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, Q1 2026
Institutional positions in Apogee Therapeutics, Inc. as of Mar 31, 2026. 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
- 224
- +19 vs. Q4 2025
- Shares held
- 79.1M
- +12.2M (+18.2%) vs. Q4 2025
- Total value
- $6.64B
- +$1.59B (+31.5%) vs. Q4 2025
- New holders
- 49
- 104 more added
- Sold out
- 30
- 53 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Apogee Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $337 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $421 | 0.00% | −1−16.7% | Reduced |
| MAI Capital Management | 6 | $506 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 12 | $1.01K | 0.00% | −6−33.3% | Reduced |
| Signaturefd, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $1.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.35K | 0.00% | +15+1,500.0% | Added |
| TD Private Client Wealth LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.27K | 0.00% | +25+1,250.0% | Added |
| Cornerstone Financial Management LLC | 30 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 31 | $2.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $2.61K | 0.00% | −19−38.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 99 | $3.70K | 0.00% | +99 | New |
| Sound Income Strategies, LLC | 51 | $4.30K | 0.00% | +51 | New |
| Parallel Advisors, LLC | 59 | $4.97K | 0.00% | +59 | New |
| CWM, LLC | 62 | $5.22K | 0.00% | +4+6.9% | Added |
| Red Tortoise LLC | 69 | $5.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 87 | $7.32K | 0.00% | +10+13.0% | Added |
| Quadrant Capital Group LLC | 94 | $7.91K | 0.00% | +3+3.3% | Added |
| FIL Ltd | 105 | $8.84K | 0.00% | +105 | New |
| The PNC Financial Services Group, Inc. | 110 | $9.26K | 0.00% | +28+34.1% | Added |
| Los Angeles Capital Management LLC | 136 | $11.4K | 0.00% | −354−72.2% | Reduced |
| Optiver Holding B.V. | 148 | $12.5K | 0.00% | −8−5.1% | Reduced |
| Royal Bank of Canada | 211 | $18.0K | 0.00% | −927−81.5% | Reduced |
| Larson Financial Group LLC | 218 | $18.3K | 0.00% | +61+38.9% | Added |
| GAMMA Investing LLC | 220 | $18.5K | 0.00% | +4+1.9% | Added |
| Versant Capital Management, Inc | 229 | $19.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 285 | $22.4K | 0.00% | +9+3.3% | Added |
| Sterling Capital Management LLC | 289 | $24.3K | 0.00% | +37+14.7% | Added |
| Kemnay Advisory Services Inc. | 430 | $36.2K | 0.01% | +312+264.4% | Added |
| Bessemer Group Inc | 505 | $42.0K | 0.00% | −11−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 645 | $54.3K | 0.00% | +246+61.7% | Added |
| Nisa Investment Advisors, LLC | 706 | $59.4K | 0.00% | +5+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 744 | $62.6K | 0.01% | +744 | New |
| US Bancorp | 748 | $63.0K | 0.00% | +402+116.2% | Added |
| Group One Trading, L.P. | 800 | $67.3K | 0.00% | −257−24.3% | Reduced |
| Rockefeller Capital Management L.P. | 887 | $74.7K | 0.00% | +550+163.2% | Added |
| Advisor Group Holdings, Inc. | 1,010 | $85.0K | 0.00% | +51+5.3% | Added |
| GF Fund Management Co. Ltd. | 1,232 | $103.7K | 0.00% | +155+14.4% | Added |
| Seven Fleet Capital Management LP | 1,969 | $165.7K | 0.05% | +169+9.4% | Added |
| LMR Partners LLP | 2,029 | $170.8K | 0.00% | −9,432−82.3% | Reduced |
| PSP Research LLC | 2,500 | $210.4K | 0.15% | −4,484−64.2% | Reduced |
| Allianz Asset Management GmbH | 2,500 | $210.4K | 0.00% | +2,500 | New |
| Jones Financial Companies LLLP | 2,845 | $221.4K | 0.00% | +2,747+2,803.1% | Added |
| Blueshift Asset Management, LLC | 2,805 | $236.1K | 0.07% | +2,805 | New |
| Stifel Financial Corp | 2,814 | $236.9K | 0.00% | −2,400−46.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,860 | $240.7K | 0.00% | +195+7.3% | Added |
| JustInvest LLC | 2,863 | $241.0K | 0.00% | +2,863 | New |
| Quantinno Capital Management LP | 3,052 | $256.9K | 0.00% | +3,052 | New |
| Principal Financial Group Inc | 3,221 | $271.1K | 0.00% | +3,221 | New |
| Twin Tree Management, LP | 3,295 | $277.3K | 0.06% | +3,295 | New |
| Vident Advisory, LLC | 3,385 | $284.9K | 0.00% | +494+17.1% | Added |
| Omers Administration Corp | 3,400 | $286.2K | 0.00% | +3,400 | New |
| Envestnet Asset Management Inc | 3,498 | $294.4K | 0.00% | +3,498 | New |
| Virtus Investment Advisers, Inc. | 3,538 | $297.8K | 0.08% | +87+2.5% | Added |
| Ameritas Investment Partners, Inc. | 3,666 | $308.6K | 0.01% | +540+17.3% | Added |
| Xponance, Inc. | 3,733 | $314.2K | 0.00% | +718+23.8% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,007 | $337.3K | 0.49% | −2,317−36.6% | Reduced |
| Teacher Retirement System of Texas | 4,201 | $353.6K | 0.00% | −504−10.7% | Reduced |
| STRS Ohio | 4,400 | $370.3K | 0.00% | +1,100+33.3% | Added |
| Jain Global LLC | 4,893 | $411.8K | 0.01% | +4,893 | New |
| Public Employees Retirement Association of Colorado | 4,919 | $414.0K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 5,720 | $481.5K | 0.00% | +5,720 | New |
| Artia Global Partners LP | 5,886 | $495.4K | 0.11% | +5,886 | New |
| Headlands Technologies LLC | 5,887 | $495.5K | 0.06% | +5,887 | New |
| Commonwealth Equity Services, LLC | 5,915 | $497.9K | 0.00% | −1,236−17.3% | Reduced |
| Prelude Capital Management, LLC | 6,000 | $505.0K | 0.04% | +6,000 | New |
| Allspring Global Investments Holdings, LLC | 6,052 | $509.8K | 0.00% | +617+11.4% | Added |
| Bayforest Capital Ltd | 6,063 | $510.3K | 0.57% | +6,063 | New |
| Tower Research Capital LLC (TRC) | 6,190 | $521.0K | 0.01% | +2,520+68.7% | Added |
| Dark Forest Capital Management LP | 6,476 | $545.1K | 0.05% | +6,476 | New |
| SBI Okasan Asset Management Co.Ltd. | 7,100 | $558.9K | 0.02% | +7,100 | New |
| KLP Kapitalforvaltning AS | 7,100 | $597.6K | 0.00% | +300+4.4% | Added |
| FORA Capital, LLC | 7,099 | $598.2K | 0.04% | −11,101−61.0% | Reduced |
| B Group, Inc. | 7,500 | $631.3K | 0.47% | −12,500−62.5% | Reduced |
| E Fund Management Co., Ltd. | 7,593 | $639.1K | 0.02% | +7,593 | New |
| Global Endowment Management, LP | 7,797 | $656.0K | 0.07% | 00.0% | Unchanged |
| DnB Asset Management AS | 7,991 | $672.6K | 0.00% | +2,216+38.4% | Added |
| AQR Capital Management LLC | 8,027 | $675.6K | 0.00% | +8,027 | New |
| Marks Group Wealth Management, Inc | 8,243 | $693.8K | 0.07% | +8,243 | New |
| ProShare Advisors LLC | 8,886 | $747.9K | 0.00% | −578−6.1% | Reduced |
| Birchview Capital, LP | 9,000 | $757.5K | 0.43% | −7,000−43.8% | Reduced |
| State Board of Administration of Florida Retirement System | 9,350 | $787.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 9,647 | $812.0K | 0.00% | +9,647 | New |
| China Universal Asset Management Co., Ltd. | 9,731 | $819.1K | 0.06% | +796+8.9% | Added |
| SG Americas Securities, LLC | 10,207 | $859.0K | 0.00% | −63,055−86.1% | Reduced |
| Arizona State Retirement System | 10,510 | $884.6K | 0.01% | +1,747+19.9% | Added |
| Glenmede Trust Co NA | 10,799 | $909.0K | 0.00% | +2,287+26.9% | Added |
| State of New Jersey Common Pension Fund D | 11,073 | $932.0K | 0.00% | +194+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,138 | $937.5K | 0.01% | +808+7.8% | Added |
| AlphaCentric Advisors LLC | 11,369 | $956.9K | 0.96% | +618+5.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,481 | $966.4K | 0.00% | −1,208−9.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,693 | $984.2K | 0.01% | +11,693 | New |
| Intech Investment Management LLC | 12,210 | $1.03M | 0.01% | −1,491−10.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,647 | $1.06M | 0.01% | −27−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,844 | $1.08M | 0.01% | +1,200+10.3% | Added |
| Guggenheim Capital LLC | 13,418 | $1.13M | 0.01% | +13,418 | New |
| Creative Planning | 13,631 | $1.15M | 0.00% | +4,727+53.1% | Added |