PERCEPTIVE ADVISORS LLC RGEN — REPLIGEN CORP COM

Ownership history in PERCEPTIVE ADVISORS LLC  ·  16 quarters on record

AI Ownership Summary

PERCEPTIVE ADVISORS LLC reported REPLIGEN CORP COM (RGEN) in 16 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows RGEN at 0.92% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERCEPTIVE ADVISORS LLC's position in REPLIGEN CORP COM, 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
2025 Q4

RGEN was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

RGEN stock page PERCEPTIVE ADVISORS LLC fund profile PERCEPTIVE ADVISORS LLC full holdings
How PERCEPTIVE ADVISORS LLC 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)
2025 Q4 ADDED — — — 315,541 +45,113 +16.7% 0.92% $51.7M 2026-02-14 (Est.) $136.44
2025 Q3 ADDED — — — 270,428 +104,428 +62.9% 1.04% $36.1M 2025-11-14 $152.37
2025 Q2 ADDED — — — 166,000 +36,199 +27.9% 0.77% $20.6M 2025-08-14 $126.64
2025 Q1 REDUCED — — — 129,801 -2,699 -2.0% 0.58% $16.5M 2025-05-15 $123.26
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RGEN

As of 2026 Q1 — sorted by position size

Conestoga Capital Advisors, LLC 3Y 7Y 2.58% Stephens Investment Management Group LLC 3Y 7Y 1.22% WASATCH ADVISORS LP 3Y 7Y 0.97% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.75% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.67% Slow Capital, Inc. 3Y 7Y 0.67% Artemis Investment Management LLP 3Y 7Y 0.53% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.44% Generate Investment Management Ltd 0.24% KORNITZER CAPITAL MANAGEMENT INC /KS 3Y 7Y 0.18%

FAQ About PERCEPTIVE ADVISORS LLC and RGEN

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

How long has PERCEPTIVE ADVISORS LLC reported owning RGEN?

PERCEPTIVE ADVISORS LLC reported RGEN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RGEN position in PERCEPTIVE ADVISORS LLC's portfolio?

The largest reported portfolio weight for RGEN was 1.04% in 2025 Q3.

What is the latest reported RGEN position on this page?

The most recent filing on this page is 2025 Q4, when PERCEPTIVE ADVISORS LLC reported 315,541 shares, equal to 0.92% of portfolio, with an estimated market value of $51.7M.

What does the chart on this RGEN ownership page compare?

The chart compares PERCEPTIVE ADVISORS LLC'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.

How well did PERCEPTIVE ADVISORS LLC time their RGEN position?

Based on 13F filing dates vs. subsequent RGEN price moves, PERCEPTIVE ADVISORS LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on RGEN relative to SPY over the holding period was +4.1%.

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