189 tracked 13F filers disclose a position in REPL as of the latest SEC 13F filings, a combined $676.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $84.5M | 11.0M | —Held | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $62.1M | 8.1M | ▼−1.7% Reduced · −141K sh | Q1 2026 | |
| 3 | RTW INVESTMENTS, LP | $82.0M | 7.4M | ▲+0.7% Added · +55K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $47.7M | 6.2M | ▲+2.8% Added · +170K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $49.2M | 4.4M | ▲+17% Added · +658K sh | Q2 2026 | |
| 6 | MONTANOVA CAPITAL, LLC | $32.3M | 4.2M | ▲117× Added · +4.2M sh | Q1 2026 | |
| 7 | FCPM III SERVICES B.V. | $31.1M | 2.8M | —Held | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $21.1M | 2.8M | →First observed position No prior filed position | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $17.9M | 2.3M | ▼−9.3% Reduced · −239K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $17.4M | 2.3M | ▲+246% Added · +1.6M sh | Q1 2026 | |
| 11 | Erste Asset Management GmbH | $23.7M | 2.1M | —Held | Q2 2026 | |
| 12 | FMR LLC | $15.6M | 2.0M | ▼−31% Reduced · −936K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $22.5M | 2.0M | ▲+13% Added · +234K sh | Q2 2026 | |
| 14 | TORONTO DOMINION BANK | $12.2M | 1.6M | ▼−29% Reduced · −638K sh | Q1 2026 | |
| 15 | ADAR1 Capital Management, LLC | $12.1M | 1.6M | ▲+28% Added · +342K sh | Q1 2026 | |
| 16 | Boxer Capital Management, LLC | $9.0M | 1.2M | ▲+57% Added · +425K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $8.7M | 1.1M | ▲+1.9% Added · +21K sh | Q1 2026 | |
| 18 | EcoR1 Capital, LLC | $7.7M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $5.7M | 790K | ▼−15% Reduced · −135K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $4.9M | 646K | ▼−21% Reduced · −169K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 624K | ▲+2.8% Added · +17K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.7M | 612K | ▲+4.1% Added · +24K sh | Q1 2026 | |
| 23 | Eversept Partners, LP | $6.5M | 590K | ▲+76% Added · +255K sh | Q2 2026 | |
| 24 | NORTHERN TRUST CORP | $4.5M | 589K | ▲+9.2% Added · +50K sh | Q1 2026 | |
| 25 | UBS Group AG | $4.4M | 581K | ▼−3.8% Reduced · −23K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 17 funds opened a new position in REPL and 17 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 99 funds | $211.4B |
| MICROSOFT CORPMSFT | 98 funds | $137.4B |
| AMAZON.COM INCAMZN | 98 funds | $96.2B |
| MICRON TECHNOLOGY INCMU | 97 funds | $20.5B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $59.5B |
| ELI LILLY & COLLY | 96 funds | $40.3B |
| ALPHABET INC-CL AGOOGL | 93 funds | $78.5B |
| APPLE INCAAPL | 92 funds | $160.7B |
| BANK OF AMERICA CORPBAC | 92 funds | $14.4B |
| JPMORGAN CHASE & COJPM | 91 funds | $31.4B |
| JOHNSON & JOHNSONJNJ | 91 funds | $21.4B |
| UNITEDHEALTH GROUP INCUNH | 91 funds | $15.7B |
Ranked by how many of REPL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Hill Emily Luisa | Chief Financial Officer | Sell (S) | 9K | $132K |
| Aug 10, 2026 | Schwendenman Andrew | Chief Accounting Officer | Sell (S) | 8K | $99K |
| Aug 10, 2026 | Hill Emily Luisa | Chief Financial Officer | Sell (S) | 11K | $148K |
| Aug 10, 2026 | Patel Sushil | Chief Executive Officer, Director | Sell (S) | 39K | $510K |
| Aug 10, 2026 | Xynos Konstantinos | Chief Medical Officer | Sell (S) | 11K | $148K |
| Jun 1, 2026 | Sarchi Christopher | Chief Commercial Officer | Sell (S) | 12K | $111K |
| May 18, 2026 | Hill Emily Luisa | Chief Financial Officer | Sell (S) | 8K | $40K |
| May 18, 2026 | Astley-Sparke Philip | Director | Sell (S) | 18K | $90K |
| May 18, 2026 | Patel Sushil | Chief Executive Officer, Director | Sell (S) | 37K | $190K |
| May 18, 2026 | Sarchi Christopher | Chief Commercial Officer | Sell (S) | 9K | $44K |
| May 18, 2026 | Schwendenman Andrew | Chief Accounting Officer | Sell (S) | 8K | $40K |
| May 18, 2026 | Xynos Konstantinos | Chief Medical Officer | Sell (S) | 14K | $71K |
Connected entities for REPL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/REPL/capital-change-brief"
Use Arkolith's capital_change_brief for REPL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for REPL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.