Vestal Point Capital, LP — REPLIGEN CORP RGEN: Quarterly 13F Position History
Vestal Point Capital, LP has reported REPLIGEN CORP (RGEN) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 925,000 shares ($109.0M market value, 3.05% of the equity book). Quarter-over-quarter share count change: + 842,000 (+1014.5%) .
- 925,000Shares Held (Latest Filing)
- $109.0MReported Market Value (Latest Filing)
- 3.05%Portfolio Weight (% of 13F Equity Book)
- +842,000Quarter-over-Quarter Share Change
- +$95.4MQuarter-over-Quarter Value Change
- 925,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 925,000 | +842,000 | +1014.5% | $109.0M | 3.05% | $117.82 |
| Q4 2025 | 83,000 | 317,000 | -79.3% | $13.6M | 0.50% | $163.86 |
| Q3 2025 | 400,000 | — | — | $53.5M | 2.43% | $133.67 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Vestal Point Capital, LP first disclose a RGEN position in 13F-HR filings?
Vestal Point Capital, LP first reported REPLIGEN CORP (RGEN) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in RGEN?
Between Q4 2025 and Q1 2026, Vestal Point Capital, LP added 842,000 shares of RGEN (+1014.5%), bringing the total reported position to 925,000 shares at a market value of $109.0M.
Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in RGEN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.