Replimune Group, Inc. (REPL) — Institutional Holders, Q2 2026
200 institutional investment managers reported a REPL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
REPL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Boxer Capital ManagementAdded · +2,808,000 sh+$31.1M
- BlackRockAdded · +2,719,296 sh+$30.1M
- Logos Global ManagementNew · +2,500,000 sh+$27.7M
- AQR CAPITAL MANAGEMENTAdded · +2,310,746 sh+$25.6M
- GOLDMAN SACHS GROUPAdded · +2,263,742 sh+$25.1M
Biggest sellers
- PRICE T ROWE ASSOCIATESTrimmed · -6,500,470 sh-$72.0M
- FMRTrimmed · -1,116,115 sh-$12.4M
- EcoR1 CapitalSold out · -1,000,000 sh-$11.1M
- ADAR1 Capital ManagementTrimmed · -927,203 sh-$10.3M
- JPMORGAN CHASETrimmed · -728,928 sh-$8.1M
REPL 13F holders ranked 1–100 of 200
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS#1 · 11,045,336 sh | 11,045,336 | $122.3M | 0.61% | 0.0% |
| 2 | BlackRock#2 · 8,958,535 sh | 8,958,535 | $99.2M | <0.01% | +43.6% |
| 3 | RTW INVESTMENTS#3 · 7,411,581 sh | 7,411,581 | $82.0M | 0.70% | +0.7% |
| 4 | Ridgeback Capital Investments L.P.#4 · 7,310,656 sh | 7,310,656 | $80.9M | 100.00% | — |
| 5 | GOLDMAN SACHS GROUP#5 · 4,541,018 sh | 4,541,018 | $50.3M | <0.01% | +99.4% |
| 6 | STATE STREET#6 · 4,440,144 sh | 4,440,144 | $49.2M | <0.01% | +17.4% |
| 7 | SUVRETTA CAPITAL MANAGEMENT#7 · 4,389,836 sh | 4,389,836 | $48.6M | 0.89% | +4.0% |
| 8 | Boxer Capital Management#8 · 3,983,000 sh | 3,983,000 | $44.1M | 3.32% | +239.0% |
| 9 | VANGUARD CAPITAL MANAGEMENT#9 · 2,896,004 sh | 2,896,004 | $32.1M | <0.01% | +5.0% |
| 10 | FCPM III SERVICES B.V.#10 · 2,808,368 sh | 2,808,368 | $31.1M | 4.14% | 0.0% |
| 11 | AQR CAPITAL MANAGEMENT#11 · 2,566,241 sh | 2,566,241 | $28.4M | <0.01% | +904.4% |
| 12 | Logos Global Management#12 · 2,500,000 sh | 2,500,000 | $27.7M | 1.19% | New |
| 13 | JANE STREET GROUP#13 · 2,322,545 sh | 2,322,545 | $25.7M | <0.01% | +442.5% |
| 14 | Erste Asset Management GmbH#14 · 2,120,000 sh | 2,120,000 | $23.7M | 0.18% | 0.0% |
| 15 | GEODE CAPITAL MANAGEMENT#15 · 2,035,187 sh | 2,035,187 | $22.5M | <0.01% | +13.0% |
| 16 | D. E. Shaw#16 · 1,789,964 sh | 1,789,964 | $19.8M | <0.01% | -23.4% |
| 17 | PRICE T ROWE ASSOCIATES#17 · 1,620,963 sh | 1,620,963 | $17.9M | <0.01% | -80.0% |
| 18 | Opaleye Management#18 · 1,384,993 sh | 1,384,993 | $15.3M | 1.39% | New |
| 19 | TORONTO DOMINION BANK#19 · 1,275,000 sh | 1,275,000 | $14.1M | 0.02% | -19.9% |
| 20 | UBS Group AG#20 · 1,128,276 sh | 1,128,276 | $12.5M | <0.01% | +94.1% |
| 21 | Artisan Partners Limited Partnership#21 · 973,496 sh | 973,496 | $10.8M | 0.02% | New |
| 22 | FMR#22 · 929,375 sh | 929,375 | $10.3M | <0.01% | -54.6% |
| 23 | MILLENNIUM MANAGEMENT#23 · 821,958 sh | 821,958 | $9.1M | <0.01% | +173.2% |
| 24 | CITADEL ADVISORS#24 · 784,233 sh | 784,233 | $8.7M | <0.01% | +96.7% |
| 25 | Caption Management#25 · 783,873 sh | 783,873 | $8.7M | 0.04% | +73.5% |
| 26 | Invesco Ltd.#26 · 724,244 sh | 724,244 | $8.0M | <0.01% | +279.3% |
| 27 | Point72 Asset Management, L.P.#27 · 723,262 sh | 723,262 | $8.0M | <0.01% | New |
| 28 | MORGAN STANLEY#28 · 693,003 sh | 693,003 | $7.7M | <0.01% | +7.2% |
| 29 | VANGUARD PORTFOLIO MANAGEMENT#29 · 681,756 sh | 681,756 | $7.5M | <0.01% | +23.4% |
| 30 | Nuveen#30 · 677,524 sh | 677,524 | $7.5M | <0.01% | +1076.0% |
| 31 | NORTHERN#31 · 665,618 sh | 665,618 | $7.4M | <0.01% | +13.0% |
| 32 | ADAR1 Capital Management#32 · 655,784 sh | 655,784 | $7.3M | 0.33% | -58.6% |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT#33 · 639,986 sh | 639,986 | $7.1M | <0.01% | +4.6% |
| 34 | Eversept Partners#34 · 590,252 sh | 590,252 | $6.5M | 0.34% | +76.3% |
| 35 | Susquehanna Portfolio Strategies#35 · 545,109 sh | 545,109 | $6.0M | 0.10% | +256.7% |
| 36 | DIMENSIONAL FUND ADVISORS#36 · 502,130 sh | 502,130 | $5.6M | <0.01% | -56.0% |
| 37 | LEUCADIA NATIONAL#37 · 495,465 sh | 495,465 | $5.5M | 0.04% | -30.6% |
| 38 | VANGUARD FIDUCIARY#38 · 489,190 sh | 489,190 | $5.4M | <0.01% | +3.0% |
| 39 | BANK OF AMERICA#39 · 329,385 sh | 329,385 | $3.6M | <0.01% | +30.0% |
| 40 | READYSTATE ASSET MANAGEMENT#40 · 299,958 sh | 299,958 | $3.3M | <0.01% | +116.6% |
| 41 | ARMISTICE CAPITAL#41 · 264,000 sh | 264,000 | $2.9M | 0.04% | New |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#42 · 253,450 sh | 253,450 | $2.8M | <0.01% | -59.4% |
| 43 | Bank of New York Mellon#43 · 235,405 sh | 235,405 | $2.6M | <0.01% | +14.9% |
| 44 | BARCLAYS PLC#44 · 227,063 sh | 227,063 | $2.5M | <0.01% | +153.4% |
| 45 | WELLINGTON MANAGEMENT GROUP LLP#45 · 215,302 sh | 215,302 | $2.4M | <0.01% | +9.0% |
| 46 | Woodline Partners#46 · 191,424 sh | 191,424 | $2.1M | <0.01% | -49.8% |
| 47 | Creative Planning#47 · 174,164 sh | 174,164 | $1.9M | <0.01% | +254.9% |
| 48 | Engineers Gate Manager#48 · 172,998 sh | 172,998 | $1.9M | 0.02% | +15.0% |
| 49 | Cerity Partners#49 · 167,504 sh | 167,504 | $1.9M | <0.01% | +809.3% |
| 50 | TWO SIGMA INVESTMENTS#50 · 166,592 sh | 166,592 | $1.8M | <0.01% | -51.7% |
| 51 | BNP PARIBAS FINANCIAL MARKETS#51 · 159,975 sh | 159,975 | $1.8M | <0.01% | +1.0% |
| 52 | Squarepoint Ops#52 · 131,354 sh | 131,354 | $1.5M | <0.01% | New |
| 53 | MOORE CAPITAL MANAGEMENT#53 · 130,195 sh | 130,195 | $1.4M | 0.02% | -58.2% |
| 54 | Trexquant Investment#54 · 128,503 sh | 128,503 | $1.4M | <0.01% | New |
| 55 | Resolute Capital Asset Partners#55 · 125,000 sh | 125,000 | $1.4M | 0.59% | New |
| 56 | Mariner#56 · 110,276 sh | 110,276 | $1.2M | <0.01% | New |
| 57 | CITIGROUP#57 · 108,877 sh | 108,877 | $1.2M | <0.01% | +598.4% |
| 58 | NEW YORK STATE COMMON RETIREMENT FUND#58 · 108,184 sh | 108,184 | $1.2M | <0.01% | +611.2% |
| 59 | RHUMBLINE ADVISERS#59 · 103,943 sh | 103,943 | $1.2M | <0.01% | +18.5% |
| 60 | HSBC PLC#60 · 92,154 sh | 92,154 | $1.0M | <0.01% | New |
| 61 | SG Americas Securities#61 · 92,476 sh | 92,476 | $1.0M | <0.01% | -39.0% |
| 62 | RAYMOND JAMES FINANCIAL#62 · 89,096 sh | 89,096 | $986.3K | <0.01% | +23.5% |
| 63 | MERCER GLOBAL ADVISORS#63 · 82,000 sh | 82,000 | $907.7K | <0.01% | +223.8% |
| 64 | IEQ CAPITAL#64 · 81,982 sh | 81,982 | $907.5K | <0.01% | New |
| 65 | WELLS FARGO & COMPANY#65 · 80,515 sh | 80,515 | $891.3K | <0.01% | +88.4% |
| 66 | Pavaki Capital Management#66 · 80,400 sh | 80,400 | $890.0K | — | New |
| 67 | DEUTSCHE BANK AG\#67 · 77,455 sh | 77,455 | $857.4K | <0.01% | +41.0% |
| 68 | Rafferty Asset Management#68 · 76,349 sh | 76,349 | $845.2K | <0.01% | -35.6% |
| 69 | Toroso Investments#69 · 75,572 sh | 75,572 | $836.6K | <0.01% | -29.3% |
| 70 | TEMA ETFS#70 · 75,572 sh | 75,572 | $836.6K | — | -29.3% |
| 71 | FRED ALGER MANAGEMENT#71 · 65,961 sh | 65,961 | $730.2K | <0.01% | New |
| 72 | LPL Financial#72 · 65,410 sh | 65,410 | $724.1K | <0.01% | +398.1% |
| 73 | JPMORGAN CHASE#73 · 61,023 sh | 61,023 | $683.5K | 0.00% | -92.3% |
| 74 | Russell Investments Group, Ltd.#74 · 59,639 sh | 59,639 | $660.2K | <0.01% | +89.4% |
| 75 | LMR Partners LLP#75 · 50,699 sh | 50,699 | $561.2K | <0.01% | New |
| 76 | Diametric Capital#76 · 50,186 sh | 50,186 | $555.6K | 0.06% | New |
| 77 | ALLIANCEBERNSTEIN L.P.#77 · 72,300 sh | 72,300 | $553.1K | <0.01% | +16.4% |
| 78 | WEALTH ENHANCEMENT ADVISORY SERVICES#78 · 47,414 sh | 47,414 | $521.1K | — | New |
| 79 | MetLife Investment Management#79 · 46,374 sh | 46,374 | $513.4K | <0.01% | +20.9% |
| 80 | MIRAE ASSET GLOBAL ETFS Ltd.#80 · 45,325 sh | 45,325 | $502.9K | <0.01% | +10.0% |
| 81 | SEI INVESTMENTS#81 · 45,403 sh | 45,403 | $502.6K | <0.01% | New |
| 82 | Quantinno Capital Management#82 · 43,451 sh | 43,451 | $481.0K | <0.01% | -59.9% |
| 83 | BALYASNY ASSET MANAGEMENT L.P.#83 · 40,853 sh | 40,853 | $452.2K | <0.01% | +32.6% |
| 84 | Exome Asset Management#84 · 40,361 sh | 40,361 | $446.8K | 0.28% | New |
| 85 | KLCM Advisors#85 · 40,000 sh | 40,000 | $442.8K | 0.03% | New |
| 86 | RENAISSANCE TECHNOLOGIES#86 · 39,800 sh | 39,800 | $440.6K | <0.01% | -89.6% |
| 87 | PROFUND ADVISORS#87 · 38,776 sh | 38,776 | $429.3K | 0.01% | -26.7% |
| 88 | Virtus Investment Advisers#88 · 36,846 sh | 36,846 | $407.9K | 0.10% | +37.6% |
| 89 | Simplicity Wealth#89 · 31,101 sh | 31,101 | $344.3K | — | New |
| 90 | Bleakley Financial Group#90 · 30,131 sh | 30,131 | $333.6K | <0.01% | New |
| 91 | Vanguard Global Advisers#91 · 29,299 sh | 29,299 | $324.3K | <0.01% | 0.0% |
| 92 | VERUS CAPITAL PARTNERS#92 · 27,550 sh | 27,550 | $305.0K | 0.02% | New |
| 93 | AXQ CAPITAL#93 · 27,121 sh | 27,121 | $300.2K | 0.03% | +4.1% |
| 94 | Private Capital Advisors#94 · 27,066 sh | 27,066 | $299.6K | — | New |
| 95 | Manchester Capital Management#95 · 25,675 sh | 25,675 | $284.2K | — | New |
| 96 | Focus Partners Wealth#96 · 25,208 sh | 25,208 | $279.1K | <0.01% | New |
| 97 | Blueshift Asset Management#97 · 25,176 sh | 25,176 | $278.7K | 0.06% | +61.7% |
| 98 | FOX RUN MANAGEMENT, L.L.C.#98 · 25,061 sh | 25,061 | $277.4K | 0.05% | New |
| 99 | Police & Firemen's Retirement System of New Jersey#99 · 23,361 sh | 23,361 | $258.6K | <0.01% | +26.7% |
| 100 | Focus Partners Advisor Solutions#100 · 23,168 sh | 23,168 | $256.5K | <0.01% | New |
Funds that sold out of REPL in Q2 2026 (52)
Held REPL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| EcoR1 Capital1,000,000 sh | 1,000,000 | $7.7M |
| Sio Capital Management720,036 sh | 720,036 | $5.5M |
| Candriam S.C.A.394,027 sh | 394,027 | $3.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C.307,368 sh | 307,368 | $2.4M |
| SummitTX Capital, L.P.288,889 sh | 288,889 | $2.2M |
| Quinn Opportunity Partners287,795 sh | 287,795 | $2.2M |
| ALGERT GLOBAL249,740 sh | 249,740 | $1.9M |
| Omega Fund Management248,672 sh | 248,672 | $1.9M |
| TD ASSET MANAGEMENT242,614 sh | 242,614 | $1.9M |
| NAN FUNG TRINITY (HK) Ltd196,327 sh | 196,327 | $1.5M |
| PANAGORA ASSET MANAGEMENT181,281 sh | 181,281 | $1.4M |
| SILVERARC CAPITAL MANAGEMENT171,936 sh | 171,936 | $1.3M |
| XTX Topco Ltd131,425 sh | 131,425 | $1.0M |
| Hudson Bay Capital Management130,995 sh | 130,995 | $1.0M |
| Seven Fleet Capital Management120,400 sh | 120,400 | $921.1K |
| SIMPLEX TRADING104,875 sh | 104,875 | $802.3K |
| Jump Financial104,379 sh | 104,379 | $798.5K |
| DIADEMA PARTNERS100,660 sh | 100,660 | $770.0K |
| Connor, Clark & Lunn Investment Management Ltd.86,910 sh | 86,910 | $664.9K |
| ZACKS INVESTMENT MANAGEMENT70,360 sh | 70,360 | $538.3K |
| Y-Intercept (Hong Kong) Ltd68,978 sh | 68,978 | $527.7K |
| ACT CAPITAL MANAGEMENT61,500 sh | 61,500 | $470.5K |
| Corient Private Wealth58,527 sh | 58,527 | $447.7K |
| STATE OF WISCONSIN INVESTMENT BOARD52,407 sh | 52,407 | $400.9K |
| FEDERATED HERMES37,274 sh | 37,274 | $285.1K |
| Brevan Howard Capital Management35,893 sh | 35,893 | $274.6K |
| Quadrature Capital Ltd28,615 sh | 28,615 | $218.9K |
| DRW Securities26,467 sh | 26,467 | $202.5K |
| B Group26,000 sh | 26,000 | $198.9K |
| Graham Capital Management, L.P.25,444 sh | 25,444 | $194.6K |
| JACOBS LEVY EQUITY MANAGEMENT23,199 sh | 23,199 | $177.5K |
| Virtu Financial18,851 sh | 18,851 | $144.0K |
| Centiva Capital18,000 sh | 18,000 | $137.7K |
| INCEPTIONR17,225 sh | 17,225 | $131.8K |
| GRIFFIN ASSET MANAGEMENT14,400 sh | 14,400 | $110.2K |
| Magnetar Financial13,402 sh | 13,402 | $102.5K |
| AMERIPRISE FINANCIAL12,595 sh | 12,595 | $96.4K |
| Polymer Capital Management (US)11,764 sh | 11,764 | $90.0K |
| AMERICAN CENTURY COMPANIES11,650 sh | 11,650 | $89.1K |
| LETKO, BROSSEAU & ASSOCIATES10,800 sh | 10,800 | $82.6K |
| Scientech Research10,720 sh | 10,720 | $82.0K |
| Quadcap Wealth Management10,000 sh | 10,000 | $76.5K |
| QUADRANT CAPITAL GROUP628 sh | 628 | $51.4K |
| Advisory Services Network1,228 sh | 1,228 | $9.4K |
| FIFTH THIRD BANCORP787 sh | 787 | $6.0K |
| Optiver Holding B.V.553 sh | 553 | $4.2K |
| MAI Capital Management476 sh | 476 | $3.6K |
| Sound Income Strategies125 sh | 125 | $951.00 |
| True Wealth Design117 sh | 117 | $896.00 |
| Parkside Financial Bank79 sh | 79 | $605.00 |
| Root Financial Partners32 sh | 32 | $245.00 |
| Basecamp Wealth Advisors3 sh | 3 | $23.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.