What smart money is saying about Repligen Corporation
7 funds in our archive have pitched Repligen Corporation, most recently AMG TimesSquare Small Cap Growth Fund in September 2026.
Repligen Corporation specializes in the creation and distribution of advanced bioprocessing technologies and integrated systems. These solutions are vital for various stages of biological drug production, serving clients across North America, Europe, the Asia Pacific region, and other international markets. The company's diverse product portfolio includes crucial components for biomanufacturing. This encompasses Protein A ligands, which serve as the key binding elements within Protein A affinity chromatography resins, as well as specialized cell culture growth factors. In the realm of chromatography, Repligen offers a range of products: Its OPUS line features pre-packed chromatography columns, instrumental in purifying biologics, alongside smaller-scale OPUS columns designed for high-throughput process development screening, viral clearance validation studies, and the scaling-down of chromatography processes. Additionally, the company supplies ELISA test kits and chromatography resins marketed under the CaptivA brand. Repligen also boasts an extensive suite of filtration products. This includes XCell Alternating Tangential Flow systems, which are filtration devices utilized in upstream perfusion and cell culture processing. For downstream applications like biologic drug concentration and formulation, they provide TangenX flat sheet cassettes. Other filtration offerings encompass KrosFlo tangential flow filtration and tangential flow depth filtration systems, Spectra/Por laboratory and process dialysis products, SpectraFlo dynamic dialysis systems, and ProConnex single-use hollow fibers. Furthermore, Repligen addresses process analytics with its slope spectroscopy systems, branded as SoloVPE, FlowVPE, and FlowVPX. Their clientele is broad, consisting of life sciences organizations, biopharmaceutical and diagnostics companies, laboratory researchers, and contract manufacturing organizations. Repligen also collaborates with partners, such as Navigo Proteins GmbH, on the development of various affinity ligands. The corporation was founded in 1981 and maintains its corporate headquarters in Waltham, Massachusetts.
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Fund signal · last 12 months
21 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 22 fund letters reported a position in Repligen Corporation, with 4 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 17 | 3 | 1 | 5 |
| Q2 2026 | 2 | 1 | 1 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 22 positions · 6 moves
- September 2026
Listed in Granahan Investment Management Small Cap Focused Growth Strategy’s reported holdings.
Repligen Corporation - September 2026
“Medical equipment and supplies contributed meaningfully to performance, led by Repligen Corp. (RGEN), Merit Medical Systems, Inc. (MMSI) and Stevanato Group SpA (STVN).”
Repligen Corporation - September 2026
“Cloudflare Inc, Repligen Corporation, and Snowflake, Inc., were among the top contributors to performance.”
Repligen Corporation - September 2026
“Repligen Corporation Return: +41% · Average Weight: 2% · Active Contribution: +56 bps RGEN provides essential precursors and reagents, often as the sole source, for manufacturing biological medicines. Shares rose after RGEN reported organic revenue growth at the upper end of its guidance, easing concerns raised by a large peer's weaker bioprocessing results, and raised its full-year organic growth outlook. RGEN also agreed to acquire BioLife Solutions, adding depth in cell therapy.”
Repligen Corporation - New positionAristotle Atlantic Large Cap Growth StrategySeptember 2026
“Repligen We initiated Repligen, a global life sciences company that develops and commercializes bioprocessing technologies, systems and consumables designed to improve the efficiency, flexibility and control of biological drug manufacturing across both upstream and downstream processes.”
Repligen Corporation - September 2026
“Repligen Corporation (U.S.) Return: +40% · Avg. Weight: 1% · Total Effect: +48 bps”
Repligen Corporation - September 2026
“Repligen Corporation Return: +41% · Avg. Weight: 2% · Total Effect: +68 bps RGEN provides essential precursors and reagents, often as the sole source, for manufacturing biological medicines. Shares rose after RGEN reported organic revenue growth at the upper end of its guidance, easing concerns raised by a large peer's weaker bioprocessing results, and raised its full-year organic growth outlook. RGEN also agreed to acquire BioLife Solutions, adding depth in cell therapy.”
Repligen Corporation - September 2026
“Repligen is a life sciences tools company that provides filtration, purification, process monitoring, and fluid-management products used to manufacture biologics, a class of medicines made from living cells, and other advanced therapies.”
Repligen Corporation - September 2026
“2. Companies relatively insulated from AI disruption – 53%, up from 52% • Examples: Victory Capital (VCTR), Marex (MRX), Kura Sushi (KRUS), Life Time (LTH), Repligen (RGEN)”
Repligen Corporation - September 2026
“Repligen (Health Care, Core Growth) - Trimmed Repligen was among the strategy's strongest contributors as investors responded to improving demand trends across bioprocessing and life-science tools. We also see early signs that AI-enabled drug discovery could increase the number and pace of drug-development programs over time. Twist Bioscience (also a portfolio holding) is more directly exposed earlier in discovery and screening, while Repligen can benefit later as more biologic programs progress toward clinical development and manufacturing. We trimmed Repligen following strong appreciation while maintaining exposure to the long-term opportunity.”
Repligen Corporation - September 2026
“Medical equipment and supplies contributed meaningfully to performance, led by Repligen Corp. (RGEN), Merit Medical Systems, Inc. (MMSI) and Stevanato Group SpA (STVN).”
Repligen Corporation - HoldsBaron Discovery FundSeptember 2026
Listed in Baron Discovery Fund’s reported holdings.
Repligen Corporation - September 2026
“Top Contributors Repligen | +1.30 pp (Health Care, Core Growth) Repligen was the largest contributor, advancing approximately 41% during the quarter.”
Repligen Corporation - HoldsBaron SMID Cap ETFSeptember 2026
“Health Care was also a significant contributor.”
Repligen Corporation - September 2026
“A trio of health care and life sciences firms (Danaher, Labcorp and Repligen) generated strong contributions, thanks to solid operating results and improving investor sentiment in the space.”
Repligen Corporation - AddedNext century growth investor Growth StrategiesSeptember 2026
“3Q Portfolio Activity Portfolio Positioning Sector Relative Weight Industry Exposure Basic Materials Overweight Aerospace, general industrial, rare/critical minerals Consumer Underweight Restaurants, consumer goods Financials Underweight Insurance (carriers and broker) Small Cap 3Q26 2 | P a g e Health Care Underweight Medical device, diagnostics, pharma, health care services, health care technology Industrials Overweight Aerospace & defense, transportation logistics, AI infrastructure, infrastructure construction, payment services Technology Overweight Semiconductors, semicap equipment, AI infrastructure, marketplace networks, software, IT services We added 15 new positions in Q3: o four in health care: HNGE, RGEN, URGN, WAY”
Repligen Corporation - August 2026
“Repligen, a US listed supplier of biomanufacturing equipment, also reported strong results, with re- shoring of drug manufacturing to the US contributing to WS Amati Global Innovation Fund the demand for its products. This adds to the long-term demand growth from biologic drugs and other novel therapy categories, and we continue to hold a substantial position in Repligen.”
Repligen Corporation - June 2026
“These companies can largely be thought of as "picks and shovels" to the industry and include such names as Repligen (RGEN), Twist Bioscience (TWST), and GRAIL (GRAL).”
Repligen Corporation - June 2026
“Repligen (REGN) is a supplier of bioprocessing consumables and equipment serving pharma and biotech customers.”
Repligen Corporation - March 2026
“• Repligen is a life sciences company that develops and provides advanced bioprocessing technologies and systems used in the manufacture of biologic drugs, including monoclonal antibodies and cell and gene therapies. The company's products, including filtration, chromatography, process analytics, and proteins, play a critical role in the purification stage of biologics manufacturing, helping ensure that drug products meet rigorous safety and efficacy standards. We believe Repligen is a high-quality compounder operating in a structurally attractive market, as the growing complexity and volume of biologic drug development drive sustained demand for increasingly sophisticated manufacturing tools. During the quarter, shares detracted from performance driven by a broader rotation away from the life sciences tools industry, while full-year revenue guidance that investors viewed as conservative at the low end further weighed on sentiment.”
Repligen Corporation - March 2026
“• Repligen is a life sciences company that develops and provides advanced bioprocessing technologies and systems used in the manufacture of biologic drugs, including monoclonal antibodies and cell and gene therapies. The company's products, including filtration, chromatography, process analytics, and proteins, play a critical role in the purification stage of biologics manufacturing, helping ensure that drug products meet rigorous safety and efficacy standards. We believe Repligen is a high-quality compounder operating in a structurally attractive market, as the growing complexity and volume of biologic drug development drive sustained demand for increasingly sophisticated manufacturing tools. During the quarter, shares detracted from performance driven by a broader rotation away from the life sciences tools industry, while full-year revenue guidance that investors viewed as conservative at the low end further weighed on sentiment.”
Repligen Corporation - September 2025
Listed in Brown Capital Small Company Fund’s reported holdings.
Repligen Corporation
Also mentioned · 2
These funds discuss Repligen Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- March 2026
“Repligen Corp. is a global life sciences company offering bioprocessing technologies and solutions used in manufacturing biological drugs.”
Repligen Corporation - March 2026
“Repligen Corp. is a global life sciences company offering bioprocessing technologies and solutions used in manufacturing biological drugs.”
Repligen Corporation
Fund coverage · 7 theses
- AMG TimesSquare Small Cap Growth FundSeptember 2026
Repligen Corporation supplies critical bioprocessing inputs and is benefiting from strong growth, improved demand, and a strategically attractive acquisition.
Read the full thesis - Aristotle Atlantic Large Cap Growth StrategySeptember 2026
Repligen is a leading bioprocessing supplier benefiting from an improving industry backdrop, operating leverage and favorable long-term growth prospects.
Read the full thesis Repligen benefits from improving bioprocessing and life-science tools demand, with long-term upside from more biologic programs progressing toward development and manufacturing.
Read the full thesisRepligen Corp. provides biologic drug manufacturing technologies and benefits from improving bioprocessing demand and a higher outlook.
Read the full thesis- TimesSquare Global Small CapSeptember 2026
Repligen Corporation supplies essential bioprocessing inputs and benefits from improving demand, customer wins, and an accretive acquisition.
Read the full thesis - Baron Health Care FundDecember 2025
Repligen Corporation is a bioprocessing tools leader with sticky products, AI-enabled data advantages, and potential to double revenue while expanding margins.
Read the full thesis - Baron Asset FundDecember 2025
Repligen Corporation is a bioprocessing tools leader with embedded workflows, AI-enabled data advantages, and biosimilar and reshoring tailwinds driving growth and margins.
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