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Optimize Financial’s Repligen RGEN Stock Holding History

Optimize Financial’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 		$435K Buy
+3,693
New +$516K 0.21% 163

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

Optimize Financial's RGEN Position: Q1 2026 in Review

Optimize Financial opened a new position in Repligen (RGEN) in Q1 2026: 3,693 shares worth $435K. The stake represents 0.21% of the portfolio and ranks #163 among its holdings.

441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Optimize Financial held 3,693 shares of Repligen worth $435K as of Q1 2026.
  • Repligen was a new Optimize Financial position in Q1 2026.
  • Repligen made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #163 holding.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.