APOGEE THERAPEUTICS INC (APGE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
291
Reporting holders
$10.0B
Reported value
98.5%
Of shares outstanding
0.4%
Calls
1.6%
Puts
+63
Holder change
Institutions report 74,196,079 shares against 75,339,499 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Venrock Adviser, LLC | $1.1B | 8,493,321 | 34.18% | 12q | HELD |
| HBK INVESTMENTS L P | $756.6M | 5,700,000 | 3.69% | new | NEW |
| BlackRock, Inc. | $730.9M | 5,507,032 | 0.01% | 8q | +34.8%+$188.7M |
| STATE STREET CORP | $610.0M | 4,595,486 | 0.01% | 12q | +112.5%+$322.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $341.4M | 2,572,119 | 0.01% | 2q | +2.8%+$9.3M |
| FMR LLC | $330.9M | 2,493,137 | 0.01% | 12q | -73.1%-$898.5M |
| Balyasny Asset Management L.P. | $287.4M | 1,665,102 | 0.36% | 2q | +279.6%+$211.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $249.9M | 1,882,566 | 0.16% | 7q | +126.4%+$139.5M |
| Driehaus Capital Management LLC | $231.0M | 1,740,101 | 1.34% | 12q | -9.4%-$24.0M |
| GOLDMAN SACHS GROUP INC | $224.8M | 1,693,341 | 0.02% | 12q | +159.5%+$138.1M |
| GLAZER CAPITAL, LLC | $217.8M | 1,641,042 | 5.36% | new | NEW |
| Paradigm Biocapital Advisors LP | $209.2M | 1,576,385 | 3.92% | 10q | +16.9%+$30.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $202.9M | 1,528,750 | 0.01% | 2q | +285.7%+$150.3M |
| MILLENNIUM MANAGEMENT LLC | $199.3M | 1,491,404 | 0.07% | 11q | +1510.7%+$186.9M |
| Pentwater Capital Management LP | $189.1M | 1,425,000 | 1.16% | new | NEW |
| MORGAN STANLEY | $188.7M | 1,421,681 | 0.01% | 12q | +138.9%+$109.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $174.6M | 1,314,868 | 0.01% | 12q | +8.0%+$13.0M |
| PERCEPTIVE ADVISORS LLC | $173.6M | 1,308,113 | 2.61% | 12q | -15.1%-$30.8M |
| Jupiter Topco LLC | $158.4M | 1,193,626 | 0.06% | new | FIRST |
| BANK OF AMERICA CORP /DE/ | $149.5M | 1,126,139 | 0.01% | 12q | +25.0%+$29.9M |
| Affinity Asset Advisors, LLC | $131.0M | 987,000 | 5.92% | 12q | -23.2%-$39.5M |
| First Light Asset Management, LLC | $123.5M | 930,289 | 7.50% | 3q | +61.3%+$46.9M |
| T. Rowe Price Investment Management, Inc. | $101.2M | 762,183 | 0.07% | 5q | -92.6%-$1.3B |
| Kryger Capital LLC | $98.6M | 742,555 | 5.62% | new | NEW |
| Qube Research & Technologies Ltd | $87.6M | 659,678 | 0.08% | new | NEW |
| First Trust Capital Management L.P. | $83.0M | 625,182 | 4.83% | new | NEW |
| Remedium Capital Partners, LLC | $77.9M | 586,691 | 17.24% | 3q | +0.5%+$411.5K |
| SOROS FUND MANAGEMENT LLC | $74.9M | 564,500 | 0.92% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $74.9M | 564,326 | 0.01% | 12q | -87.1%-$505.9M |
| ALLIANCEBERNSTEIN L.P. | $65.2M | 775,058 | 0.02% | 11q | -21.7%-$18.1M |
| Woodline Partners LP | $61.7M | 464,622 | 0.19% | 12q | +77.9%+$27.0M |
| WHITEBOX ADVISORS LLC | $59.7M | 450,001 | 0.78% | new | NEW |
| NORTHERN TRUST CORP | $59.1M | 445,154 | 0.01% | 12q | +13.9%+$7.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $58.9M | 443,658 | 0.01% | 12q | +5.5%+$3.0M |
| Sixth Street Partners Management Company, L.P. | $58.9M | 443,658 | 0.01% | new | NEW |
| AQR Arbitrage LLC | $57.1M | 429,900 | 0.81% | new | NEW |
| Magnetar Financial LLC | $53.0M | 399,123 | 0.48% | new | NEW |
| Man Group plc | $52.7M | 397,000 | 0.08% | 3q | +849.4%+$47.1M |
| VANGUARD FIDUCIARY TRUST CO | $52.2M | 393,180 | 0.01% | 2q | +6.6%+$3.2M |
| Opaleye Management Inc. | $51.8M | 390,000 | 4.69% | 4q | HELD |
| JPMORGAN CHASE & CO | $49.9M | 359,250 | 0.00% | 12q | -67.6%-$104.3M |
| PICTON MAHONEY ASSET MANAGEMENT | $48.4M | 165,000 | 0.36% | new | NEW |
| TIG Advisors, LLC | $48.3M | 364,250 | 2.14% | new | NEW |
| FRANKLIN RESOURCES INC | $48.2M | 363,379 | 0.01% | 12q | -10.4%-$5.6M |
| Allianz Asset Management GmbH | $47.2M | 356,500 | 0.02% | 2q | +14160.0%+$46.9M |
| Cinctive Capital Management LP | $46.5M | 350,165 | 1.71% | new | NEW |
| LOOMIS SAYLES & CO L P | $45.0M | 338,664 | 0.06% | 3q | -6.6%-$3.2M |
| Polar Asset Management Partners Inc. | $42.8M | 322,467 | 0.71% | new | NEW |
| Verition Fund Management LLC | $42.8M | 318,512 | 0.11% | new | NEW |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $40.3M | 303,739 | 0.38% | 8q | -71.5%-$101.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.3M | 27,256 | 0.00% | 11q | +69.3%+$16.5M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $39.8M | 299,940 | 2.66% | new | NEW |
| Fairmount Funds Management LLC | $39.6M | 298,647 | 2.62% | 12q | HELD |
| Squarepoint Ops LLC | $38.6M | 290,713 | 0.04% | 2q | +658.1%+$33.5M |
| CITIGROUP INC | $38.4M | 289,464 | 0.01% | 11q | +1969.4%+$36.6M |
| Slotnik Capital, LLC | $34.6M | 260,740 | 8.94% | new | NEW |
| EVENTIDE ASSET MANAGEMENT, LLC | $34.5M | 260,000 | 0.46% | 3q | -53.4%-$39.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $33.2M | 250,000 | 0.05% | 7q | HELD |
| D. E. Shaw & Co., Inc. | $32.7M | 246,086 | 0.02% | 9q | +318.3%+$24.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $31.5M | 237,210 | 0.00% | 12q | -79.2%-$120.2M |
| BNP PARIBAS FINANCIAL MARKETS | $27.9M | 210,212 | 0.01% | 7q | -4.5%-$1.3M |
| UBS Group AG | $26.8M | 201,831 | 0.00% | 10q | -82.4%-$125.1M |
| MUFG Securities EMEA plc | $24.0M | 180,500 | 0.25% | new | NEW |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | $20.7M | 155,857 | 0.50% | new | NEW |
| Sagefield Capital LP | $20.6M | 155,135 | 1.53% | new | NEW |
| Bank of New York Mellon Corp | $20.3M | 152,815 | 0.00% | 12q | +20.6%+$3.5M |
| RENAISSANCE TECHNOLOGIES LLC | $19.5M | 146,800 | 0.03% | new | NEW |
| First Turn Management, LLC | $18.4M | 138,822 | 1.97% | 7q | -73.0%-$49.8M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $18.2M | 137,395 | 0.04% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $18.1M | 35,734 | 0.03% | new | NEW |
| Nuveen, LLC | $17.5M | 131,634 | 0.00% | 6q | +2.7%+$467.1K |
| GABELLI FUNDS LLC | $16.9M | 127,281 | 0.11% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16.1M | 121,258 | 0.02% | 7q | -5.3%-$896.9K |
| Twin Securities, Inc. | $15.9M | 120,000 | 7.13% | new | NEW |
| CAPSTONE INVESTMENT ADVISORS, LLC | $15.9M | 120,000 | 0.03% | new | NEW |
| CITADEL ADVISORS LLC | $15.6M | 87,714 | 0.00% | 10q | -85.4%-$91.1M |
| Melqart Asset Management (UK) Ltd | $15.6M | 117,249 | 1.48% | new | NEW |
| Caption Management, LLC | $15.4M | options only | 0.07% | 2q | OPTIONS |
| Maven Securities LTD | $15.3M | 115,018 | 0.30% | 2q | +360.1%+$11.9M |
| WATER ISLAND CAPITAL LLC | $14.9M | 94,900 | 1.39% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $13.3M | 100,000 | 0.53% | 3q | HELD |
| DEUTSCHE BANK AG\ | $13.1M | 98,979 | 0.00% | 12q | +8.3%+$1.0M |
| TWO SIGMA INVESTMENTS, LP | $12.6M | 94,759 | 0.01% | 11q | -66.3%-$24.8M |
| VICTORY CAPITAL MANAGEMENT INC | $11.7M | 87,953 | 0.01% | 12q | -7.6%-$953.5K |
| ExodusPoint Capital Management, LP | $11.7M | 348 | 0.08% | new | NEW |
| Handelsbanken Fonder AB | $11.5M | 86,300 | 0.03% | 9q | +309.0%+$8.7M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $10.8M | 81,645 | 1.58% | new | NEW |
| GARDNER LEWIS ASSET MANAGEMENT L P | $10.6M | 80,000 | 2.37% | new | NEW |
| Candriam S.C.A. | $10.6M | 79,684 | 0.05% | 4q | -64.4%-$19.1M |
| HARVEST MANAGEMENT LLC | $10.5M | 79,000 | 4.12% | new | NEW |
| MARSHALL WACE, LLP | $10.3M | 77,475 | 0.01% | 9q | -3.4%-$361.8K |
| Swiss National Bank | $10.2M | 76,700 | 0.01% | 11q | +1.5%+$146.0K |
| PRUDENTIAL FINANCIAL INC | $10.2M | 76,620 | 0.01% | 10q | +19.9%+$1.7M |
| WCM INVESTMENT MANAGEMENT, LLC | $10.1M | 75,974 | 0.02% | 2q | HELD |
| Alberta Investment Management Corp | $10.0M | 75,000 | 0.06% | new | NEW |
| Chicago Capital Management, LLC | $9.8M | 97,100 | 8.73% | new | NEW |
| Westchester Capital Management, LLC | $9.7M | 72,962 | 0.47% | new | NEW |
| Boxer Capital Management, LLC | $9.3M | 70,000 | 0.70% | 4q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.9M | 67,118 | 0.00% | 12q | -2.3%-$209.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.8M | 66,433 | 0.00% | 9q | +17.9%+$1.3M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-09-08 | 13D/A | Venrock Healthcare Capital Partners III, L.P.with 6 co-filers | 0.0% |
| 2026-09-03 | 13D/A | Fairmount Funds Management LLCwith 3 co-filers | 0.0% |
| 2026-07-08 | 13G/A | FMR LLCwith 1 co-filers | 4.0% |
| 2026-07-08 | 13G/A | Wellington Management Group LLPwith 2 co-filers | 0.9% |
| 2026-07-08 | 13G/A | T. Rowe Price Investment Management, Inc. | 1.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-22 | HENDERSON MICHAEL THOMAS | Chief Executive Officer | Sold | 80,000 | $10.6M |
| 2026-06-22 | Dambkowski Carl | Chief Medical Officer | Sold | 26,400 | $3.5M |
| 2026-07-08 | HENDERSON MICHAEL THOMAS | Chief Executive Officer | Sold | 20,000 | $2.7M |
| 2026-06-10 | HENDERSON MICHAEL THOMAS | Chief Executive Officer | Sold | 20,000 | $1.7M ×6 |
| 2026-05-13 | HENDERSON MICHAEL THOMAS | Chief Executive Officer | Sold | 20,000 | $1.6M ×2 |
| 2026-08-05 | Dambkowski Carl | Chief Medical Officer | Sold | 5,500 | $737.9K |
| 2026-07-01 | Dambkowski Carl | Chief Medical Officer | Sold | 5,500 | $730.1K |
| 2026-05-06 | Dambkowski Carl | Chief Medical Officer | Sold | 5,500 | $462.8K ×2 |
| 2026-06-03 | Dambkowski Carl | Chief Medical Officer | Sold | 5,500 | $432.9K |
| 2026-04-16 | Henderson Jane | Chief Financial Officer | Sold | 2,000 | $180.0K |
| 2026-05-01 | Henderson Jane | Chief Financial Officer | Sold | 2,000 | $164.1K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 291 | $10.0B | 74,196,079 | 115 | 82 | 66 | 2.0% |
| Q1 2026 | 228 | $6.8B | 79,232,825 | 44 | 104 | 53 | 1.7% |
| Q4 2025 | 208 | $5.4B | 71,329,598 | 46 | 86 | 47 | 0.8% |
| Q3 2025 | 175 | $2.4B | 60,721,751 | 25 | 59 | 56 | 0.7% |
| Q2 2025 | 183 | $2.6B | 57,837,640 | 36 | 54 | 64 | 2.1% |
| Q1 2025 | 171 | $2.3B | 61,509,553 | 37 | 49 | 55 | 1.0% |
| Q4 2024 | 158 | $2.6B | 57,873,775 | 30 | 52 | 40 | 0.2% |
| Q3 2024 | 139 | $3.3B | 56,121,928 | 27 | 44 | 46 | 0.5% |
| Q2 2024 | 138 | $2.1B | 54,180,445 | 32 | 46 | 41 | 0.0% |
| Q1 2024 | 139 | $3.5B | 53,211,755 | 61 | 52 | 19 | 0.1% |
| Q4 2023 | 85 | $1.2B | 41,859,159 | 20 | 32 | 9 | 0.0% |
| Q3 2023 | 73 | $848.7M | 40,111,239 | 73 | 0 | 0 | 0.0% |