1WCM
RGEN icon

12 West Capital Management’s Repligen RGEN Stock Holding History

12 West Capital Management’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.2M Buy
280,165
+88,932
+47% +$10.9M 7.15% 6
2026
Q1 		$22.5M Sell
191,233
-50,000
-21% -$6.98M 3.8% 10
2025
Q4 		$39.5M Hold
241,233
– – 4.71% 7
2025
Q3 		$32.2M Hold
241,233
– – 3.34% 11
2025
Q2 		$30M Hold
241,233
– – 3.17% 11
2025
Q1 		$30.7M Sell
241,233
-5,642
-2% -$868K 4.53% 6
2024
Q4 		$35.5M Sell
246,875
-5,974
-2% -$857K 3.72% 10
2024
Q3 		$37.6M Hold
252,849
– – 3.85% 8
2024
Q2 		$31.9M Hold
252,849
– – 3.28% 10
2024
Q1 		$46.5M Sell
252,849
-115,396
-31% -$22M 4.19% 8
2023
Q4 		$66.2M Sell
368,245
-45,972
-11% -$7.16M 5.89% 6
2023
Q3 		$65.9M Sell
414,217
-66,281
-14% -$10.8M 5.97% 6
2023
Q2 		$68M Sell
480,498
-90,647
-16% -$14.5M 5.83% 6
2023
Q1 		$96.2M Sell
571,145
-96,476
-14% -$17.2M 8.26% 4
2022
Q4 		$113M Sell
667,621
-127,812
-16% -$23.2M 11.42% 3
2022
Q3 		$149M Sell
795,433
-17,430
-2% -$3.68M 13.13% 2
2022
Q2 		$132M Sell
812,863
-294
-0% -$46.5K 11.25% 3
2022
Q1 		$153M Buy
813,157
+932
+0.1% +$177K 9.3% 4
2021
Q4 		$215M Sell
812,225
-209,416
-20% -$56.4M 9.54% 4
2021
Q3 		$295M Sell
1,021,641
-53,412
-5% -$13.7M 13.47% 2
2021
Q2 		$215M Sell
1,075,053
-16,754
-2% -$3.25M 9% 4
2021
Q1 		$212M Sell
1,091,807
-10,576
-1% -$2.17M 10.12% 4
2020
Q4 		$211M Hold
1,102,383
– – 9.07% 5
2020
Q3 		$163M Hold
1,102,383
– – 7.91% 5
2020
Q2 		$136M Sell
1,102,383
-76,141
-6% -$8.96M 7.04% 4
2020
Q1 		$114M Hold
1,178,524
– – 6.78% 4
2019
Q4 		$109M Buy
1,178,524
+185,000
+19% +$15.5M 6.88% 5
2019
Q3 		$76.2M Buy
993,524
+478,000
+93% +$41.8M 4.91% 6
2019
Q2 		$44.3M Buy
+515,524
New +$35.1M 3.33% 11

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

12 West Capital Management's RGEN Position: Q2 2026 in Review

12 West Capital Management increased its Repligen (RGEN) stake by 47% in Q2 2026, buying an estimated $10.9M and bringing the position to 280,165 shares worth $38.2M. The position accounts for 7.15% of the portfolio, ranked #6.

12 West Capital Management first reported a position in RGEN in Q2 2019 and has held it in 29 quarters since. The position peaked at $295M in Q3 2021. 480 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • 12 West Capital Management held 280,165 shares of Repligen worth $38.2M as of Q2 2026.
  • 12 West Capital Management bought 88,932 Repligen shares in Q2 2026, an estimated $10.9M.
  • Repligen made up 7.15% of 12 West Capital Management's portfolio in Q2 2026, its #6 holding.
  • 12 West Capital Management first reported a position in Repligen in Q2 2019 and has held it in 29 quarters since.
  • 12 West Capital Management's Repligen position peaked at $295M in Q3 2021.
  • 480 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.