Who owns APGE (APGE)
Which tracked institutional funds hold APGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APGE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
107 tracked funds added or opened APGE while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
APGE’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APGE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 226 tracked filers holding APGE, 153 increased or opened the position and 86 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in APGE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- VANGUARD CAPITAL MANAGEMENT LLC$211M
- BALYASNY ASSET MANAGEMENT L.P.$37M
- VANGUARD PORTFOLIO MANAGEMENT LLC$33M
- VANGUARD FIDUCIARY TRUST CO$31M
- Deep Track Capital, LP$24M
- Alyeska Investment Group, L.P.$6M
Full exits 17
- VANGUARD GROUP INC$212M
- Sofinnova Investments, Inc.$40M
- Avoro Capital Advisors LLC$38M
- Trails Edge Capital Partners, LP$14M
- NEUBERGER BERMAN GROUP LLC$8M
- STEMPOINT CAPITAL LP$6M
Largest adds
- T. Rowe Price Investment Management, Inc.$750M
- FMR LLC$150M
- Venrock Adviser, LLC$74M
- STATE STREET CORP$54M
- FRONTIER CAPITAL MANAGEMENT CO LLC$53M
- Vestal Point Capital, LP$51M
Largest trims
- Fairmount Funds Management LLC$129M
- BlackRock, Inc.$126M
- PERCEPTIVE ADVISORS LLC$46M
- MORGAN STANLEY$17M
- JPMORGAN CHASE & CO$16M
- ALLIANCEBERNSTEIN L.P.$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 10,300,984 | $867M | 12.8% | 2026-Q1 |
| FMR LLC added | 9,160,932 | $771M | 11.4% | 2026-Q1 |
| Venrock Adviser, LLC | 8,493,321 | $715M | 10.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,366,166 | $368M | 5.4% | 2026-Q1 |
| RTW INVESTMENTS, LP added | 2,782,097 | $234M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,502,095 | $211M | 3.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,360,596 | $199M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 2,162,964 | $182M | 2.7% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 1,920,800 | $162M | 2.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,893,366 | $159M | 2.3% | 2026-Q1 |
| PERCEPTIVE ADVISORS LLC trimmed | 1,540,384 | $130M | 1.9% | 2026-Q1 |
| Paradigm Biocapital Advisors LP added | 1,348,243 | $113M | 1.7% | 2026-Q1 |
| Affinity Asset Advisors, LLC added | 1,284,926 | $108M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,217,289 | $102M | 1.5% | 2026-Q1 |
| UBS Group AG added | 1,144,328 | $96M | 1.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,143,152 | $96M | 1.4% | 2026-Q1 |
| Vestal Point Capital, LP added | 1,100,000 | $93M | 1.4% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 1,064,483 | $90M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,110,470 | $87M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 900,871 | $76M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 990,297 | $75M | 1.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 831,428 | $70M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 652,590 | $55M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 598,902 | $50M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 595,032 | $50M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 585,016 | $49M | 0.7% | 2026-Q1 |
| Remedium Capital Partners, LLC | 583,591 | $49M | 0.7% | 2026-Q1 |
| First Light Asset Management, LLC added | 576,684 | $49M | 0.7% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 557,423 | $47M | 0.7% | 2026-Q1 |
| Polar Capital Holdings Plc added | 539,177 | $45M | 0.7% | 2026-Q1 |
| First Turn Management, LLC added | 513,770 | $43M | 0.6% | 2026-Q1 |
| BRAIDWELL LP trimmed | 478,667 | $40M | 0.6% | 2026-Q1 |
| NOVO HOLDINGS A/S trimmed | 450,000 | $38M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 442,738 | $37M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 438,654 | $37M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 420,684 | $35M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 405,538 | $34M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 396,330 | $33M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 390,879 | $33M | 0.5% | 2026-Q1 |
| Opaleye Management Inc. added | 390,000 | $33M | 0.5% | 2026-Q1 |
| GREAT POINT PARTNERS LLC | 374,000 | $31M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 368,961 | $31M | 0.5% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 362,781 | $31M | 0.4% | 2026-Q1 |
| Capital World Investors added | 348,674 | $29M | 0.4% | 2026-Q1 |
| Fairmount Funds Management LLC trimmed | 298,647 | $25M | 0.4% | 2026-Q1 |
| Deep Track Capital, LP trimmed | 285,000 | $24M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 281,386 | $24M | 0.3% | 2026-Q1 |
| Woodline Partners LP added | 261,120 | $22M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 261,050 | $22M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 250,000 | $21M | 0.3% | 2026-Q1 |
| Candriam S.C.A. added | 223,541 | $19M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 220,099 | $19M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 184,792 | $16M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 143,379 | $12M | 0.2% | 2026-Q1 |
| Nicholas Investment Partners, LP added | 130,992 | $11M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 128,115 | $11M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 128,015 | $11M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 126,757 | $11M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 122,669 | $10M | 0.2% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC | 109,410 | $9M | 0.1% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC added | 100,000 | $8M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 95,137 | $8M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 92,592 | $8M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 91,421 | $8M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 96,656 | $8M | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 88,561 | $7M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 82,300 | $7M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 80,201 | $7M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 77,808 | $7M | 0.1% | 2026-Q1 |
| Parkman Healthcare Partners LLC trimmed | 77,686 | $7M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 75,600 | $6M | 0.1% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 75,086 | $6M | 0.1% | 2026-Q1 |
| Rhenman & Partners Asset Management AB new | 75,000 | $6M | 0.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. new | 75,000 | $6M | 0.1% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC new | 76,030 | $6M | 0.1% | 2026-Q1 |
| Boxer Capital Management, LLC | 70,000 | $6M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 69,888 | $6M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 68,696 | $6M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 63,900 | $5M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 63,800 | $5M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 60,397 | $5M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 58,835 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 58,484 | $5M | 0.1% | 2026-Q1 |
| PLATINUM INVESTMENT MANAGEMENT LTD trimmed | 58,314 | $5M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 57,473 | $5M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 56,352 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,808,920 | $212M | 3.1% | 2025-Q4 stale |
| RA CAPITAL MANAGEMENT, L.P. | 1,569,491 | $59M | 0.9% | 2025-Q1 stale |
| Sofinnova Investments, Inc. trimmed | 534,845 | $40M | 0.6% | 2025-Q4 stale |
| Avoro Capital Advisors LLC new | 500,000 | $38M | 0.6% | 2025-Q4 stale |
| Siren, L.L.C. | 594,994 | $26M | 0.4% | 2025-Q2 stale |
| Jefferies Financial Group Inc. trimmed | 568,084 | $23M | 0.3% | 2025-Q3 stale |
| Octagon Capital Advisors LP new | 10,700,000 | $15M | 0.2% | 2025-Q1 stale |
| Trails Edge Capital Partners, LP new | 192,000 | $14M | 0.2% | 2025-Q4 stale |
| Commodore Capital LP | 290,000 | $12M | 0.2% | 2025-Q3 stale |
| Ikarian Capital, LLC new | 232,047 | $10M | 0.1% | 2025-Q2 stale |
| TANG CAPITAL MANAGEMENT LLC | 200,000 | $8M | 0.1% | 2025-Q3 stale |
| NEUBERGER BERMAN GROUP LLC new | 99,648 | $8M | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 167,991 | $6M | 0.1% | 2025-Q1 stale |
| STEMPOINT CAPITAL LP trimmed | 80,574 | $6M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.