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Blue Whale Capital’s Repligen RGEN Stock Holding History

Blue Whale Capital’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
Q1 		$47.6M Buy
404,200
+95,733
+31% +$13.4M 2.26% 15
2025
Q4 		$50.5M Buy
308,467
+65,366
+27% +$10.2M 2.59% 15
2025
Q3 		$32.5M Sell
243,101
-44,585
-15% -$5.42M 1.8% 19
2025
Q2 		$35.8M Buy
+287,686
New +$36.6M 2.34% 16

Other funds holding RGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Whale Capital's RGEN Position: Q1 2026 in Review

Blue Whale Capital increased its Repligen (RGEN) stake by 31% in Q1 2026, buying an estimated $13.4M and bringing the position to 404,200 shares worth $47.6M. The position accounts for 2.26% of the portfolio, ranked #15.

Blue Whale Capital first reported a position in RGEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.5M in Q4 2025. 442 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Blue Whale Capital held 404,200 shares of Repligen worth $47.6M as of Q1 2026.
  • Blue Whale Capital bought 95,733 Repligen shares in Q1 2026, an estimated $13.4M.
  • Repligen made up 2.26% of Blue Whale Capital's portfolio in Q1 2026, its #15 holding.
  • Blue Whale Capital first reported a position in Repligen in Q2 2025 and has held it in 4 quarters since.
  • Blue Whale Capital's Repligen position peaked at $50.5M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.