Who owns Apogee Therapeutics (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-Q2 13F filings (latest filed 2026-09-22). 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
161 tracked funds added or opened APGE while 70 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Venrock Adviser, LLC, sizes it at 34.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 34.0pp 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 2026-Q1 and 2026-Q2, across 274 tracked filers holding APGE, 191 increased or opened the position and 122 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 70
- HBK INVESTMENTS L P$378M
- Pentwater Capital Management LP$189M
- Jupiter Topco LLC$158M
- Kryger Capital LLC$99M
- Qube Research & Technologies Ltd$88M
- First Trust Capital Management L.P.$83M
Full exits 36
- T. Rowe Price Investment Management, Inc.$867M
- RTW INVESTMENTS, LP$234M
- JANUS HENDERSON GROUP PLC$199M
- Vestal Point Capital, LP$93M
- Polar Capital Holdings Plc$45M
- BRAIDWELL LP$40M
Largest adds
- BlackRock, Inc.$572M
- Venrock Adviser, LLC$412M
- MILLENNIUM MANAGEMENT LLC$190M
- BALYASNY ASSET MANAGEMENT L.P.$184M
- GOLDMAN SACHS GROUP INC$170M
- VANGUARD PORTFOLIO MANAGEMENT LLC$170M
Largest trims
- FMR LLC$440M
- WELLINGTON MANAGEMENT GROUP LLP$293M
- UBS Group AG$70M
- PRICE T ROWE ASSOCIATES INC /MD/$65M
- FRONTIER CAPITAL MANAGEMENT CO LLC$49M
- JENNISON ASSOCIATES LLC$48M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Venrock Adviser, LLC | 8,493,321 | $1.1B | 13.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,507,032 | $731M | 8.8% | 2026-Q2 |
| HBK INVESTMENTS L P new | 2,850,000 | $378M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,572,119 | $341M | 4.1% | 2026-Q2 |
| FMR LLC trimmed | 2,493,137 | $331M | 4.0% | 2026-Q2 |
| STATE STREET CORP added | 2,297,743 | $305M | 3.7% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 1,740,101 | $231M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,693,341 | $225M | 2.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,665,102 | $221M | 2.7% | 2026-Q2 |
| Paradigm Biocapital Advisors LP added | 1,576,385 | $209M | 2.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,528,750 | $203M | 2.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,491,404 | $198M | 2.4% | 2026-Q2 |
| Pentwater Capital Management LP new | 1,425,000 | $189M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,421,681 | $189M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,314,868 | $175M | 2.1% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC trimmed | 1,308,113 | $174M | 2.1% | 2026-Q2 |
| Jupiter Topco LLC new | 1,193,626 | $158M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,126,139 | $149M | 1.8% | 2026-Q2 |
| Affinity Asset Advisors, LLC trimmed | 987,000 | $131M | 1.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 941,283 | $125M | 1.5% | 2026-Q2 |
| First Light Asset Management, LLC added | 930,289 | $123M | 1.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 775,058 | $65M | 0.8% | 2026-Q2 |
| Kryger Capital LLC new | 742,555 | $99M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 659,678 | $88M | 1.1% | 2026-Q2 |
| First Trust Capital Management L.P. new | 625,182 | $83M | 1.0% | 2026-Q2 |
| Remedium Capital Partners, LLC added | 586,691 | $78M | 0.9% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 564,500 | $75M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 564,326 | $75M | 0.9% | 2026-Q2 |
| Woodline Partners LP added | 464,622 | $62M | 0.7% | 2026-Q2 |
| WHITEBOX ADVISORS LLC new | 450,001 | $60M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 445,154 | $59M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 443,658 | $59M | 0.7% | 2026-Q2 |
| AQR Arbitrage LLC new | 429,900 | $57M | 0.7% | 2026-Q2 |
| Magnetar Financial LLC new | 399,123 | $53M | 0.6% | 2026-Q2 |
| Man Group plc added | 397,000 | $53M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 393,180 | $52M | 0.6% | 2026-Q2 |
| Opaleye Management Inc. | 390,000 | $52M | 0.6% | 2026-Q2 |
| TIG Advisors, LLC new | 364,250 | $48M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 363,379 | $48M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 359,250 | $48M | 0.6% | 2026-Q2 |
| Cinctive Capital Management LP added | 350,165 | $46M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 338,664 | $45M | 0.5% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 322,467 | $43M | 0.5% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 303,739 | $40M | 0.5% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 299,940 | $40M | 0.5% | 2026-Q2 |
| Fairmount Funds Management LLC | 298,647 | $40M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 290,713 | $39M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 289,464 | $38M | 0.5% | 2026-Q2 |
| Slotnik Capital, LLC new | 260,740 | $35M | 0.4% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC trimmed | 260,000 | $35M | 0.4% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 250,000 | $33M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 246,086 | $33M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 237,210 | $31M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 210,212 | $28M | 0.3% | 2026-Q2 |
| Absolute Gestao de Investimentos Ltda. new | 205,000 | $27M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 201,831 | $27M | 0.3% | 2026-Q2 |
| MUFG Securities EMEA plc new | 180,500 | $24M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 179,500 | $24M | 0.3% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT new | 165,000 | $22M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 159,256 | $21M | 0.3% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 155,857 | $21M | 0.2% | 2026-Q2 |
| Sagefield Capital LP new | 155,135 | $21M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 152,815 | $20M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 146,800 | $19M | 0.2% | 2026-Q2 |
| First Turn Management, LLC trimmed | 138,822 | $18M | 0.2% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC new | 137,395 | $18M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 131,634 | $17M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC new | 127,281 | $17M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 121,258 | $16M | 0.2% | 2026-Q2 |
| Twin Securities, Inc. new | 120,000 | $16M | 0.2% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC new | 120,000 | $16M | 0.2% | 2026-Q2 |
| Melqart Asset Management (UK) Ltd new | 117,249 | $16M | 0.2% | 2026-Q2 |
| Maven Securities LTD added | 115,018 | $15M | 0.2% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 100,000 | $13M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 98,979 | $13M | 0.2% | 2026-Q2 |
| Chicago Capital Management, LLC new | 97,100 | $10M | 0.1% | 2026-Q2 |
| WATER ISLAND CAPITAL LLC new | 94,900 | $13M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 94,759 | $13M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 87,953 | $12M | 0.1% | 2026-Q2 |
| Groupe la Francaise new | 84,072 | $11M | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. new | 81,645 | $11M | 0.1% | 2026-Q2 |
| GARDNER LEWIS ASSET MANAGEMENT L P new | 80,000 | $11M | 0.1% | 2026-Q2 |
| Candriam S.C.A. trimmed | 79,684 | $11M | 0.1% | 2026-Q2 |
| HARVEST MANAGEMENT LLC new | 79,000 | $10M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 77,475 | $10M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 76,700 | $10M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 76,620 | $10M | 0.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 75,974 | $10M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 75,000 | $10M | 0.1% | 2026-Q2 |
| Westchester Capital Management, LLC new | 72,962 | $10M | 0.1% | 2026-Q2 |
| Boxer Capital Management, LLC | 70,000 | $9M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 66,433 | $9M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 63,981 | $8M | 0.1% | 2026-Q2 |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 63,424 | $8M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 62,523 | $8M | 0.1% | 2026-Q2 |
| Beryl Capital Management LLC new | 58,676 | $8M | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 58,590 | $8M | 0.1% | 2026-Q2 |
| PLATINUM INVESTMENT MANAGEMENT LTD | 58,314 | $8M | 0.1% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 57,900 | $8M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 56,616 | $8M | 0.1% | 2026-Q2 |
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.