Apogee TherapeuticsAPGE

13F holders, Q3 2025 (September 30)
174holders −8
24new positions
32sold out
3famous investors
$39.74avg. 13F price*

At the end of Q3 2025, 174 institutions reported holding Apogee Therapeutics Inc. (APGE) in their 13F filings, down 8 from Q2 2025. 24 opened new positions and 32 sold out. The largest holders were Venrock Adviser, LLC ($337.4M), FMR LLC ($274.8M) and Wellington Management Group LLP ($187.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Apogee Therapeutics Inc.
CUSIP
03770N101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 139Q1 2024Q2 2024: 139Q2 2024Q3 2024: 139Q3 2024Q4 2024: 157Q4 2024Q1 2025: 168Q1 2025Q2 2025: 182Q2 2025Q3 2025: 174Q3 2025Q4 2025: 207Q4 2025Q1 2026: 224Q1 2026Q2 2026: 288Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$72.2M
Exits32$130.1M

All 13F filers, Q2 2025 → Q3 2025: 7,909,337 shares bought and 6,176,727 shares sold, net +1,732,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

Venrock Adviser, LLC 18.99% No change 8,493,321 $337.4M
FMR LLC 0.01% Add +0.1% 6,916,462 $274.8M
Wellington Management Group LLP 0.03% Add +24.1% 4,723,701 $187.7M
RTW Investments, LP 1.33% No change 2,712,097 $107.8M
BlackRock, Inc. 0.00% Add +4.8% 2,686,026 $106.7M
Vanguard Group Inc. 0.00% Add +6.5% 2,245,631 $89.2M
Driehaus Capital Management LLC 0.61% Reduce -6.6% 2,158,502 $85.8M
Fairmount Funds Management LLC 7.32% No change 2,048,647 $81.4M
State Street Corp. 0.00% Add +31.5% 1,655,548 $65.8M
Paradigm Biocapital Advisors LP 1.79% Add +58.7% 1,521,757 $60.5M
Braidwell LP 2.31% Reduce -2.7% 1,438,745 $57.2M
Alliancebernstein L.P. 0.02% Add +2.2% 1,419,132 $56.4M
Perceptive Advisors LLC 1.58% Add +14.4% 1,351,989 $53.7M
Affinity Asset Advisors, LLC 4.48% Add +69.6% 1,173,426 $46.6M
Citadel Advisors 0.04% Add +135.9% 1,169,244 $46.5M
JPMorgan Chase & Co. 0.00% Add +1.1% 1,137,731 $45.2M
Mercer Global Advisors Inc. 0.06% Add +18.3% 970,581 $38.6M
Geode Capital Management, LLC 0.00% Add +14.0% 892,203 $35.5M
UBS Group AG 0.01% Add +646.1% 799,465 $31.8M
T. Rowe Price Associates Inc. 0.00% Reduce -1.4% 750,529 $29.8M
Franklin Resources Inc. 0.01% Reduce -14.3% 730,761 $29.0M
Barclays PLC 0.01% Add +5.5% 642,316 $25.5M
Goldman Sachs Group Inc. 0.00% Reduce -9.0% 599,616 $23.8M
Jefferies Financial Group Inc. 0.21% Reduce -11.6% 568,084 $22.6M
Sofinnova Investments, Inc. 1.38% Add +642.2% 565,417 $22.5M
Polar Capital Holdings Plc 0.10% Add +5.9% 524,094 $20.8M
Novo Holdings A/S 1.28% Add +11.3% 500,000 $19.9M
Janus Henderson Group PLC 0.01% Reduce -4.6% 485,978 $19.3M
Morgan Stanley 0.00% Reduce -2.0% 464,963 $18.5M
Millennium Management 0.01% Add +75.6% 430,463 $17.1M
Vestal Point Capital, LP 0.77% New 425,000 $16.9M
First Turn Management, LLC 2.40% Add +29.3% 402,811 $16.0M
Bank of America Corp. 0.00% Reduce -22.6% 393,912 $15.7M
Frontier Capital Management Co. LLC 0.13% Add +21.1% 374,407 $14.9M
Opaleye Management Inc. 2.05% New 363,257 $14.4M
Charles Schwab Investment Management Inc. 0.00% Add +20.1% 319,903 $12.7M
Great Point Partners LLC 5.04% New 304,000 $12.1M
Commodore Capital LP 0.56% No change 290,000 $11.5M
Northern Trust Corp. 0.00% Add +7.7% 284,483 $11.3M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -81.8% 235,000 $9.3M
Victory Capital Management Inc. 0.01% Reduce -14.7% 217,213 $8.6M
Schroder Investment Management Group 0.01% Add +81.0% 215,846 $8.6M
Tang Capital Management LLC 0.31% No change 200,000 $7.9M
Blackstone Inc. 0.03% Add +6.6% 190,352 $7.6M
SG Americas Securities, LLC 0.02% New 134,226 $5.3M
Granahan Investment Management, LLC 0.22% Add +1.0% 132,400 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +4.5% 131,436 $5.2M
Capital World Investors 0.00% Reduce -34.2% 127,618 $5.1M
Candriam S.C.A. 0.03% New 126,081 $5.0M
Kennedy Capital Management LLC 0.11% Add +63.5% 124,051 $4.9M
Two Sigma Investments, LP 0.01% Add +5.8% 122,375 $4.9M
ArrowMark Colorado Holdings LLC 0.08% No change 109,410 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -46.5% 107,540 $4.3M
HighVista Strategies LLC 1.04% Add +137.7% 107,107 $4.3M
Parkman Healthcare Partners LLC 0.46% Add +91.0% 105,831 $4.2M
Ameriprise Financial Inc. 0.00% Reduce -33.9% 103,152 $4.1M
D. E. Shaw & Co. 0.00% Reduce -48.3% 100,570 $4.0M
Exome Asset Management LLC 2.48% New 94,400 $3.8M
Platinum Investment Management Ltd. 0.24% Add +8.3% 93,728 $3.7M
Nuveen, LLC 0.00% No change 83,291 $3.3M
TD Asset Management Inc 0.00% Reduce -12.0% 83,240 $3.3M
Jane Street Group, LLC 0.00% Add +842.6% 77,626 $3.1M
Deutsche Bank AG 0.00% Add +222.9% 76,547 $3.0M
Balyasny Asset Management L.P. 0.01% Reduce -54.4% 72,348 $2.9M
Rafferty Asset Management, LLC 0.01% Add +55.9% 65,796 $2.6M
Diadema Partners LP 1.78% Add +507.7% 64,250 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -13.3% 63,225 $2.5M
J. Goldman & Co LP 0.09% Add +80.8% 62,577 $2.5M
Exane Asset Management 0.81% New 51,543 $2.4M
Woodline Partners LP 0.01% Reduce -93.4% 57,321 $2.3M
Aberdeen Group plc 0.00% New 54,760 $2.2M
Boxer Capital Management, LLC 0.63% New 50,000 $2.0M
Verition Fund Management LLC 0.01% New 49,523 $2.0M
Rhumbline Advisers 0.00% Reduce -2.9% 47,799 $1.9M
Russell Investments Group, Ltd. 0.00% Add +100.6% 43,673 $1.7M
Swiss National Bank 0.00% Add +1.9% 43,400 $1.7M
Aquatic Capital Management LLC 0.03% New 39,332 $1.6M
BNP Paribas Financial Markets 0.00% Add +947.5% 38,223 $1.5M
ExodusPoint Capital Management, LP 0.02% New 37,535 $1.5M
Comerica Bank 0.01% Add +20.6% 35,534 $1.4M
B Group, Inc. 1.39% No change 35,000 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.4% 31,163 $1.2M
Invesco Ltd. 0.00% Add +8.5% 29,138 $1.2M
Legal & General Group Plc 0.00% Reduce -0.1% 27,663 $1.1M
SummitTX Capital, L.P. 0.04% New 26,607 $1.1M
Prelude Capital Management, LLC 0.08% New 26,241 $1.0M
AXA Investment Managers S.A. 0.00% — 24,554 $976K
Erste Asset Management GmbH 0.01% No change 24,000 $956K
Alps Advisors Inc. 0.01% Reduce -9.4% 22,506 $894K
Wells Fargo & Company 0.00% Add +30.5% 21,990 $874K
California State Teachers Retirement System 0.00% Add +0.0% 21,387 $850K
MetLife Investment Management, LLC 0.00% No change 19,238 $764K
LMR Partners LLP 0.01% New 18,961 $753K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.0% 18,579 $738K
Moody Aldrich Partners LLC 0.14% Reduce -16.7% 18,012 $716K
Susquehanna International Group, LLP 0.00% Reduce -56.9% 16,689 $663K
Birchview Capital, LP 0.48% No change 16,000 $636K
Persistent Asset Partners Ltd 0.43% Add +511.1% 14,819 $589K
Profund Advisors LLC 0.02% Add +57.8% 14,171 $563K
Intech Investment Management LLC 0.00% Reduce -14.7% 13,701 $544K
Prudential Financial Inc. 0.00% Reduce -81.3% 12,860 $511K
Natixis Advisors, LLC 0.00% Reduce -17.0% 12,475 $496K
Teachers Retirement System of the State of Kentucky 0.00% No change 11,644 $463K
New York State Common Retirement Fund 0.00% No change 9,887 $393K
Voya Investment Management LLC 0.00% Reduce -24.7% 9,374 $372K
State Board of Administration of Florida Retirement System 0.00% No change 9,350 $371K
Police & Firemen's Retirement System of New Jersey 0.00% Add +27.1% 9,341 $371K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,960 $356K
Handelsbanken Fonder AB 0.00% No change 8,500 $338K
Glenmede Investment Management, LP 0.00% Reduce -8.2% 8,127 $323K
State of Wisconsin Investment Board 0.00% Reduce -34.2% 8,095 $322K
China Universal Asset Management Co., Ltd. 0.03% Reduce -43.3% 8,082 $321K
Global Endowment Management, LP 0.04% No change 7,797 $310K
Creative Planning 0.00% Reduce -18.6% 7,347 $292K
ProShare Advisors LLC 0.00% Reduce -12.4% 7,243 $288K
Marshall Wace, LLP 0.00% Reduce -92.2% 7,027 $279K
Commonwealth Equity Services, LLC 0.00% Add +1.4% 6,999 $278K
Arizona State Retirement System 0.00% Add +1.8% 6,602 $262K
Citigroup Inc. 0.00% Reduce -71.6% 6,504 $258K
Mariner, LLC 0.00% Reduce -36.6% 5,877 $233K
XTX Topco Ltd 0.01% Reduce -52.5% 5,852 $233K
Family Manage LLC 0.03% Reduce -18.5% 5,589 $222K
Teacher Retirement System of Texas 0.00% Reduce -8.8% 5,487 $218K
Stifel Financial Corp. 0.00% New 5,039 $200K
AlphaQuest LLC 0.01% Reduce -3.2% 4,911 $195K
Caption Management, LLC 0.01% Reduce -52.1% 4,800 $191K
KLP Kapitalforvaltning As 0.00% No change 4,100 $163K
Royal Bank of Canada 0.00% Add +4629.4% 4,020 $160K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.8% 2,964 $118K
Ameritas Investment Partners, Inc. 0.00% Reduce -16.1% 2,736 $109K
Virtus Investment Advisers, LLC 0.03% Add +21.0% 2,718 $108K
Quantbot Technologies LP 0.00% New 2,407 $96K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.2% 1,783 $71K
T. Rowe Price Investment Management, Inc. 0.00% Add +210.6% 1,441 $58K
Amalgamated Bank 0.00% Reduce -19.1% 1,061 $42K
GF Fund Management Co. LTD. 0.00% Reduce -14.0% 992 $39K
ANTIPODES PARTNERS Ltd 0.00% Add +41.2% 843 $33K
Nisa Investment Advisors, LLC 0.00% Reduce -1.8% 755 $30K
Osaic Holdings, Inc. 0.00% Add +121.4% 549 $20K
Bessemer Group Inc. 0.00% Add +1162.5% 505 $20K
US Bancorp \de 0.00% Reduce -5.2% 400 $16K
EverSource Wealth Advisors, LLC 0.00% Add +409.3% 275 $11K
Optiver Holding B.V. 0.00% New 270 $11K
Versant Capital Management, Inc 0.00% No change 229 $9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 202 $8K
Daiwa Securities Group Inc. 0.00% No change 166 $7K
GAMMA Investing LLC 0.00% Add +18.2% 143 $6K
Smartleaf Asset Management LLC 0.00% Add +27.9% 101 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -48.4% 97 $4K
Washington Trust Advisors, Inc. 0.00% No change 96 $4K
Jones Financial Companies LLLP 0.00% New 98 $4K
Quadrant Capital Group LLC 0.00% New 91 $4K
Arax Advisory Partners 0.00% Add +223.1% 84 $3K
PNC Financial Services Group, Inc. 0.00% Reduce -40.0% 81 $3K
Sterling Capital Management LLC 0.00% Add +2.6% 79 $3K
Rothschild Investment LLC 0.00% Reduce -11.8% 75 $3K
Larson Financial Group LLC 0.00% Reduce -62.4% 73 $3K
Red Tortoise LLC 0.00% No change 69 $3K
Cwm, LLC 0.00% Reduce -38.8% 49 $2K
Bellevue Asset Management, LLC 0.00% No change 36 $1K
Parkside Financial Bank & Trust 0.00% Add +210.0% 31 $1K
Farther Finance Advisors, LLC 0.00% Reduce -55.0% 27 $1K
Hughes Financial Services, LLC 0.00% No change 17 $965
TD Private Client Wealth LLC 0.00% New 18 $715
SBI Securities Co., Ltd. 0.00% New 17 $675
Rise Advisors, LLC 0.00% No change 16 $636
Signaturefd, LLC 0.00% Reduce -53.6% 13 $516
Federation des caisses Desjardins du Quebec 0.00% No change 10 $397
Principal Securities, Inc. 0.00% No change 5 $199
Montag A & Associates Inc. 0.00% New 4 $159
Sunbelt Securities, Inc. 0.00% New 3 $119
IFP Advisors, Inc 0.00% Add +0.0% 2 $79
Allworth Financial LP 0.00% Reduce -98.2% 1 $40
Covestor Ltd 0.00% No change 3 $0

"% of holder's portfolio" is APGE's weight in each manager's 13F, not the share of Apogee Therapeutics Inc. the manager owns.