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, Q2 2026
Institutional positions in Apogee Therapeutics, Inc. as of Jun 30, 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
- 288
- +68 vs. Q1 2026
- Shares held
- 67.6M
- −9.13M (−11.9%) vs. Q1 2026
- Total value
- $8.93B
- +$2.49B (+38.6%) vs. Q1 2026
- New holders
- 115
- 85 more added
- Sold out
- 47
- 66 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Apogee Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $133 | 0.00% | +1 | New |
| Freestone Grove Partners LP | 1 | $133 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $265 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $265 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 3 | $398 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 5 | $664 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 6 | $797 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $797 | 0.00% | +6 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | +8+400.0% | Added |
| Institute for Wealth Management, LLC. | 9 | $1.14K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 13 | $1.73K | 0.00% | +1+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 14 | $1.86K | 0.00% | +14 | New |
| Silver Grove Financial Group, Inc. | 14 | $1.86K | 0.00% | +14 | New |
| Ares Financial Consulting, LLC | 15 | $1.99K | 0.00% | +15 | New |
| Allworth Financial LP | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $2.12K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $3.45K | 0.00% | +21+420.0% | Added |
| Cornerstone Financial Management LLC | 30 | $3.98K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 30 | $3.98K | 0.00% | +17+130.8% | Added |
| Parkside Financial Bank & Trust | 31 | $4.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $4.51K | 0.00% | +3+9.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 37 | $4.91K | 0.00% | +37 | New |
| Bare Financial Services, Inc | 48 | $6.37K | 0.00% | +33+220.0% | Added |
| Rothschild Investment LLC | 49 | $6.50K | 0.00% | −38−43.7% | Reduced |
| IFP Advisors, Inc | 72 | $9.56K | 0.00% | +45+166.7% | Added |
| FIL Ltd | 105 | $13.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 123 | $16.3K | 0.00% | +123 | New |
| Los Angeles Capital Management LLC | 136 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 158 | $21.0K | 0.00% | −131−45.3% | Reduced |
| Quarry LP | 160 | $21.2K | 0.00% | +160 | New |
| US Bancorp | 190 | $25.2K | 0.00% | −558−74.6% | Reduced |
| EverSource Wealth Advisors, LLC | 203 | $26.9K | 0.00% | −442−68.5% | Reduced |
| Larson Financial Group LLC | 231 | $30.7K | 0.00% | +13+6.0% | Added |
| Group One Trading, L.P. | 237 | $31.5K | 0.00% | −563−70.4% | Reduced |
| Versant Capital Management, Inc | 240 | $31.9K | 0.00% | +11+4.8% | Added |
| Optiver Holding B.V. | 242 | $32.1K | 0.00% | +94+63.5% | Added |
| Smartleaf Asset Management LLC | 285 | $37.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 285 | $37.8K | 0.01% | −459−61.7% | Reduced |
| Parallel Advisors, LLC | 296 | $39.3K | 0.00% | +237+401.7% | Added |
| GAMMA Investing LLC | 309 | $41.0K | 0.00% | +89+40.5% | Added |
| Bessemer Group Inc | 314 | $42.0K | 0.00% | −191−37.8% | Reduced |
| ExodusPoint Capital Management, LP | 348 | $46.2K | 0.00% | +348 | New |
| The PNC Financial Services Group, Inc. | 526 | $69.8K | 0.00% | +416+378.2% | Added |
| Pacer Advisors, Inc. | 557 | $74.0K | 0.00% | +557 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 567 | $75.3K | 0.00% | −53,870−99.0% | Reduced |
| Longfellow Investment Management Co LLC | 611 | $81.1K | 0.02% | +611 | New |
| Advisor Group Holdings, Inc. | 706 | $93.7K | 0.00% | −304−30.1% | Reduced |
| Rockefeller Capital Management L.P. | 887 | $117.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,012 | $134.3K | 0.00% | +306+43.3% | Added |
| GF Fund Management Co. Ltd. | 1,163 | $154.4K | 0.00% | −69−5.6% | Reduced |
| Natixis | 1,241 | $164.7K | 0.00% | +1,241 | New |
| Nykredit A/S | 1,308 | $173.6K | 0.00% | +1,308 | New |
| M&T Bank Corp | 1,560 | $207.1K | 0.00% | +1,560 | New |
| Walleye Capital LLC | 1,659 | $220.2K | 0.00% | +1,659 | New |
| Tower Research Capital LLC (TRC) | 1,701 | $225.8K | 0.01% | −4,489−72.5% | Reduced |
| CIBC Asset Management Inc | 1,732 | $229.9K | 0.00% | +1,732 | New |
| Independent Advisor Alliance | 1,828 | $242.6K | 0.01% | +1,828 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,834 | $243.4K | 0.00% | −9,647−84.0% | Reduced |
| Empowered Funds, LLC | 2,065 | $274.1K | 0.00% | +2,065 | New |
| Swiss Life Asset Management Ltd | 2,183 | $289.8K | 0.00% | +2,183 | New |
| Ensign Peak Advisors, Inc | 2,250 | $298.6K | 0.00% | −80,050−97.3% | Reduced |
| HGC Investment Management Inc. | 2,268 | $301.0K | 0.06% | +2,268 | New |
| Neuberger Berman Group LLC | 2,301 | $305.4K | 0.00% | +2,301 | New |
| Jump Financial, LLC | 2,343 | $311.0K | 0.00% | +2,343 | New |
| Simplex Trading, LLC | 2,368 | $314.3K | 0.01% | −75,440−97.0% | Reduced |
| CIBC Bancorp USA Inc. | 2,495 | $331.2K | 0.00% | +2,495 | New |
| LPL Financial LLC | 2,559 | $339.7K | 0.00% | +2,559 | New |
| Allstate Corp | 2,636 | $349.9K | 0.00% | +2,636 | New |
| Bayforest Capital Ltd | 2,674 | $354.9K | 0.33% | −3,389−55.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,769 | $367.5K | 0.00% | −91−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,000 | $398.2K | 0.00% | +3,000 | New |
| Brinker Capital Investments, LLC | 3,020 | $400.8K | 0.00% | +3,020 | New |
| Royal Bank of Canada | 3,074 | $408.0K | 0.00% | +2,863+1,356.9% | Added |
| Vident Advisory, LLC | 3,148 | $417.8K | 0.00% | −237−7.0% | Reduced |
| Captrust Financial Advisors | 3,241 | $430.2K | 0.00% | +3,241 | New |
| Jane Street Group, LLC | 3,245 | $430.7K | 0.00% | +3,245 | New |
| State of Wyoming | 3,336 | $442.8K | 0.04% | +3,336 | New |
| Principal Financial Group Inc | 3,448 | $457.7K | 0.00% | +227+7.0% | Added |
| JustInvest LLC | 3,517 | $466.8K | 0.00% | +654+22.8% | Added |
| Virtus Investment Advisers, Inc. | 3,705 | $491.8K | 0.11% | +167+4.7% | Added |
| Ameritas Investment Partners, Inc. | 4,093 | $543.3K | 0.01% | +427+11.6% | Added |
| Blueshift Asset Management, LLC | 4,209 | $558.7K | 0.13% | +1,404+50.1% | Added |
| Bayesian Capital Management, LP | 4,300 | $570.7K | 0.37% | +4,300 | New |
| Xponance, Inc. | 4,414 | $585.9K | 0.00% | +681+18.2% | Added |
| Teacher Retirement System of Texas | 4,423 | $587.1K | 0.00% | +222+5.3% | Added |
| Envestnet Asset Management Inc | 4,499 | $597.2K | 0.00% | +1,001+28.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,500 | $597.3K | 0.00% | +4,500 | New |
| E Fund Management Co., Ltd. | 4,706 | $624.6K | 0.01% | −2,887−38.0% | Reduced |
| Voleon Capital Management LP | 4,746 | $629.9K | 0.01% | +4,746 | New |
| Public Employees Retirement Association of Colorado | 4,919 | $653.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $663.0K | 0.24% | +5,000 | New |
| State of Wisconsin Investment Board | 5,112 | $678.5K | 0.00% | −15,344−75.0% | Reduced |
| CI Private Wealth, LLC | 5,122 | $679.8K | 0.00% | +5,122 | New |
| Commonwealth Equity Services, LLC | 5,683 | $754.3K | 0.00% | −232−3.9% | Reduced |
| Yakira Capital Management, Inc. | 6,000 | $796.4K | 0.23% | +6,000 | New |
| Glenmede Trust Co NA | 6,120 | $812.3K | 0.00% | −4,679−43.3% | Reduced |
| Penserra Capital Management LLC | 6,300 | $836.0K | 0.01% | +6,300 | New |
| Quantbot Technologies LP | 6,302 | $836.5K | 0.03% | +6,302 | New |
| Pictet Asset Management Holding SA | 6,432 | $853.7K | 0.00% | −254,618−97.5% | Reduced |