REPL
Replimune Group, Inc.
-0.14 (-1.08%)12.82USD365K成交股數1.2B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 1.0M · 4 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 1.7M |
| 近 180 天 淨額 | −1.7M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-20 | 08-24 | Astley-Sparke Philip | Director | G 贈與 | 50.0K | – | – | 1.4M | SEC |
| 2026-08-17 | 08-19 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 9.3K | 14.28 | 132K | 216K | SEC |
| 2026-08-10 | 08-12 | Patel Sushil | Chief Executive Officer | S 公開市場賣出 | 39.3K | 12.97 | 510K | 708K | SEC |
| 2026-08-10 | 08-12 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 11.4K | 12.97 | 148K | 224K | SEC |
| 2026-08-10 | 08-12 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 11.4K | 12.97 | 148K | 225K | SEC |
| 2026-08-10 | 08-12 | Schwendenman Andrew | Chief Accounting Officer | S 公開市場賣出 | 7.6K | 12.97 | 99K | 99.4K | SEC |
| 2026-06-01 | 06-03 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 12.0K | 9.24 | 111K | 181K | SEC |
| 2026-05-18 | 05-20 | Schwendenman Andrew | Chief Accounting Officer | S 公開市場賣出 | 7.9K | 5.08 | 40K | 107K | SEC |
| 2026-05-18 | 05-20 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 14.0K | 5.08 | 71K | 236K | SEC |
| 2026-05-18 | 05-20 | Astley-Sparke Philip | Director | S 公開市場賣出 | 17.7K | 5.08 | 90K | 1.4M | SEC |
| 2026-05-18 | 05-20 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 8.6K | 5.08 | 44K | 193K | SEC |
| 2026-05-18 | 05-20 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 7.8K | 5.08 | 40K | 237K | SEC |
| 2026-05-18 | 05-20 | Patel Sushil | Chief Executive Officer | S 公開市場賣出 | 37.3K | 5.08 | 190K | 747K | SEC |
| 2026-04-02 | 04-06 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出(10b5-1) | 6.5K | 8.01 | 52K | 152K | SEC |
| 2026-04-01 | 04-07 | Patel Sushil | Chief Executive Officer | A 獲配股票 | 251K | – | – | 785K | SEC |
| 2026-04-01 | 04-07 | Schwendenman Andrew | Chief Accounting Officer | A 獲配股票 | 36.7K | – | – | 115K | SEC |
| 2026-04-01 | 04-07 | Hill Emily Luisa | Chief Financial Officer | A 獲配股票 | 50.0K | – | – | 244K | SEC |
| 2026-04-01 | 04-07 | Sarchi Christopher | Chief Commercial Officer | A 獲配股票 | 50.0K | – | – | 202K | SEC |
| 2026-04-01 | 04-07 | Astley-Sparke Philip | Director | A 獲配股票 | 50.0K | – | – | 1.4M | SEC |
| 2026-04-01 | 04-07 | Xynos Konstantinos | Chief Medical Officer | A 獲配股票 | 50.0K | – | – | 250K | SEC |
| 2026-02-18 | 02-20 | Astley-Sparke Philip | Director | G 贈與 | 25.0K | – | – | 1.4M | SEC |
| 2025-12-19 | 12-19 | Patel Sushil | Chief Executive Officer | A 獲配股票 | 200K | – | – | 534K | SEC |
| 2025-12-19 | 12-19 | Schwendenman Andrew | Chief Accounting Officer | A 獲配股票 | 10.0K | – | – | 78.3K | SEC |
| 2025-12-19 | 12-19 | Xynos Konstantinos | Chief Medical Officer | A 獲配股票 | 60.0K | – | – | 200K | SEC |
| 2025-12-19 | 12-19 | Hill Emily Luisa | Chief Financial Officer | A 獲配股票 | 60.0K | – | – | 194K | SEC |
| 2025-12-19 | 12-19 | Sarchi Christopher | Chief Commercial Officer | A 獲配股票 | 35.0K | – | – | 158K | SEC |
| 2025-12-09 | 12-11 | Dhingra Kapil | Director | S 公開市場賣出 | 3.2K | 10.40 | 33K | 0 | SEC |
| 2025-12-09 | 12-11 | Dhingra Kapil | Director | M 選擇權執行 | 3.2K | 1.75 | 6K | 3.2K | SEC |
| 2025-12-02 | 12-04 | Patel Sushil | Chief Executive Officer | S 公開市場賣出(10b5-1) | 10.0K | 11.13 | 111K | 334K | SEC |
| 2025-11-17 | 11-19 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 5.2K | 9.10 | 47K | 123K | SEC |
| 2025-11-17 | 11-19 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 7.2K | 9.10 | 66K | 140K | SEC |
| 2025-08-15 | 08-19 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 9.2K | 5.37 | 49K | 134K | SEC |
| 2025-05-20 | 05-22 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 3.7K | 8.05 | 30K | 128K | SEC |
| 2025-05-20 | 05-22 | Astley-Sparke Philip | Director | S 公開市場賣出 | 32.3K | 8.06 | 260K | 1.4M | SEC |
| 2025-05-20 | 05-22 | Patel Sushil | Chief Executive Officer | S 公開市場賣出 | 25.1K | 8.06 | 202K | 344K | SEC |
| 2025-05-20 | 05-22 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 8.0K | 8.06 | 64K | 147K | SEC |
| 2025-05-20 | 05-22 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 2.5K | 8.05 | 20K | 144K | SEC |
| 2025-05-20 | 05-22 | Schwendenman Andrew | Chief Accounting Officer | S 公開市場賣出 | 3.3K | 8.05 | 26K | 68.3K | SEC |
| 2025-04-01 | 04-03 | Schwendenman Andrew | Chief Accounting Officer | A 獲配股票 | 33.3K | – | – | 71.6K | SEC |
| 2025-04-01 | 04-03 | Hill Emily Luisa | Chief Financial Officer | A 獲配股票 | 45.0K | – | – | 146K | SEC |
| 2025-04-01 | 04-03 | Sarchi Christopher | Chief Commercial Officer | A 獲配股票 | 45.0K | – | – | 132K | SEC |
| 2025-04-01 | 04-03 | Patel Sushil | Chief Executive Officer | A 獲配股票 | 167K | – | – | 369K | SEC |
| 2025-04-01 | 04-03 | Xynos Konstantinos | Chief Medical Officer | A 獲配股票 | 45.0K | – | – | 155K | SEC |
| 2024-12-16 | 12-18 | Patel Sushil | Chief Executive Officer | S 公開市場賣出(10b5-1) | 10.0K | 12.42 | 124K | 202K | SEC |
| 2024-11-18 | 11-20 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 5.2K | 10.78 | 56K | 87.0K | SEC |
| 2024-11-18 | 11-20 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 7.2K | 10.78 | 78K | 110K | SEC |
| 2024-08-30 | 08-30 | Astley-Sparke Philip | Executive Chairman | G 贈與 | 50.0K | – | – | 1.4M | SEC |
| 2024-08-16 | 08-19 | Hill Emily Luisa | Chief Financial Officer | S 公開市場賣出 | 8.9K | 10.18 | 91K | 101K | SEC |
| 2024-06-07 | 06-10 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出(10b5-1) | 15.9K | 7.50 | 119K | 117K | SEC |
| 2024-05-16 | 05-20 | Patel Sushil | Chief Executive Officer | S 公開市場賣出 | 20.2K | 6.47 | 131K | 212K | SEC |
| 2024-05-16 | 05-20 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 6.4K | 6.47 | 41K | 133K | SEC |
| 2024-05-16 | 05-20 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 2.2K | 6.47 | 14K | 92.3K | SEC |
| 2024-05-16 | 05-20 | Schwendenman Andrew | Chief Accounting Officer | S 公開市場賣出 | 2.3K | 6.47 | 15K | 38.2K | SEC |
| 2024-05-16 | 05-20 | Love Colin | Chief Operating Officer | S 公開市場賣出 | 17.6K | 6.47 | 114K | 777K | SEC |
| 2024-05-16 | 05-20 | Astley-Sparke Philip | Executive Chairman | S 公開市場賣出 | 37.9K | 6.47 | 245K | 1.5M | SEC |
| 2024-05-16 | 05-20 | Coffin Robert | Director | S 公開市場賣出 | 11.5K | 6.47 | 74K | 1.8M | SEC |
| 2024-04-01 | 04-03 | Hill Emily Luisa | Chief Financial Officer | A 獲配股票 | 26.7K | – | – | 110K | SEC |
| 2024-04-01 | 04-03 | Patel Sushil | Chief Executive Officer | A 獲配股票 | 83.3K | – | – | 232K | SEC |
| 2024-04-01 | 04-03 | Sarchi Christopher | Chief Commercial Officer | A 獲配股票 | 22.2K | – | – | 94.5K | SEC |
| 2024-04-01 | 04-03 | Schwendenman Andrew | Chief Accounting Officer | A 獲配股票 | 17.8K | – | – | 40.5K | SEC |
| 2024-04-01 | 04-03 | Xynos Konstantinos | Chief Medical Officer | A 獲配股票 | 26.7K | – | – | 139K | SEC |
| 2023-11-16 | 11-17 | Xynos Konstantinos | Chief Medical Officer | S 公開市場賣出 | 7.3K | 10.92 | 80K | 113K | SEC |
| 2023-11-16 | 11-17 | Sarchi Christopher | Chief Commercial Officer | S 公開市場賣出 | 5.3K | 10.92 | 57K | 72.2K | SEC |
| 2023-09-18 | 09-20 | Hill Emily Luisa | Chief Financial Officer | A 獲配股票 | 83.3K | – | – | 83.3K | SEC |
| 2023-09-12 | 09-13 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 300 | 3.30 | 990.00 | 264K | SEC |
| 2023-09-12 | 09-13 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 300 | 20.00 | 6K | 263K | SEC |
| 2023-09-11 | 09-13 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 5.4K | 20.01 | 107K | 263K | SEC |
| 2023-09-11 | 09-13 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 5.4K | 3.30 | 18K | 269K | SEC |
| 2023-08-22 | 08-24 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 5.0K | 15.50 | 78K | 282K | SEC |
| 2023-08-22 | 08-24 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 13.6K | 3.30 | 45K | 277K | SEC |
| 2023-08-22 | 08-24 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 18.6K | 20.01 | 372K | 263K | SEC |
| 2023-08-11 | 08-15 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 1.4K | 3.30 | 5K | 265K | SEC |
| 2023-08-11 | 08-15 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 1.4K | 20.00 | 28K | 263K | SEC |
| 2023-07-10 | 07-11 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 2.1K | 21.12 | 44K | 263K | SEC |
| 2023-07-10 | 07-11 | Esposito Pamela | Chief Business Officer | S 公開市場賣出(10b5-1) | 17.9K | 21.63 | 388K | 266K | SEC |
| 2023-07-10 | 07-11 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 5.0K | 15.50 | 78K | 283K | SEC |
| 2023-07-10 | 07-11 | Esposito Pamela | Chief Business Officer | M 選擇權執行 | 15.0K | 3.30 | 50K | 278K | SEC |
| 2023-06-13 | 06-15 | Lewis Tanya | Chief Dev. Op. Officer | S 公開市場賣出(10b5-1) | 12.0K | 24.10 | 290K | 136K | SEC |
| 2023-06-13 | 06-15 | Patel Sushil | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 553 | 23.44 | 13K | 149K | SEC |
| 2023-06-13 | 06-15 | Patel Sushil | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 5.1K | 24.11 | 124K | 149K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | 11.0M | 122M | 不變 | 持平 |
| BlackRock, Inc. | 9.0M | 99.2M | +2.7M (+44%) | 加碼 |
| RTW INVESTMENTS, LP | 7.4M | 82.0M | +54.7K (+1%) | 加碼 |
| Ridgeback Capital Investments L.P. | 7.3M | 80.9M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 4.5M | 50.3M | +2.3M (+99%) | 加碼 |
| STATE STREET CORP | 4.4M | 49.2M | +658K (+17%) | 加碼 |
| MONTANOVA CAPITAL, LLC | 4.4M | 48.6M | +168K (+4%) | 加碼 |
| Boxer Capital Management, LLC | 4.0M | 44.1M | +2.8M (+239%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | 32.1M | +137K (+5%) | 加碼 |
| FCPM III SERVICES B.V. | 2.8M | 31.1M | 不變 | 持平 |
| AQR CAPITAL MANAGEMENT LLC | 2.6M | 28.4M | +2.3M (+904%) | 加碼 |
| Logos Global Management LP | 2.5M | 27.7M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 2.3M | 25.7M | +1.9M (+442%) | 加碼 |
| Erste Asset Management GmbH | 2.1M | 23.7M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.0M | 22.5M | +234K (+13%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 1.8M | 19.8M | −547K (-23%) | 減碼 |
| Opaleye Management Inc. | 1.4M | 15.3M | 新進 | 新進 |
| TORONTO DOMINION BANK | 1.3M | 14.1M | −316K (-20%) | 減碼 |
| UBS Group AG | 1.1M | 12.5M | +547K (+94%) | 加碼 |
| Artisan Partners Limited Partnership | 973K | 10.8M | 新進 | 新進 |
| FMR LLC | 929K | 10.3M | −1.1M (-55%) | 減碼 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 822K | 9.1M | +521K (+173%) | 加碼 |
| 城堡 CITADEL ADVISORS LLC | 784K | 8.7M | +386K (+97%) | 加碼 |
| Caption Management, LLC | 784K | 8.7M | +332K (+73%) | 加碼 |
| Invesco Ltd. | 724K | 8.0M | +533K (+279%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 199 +19 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 72 / 53 / 70 / 43 |
| 機構合計持股 · 佔流通股 | 95.4M · 100.0% |
| 合計季末市值 | 1.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 23.5M |
|---|---|
| 與上期比 | -5.4% |
| 佔流通股數 | 24.96% |
| 日均成交量 | 2.7M |
| 回補天數 | 8.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 23.5M | -5.4% | 24.96% | 2.7M | 8.9 |
| 2026-08-14 | 24.9M | -9.7% | 26.39% | 6.3M | 4.0 |
| 2026-07-31 | 27.5M | +16.4% | 29.23% | 8.4M | 3.3 |
| 2026-07-15 | 23.7M | -0.1% | 25.11% | 2.5M | 9.4 |
| 2026-06-30 | 23.7M | +3.4% | 25.12% | 3.7M | 6.4 |
| 2026-06-15 | 22.9M | -11.8% | 24.29% | 4.7M | 4.8 |
| 2026-05-29 | 26.0M | +9.7% | 27.55% | 8.8M | 2.9 |
| 2026-05-15 | 23.7M | +11.8% | 25.11% | 8.4M | 2.8 |
| 2026-04-30 | 21.2M | +14.8% | 22.46% | 8.0M | 2.6 |
| 2026-04-15 | 18.4M | +12.8% | 19.56% | 13.3M | 1.4 |
| 2026-03-31 | 16.3M | +0.7% | 17.34% | 1.6M | 10.5 |
| 2026-03-13 | 16.2M | +2.3% | 17.23% | 1.7M | 9.7 |
| 2026-02-27 | 15.9M | +2.2% | 16.84% | 1.3M | 12.2 |
| 2026-02-13 | 15.5M | +1.3% | 16.48% | 1.1M | 13.7 |
| 2026-01-30 | 15.3M | +6.5% | 16.28% | 1.6M | 9.8 |
| 2026-01-15 | 14.4M | +7.6% | 15.28% | 1.2M | 11.8 |
| 2025-12-31 | 13.4M | -9.3% | 14.21% | 1.3M | 10.6 |
| 2025-12-15 | 14.8M | -3.4% | 15.67% | 1.9M | 8.0 |
| 2025-11-28 | 15.3M | -8.5% | 16.21% | 1.5M | 9.9 |
| 2025-11-14 | 16.7M | +3.7% | 17.72% | 2.8M | 6.0 |
| 2025-10-31 | 16.1M | -11.8% | 17.09% | 12.4M | 1.3 |
| 2025-10-15 | 18.3M | +2.0% | 19.37% | 2.9M | 6.2 |
| 2025-09-30 | 17.9M | +3.5% | 18.98% | 6.7M | 2.7 |
| 2025-09-15 | 17.3M | -7.0% | 18.34% | 2.4M | 7.1 |
| 2025-08-29 | 18.6M | -3.3% | 19.71% | 1.9M | 9.7 |
| 2025-08-15 | 19.2M | -9.9% | 20.38% | 7.3M | 2.6 |