Apogee Therapeutics, Inc. - Common Stock (APGE) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
APGE on Nasdaq
Shares outstanding
54,558,448
Price per share
$79.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
21,568,459
Total reported value
$1,628,068,058
% of total 13F portfolios
0%
Share change
+3,575,596
Value change
+$293,313,098
Number of holders
135
Price from insider filings
$79.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Apogee Therapeutics, Inc. - Common Stock (APGE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 15% $266,406,847 6,907,100 FMR LLC 30 Jun 2025
Fairmount Funds Management LLC 10% 0% $456,430,807 +$20,390,674 6,047,027 +4.7% Peter Evan Harwin 22 Jan 2026
WELLINGTON MANAGEMENT GROUP LLP 8.7% -17% $374,980,215 -$10,946,319 4,746,585 -2.8% Wellington Management Group LLP 31 Dec 2025
VANGUARD GROUP INC 5.2% $215,709,127 2,857,824 The Vanguard Group 31 Dec 2025
RTW INVESTMENTS, LP 6% $102,463,025 2,712,097 RTW Investments, LP 31 Dec 2024
BlackRock, Inc. 5.5% $109,396,539 2,518,725 BlackRock, Inc. 30 Jun 2025
DRIEHAUS CAPITAL MANAGEMENT LLC 4.7% $85,757,284 2,158,502 DRIEHAUS CAPITAL MANAGEMENT LLC 30 Sep 2025

As of 31 Dec 2025, 135 institutional investors reported holding 21,568,459 shares of Apogee Therapeutics, Inc. - Common Stock (APGE). This represents 40% of the company’s total 54,558,448 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Apogee Therapeutics, Inc. - Common Stock (APGE) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.9% 3,783,994 +41% 0% $285,615,865
VANGUARD GROUP INC 5.2% 2,857,824 +27% 0% $215,708,556
STATE STREET CORP 3.1% 1,690,186 +2.1% 0% $127,575,239
JPMORGAN CHASE & CO 2.5% 1,373,066 +21% 0.01% $103,639,021
Affinity Asset Advisors, LLC 2.3% 1,234,926 +5.2% 6.7% $93,212,214
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,059,085 +19% 0% $79,957,396
UBS Group AG 1.8% 974,826 +22% 0.01% $73,579,866
MORGAN STANLEY 1.6% 890,264 +91% 0% $67,197,243
Remedium Capital Partners, LLC 1.1% 583,591 0% 26% $44,050,000
JENNISON ASSOCIATES LLC 1.1% 578,627 0.03% $43,674,766
GOLDMAN SACHS GROUP INC 1% 565,410 -5.7% 0.01% $42,677,147
Sofinnova Investments, Inc. 0.98% 534,845 -5.4% 1.7% $40,370,101
First Turn Management, LLC 0.87% 474,839 +18% 4.1% $35,840,848
FRANKLIN RESOURCES INC 0.83% 451,002 -38% 0.01% $34,041,593
EVENTIDE ASSET MANAGEMENT, LLC 0.8% 436,015 0.51% $32,910,412
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.7% 381,362 +19% 0% $28,785,204
Pictet Asset Management Holding SA 0.57% 312,883 0.02% $23,616,409
LOOMIS SAYLES & CO L P 0.47% 255,439 0.02% $19,280,535
Candriam S.C.A. 0.35% 191,318 +52% 0.07% $14,441,297
BARCLAYS PLC 0.24% 133,193 -79% 0% $10,053,408
TD Asset Management Inc 0.24% 129,290 +55% 0.01% $9,758,809
FEDERATED HERMES, INC. 0.23% 127,931 0.02% $9,656,232
Universal- Beteiligungs- und Servicegesellschaft mbH 0.23% 127,629 -2.9% 0.02% $9,633,438
Capital World Investors 0.23% 127,618 0% 0% $9,632,607
KENNEDY CAPITAL MANAGEMENT LLC 0.23% 124,979 +0.75% 0.2% $9,433,415

Institutional Holders of Apogee Therapeutics, Inc. - Common Stock (APGE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 21,568,459 $1,628,068,058 +$293,313,098 $75.48 135
2025 Q3 59,584,020 $2,367,665,644 +$56,490,773 $39.73 173
2025 Q2 57,837,483 $2,511,890,310 -$147,322,983 $43.43 180
2025 Q1 61,488,037 $2,301,755,351 +$131,273,115 $37.36 165
2024 Q4 57,873,775 $2,621,627,227 +$63,332,544 $45.30 156
2024 Q3 56,092,373 $3,292,239,932 +$134,148,823 $58.74 137
2024 Q2 54,152,101 $2,130,892,019 -$9,800,456 $39.35 137
2024 Q1 52,915,146 $3,516,219,943 +$778,331,224 $66.45 137
2023 Q4 41,768,396 $1,163,676,392 +$48,111,524 $27.94 85
2023 Q3 40,111,211 $848,653,526 +$848,653,497 $21.30 73