REPLNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends March 31
Replimune Group, Inc.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$11.05+0.19 (+1.75%)
Close on Oct 19, 2026
- Market cap
- $1.07B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
95M of 94M shares
Institutional holders
199
72 new, 51 sold out
Net institutional buying
14M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $1.93M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Roderick Wong | 7,356,916 | 8.90% | 13G (passive) amendment | Mar 31, 2026 |
| Ridgeback Capital Investments LLC | 7,310,656 | 8.70% | 13G (passive) amendment | Jun 30, 2026 |
| Montanova Capital, LLC | 6,609,000 | 7.90% | 13G (passive) amendment | Jul 30, 2026 |
| RTW Investments, LP | 6,395,732 | 8.20% | 13G (passive) | Sep 30, 2025 |
| Ridgeback Capital Management LLC | 6,252,651 | 7.60% | 13G (passive) | May 14, 2026 |
| Jeremy C. Green | 4,898,527 | 6.40% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 4,538,487 | 7.70% | 13G (passive) amendment | Dec 31, 2023 |
| Point72 Asset Management, L.P. | 4,462,500 | 5.70% | 13G (passive) | Jul 30, 2025 |
| State Street Corporation | 4,440,144 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Goldman Sachs & Co. LLC | 4,418,838 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Suvretta Capital Management, LLC | 4,221,836 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Baker Bros. Advisors (GP) LLC | 11,075,336 | 11.80% | 13D (active) amendment | Aug 9, 2026 |
| Felix J. Baker | 11,045,336 | 14.30% | 13D (active) | Mar 7, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of REPL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 11,045,336 | 11.72% | $122.27M | – | 0.61% |
| BlackRock, Inc. | 8,958,535 | 9.51% | $99.17M | +2,719,296 | 0.00% |
| Rtw Investments, LP | 7,411,581 | 7.87% | $82.05M | +54,665 | 0.70% |
| Ridgeback Capital Investments L.P. | 7,310,656 | 7.76% | $80.93M | New | 100.00% |
| Goldman Sachs Group Inc | 4,541,018 | 4.82% | $50.27M | +2,263,742 | 0.00% |
| State Street Corp | 4,440,144 | 4.71% | $49.15M | +657,907 | 0.00% |
| Suvretta Capital Management, LLC | 4,389,836 | 4.66% | $48.60M | +168,000 | 0.89% |
| Boxer Capital Management, LLC | 3,983,000 | 4.23% | $44.09M | +2,808,000 | 3.32% |
| Vanguard Capital Management LLC | 2,896,004 | 3.07% | $32.06M | +136,884 | 0.00% |
| Fcpm Iii Services B.V. | 2,808,368 | 2.98% | $31.09M | – | 4.14% |
| Aqr Capital Management LLC | 2,566,241 | 2.72% | $28.41M | +2,310,746 | 0.01% |
| Logos Global Management LP | 2,500,000 | 2.65% | $27.68M | New | 1.19% |
| Jane Street Group, LLC | 2,322,545 | 2.47% | $25.71M | +1,894,400 | 0.00% |
| Erste Asset Management GmbH | 2,120,000 | 2.25% | $23.74M | – | 0.18% |
| Geode Capital Management, LLC | 2,035,187 | 2.16% | $22.53M | +233,662 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,789,964 | 1.90% | $19.81M | −546,564 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 1,620,963 | 1.72% | $17.95K | −6,500,470 | 0.00% |
| Opaleye Management Inc. | 1,384,993 | 1.47% | $15.33M | New | 1.39% |
| Toronto Dominion Bank | 1,275,000 | 1.35% | $14.11M | −316,030 | 0.02% |
| UBS Group AG | 1,128,276 | 1.20% | $12.49M | +547,066 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 199 | 95M | 100.0% | 72 / 72 | 44 / 51 | 33M | 19M |
| Q1 2026 | 180 | 81M | 86.1% | 46 / 62 | 49 / 29 | 17M | 12M |
| Q4 2025 | 165 | 80M | 84.6% | 36 / 58 | 52 / 32 | 19M | 22M |
| Q3 2025 | 163 | 83M | 88.0% | 38 / 61 | 47 / 49 | 26M | 24M |
| Q2 2025 | 174 | 81M | 86.0% | 33 / 51 | 64 / 24 | 6M | 7M |
| Q1 2025 | 167 | 82M | 87.1% | 26 / 62 | 49 / 15 | 8M | 4M |
| Q4 2024 | 157 | 78M | 82.7% | 34 / 65 | 33 / 20 | 16M | 8M |
| Q3 2024 | 144 | 70M | 74.5% | 23 / 55 | 41 / 27 | 14M | 10M |
| Q2 2024 | 149 | 71M | 75.5% | 28 / 60 | 45 / 27 | 18M | 19M |
| Q1 2024 | 150 | 73M | 77.1% | 29 / 58 | 36 / 19 | 10M | 8M |
| Q4 2023 | 140 | 71M | 75.1% | 43 / 53 | 31 / 30 | 30M | 16M |
| Q3 2023 | 127 | 57M | 60.5% | 9 / 51 | 42 / 23 | 7M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of REPL | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,754,492 | 2.92% | $30.49M | 0.28% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,072,994 | 2.20% | $22.95M | 0.03% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,972,684 | 2.09% | $21.84M | 0.00% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 1,514,745 | 1.61% | $13.16M | 0.25% | May 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 870,064 | 0.92% | $7.56M | 0.14% | May 29, 2026 |
| Fidelity Small Cap Index Fund | 865,966 | 0.92% | $9.70M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 854,089 | 0.91% | $9.45M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 737,491 | 0.78% | $8.16M | 0.06% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 718,800 | 0.76% | $7.96M | 0.05% | Jun 30, 2026 |
| Artisan International Small-Mid Fund | 603,185 | 0.64% | $6.68M | 0.26% | Jun 30, 2026 |
| iShares Biotechnology ETF | 537,807 | 0.57% | $5.95M | 0.07% | Jun 30, 2026 |
| Invesco Dorsey Wright Healthcare Momentum ETF | 405,048 | 0.43% | $4.54M | 1.93% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 390,862 | 0.41% | $3.40M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 367,848 | 0.39% | $3.20M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 356,912 | 0.38% | $3.10M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sushil Patel | Chief Executive Officer, Director | 708,151 | 0.75% | Aug 12, 2026 |
| Emily Luisa Hill | Chief Financial Officer | 215,852 | 0.23% | Aug 19, 2026 |
| Andrew Schwendenman | Chief Accounting Officer | 99,425 | 0.11% | Aug 12, 2026 |
| Konstantinos Xynos | Chief Medical Officer | 224,215 | 0.24% | Aug 12, 2026 |
| Christopher Sarchi | Chief Commercial Officer | 180,962 | 0.19% | Jun 3, 2026 |
| Philip Astley-Sparke | Director | 1,362,414 | 1.45% | Aug 24, 2026 |
| Bros. Advisors (GP) LLC Baker | Director, 10% owner | – | – | Aug 11, 2026 |
| Brothers Life Sciences LP Baker | Director, 10% owner | – | – | Aug 11, 2026 |
| Felix Baker | Director, 10% owner | 10,116,095 | 10.74% | Aug 11, 2026 |
| Julian Baker | Director, 10% owner | – | – | Aug 11, 2026 |
| Bros. Advisors Lp Baker | Director, 10% owner | – | – | Aug 11, 2026 |
| 667, L.P. | Director, 10% owner | – | – | Aug 11, 2026 |
| Veleka Peeples-Dyer | Director | – | – | Apr 7, 2026 |
| Madhavan Balachandran | Director | – | – | Apr 7, 2026 |
| Paolo Pucci | Director | – | – | Apr 7, 2026 |
| Christy J. Oliger | Director | – | – | Apr 7, 2026 |
| Kapil Dhingra | Director | 3,169 | 0.00% | Apr 7, 2026 |
| Dieter Weinand | Director | – | – | Apr 7, 2026 |
| Joseph P. Slattery | Director | 11,867 | 0.01% | Apr 7, 2026 |
| Michael Goller | Director | – | – | Mar 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip Astley-Sparke Director | Aug 20, 2026 | Gift | −50,000 | – | – | 1,362,414 |
| Emily Luisa Hill Chief Financial Officer | Aug 17, 2026 | Sale | −9,256 | $14.28 | $132.18K | 215,852 |
| Emily Luisa Hill Chief Financial Officer | Aug 10, 2026 | Sale | −11,448 | $12.97 | $148.48K | 225,108 |
| Sushil Patel Chief Executive Officer, Director | Aug 10, 2026 | Sale | −39,341 | $12.97 | $510.25K | 708,151 |
| Andrew Schwendenman Chief Accounting Officer | Aug 10, 2026 | Sale | −7,632 | $12.97 | $98.99K | 99,425 |
| Konstantinos Xynos Chief Medical Officer | Aug 10, 2026 | Sale | −11,447 | $12.97 | $148.47K | 224,215 |
| Christopher Sarchi Chief Commercial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −12,000 | $9.24 | $110.88K | 180,962 |
| Philip Astley-Sparke Director | May 18, 2026 | Sale | −17,657 | $5.08 | $89.70K | 1,412,414 |
| Sushil Patel Chief Executive Officer, Director | May 18, 2026 | Sale | −37,324 | $5.08 | $189.61K | 747,492 |
| Christopher Sarchi Chief Commercial Officer | May 18, 2026 | Sale | −8,626 | $5.08 | $43.82K | 192,962 |
| Emily Luisa Hill Chief Financial Officer | May 18, 2026 | Sale | −7,812 | $5.08 | $39.68K | 236,556 |
| Andrew Schwendenman Chief Accounting Officer | May 18, 2026 | Sale | −7,894 | $5.08 | $40.10K | 107,057 |
| Konstantinos Xynos Chief Medical Officer | May 18, 2026 | Sale | −14,023 | $5.08 | $71.24K | 235,662 |
| Christopher Sarchi Chief Commercial Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −6,500 | $8.01 | $52.07K | 151,588 |
| Konstantinos Xynos Chief Medical Officer | Apr 1, 2026 | Award | +50,000 | – | – | 249,685 |
| Emily Luisa Hill Chief Financial Officer | Apr 1, 2026 | Award | +50,000 | – | – | 244,368 |
| Christopher Sarchi Chief Commercial Officer | Apr 1, 2026 | Award | +50,000 | – | – | 201,588 |
| Andrew Schwendenman Chief Accounting Officer | Apr 1, 2026 | Award | −36,667 | – | – | 114,951 |
| Sushil Patel Chief Executive Officer, Director | Apr 1, 2026 | Award | +251,240 | – | – | 784,816 |
| Philip Astley-Sparke Director | Apr 1, 2026 | Award | +50,000 | – | – | 1,430,071 |
| Philip Astley-Sparke Director | Feb 18, 2026 | Gift | −25,000 | – | – | 1,380,071 |
| Sushil Patel Chief Executive Officer, Director | Dec 19, 2025 | Award | +200,000 | – | – | 533,576 |
| Konstantinos Xynos Chief Medical Officer | Dec 19, 2025 | Award | +60,000 | – | – | 199,685 |
| Andrew Schwendenman Chief Accounting Officer | Dec 19, 2025 | Award | +10,000 | – | – | 78,284 |
| Christopher Sarchi Chief Commercial Officer | Dec 19, 2025 | Award | +35,000 | – | – | 158,088 |
| Emily Luisa Hill Chief Financial Officer | Dec 19, 2025 | Award | +60,000 | – | – | 194,368 |
| Kapil Dhingra Director | Dec 9, 2025 | Option exercise | +3,169 | $1.75 | $5.55K | 3,169 |
| Kapil Dhingra Director | Dec 9, 2025 | Sale | −3,169 | $10.40 | $32.96K | 0 |
| Sushil Patel Chief Executive Officer, Director | Dec 2, 2025 | Sale(10b5-1 plan) | −10,000 | $11.13 | $111.30K | 333,576 |
| Konstantinos Xynos Chief Medical Officer | Nov 17, 2025 | Sale | −7,248 | $9.10 | $65.96K | 139,685 |
| Christopher Sarchi Chief Commercial Officer | Nov 17, 2025 | Sale | −5,208 | $9.10 | $47.39K | 123,088 |
| Emily Luisa Hill Chief Financial Officer | Aug 15, 2025 | Sale | −9,154 | $5.37 | $49.16K | 134,368 |
| Andrew Schwendenman Chief Accounting Officer | May 20, 2025 | Sale | −3,287 | $8.05 | $26.46K | 68,284 |
| Emily Luisa Hill Chief Financial Officer | May 20, 2025 | Sale | −2,535 | $8.05 | $20.41K | 143,522 |
| Konstantinos Xynos Chief Medical Officer | May 20, 2025 | Sale | −7,952 | $8.06 | $64.09K | 146,933 |
| Sushil Patel Chief Executive Officer, Director | May 20, 2025 | Sale | −25,105 | $8.06 | $202.35K | 343,576 |
| Christopher Sarchi Chief Commercial Officer | May 20, 2025 | Sale | −3,749 | $8.05 | $30.18K | 128,296 |
| Philip Astley-Sparke Director | May 20, 2025 | Sale | −32,279 | $8.06 | $260.17K | 1,405,071 |
| Emily Luisa Hill Chief Financial Officer | Apr 1, 2025 | Award | +45,000 | – | – | 146,057 |
| Sushil Patel Chief Executive Officer, Director | Apr 1, 2025 | Award | +166,667 | – | – | 368,681 |
| Christopher Sarchi Chief Commercial Officer | Apr 1, 2025 | Award | +45,000 | – | – | 132,045 |
| Konstantinos Xynos Chief Medical Officer | Apr 1, 2025 | Award | +45,000 | – | – | 154,885 |
| Andrew Schwendenman Chief Accounting Officer | Apr 1, 2025 | Award | −33,333 | – | – | 71,571 |
| Sushil Patel Chief Executive Officer, Director | Dec 16, 2024 | Sale(10b5-1 plan) | −10,000 | $12.42 | $124.20K | 202,014 |
| Christopher Sarchi Chief Commercial Officer | Nov 18, 2024 | Sale | −5,207 | $10.78 | $56.13K | 87,045 |
| Konstantinos Xynos Chief Medical Officer | Nov 18, 2024 | Sale | −7,246 | $10.78 | $78.11K | 109,885 |
| Philip Astley-Sparke Executive Chairman, Director | Aug 30, 2024 | Gift | −50,000 | – | – | 1,437,350 |
| Emily Luisa Hill Chief Financial Officer | Aug 16, 2024 | Sale | −8,938 | $10.18 | $90.99K | 101,057 |
| Konstantinos Xynos Chief Medical Officer | Jun 7, 2024 | Sale(10b5-1 plan) | −15,881 | $7.50 | $119.11K | 117,131 |
| Colin Love Chief Operating Officer | May 16, 2024 | Sale | −17,615 | $6.47 | $113.97K | 777,345 |
| Christopher Sarchi Chief Commercial Officer | May 16, 2024 | Sale | −2,218 | $6.47 | $14.35K | 92,252 |
| Andrew Schwendenman Chief Accounting Officer | May 16, 2024 | Sale | −2,298 | $6.47 | $14.87K | 38,238 |
| Philip Astley-Sparke Executive Chairman, Director | May 16, 2024 | Sale | −37,928 | $6.47 | $245.39K | 1,487,350 |
| Konstantinos Xynos Chief Medical Officer | May 16, 2024 | Sale | −6,367 | $6.47 | $41.19K | 133,012 |
| Robert Coffin Director | May 16, 2024 | Sale | −11,464 | $6.47 | $74.17K | 1,821,872 |
| Sushil Patel Chief Executive Officer, Director | May 16, 2024 | Sale | −20,194 | $6.47 | $130.66K | 212,014 |
| Emily Luisa Hill Chief Financial Officer | Apr 1, 2024 | Award | +26,665 | – | – | 109,995 |
| Sushil Patel Chief Executive Officer, Director | Apr 1, 2024 | Award | +83,335 | – | – | 232,208 |
| Andrew Schwendenman Chief Accounting Officer | Apr 1, 2024 | Award | +17,775 | – | – | 40,536 |
| Konstantinos Xynos Chief Medical Officer | Apr 1, 2024 | Award | +26,665 | – | – | 139,379 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sarchi Christopher Officer | Apr 2, 2026 | 18,500 | $142.45K | Apr 2, 2026 | RSU Vesting |
| Dhingra Kapil Director | Dec 9, 2025 | 3,164 | $32.84K | Dec 9, 2025 | Stock Options |
| Patel Sushil Chief Strategy Officer | Dec 2, 2025 | 10,000 | $111.30K | Dec 2, 2025 | Stock Options |
| Patel Sushil Chief Strategy Officer | Dec 16, 2024 | 15,000 | $188.55K | Dec 16, 2024 | Rsetricted Stock Units |
| Xynos Konstantinos Officer | Jun 7, 2024 | 15,881 | $119.19K | Jun 7, 2024 | Rsetricted Stock Units |
| Esposito Pamela Officer | May 23, 2024 | 79,710 | $472.68K | May 23, 2024 | Stock Option Exercise |
| Esposito Pamela Officer | Jul 10, 2023 | 80,000 | $1.69M | Jul 10, 2023 | Stock Option Exercise |
| Patel Sushil Affiliate | Jun 13, 2023 | 23,710 | $556.00K | Jun 13, 2023 | RSU Vesting |
| Lewis Tanya Affiliate | Jun 13, 2023 | 22,486 | $527.30K | Jun 13, 2023 | RSU Vesting |