Apogee Therapeutics, Inc.
APGEDelisted Sep 3, 2026- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001974640
Apogee Therapeutics, Inc. was delisted on Sep 3, 2026; its insiders filed their last Form 4 on Sep 3, 2026; 288 institutions reported holding it in 13F filings for Q2 2026, worth $8.93B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Apogee Therapeutics, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 207
- +35 vs. Q3 2025
- Shares held
- 69.8M
- +10.2M (+17.2%) vs. Q3 2025
- Total value
- $5.27B
- +$2.90B (+122.6%) vs. Q3 2025
- New holders
- 53
- 86 more added
- Sold out
- 18
- 46 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APGE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $8.93B |
| Q1 2026 | 224 | $6.64B |
| Q4 2025 | 207 | $5.27B |
| Q3 2025 | 174 | $2.37B |
| Q2 2025 | 183 | $2.51B |
| Q1 2025 | 169 | $2.30B |
| Q4 2024 | 158 | $2.62B |
| Q3 2024 | 139 | $3.29B |
| Q2 2024 | 139 | $2.13B |
| Q1 2024 | 139 | $3.52B |
| Q4 2023 | 85 | $1.16B |
| Q3 2023 | 73 | $848.7M |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Apogee Therapeutics, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Allworth Financial LP | 1 | $76 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $226 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $453 | 0.00% | −11−64.7% | Reduced |
| Ronald Blue Trust, Inc. | 8 | $604 | 0.00% | +8 | New |
| Signaturefd, LLC | 13 | $981 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $1.13K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 18 | $1.36K | 0.00% | +1+5.9% | Added |
| TD Private Client Wealth LLC | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $1.81K | 0.00% | −12−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 26 | $1.96K | 0.00% | −58−69.0% | Reduced |
| Cornerstone Financial Management LLC | 30 | $2.26K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 31 | $2.34K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $3.77K | 0.00% | +23+85.2% | Added |
| CWM, LLC | 58 | $4.00K | 0.00% | +9+18.4% | Added |
| Exane Asset Management | 52 | $4.61K | 0.00% | −51,491−99.9% | Reduced |
| Red Tortoise LLC | 69 | $5.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 77 | $5.81K | 0.00% | +2+2.7% | Added |
| The PNC Financial Services Group, Inc. | 82 | $6.19K | 0.00% | +1+1.2% | Added |
| Quadrant Capital Group LLC | 91 | $6.87K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 98 | $7.40K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 118 | $8.91K | 0.00% | +118 | New |
| Optiver Holding B.V. | 156 | $11.8K | 0.00% | −114−42.2% | Reduced |
| Larson Financial Group LLC | 157 | $11.8K | 0.00% | +84+115.1% | Added |
| Daiwa Securities Group Inc. | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 216 | $16.3K | 0.00% | +73+51.0% | Added |
| Versant Capital Management, Inc | 229 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 252 | $19.0K | 0.00% | +173+219.0% | Added |
| Smartleaf Asset Management LLC | 276 | $20.9K | 0.00% | +175+173.3% | Added |
| Rockefeller Capital Management L.P. | 337 | $25.4K | 0.00% | +337 | New |
| US Bancorp | 346 | $26.1K | 0.00% | −54−13.5% | Reduced |
| Los Angeles Capital Management LLC | 490 | $27.5K | 0.00% | +490 | New |
| EverSource Wealth Advisors, LLC | 399 | $30.1K | 0.00% | +124+45.1% | Added |
| Bessemer Group Inc | 516 | $39.0K | 0.00% | +11+2.2% | Added |
| Nisa Investment Advisors, LLC | 701 | $52.9K | 0.00% | −54−7.2% | Reduced |
| Antipodes Partners Ltd | 723 | $54.6K | 0.00% | −120−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 959 | $72.4K | 0.00% | +410+74.7% | Added |
| Group One Trading, L.P. | 1,057 | $79.8K | 0.00% | +1,057 | New |
| GF Fund Management Co. Ltd. | 1,077 | $81.3K | 0.00% | +85+8.6% | Added |
| Royal Bank of Canada | 1,138 | $85.0K | 0.00% | −2,882−71.7% | Reduced |
| Amalgamated Bank | 1,210 | $91.0K | 0.00% | +149+14.0% | Added |
| Seven Fleet Capital Management LP | 1,800 | $135.9K | 0.09% | +1,800 | New |
| Ensign Peak Advisors, Inc | 2,250 | $169.8K | 0.00% | +2,250 | New |
| Persistent Asset Partners Ltd | 2,445 | $184.5K | 0.09% | −12,374−83.5% | Reduced |
| Quarry LP | 2,500 | $188.7K | 0.03% | +2,500 | New |
| Quest Partners LLC | 2,524 | $190.5K | 0.01% | −2,387−48.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,665 | $201.2K | 0.00% | +882+49.5% | Added |
| Vident Advisory, LLC | 2,891 | $218.2K | 0.00% | +2,891 | New |
| Xponance, Inc. | 3,015 | $227.6K | 0.00% | +3,015 | New |
| Baader Bank INC | 3,100 | $234.0K | 0.02% | +3,100 | New |
| Ameritas Investment Partners, Inc. | 3,126 | $235.9K | 0.01% | +390+14.3% | Added |
| Boyer Financial Services, Inc. | 3,126 | $236.9K | 0.25% | +3,126 | New |
| STRS Ohio | 3,300 | $249.1K | 0.00% | +3,300 | New |
| Quantbot Technologies LP | 3,340 | $252.1K | 0.01% | +933+38.8% | Added |
| First Trust Advisors LP | 3,418 | $258.0K | 0.00% | +3,418 | New |
| Virtus Investment Advisers, Inc. | 3,451 | $260.5K | 0.07% | +733+27.0% | Added |
| J. Goldman & Co LP | 3,466 | $261.6K | 0.01% | −59,111−94.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,670 | $277.0K | 0.01% | +706+23.8% | Added |
| Susquehanna International Group, LLP | 4,634 | $349.8K | 0.00% | −12,055−72.2% | Reduced |
| Teacher Retirement System of Texas | 4,705 | $355.1K | 0.00% | −782−14.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,919 | $371.0K | 0.00% | +4,919 | New |
| Stifel Financial Corp | 5,214 | $393.6K | 0.00% | +175+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,435 | $411.9K | 0.00% | +5,435 | New |
| DnB Asset Management AS | 5,775 | $435.9K | 0.00% | +5,775 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,324 | $477.3K | 0.07% | +6,324 | New |
| Fox Run Management, L.L.C. | 6,371 | $480.9K | 0.07% | +6,371 | New |
| KLP Kapitalforvaltning AS | 6,800 | $513.3K | 0.00% | +2,700+65.9% | Added |
| PSP Research LLC | 6,984 | $527.2K | 0.46% | +6,984 | New |
| ACT Capital Management, LLC | 7,000 | $528.4K | 0.43% | +7,000 | New |
| Commonwealth Equity Services, LLC | 7,151 | $539.8K | 0.00% | +152+2.2% | Added |
| Global Endowment Management, LP | 7,797 | $589.0K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,512 | $642.5K | 0.00% | +8,512 | New |
| Arizona State Retirement System | 8,763 | $661.4K | 0.00% | +2,161+32.7% | Added |
| Citigroup Inc | 8,882 | $670.4K | 0.00% | +2,378+36.6% | Added |
| Creative Planning | 8,904 | $672.1K | 0.00% | +1,557+21.2% | Added |
| China Universal Asset Management Co., Ltd. | 8,935 | $674.4K | 0.05% | +853+10.6% | Added |
| Mariner, LLC | 9,101 | $686.9K | 0.00% | +3,224+54.9% | Added |
| State Board of Administration of Florida Retirement System | 9,350 | $705.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,464 | $714.3K | 0.00% | +2,221+30.7% | Added |
| BNP Paribas Arbitrage, SA | 9,965 | $752.2K | 0.00% | −28,258−73.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,330 | $779.7K | 0.01% | +989+10.6% | Added |
| AlphaCentric Advisors LLC | 10,751 | $811.5K | 0.81% | +10,751 | New |
| State of New Jersey Common Pension Fund D | 10,879 | $821.1K | 0.00% | +10,879 | New |
| Neo Ivy Capital Management | 10,910 | $823.5K | 0.13% | +10,910 | New |
| Man Group plc | 11,163 | $842.6K | 0.00% | +11,163 | New |
| LMR Partners LLP | 11,461 | $865.1K | 0.01% | −7,500−39.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,644 | $879.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,879 | $896.6K | 0.00% | +2,919+32.6% | Added |
| Jane Street Group, LLC | 12,192 | $920.3K | 0.00% | −65,434−84.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,674 | $956.6K | 0.01% | +12,674 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,689 | $957.8K | 0.00% | +12,689 | New |
| Verition Fund Management LLC | 12,700 | $958.6K | 0.01% | −36,823−74.4% | Reduced |
| Handelsbanken Fonder AB | 12,700 | $959.0K | 0.00% | +4,200+49.4% | Added |
| Legato Capital Management LLC | 13,551 | $1.02M | 0.09% | +13,551 | New |
| Intech Investment Management LLC | 13,701 | $1.03M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 14,283 | $1.08M | 0.00% | +14,283 | New |
| Birchview Capital, LP | 16,000 | $1.21M | 0.71% | 00.0% | Unchanged |
| SEI Investments Co | 16,329 | $1.23M | 0.00% | +16,329 | New |
| Moody Aldrich Partners LLC | 17,164 | $1.30M | 0.24% | −848−4.7% | Reduced |