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Vestal Point Capital’s Repligen RGEN Stock Holding History

Vestal Point 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
Q2 		$54.6M Sell
400,000
-525,000
-57% -$64.5M 1.28% 27
2026
Q1 		$109M Buy
925,000
+842,000
+1,014% +$118M 3.05% 7
2025
Q4 		$13.6M Sell
83,000
-317,000
-79% -$49.7M 0.46% 44
2025
Q3 		$53.5M Buy
+400,000
New +$48.6M 2.41% 14

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

Vestal Point Capital's RGEN Position: Q2 2026 in Review

Vestal Point Capital reduced its Repligen (RGEN) stake by 57% in Q2 2026, selling an estimated $64.5M and leaving 400,000 shares worth $54.6M. The position accounts for 1.28% of the portfolio, ranked #27.

Vestal Point Capital first reported a position in RGEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $109M in Q1 2026. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • Vestal Point Capital held 400,000 shares of Repligen worth $54.6M as of Q2 2026.
  • Vestal Point Capital sold 525,000 Repligen shares in Q2 2026, an estimated $64.5M.
  • Repligen made up 1.28% of Vestal Point Capital's portfolio in Q2 2026, its #27 holding.
  • Vestal Point Capital first reported a position in Repligen in Q3 2025 and has held it in 4 quarters since.
  • Vestal Point Capital's Repligen position peaked at $109M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.