PepGen Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PEPG?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	9,101	0.0273%
Hedge Funds	6,725,224	20.1%
Institutions	11,215,969	33.6%
VC/PE Firms	15,444,933	46.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 100.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.7%	RA Capital Management, L.P.	10,689,545	US$26.4m	0%	0.31%
14.6%	Oxford Science Enterprises	4,755,388	US$11.7m	0%	54.0%
9.77%	RTW Investments, LP	3,193,097	US$7.9m	0%	0.1%
5.72%	Point72 Asset Management, L.P.	1,871,195	US$4.6m	0%	0.01%
5.08%	Suvretta Capital Management, LLC	1,660,932	US$4.1m	41.4%	0.13%
4.53%	Viking Global Investors LP	1,482,434	US$3.7m	0%	0.01%
3.93%	BlackRock, Inc.	1,286,126	US$3.2m	18.1%	no data
3.81%	Qatar Investment Authority	1,243,951	US$3.1m	0%	0.01%
2.79%	The Vanguard Group, Inc.	912,670	US$2.3m	-0.73%	no data
2.54%	Perceptive Advisors LLC	829,536	US$2.0m	-41.2%	0.05%
2.48%	Laurion Capital Management LP	810,761	US$2.0m	0%	0.11%
2.45%	Adage Capital Management, L.P.	800,000	US$2.0m	-29.1%	no data
2%	OrbiMed Advisors LLC	653,016	US$1.6m	-18.1%	0.02%
1.69%	Morgan Stanley, Investment Banking and Brokerage Investments	551,453	US$1.4m	838%	no data
1.6%	Janus Henderson Group plc	522,256	US$1.3m	-77.7%	no data
1.14%	Geode Capital Management, LLC	372,855	US$920.9k	-0.66%	no data
0.99%	State Street Global Advisors, Inc.	322,893	US$797.5k	2.32%	no data
0.48%	Northern Trust Global Investments	157,038	US$387.9k	5.36%	no data
0.48%	Millennium Management LLC	156,636	US$386.9k	1,030%	no data
0.42%	Jacobs Levy Equity Management Inc	136,262	US$336.6k	0%	no data
0.34%	Opaleye Management Inc.	110,000	US$271.7k	-38.6%	0.05%
0.3%	Bridgeway Capital Management, LLC	98,900	US$244.3k	103%	no data
0.3%	Goldman Sachs Group, Investment Banking and Securities Investments	98,344	US$242.9k	67.3%	no data
0.17%	Dimensional Fund Advisors LP	57,102	US$141.0k	26.2%	no data
0.15%	Charles Schwab Investment Management, Inc.	48,351	US$119.4k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/13 23:25
End of Day Share Price	2025/03/13 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PepGen Inc. is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Tazeen Ahmad	BofA Global Research
Andrew Fein	H.C. Wainwright & Co.
Joseph Schwartz	Leerink Partners LLC