Riley Exploration Permian, Inc. (REPX) shareholders
REPXNYSECrude Petroleum & Natural GasFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 15/3024% below fair value
$44.40+0.25 (+0.57%)
Close on Nov 13, 2026Market cap $983.63MP/E 9.6Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.8%
15M of 22M shares
Institutional holders
198
52 new, 21 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 46 sales
Net sold $72.07M
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 |
|---|---|---|---|---|
| C John Wilder Jr. Joint filing with Bluescape Riley Exploration Holdings LLC (11.90%), Bluescape Energy Recapitalization & Restructuring Fund III LP (11.90%) and 3 more | 2,559,053 | 11.90% | 13D (active) amendment | Mar 5, 2026 |
| Yorktown X Associates LLC Joint filing with Yorktown Energy Partners X, L.P. (9.59%), Yorktown X Company LP (9.59%) and 4 more | 2,106,079 | 9.59% | 13D (active) amendment | Nov 21, 2025 |
| Bluescape Riley Exploration Holdings LLC Joint filing with Bluescape Energy Recapitalization & Restructuring Fund III LP (9.40%), Bluescape Energy Partners III GP LLC (9.40%) and 3 more | 2,029,071 | 9.40% | 13D (active) amendment | Mar 9, 2026 |
| Bluescape Energy Partners III GP LLC Joint filing with Bluescape Riley Exploration Holdings LLC (8.40%), Bluescape Energy Recapitalization & Restructuring Fund III LP (8.40%) and 3 more | 1,801,778 | 8.40% | 13D (active) amendment | Mar 11, 2026 |
| Yorktown Xi Company LP Joint filing with Yorktown Energy Partners Xi, L.P. (5.92%), Yorktown Xi Associates LLC (5.92%) | 1,784,113 | 5.92% | 13D (active) amendment | May 28, 2026 |
| Yorktown Energy Partners X, L.P. Joint filing with Yorktown X Company LP (7.47%), Yorktown X Associates LLC (7.47%) and 3 more | 1,611,498 | 7.47% | 13D (active) amendment | Apr 7, 2026 |
| BlackRock, Inc. | 1,127,206 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of REPX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Yorktown Energy Partners XI, L.P. | 1,284,113 | 5.80% | $42.32M | −500,000 | 39.15% |
| BlackRock, Inc. | 1,222,746 | 5.52% | $40.30M | +205,937 | 0.00% |
| First Eagle Investment Management, LLC | 861,892 | 3.89% | $28.41M | +677,744 | 0.02% |
| Dimensional Fund Advisors LP | 799,838 | 3.61% | $26.36M | +183,274 | 0.00% |
| American Century Companies Inc | 690,242 | 3.12% | $22.75M | +63,036 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 686,882 | 3.10% | $22.64M | +78,049 | 0.01% |
| Vanguard Portfolio Management LLC | 652,214 | 2.94% | $21.50M | +319,396 | 0.00% |
| Vanguard Capital Management LLC | 644,556 | 2.91% | $21.24M | +65,596 | 0.00% |
| Aqr Capital Management LLC | 579,319 | 2.61% | $19.09M | +488,430 | 0.01% |
| Two Sigma Investments, LP | 523,161 | 2.36% | $17.24M | +101,341 | 0.01% |
| Geode Capital Management, LLC | 333,245 | 1.50% | $10.99M | +26,761 | 0.00% |
| State Street Corp | 325,904 | 1.47% | $10.74M | +75,993 | 0.00% |
| Lsv Asset Management | 306,793 | 1.38% | $10.11M | +247,693 | 0.02% |
| Royce & Associates LP | 272,319 | 1.23% | $8.98M | +10,672 | 0.07% |
| Mackenzie Financial Corp | 259,419 | 1.17% | $8.55M | +17,443 | 0.01% |
| Kennedy Capital Management LLC | 254,631 | 1.15% | $8.39M | +266 | 0.15% |
| Bank of New York Mellon Corp | 243,344 | 1.10% | $8.02M | +7,558 | 0.00% |
| Denali Advisors LLC | 228,051 | 1.03% | $7.52M | +214,010 | 0.76% |
| First Trust Advisors LP | 219,746 | 0.99% | $7.24M | +26,234 | 0.00% |
| Renaissance Group LLC | 184,190 | 0.83% | $6.07M | +173,266 | 0.25% |
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 | 198 | 15M | 69.8% | 52 / 91 | 33 / 21 | 5M | 4M |
| Q1 2026 | 169 | 15M | 66.0% | 45 / 71 | 34 / 18 | 6M | 4M |
| Q4 2025 | 143 | 14M | 62.7% | 19 / 60 | 40 / 20 | 1M | 1M |
| Q3 2025 | 144 | 14M | 63.0% | 24 / 46 | 42 / 15 | 1M | 1M |
| Q2 2025 | 135 | 14M | 61.8% | 13 / 63 | 34 / 26 | 1M | 1M |
| Q1 2025 | 150 | 14M | 62.4% | 25 / 40 | 49 / 20 | 1M | 1M |
| Q4 2024 | 146 | 14M | 64.0% | 32 / 61 | 28 / 5 | 1M | 1M |
| Q3 2024 | 119 | 14M | 61.0% | 18 / 42 | 37 / 23 | 2M | 1M |
| Q2 2024 | 125 | 13M | 60.4% | 39 / 59 | 14 / 12 | 3M | 1M |
| Q1 2024 | 100 | 12M | 55.5% | 27 / 27 | 32 / 13 | 1M | 0M |
| Q4 2023 | 86 | 12M | 54.4% | 9 / 42 | 21 / 7 | 1M | 0M |
| Q3 2023 | 84 | 12M | 52.1% | 11 / 28 | 28 / 9 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
213 funds held REPX in Q2 2026, 52% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of REPX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 529,418 | 2.39% | $17.61M | 0.07% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 514,001 | 2.32% | $16.94M | 0.00% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 396,248 | 1.79% | $13.58M | 0.47% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 392,429 | 1.77% | $12.93M | 0.02% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 199,823 | 0.90% | $6.65M | 0.06% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 175,632 | 0.79% | $5.79M | 0.19% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 168,530 | 0.76% | $5.78M | 0.02% | Jul 31, 2026 |
| First Trust Natural Gas ETF | 168,360 | 0.76% | $5.55M | 0.94% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 133,207 | 0.60% | $4.39M | 0.08% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 126,553 | 0.57% | $4.34M | 0.05% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 117,211 | 0.53% | $3.86M | 0.18% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 116,939 | 0.53% | $3.85M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 113,864 | 0.51% | $3.75M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 107,887 | 0.49% | $3.70M | 0.02% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 91,225 | 0.41% | $3.13M | 0.02% | Jul 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 |
|---|---|---|---|---|
| Bobby Riley | CEO, Director | 475,050 | 2.14% | Oct 2, 2026 |
| Santo Beth A. di | Secretary & General Counsel, Director | 61,112 | 0.28% | Apr 3, 2026 |
| Corey Neil Riley | CIO & CCO | 199,885 | 0.90% | Nov 12, 2026 |
| Philip A. Riley | CFO & EVP STRATEGY | 228,549 | 1.03% | Oct 2, 2026 |
| John Patrick Suter | Chief Operating Officer | 134,198 | 0.61% | Jul 6, 2026 |
| Jeffrey Gutman | CAO & EVP Commercial Risk | 98,130 | 0.44% | Jul 6, 2026 |
| Brent Alexander Arriaga | Director | 23,776 | 0.11% | May 19, 2026 |
| Rebecca L. Bayless | Director | 31,744 | 0.14% | May 19, 2026 |
| E. Wayne Nordberg | Director | 31,694 | 0.14% | May 19, 2026 |
| Bobby Saadati | Director | 9,021 | 0.04% | May 19, 2026 |
| Bryan H. Lawrence | Director | 31,319 | 0.14% | Apr 15, 2026 |
| Resources Co LLC Bluescape | 10% owner | 7,654,945 | 34.55% | Mar 6, 2026 |
| C. John Wilder | 10% owner | 3,128,358 | 14.12% | Mar 6, 2026 |
| Riley Exploration Holdings LLC Bluescape | 10% owner | 2,068,620 | 9.34% | Mar 6, 2026 |
| Energy Partners III GP LLC Bluescape | 10% owner | 3,037,909 | 13.71% | Mar 6, 2026 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape | 10% owner | 2,950,966 | 13.32% | Mar 6, 2026 |
| Resources GP Holdings LLC Bluescape | 10% owner | – | – | Mar 6, 2026 |
| Investments Ltd. Balmon | 10% owner | 2,221,921 | 10.03% | Jul 17, 2025 |
| Alvin Gerald Libin | 10% owner | 4,005,623 | 18.08% | Jul 17, 2025 |
| Alberta Ltd. 2624063 | 10% owner | – | – | Jul 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Corey Neil Riley CIO & CCO | Nov 9, 2026 | Sale(10b5-1 plan) | −270 | $41.40 | $11.18K | 199,885 |
| Corey Neil Riley CIO & CCO | Nov 9, 2026 | Sale(10b5-1 plan) | −3,230 | $40.94 | $132.25K | 200,155 |
| Corey Neil Riley CIO & CCO | Oct 1, 2026 | Tax withholding | −6,677 | $40.01 | $267.15K | 203,385 |
| Bobby Riley CEO, Director | Oct 1, 2026 | Tax withholding | −7,933 | $40.01 | $317.40K | 475,050 |
| Philip A. Riley CFO & EVP STRATEGY | Oct 1, 2026 | Tax withholding | −6,954 | $40.01 | $278.23K | 228,549 |
| Philip A. Riley CFO & EVP STRATEGY | Aug 18, 2026 | Sale | −4,000 | $37.61 | $150.44K | 235,503 |
| Corey Neil Riley CIO & CCO | Aug 10, 2026 | Sale(10b5-1 plan) | −3,460 | $35.21 | $121.83K | 210,062 |
| Corey Neil Riley CIO & CCO | Aug 10, 2026 | Sale(10b5-1 plan) | −40 | $34.40 | $1.38K | 213,522 |
| Bobby Riley CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −3,599 | $35.18 | $126.61K | 491,884 |
| Bobby Riley CEO, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −8,901 | $36.12 | $321.50K | 482,983 |
| Jeffrey Gutman CAO & EVP Commercial Risk | Jul 1, 2026 | Tax withholding | −1,720 | $32.96 | $56.69K | 98,130 |
| John Patrick Suter Chief Operating Officer | Jul 1, 2026 | Tax withholding | −2,229 | $32.96 | $73.47K | 134,198 |
| Bobby Riley CEO, Director | Jun 10, 2026 | Sale | −30,000 | $36.22 | $1.09M | 495,483 |
| Bobby Riley CEO, Director | May 15, 2026 | Award | +102,297 | – | – | 415,317 |
| Bobby Riley CEO, Director | May 15, 2026 | Award | +110,166 | – | – | 525,483 |
| Bobby Saadati Director | May 15, 2026 | Award | +7,143 | – | – | 9,021 |
| Brent Alexander Arriaga Director | May 15, 2026 | Award | +7,143 | – | – | 23,776 |
| John Patrick Suter Chief Operating Officer | May 15, 2026 | Award | +31,619 | – | – | 102,377 |
| John Patrick Suter Chief Operating Officer | May 15, 2026 | Award | +34,050 | – | – | 136,427 |
| Philip A. Riley CFO & EVP STRATEGY | May 15, 2026 | Award | +34,944 | – | – | 201,871 |
| Philip A. Riley CFO & EVP STRATEGY | May 15, 2026 | Award | +37,632 | – | – | 239,503 |
| Corey Neil Riley CIO & CCO | May 15, 2026 | Award | +33,750 | – | – | 213,562 |
| Corey Neil Riley CIO & CCO | May 15, 2026 | Award | +31,340 | – | – | 179,812 |
| E. Wayne Nordberg Director | May 15, 2026 | Award | +7,143 | – | – | 31,694 |
| Jeffrey Gutman CAO & EVP Commercial Risk | May 15, 2026 | Award | +27,899 | – | – | 69,806 |
| Jeffrey Gutman CAO & EVP Commercial Risk | May 15, 2026 | Award | +30,044 | – | – | 99,850 |
| Rebecca L. Bayless Director | May 15, 2026 | Award | +7,143 | – | – | 31,744 |
| Bobby Riley CEO, Director | May 11, 2026 | Sale(10b5-1 plan) | −4,812 | $34.27 | $164.91K | 320,708 |
| Bobby Riley CEO, Director | May 11, 2026 | Sale(10b5-1 plan) | −7,688 | $34.56 | $265.70K | 313,020 |
| Corey Neil Riley CIO & CCO | May 11, 2026 | Sale(10b5-1 plan) | −2,322 | $34.55 | $80.23K | 148,472 |
| Corey Neil Riley CIO & CCO | May 11, 2026 | Sale(10b5-1 plan) | −1,178 | $34.02 | $40.08K | 150,794 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | −896,274 | – | – | 0 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | +81,036 | – | – | 81,036 |
| Bryan H. Lawrence Director | Apr 14, 2026 | Other | +9,781 | – | – | 31,319 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | −489,863 | – | – | 0 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | +7,348 | – | – | 7,348 |
| Bryan H. Lawrence Director | Apr 13, 2026 | Other | +5,777 | – | – | 21,538 |
| Brent Alexander Arriaga Director | Apr 8, 2026 | Sale | −2,500 | $38.94 | $97.35K | 16,633 |
| Jeffrey Gutman CAO & EVP Commercial Risk | Apr 1, 2026 | Tax withholding | −2,670 | $36.45 | $97.32K | 41,907 |
| Philip A. Riley CFO & EVP STRATEGY | Apr 1, 2026 | Tax withholding | −8,554 | $36.45 | $311.79K | 166,927 |
| Corey Neil Riley CIO & CCO | Apr 1, 2026 | Tax withholding | −6,593 | $36.45 | $240.31K | 151,972 |
| Bobby Riley CEO, Director | Apr 1, 2026 | Tax withholding | −11,411 | $36.45 | $415.93K | 325,520 |
| John Patrick Suter Chief Operating Officer | Apr 1, 2026 | Tax withholding | −3,206 | $36.45 | $116.86K | 70,758 |
| Santo Beth A. di Secretary & General Counsel, Director | Apr 1, 2026 | Award | +12,500 | – | – | 61,112 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Mar 6, 2026 | Sale | −490,433 | $32.80 | $16.09M | 2,068,620 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Mar 5, 2026 | Sale | −391,913 | $31.76 | $12.45M | 2,559,053 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 4, 2026 | Sale | −36,050 | $29.65 | $1.07M | 2,950,966 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 3, 2026 | Sale | −26,327 | $29.58 | $778.75K | 2,987,016 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Mar 2, 2026 | Sale | −19,310 | $29.73 | $574.09K | 3,013,343 |
| Bobby Saadati Director | Mar 1, 2026 | Award | +1,878 | – | – | 1,878 |
| Energy Recapitalization & Restructuring Fund III LP Bluescape 10% owner | Feb 23, 2026 | Sale | −5,256 | $28.38 | $149.17K | 3,032,653 |
| Energy Partners III GP LLC Bluescape 10% owner | Feb 20, 2026 | Sale | −55,147 | $28.33 | $1.56M | 3,037,909 |
| Energy Partners III GP LLC Bluescape 10% owner | Feb 19, 2026 | Sale | −35,302 | $28.48 | $1.01M | 3,093,056 |
| Corey Neil Riley CIO & CCO | Feb 12, 2026 | Sale(10b5-1 plan) | −3,500 | $27.41 | $95.94K | 158,565 |
| C. John Wilder 10% owner | Feb 11, 2026 | Sale | −4,820 | $28.23 | $136.07K | 3,128,358 |
| Bobby Riley CEO, Director | Feb 10, 2026 | Sale(10b5-1 plan) | −315 | $28.62 | $9.02K | 336,931 |
| Bobby Riley CEO, Director | Feb 10, 2026 | Sale(10b5-1 plan) | −12,185 | $27.77 | $338.38K | 337,246 |
| Resources Co LLC Bluescape 10% owner | Feb 9, 2026 | Sale | −122,647 | $28.88 | $3.54M | 3,133,178 |
| Resources Co LLC Bluescape 10% owner | Feb 6, 2026 | Sale | −195,297 | $28.39 | $5.54M | 3,255,825 |
| Riley Exploration Holdings LLC Bluescape 10% owner | Feb 4, 2026 | Sale | −148,900 | $28.56 | $4.25M | 3,451,122 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
9.43%
1M shares short
Days to cover
4.1
At 0M shares a day
Change since last report
-2.4%
From 1M shares
Short volume, 20 days
48.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Riley Exploration Permian's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,700 shares on Sep 18, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Corey Neil Riley Officer | Nov 9, 2026 | 3,500 | $141.37K | Nov 9, 2026 | EMPLOYEE COMPENSATION BETWEEN 9/30/21 and 4/1/26 |
| Philip A. Riley Officer | Aug 18, 2026 | 4,000 | $149.48K | Aug 18, 2026 | Stock Grants |
| Corey Neil Riley Officer | Aug 10, 2026 | 3,500 | $122.57K | Aug 10, 2026 | EMPLOYEE COMPENSATION BETWEEN 9/30/21 and 4/1/26 |
| Bobby Riley Officer, Director | Aug 10, 2026 | 12,500 | $440.88K | Aug 10, 2026 | COMPENSATION |
| Bobby Riley Officer, Director | Jun 12, 2026 | 30,000 | $1.09M | Jun 10, 2026 | Compensation |
| Bobby Riley Officer, Director | May 11, 2026 | 12,500 | $418.57K | May 11, 2026 | COMPENSATION |
| Corey Neil Riley Officer, Director | May 11, 2026 | 3,500 | $117.20K | May 11, 2026 | COMPENSATION |
| Brent Alexander Arriaga Director | Apr 8, 2026 | 2,500 | $94.63K | Apr 8, 2026 | Stock Award |
| Corey Neil Riley Officer, Director | Feb 17, 2026 | 3,500 | $95.94K | Feb 12, 2026 | COMPENSATION |
| Corey Neil Riley Officer, Director | Feb 12, 2026 | 7,000 | $193.86K | Feb 12, 2026 | COMPENSATION |
| Bobby Riley Officer, Director | Feb 10, 2026 | 12,500 | $358.13K | Feb 10, 2026 | COMPENSATION |
| Bobby Riley Director | Dec 18, 2025 | 20,000 | $531.60K | Dec 18, 2025 | Vested RSAs |
| Bobby Riley Officer, Director | Nov 10, 2025 | 12,500 | $312.13K | Nov 10, 2025 | COMPENSATION |
| Corey Neil Riley Officer, Director | Nov 7, 2025 | 3,500 | $84.74K | Nov 7, 2025 | COMPENSATION |
| Bobby Riley Officer, Director | Aug 11, 2025 | 15,000 | $396.83K | Aug 11, 2025 | COMPENSATION ACQUIRED BETWEEN: 10/18/21 - 2/28/22 |
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