$REPL

$13.05 +$0.58 (4.65%) Close

$REPL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 94.2M shares outstanding

Who owns REPL?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 83.4%

Baker Bros. Advisors (GP) LLC 11.8% · Julian C. Baker 11.8%

Institutional ownership

100.0%

+13.9 pts vs last qtr

Institutional holders

197

+17 vs last qtr

Net shares bought

+13.6M

by institutions in Q2 2026

New / sold out

72 / 55

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ridgeback Capital Investments L.P. NEW +7.3M
Boxer Capital Management, LLC +2.8M

Biggest sellers in Q2 2026

Price T Rowe Associates Inc /MD/ −6.5M
FMR LLC −1.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$287K

3 notices from 3 people

Shares covered

31.7K

0.03% of the company

Arranged in advance

89%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Christopher Sarchi Officer 10b5-1 $142K
Sushil Patel Chief strategy officer 10b5-1 $111K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2026

+100.7%

+14.95% a year

Each share's claim on the business

−50.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $166M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years2% 1–3 years20% Under 1 year28%

Quarterly turnover

32.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting REPL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BB Baker Bros. Advisors LP 13D · 11.8%	11.0M	11.72%	Unchanged	≤2021	0.6%
Shares held by quarter Peak holding11.0M (Q3'24) Change over 8 quarters0 Share of the company11.720% Disclosed stake13D · 11.8% Baker Bros. Advisors LP's full portfolio →
B BlackRock, Inc.	9.0M	9.51%	+2.7M (+43.6%)	≤2021	0.0%
Shares held by quarter Peak holding9.0M (Q2'26) Change over 8 quarters+3.5M Share of the company9.510% BlackRock, Inc.'s full portfolio →

Baker Bros. Advisors LP

13D · 11.8%

11.0M

% of company

11.72%

Change vs last qtr

Unchanged

Held since

≤2021

BlackRock, Inc.

9.0M

% of company

9.51%

Change vs last qtr

+2.7M (+43.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Replimune Group, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting REPL on Form N-PORT; together they hold 23.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$30.5M	2.8M	2.92%	0.28%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$22.9M	2.1M	2.20%	0.03%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$30.5M

% of company

2.92%

% of the fund

0.28%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$22.9M

% of company

2.20%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Replimune Group, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BB Baker Bros. Advisors (GP) LLC 5%+ holder 13D · 11.8%	11.1M	11.75%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company11.750% Disclosed stake13D · 11.8% View the 13D/G filing →
JC Julian C. Baker 5%+ holder 13D · 11.8%	11.1M	11.75%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company11.750% Disclosed stake13D · 11.8% View the 13D/G filing →

Baker Bros. Advisors (GP) LLC

5%+ holder13D · 11.8%

11.1M

% of company

11.75%

Change vs last qtr

—

Held since

—

Julian C. Baker

5%+ holder13D · 11.8%

11.1M

% of company

11.75%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Replimune Group, Inc..

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