Who owns REPL (REPL)
Which tracked institutional funds hold REPL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REPL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened REPL while 55 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
REPL’s largest tracked holder by dollar value, BAKER BROS. ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in REPL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 180 tracked filers holding REPL, 107 increased or opened the position and 81 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in REPL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- EcoR1 Capital, LLC$8M
- Sio Capital Management, LLC$6M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$4M
- Candriam S.C.A.$3M
Full exits 12
- VANGUARD GROUP INC$32M
- Commodore Capital LP$14M
- Rosalind Advisors, Inc.$14M
- Redmile Group, LLC$11M
- Trexquant Investment LP$2M
- Resolute Capital Asset Partners LLC$2M
Largest adds
- SUVRETTA CAPITAL MANAGEMENT, LLC$32M
- GOLDMAN SACHS GROUP INC$11M
- Boxer Capital Management, LLC$2M
- CITADEL ADVISORS LLC$2M
- Caption Management, LLC$1M
- SummitTX Capital, L.P.$1M
Largest trims
- BAKER BROS. ADVISORS LP$23M
- PRICE T ROWE ASSOCIATES INC /MD/$18M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$15M
- FMR LLC$13M
- RTW INVESTMENTS, LP$13M
- BlackRock, Inc.$11M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 11,045,336 | $84M | 10.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 8,121,433 | $62M | 8.0% | 2026-Q1 |
| RTW INVESTMENTS, LP added | 7,356,916 | $56M | 7.3% | 2026-Q1 |
| BlackRock, Inc. added | 6,239,239 | $48M | 6.2% | 2026-Q1 |
| SUVRETTA CAPITAL MANAGEMENT, LLC added | 4,221,836 | $32M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 3,782,237 | $29M | 3.7% | 2026-Q1 |
| FCPM III SERVICES B.V. | 2,808,368 | $21M | 2.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,759,120 | $21M | 2.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 2,336,528 | $18M | 2.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,277,276 | $17M | 2.3% | 2026-Q1 |
| FMR LLC trimmed | 2,045,490 | $16M | 2.0% | 2026-Q1 |
| Erste Asset Management GmbH | 2,120,000 | $15M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,801,525 | $14M | 1.8% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 1,591,030 | $12M | 1.6% | 2026-Q1 |
| ADAR1 Capital Management, LLC added | 1,582,987 | $12M | 1.6% | 2026-Q1 |
| Boxer Capital Management, LLC added | 1,175,000 | $9M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,140,099 | $9M | 1.1% | 2026-Q1 |
| EcoR1 Capital, LLC added | 1,000,000 | $8M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 789,951 | $6M | 0.7% | 2026-Q1 |
| Sio Capital Management, LLC new | 720,036 | $6M | 0.7% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 714,225 | $5M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 646,213 | $5M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 623,979 | $5M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 611,759 | $5M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 589,120 | $5M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 581,210 | $4M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 552,576 | $4M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 475,126 | $4M | 0.5% | 2026-Q1 |
| Caption Management, LLC added | 451,822 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 428,145 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 398,729 | $3M | 0.4% | 2026-Q1 |
| Candriam S.C.A. added | 394,027 | $3M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 381,453 | $3M | 0.4% | 2026-Q1 |
| Woodline Partners LP trimmed | 380,988 | $3M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 344,751 | $3M | 0.3% | 2026-Q1 |
| Eversept Partners, LP added | 334,861 | $3M | 0.3% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP new | 311,124 | $2M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 307,368 | $2M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 300,833 | $2M | 0.3% | 2026-Q1 |
| SummitTX Capital, L.P. added | 288,889 | $2M | 0.3% | 2026-Q1 |
| Quinn Opportunity Partners LLC trimmed | 287,795 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 253,449 | $2M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 249,740 | $2M | 0.2% | 2026-Q1 |
| Omega Fund Management, LLC | 248,672 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 244,983 | $2M | 0.2% | 2026-Q1 |
| TD Asset Management Inc trimmed | 242,614 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 204,791 | $2M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 197,578 | $2M | 0.2% | 2026-Q1 |
| NAN FUNG TRINITY (HK) LTD trimmed | 196,327 | $2M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 192,350 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 190,925 | $1M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 181,281 | $1M | 0.2% | 2026-Q1 |
| SILVERARC CAPITAL MANAGEMENT, LLC new | 171,936 | $1M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 170,040 | $1M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 158,362 | $1M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 152,828 | $1M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 151,674 | $1M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 150,494 | $1M | 0.1% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 138,488 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 131,425 | $1M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 130,995 | $1M | 0.1% | 2026-Q1 |
| Seven Fleet Capital Management LP new | 120,400 | $921K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 118,476 | $906K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 108,477 | $830K | 0.1% | 2026-Q1 |
| Tema ETFs LLC added | 106,885 | $818K | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 106,885 | $818K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 104,875 | $802K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 104,379 | $798K | 0.1% | 2026-Q1 |
| DIADEMA PARTNERS LP trimmed | 100,660 | $770K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 89,622 | $686K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 87,740 | $671K | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 86,910 | $665K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,294,296 | $32M | 4.1% | 2025-Q4 stale |
| Sofinnova Investments, Inc. trimmed | 1,806,529 | $17M | 2.2% | 2025-Q2 stale |
| TANG CAPITAL MANAGEMENT LLC added | 3,400,000 | $14M | 1.8% | 2025-Q3 stale |
| Commodore Capital LP new | 1,425,000 | $14M | 1.8% | 2025-Q4 stale |
| Rosalind Advisors, Inc. added | 1,410,497 | $14M | 1.8% | 2025-Q4 stale |
| BRAIDWELL LP added | 2,750,092 | $12M | 1.5% | 2025-Q3 stale |
| Redmile Group, LLC added | 1,099,756 | $11M | 1.4% | 2025-Q4 stale |
| MPM BIOIMPACT LLC trimmed | 983,780 | $9M | 1.2% | 2025-Q2 stale |
| Parkman Healthcare Partners LLC trimmed | 896,710 | $8M | 1.1% | 2025-Q2 stale |
| Ally Bridge Group (NY) LLC new | 528,491 | $5M | 0.6% | 2025-Q2 stale |
| Artisan Partners Limited Partnership trimmed | 511,371 | $5M | 0.6% | 2025-Q2 stale |
| NORGES BANK trimmed | 379,400 | $4M | 0.5% | 2025-Q3 stale |
| Catalio Capital Management, LP trimmed | 330,337 | $3M | 0.4% | 2025-Q2 stale |
| Ensign Peak Advisors, Inc | 322,402 | $3M | 0.4% | 2025-Q2 stale |
| SECTORAL ASSET MANAGEMENT INC trimmed | 231,650 | $2M | 0.3% | 2025-Q2 stale |
| Moody Aldrich Partners LLC trimmed | 194,451 | $2M | 0.2% | 2025-Q2 stale |
| Trexquant Investment LP added | 180,494 | $2M | 0.2% | 2025-Q4 stale |
| Resolute Capital Asset Partners LLC added | 175,000 | $2M | 0.2% | 2025-Q4 stale |
| PDT Partners, LLC trimmed | 158,760 | $2M | 0.2% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL added | 128,380 | $1M | 0.2% | 2025-Q4 stale |
| Saturn V Capital Management LP new | 128,917 | $1M | 0.2% | 2025-Q2 stale |
| CANTOR FITZGERALD, L. P. added | 125,667 | $1M | 0.2% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 119,051 | $1M | 0.2% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 93,585 | $910K | 0.1% | 2025-Q4 stale |
| Fisher Asset Management, LLC | 81,949 | $761K | 0.1% | 2025-Q2 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 76,340 | $709K | 0.1% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 72,210 | $702K | 0.1% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 67,271 | $654K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.