APGE — APOGEE THERAPEUTICS INC
Reported value held$3.29B
Funds holding (latest)43
Sector—
Funds holding (Q2 2026)35
Institutional value$2.83B · 21.54M sh
New / Add / Cut / Exit4 / 20 / 10 / 3
Top-5 / Top-10 concentration62.7% / 86.2%
Institutional holdings change
Reducing -26.7%
(-7.86M sh)
Institutional value change
Up +18.9%
As of Q2 2026, 35 SEC-registered investment managers reported holding APGE (APOGEE THERAPEUTICS INC) in their latest 13F filings, with a combined reported value of $2.83B across 21.54M shares. That is -26.7% by share count (-7.86M shares) versus the previous quarter, while reported value moved +18.9%. Ownership is concentrated: the five largest holders account for 62.7% of reported value and the top ten for 86.2%.
Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 5.51M | $730.95M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.49M | $330.91M | 0.02% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 2.17M | $287.37M | 0.38% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.69M | $224.76M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 2.86M | $215.71M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 1.50M | $199.29M | 0.08% | Add |
| Janus Henderson Group history | Q1 2026 | 2.36M | $198.81M | 0.10% | Add |
| Morgan Stanley history | Q2 2026 | 1.42M | $188.70M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 1.31M | $174.56M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 1.13M | $149.47M | 0.01% | Add |
| Soros Fund Management history | Q2 2026 | 564.50K | $74.93M | 1.05% | New |
| Wellington Management Group history | Q2 2026 | 564.33K | $74.90M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 445.15K | $59.09M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 443.66K | $58.89M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 363.38K | $48.23M | 0.01% | Reduce |
| Citigroup Inc history | Q2 2026 | 289.46K | $38.42M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 246.09K | $32.66M | 0.02% | Add |
| Capital World Investors history | Q1 2026 | 348.67K | $29.35M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 201.83K | $26.79M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 152.81K | $20.28M | 0.00% | Add |
New Positions (Q2 2026)
- Soros Fund Management 564.50K sh · $74.93M
- Renaissance Technologies 146.80K sh · $19.48M
- Moore Capital Management 20.00K sh · $2.65M
- JPMorgan Chase & Co 14.90K sh · $1.98M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.36M sh · $198.81M
- Capital World Investors sold 348.67K sh · $29.35M
- Baron Funds sold 15.00K sh · $1.26M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | 2.98M | 3.04M | 2.91M | 2.56M | 2.69M | 3.78M | 4.09M | 5.51M |
| Fidelity Management & Research (FMR) | 4.44M | 5.02M | 6.74M | 7.51M | 7.50M | 7.50M | 7.49M | 6.91M | 6.92M | 8.23M | 9.26M | 2.49M |
| Balyasny Asset Management | — | — | 3.56K | — | — | — | 112.73K | 158.63K | 72.35K | — | 438.65K | 2.17M |
| Goldman Sachs Group | 10.00K | 27.75K | 112.99K | 337.15K | 157.46K | 408.02K | 290.70K | 659.19K | 599.62K | 565.41K | 652.59K | 1.69M |
| Millennium Management | — | 28.77K | 118.97K | 97.06K | 90.01K | 130.17K | 260.33K | 255.13K | 430.46K | 140.73K | 92.59K | 1.50M |
| Morgan Stanley | 31.48K | 67.70K | 136.14K | 234.78K | 238.27K | 209.53K | 519.94K | 474.70K | 464.96K | 890.26K | 595.03K | 1.42M |
| Geode Capital Management | 401.24K | 441.47K | 761.02K | 740.86K | 823.84K | 816.11K | 835.70K | 782.64K | 892.20K | 1.06M | 1.22M | 1.31M |
| Bank of America Corp | 20.57K | 489.21K | 396.78K | 349.56K | 299.47K | 105.54K | 427.58K | 510.69K | 395.61K | 793.70K | 900.87K | 1.13M |
| Soros Fund Management | — | — | — | — | — | — | — | — | — | — | — | 564.50K |
| Wellington Management Group | — | 1.59M | 2.27M | 3.55M | 4.81M | 4.52M | 5.49M | 3.81M | 4.72M | 4.75M | 4.38M | 564.33K |
| Northern Trust Corp | 161.14K | 176.77K | 324.22K | 311.20K | 306.55K | 327.29K | 314.48K | 264.19K | 284.48K | 327.38K | 390.88K | 445.15K |
| Charles Schwab Investment Management | 151.36K | 155.76K | 240.77K | 238.74K | 280.43K | 277.49K | 271.88K | 266.38K | 319.90K | 381.36K | 420.68K | 443.66K |
| Franklin Resources | 997.36K | 1.09M | 1.04M | 1.01M | 860.99K | 866.19K | 876.08K | 852.53K | 730.76K | 451.00K | 405.54K | 363.38K |
| Citigroup Inc | — | 3.77K | 93.11K | 18.11K | 28.13K | 56.10K | 61.36K | 22.93K | 6.50K | 8.88K | 13.99K | 289.46K |
| D. E. Shaw & Co | — | — | — | 52.03K | 49.66K | 9.81K | 8.78K | 194.53K | 100.57K | 63.25K | 58.84K | 246.09K |
| UBS Group AG | 3.56K | — | 76.03K | 50.49K | 51.82K | 541.29K | 701.91K | 107.16K | 799.47K | 974.83K | 1.14M | 201.83K |
| BNY Mellon | 59.66K | 65.68K | 137.27K | 135.75K | 112.60K | 110.83K | 214.23K | 201.15K | 107.54K | 118.08K | 126.76K | 152.81K |
| Renaissance Technologies | — | — | 88.70K | 156.20K | — | — | — | 41.10K | — | — | — | 146.80K |
| Deutsche Bank AG | 4.61K | 7.67K | 19.21K | 16.19K | 21.03K | 31.74K | 28.87K | 23.71K | 76.55K | 79.36K | 91.42K | 98.98K |
| Two Sigma Investments | — | 25.04K | 89.48K | 302.22K | 199.31K | 266.48K | 252.13K | 115.69K | 122.38K | 105.24K | 281.39K | 94.76K |