Fidelity's increased stake to 13.0% signals strong institutional conviction in Repligen's long-term prospects. Monitor for any subsequent 13D conversion or additional 13G amendments to gauge whether this remains a passive position.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 13.0% passive stake in Repligen Corp as of September 30, 2026, representing 7,361,317.84 shares. This is an increase from the prior filing by Vanguard (which reported a stake in March 2026) and from the Roy T. Eddleman Living Trust filing in February 2026, indicating continued accumulation by a major institutional investor.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) reported beneficial ownership of 7,361,317.84 shares of Repligen common stock as of September 30, 2026.
- The stake represents 13.0% of outstanding shares, up from prior filings by other filers (Vanguard and Roy T. Eddleman Living Trust) earlier in 2026.
- Fidelity Management & Research Company LLC is the entity that beneficially owns 5% or greater of the outstanding shares.
- The filing is a passive investment (Rule 13d-1(b)) with no intent to change or influence control of the issuer.
Financial Impact
FMR LLC holds 13.0% of Repligen's outstanding common stock, valued at approximately $1.1 billion based on a ~$150 share price (approximate).
Risk Factors
- Fidelity could reduce its position in future quarters, creating selling pressure.
- The passive nature of the filing means Fidelity is not seeking control or board changes, limiting near-term catalyst potential.
- High institutional concentration (13% from one holder) increases stock sensitivity to fund flows.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002329 |
| Document: 0000315066-26-002329-index-headers.html | 0000315066-26-002329 |
| Document: 0000315066-26-002329-index.html | 0000315066-26-002329 |
| Document: 0000315066-26-002329.txt | 0000315066-26-002329 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $176.93 | awaiting T+60 | — | $175.80 (−0.64%) |
Oct 27, 2026 today | Press Release | $181.38 | awaiting T+60 | — | $175.80 (−3.08%) |
Oct 15, 2026 12d ago | Institutional Cluster | $184.17 | awaiting T+60 | — | $175.80 (−4.54%) |
Oct 7, 2026 20d ago | SC 13G/A | $167.22 | awaiting T+60 | — | $175.80 (+5.13%) |
Oct 6, 2026 21d ago | 8-K | $174.86 | awaiting T+60 | — | $175.80 (+0.54%) |
Oct 6, 2026 21d ago | Press Release | $174.86 | awaiting T+60 | — | $175.80 (+0.54%) |
Aug 24, 2026 9w ago | S-4 | $181.69 | awaiting T+60 | — | $175.80 (−3.24%) |
Jul 28, 2026 13w ago | 8-K | $145.34 $180.01 | ▲ +23.85% | ▲ +19.50% | $175.80 (+20.96%) |
Jul 22, 2026 13w ago | 425 / 8-K | $140.09 $184.17 | ▲ +31.47% | ▲ +28.20% | $175.80 (+25.49%) |
Jul 22, 2026 13w ago | Press Release | $140.09 $184.17 | ▲ +31.47% | ▲ +28.20% | $175.80 (+25.49%) |
US Market Status
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