APOGEE THERAPEUTICS INC (APGE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
275
Reporting holders
$8.9B
Reported value
87.4%
Of shares outstanding
2.2%
Held as options
+55
Holder change
Institutions report 65,877,761 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Venrock Adviser, LLC | $1.1B | 8,493,321 | 34.18% | 12q | HELD |
| BlackRock, Inc. | $730.9M | 5,507,032 | 0.01% | 8q | +34.8%+$188.7M |
| HBK INVESTMENTS L P | $378.3M | 2,850,000 | 3.70% | new | NEW |
| 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 |
| STATE STREET CORP | $305.0M | 2,297,743 | 0.01% | 12q | +6.2%+$17.9M |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Allianz Asset Management GmbH | $23.7M | 179,500 | 0.02% | 2q | +7080.0%+$23.4M |
| 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 |
| 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 |
| 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 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.8M | 66,433 | 0.00% | 9q | +17.9%+$1.3M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.5M | 63,981 | 0.15% | 10q | -47.8%-$7.8M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $8.4M | 63,424 | 0.54% | new | NEW |
| ALPS ADVISORS INC | $8.3M | 62,523 | 0.04% | 9q | +37.2%+$2.2M |
| JANE STREET GROUP, LLC | $7.9M | 3,245 | 0.00% | 12q | HELD |
| CITADEL ADVISORS LLC | $7.8M | 43,857 | 0.00% | 10q | -92.7%-$98.9M |
| Beryl Capital Management LLC | $7.8M | 58,676 | 7.04% | new | NEW |
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 |
|---|---|---|---|
| 2026-07-08 | 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% |
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 | 275 | $8.9B | 65,877,761 | 107 | 79 | 63 | 2.2% |
| Q1 2026 | 220 | $5.8B | 67,701,241 | 43 | 101 | 50 | 2.0% |
| Q4 2025 | 196 | $5.0B | 65,076,078 | 45 | 79 | 46 | 0.8% |
| Q3 2025 | 163 | $2.4B | 59,793,954 | 24 | 56 | 52 | 0.7% |
| Q2 2025 | 171 | $2.5B | 57,027,246 | 32 | 50 | 63 | 2.1% |
| Q1 2025 | 162 | $2.3B | 60,644,901 | 36 | 46 | 52 | 1.0% |
| Q4 2024 | 147 | $2.6B | 56,725,736 | 28 | 48 | 37 | 0.2% |
| Q3 2024 | 128 | $3.3B | 55,311,575 | 20 | 42 | 44 | 0.5% |
| Q2 2024 | 131 | $2.1B | 53,362,972 | 29 | 46 | 39 | 0.0% |
| Q1 2024 | 130 | $3.5B | 51,920,282 | 58 | 51 | 14 | 0.1% |
| Q4 2023 | 79 | $1.1B | 41,053,086 | 19 | 30 | 8 | 0.0% |
| Q3 2023 | 67 | $834.8M | 39,461,368 | 67 | 0 | 0 | 0.0% |