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Waverly Advisors’s Repligen RGEN Stock Holding History

Waverly Advisors’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 		$3.5M Sell
29,742
-1,070
-3% -$149K 0.03% 504
2025
Q4 		$5.05M Buy
30,812
+375
+1% +$58.7K 0.04% 374
2025
Q3 		$4.07M Buy
30,437
+10,105
+50% +$1.23M 0.04% 356
2025
Q2 		$2.53M Sell
20,332
-100
-0.5% -$12.7K 0.03% 448
2025
Q1 		$2.6M Buy
+20,432
New +$3.15M 0.03% 426

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

Waverly Advisors's RGEN Position: Q1 2026 in Review

Waverly Advisors reduced its Repligen (RGEN) stake by 3.5% in Q1 2026, selling an estimated $149K and leaving 29,742 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #504.

Waverly Advisors first reported a position in RGEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.05M in Q4 2025. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Waverly Advisors held 29,742 shares of Repligen worth $3.5M as of Q1 2026.
  • Waverly Advisors sold 1,070 Repligen shares in Q1 2026, an estimated $149K.
  • Repligen made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #504 holding.
  • Waverly Advisors first reported a position in Repligen in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Repligen position peaked at $5.05M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.