M
Cash from financing $248.96M -$82.9M -$15.2M
Net change in cash $227.86M $6.03M -$191.33M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.