KELLY LAWRENCE W & ASSOCIATES INC/CA RGEN Repligen Corp

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  4 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported Repligen Corp (RGEN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.78% in 2026 Q1. The latest visible filing shows RGEN at 1.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RGEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Repligen Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RGEN was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KELLY LAWRENCE W & ASSOCIATES INC/CA held RGEN — position size vs. price
% of Fund (quarterly)    RGEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 59,250 +4,780 +8.8% 1.73% $8.1M 2026-08-14 $166.83
2026 Q1 ADDED 54,470 +13,370 +32.5% 1.78% $6.4M 2026-05-15 $102.87
2025 Q4 UNCHANGED 41,100 0% 1.64% $6.7M 2026-02-17 $135.41
2025 Q3 INITIATED 41,100 1.33% $5.5M 2025-11-14 $152.37

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and RGEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning RGEN?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported RGEN across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported RGEN position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for RGEN was 1.78% in 2026 Q1.

What is the latest reported RGEN position on this page?

The most recent filing on this page is 2026 Q2, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 59,250 shares, equal to 1.73% of portfolio, with an estimated market value of $8.1M.

What does the chart on this RGEN ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly RGEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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