Apogee EnterprisesAPOG

13F holders, Q1 2026 (March 31)
220holders +8
38new positions
30sold out
8famous investors
$33.53avg. 13F price*

At the end of Q1 2026, 220 institutions reported holding Apogee Enterprises Inc. (APOG) in their 13F filings, up 8 from Q4 2025. 38 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($111.3M), Vanguard Portfolio Management LLC ($51.7M) and Dimensional Fund Advisors LP ($35.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Apogee Enterprises Inc.
CUSIP
037598109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 228Q1 2024Q2 2024: 224Q2 2024Q3 2024: 241Q3 2024Q4 2024: 262Q4 2024Q1 2025: 228Q1 2025Q2 2025: 219Q2 2025Q3 2025: 225Q3 2025Q4 2025: 212Q4 2025Q1 2026: 220Q1 2026Q2 2026: 237Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$17.7M
Exits30$69.8M

All 13F filers, Q4 2025 → Q1 2026: 2,969,769 shares bought and 3,486,550 shares sold, net −516,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

BlackRock, Inc. 0.00% Reduce -12.1% 3,317,545 $111.3M
Vanguard Portfolio Management LLC 0.00% — 1,540,329 $51.7M
Dimensional Fund Advisors LP 0.01% Add +7.9% 1,063,485 $35.7M
Vanguard Capital Management LLC 0.00% — 941,518 $31.6M
American Century Companies Inc. 0.02% Add +8.6% 885,233 $29.7M
State Street Corp. 0.00% Reduce -1.6% 820,824 $27.5M
Two Sigma Investments, LP 0.02% Add +150.9% 565,934 $19.0M
Geode Capital Management, LLC 0.00% Add +3.3% 539,789 $18.1M
Segall Bryant & Hamill, LLC 0.23% Reduce -46.8% 478,904 $16.1M
LSV Asset Management 0.03% Reduce -0.2% 474,653 $15.9M
Charles Schwab Investment Management Inc. 0.00% Add +2.6% 452,509 $15.2M
Morgan Stanley 0.00% Add +29.7% 372,251 $12.5M
Allianz Asset Management GmbH 0.01% Add +33.5% 353,524 $11.9M
Ameriprise Financial Inc. 0.00% Add +134.1% 337,483 $11.3M
FMR LLC 0.00% Add +27.8% 264,450 $8.9M
Northern Trust Corp. 0.00% Add +2.8% 249,175 $8.4M
JPMorgan Chase & Co. 0.00% Reduce -32.9% 256,624 $8.3M
Royce & Associates LP 0.08% Add +929.9% 233,061 $7.8M
Federated Hermes, Inc. 0.01% Reduce -2.4% 222,804 $7.5M
UBS Group AG 0.00% Add +74.0% 217,315 $7.3M
Renaissance Technologies 0.01% Add +11.7% 190,517 $6.4M
Jane Street Group, LLC 0.01% Add +337.6% 181,345 $6.1M
Hotchkis & Wiley Capital Management LLC 0.02% Reduce -25.8% 180,601 $6.1M
ProShare Advisors LLC 0.01% Add +11.0% 179,178 $6.0M
Invesco Ltd. 0.00% Add +5.9% 160,427 $5.4M
CastleKnight Management LP 0.24% Add +257.6% 153,325 $5.1M
Point72 Asset Management 0.01% Add +1196.1% 146,754 $4.9M
Vanguard Fiduciary Trust Co. 0.00% — 139,449 $4.7M
Qube Research & Technologies Ltd 0.01% Reduce -22.6% 137,484 $4.6M
Bank of New York Mellon Corp 0.00% Reduce -9.7% 135,091 $4.5M
Goldman Sachs Group Inc. 0.00% Add +41.4% 129,844 $4.4M
Grace & White Inc. 0.77% Add +14.3% 128,572 $4.3M
Victory Capital Management Inc. 0.00% Reduce -15.8% 119,438 $4.0M
Principal Financial Group Inc. 0.00% Add +2.0% 104,546 $3.5M
Citadel Advisors 0.00% Add +0.3% 97,614 $3.3M
Peregrine Capital Management LLC 0.12% New 95,190 $3.2M
D. E. Shaw & Co. 0.00% Reduce -0.0% 93,151 $3.1M
AQR Capital Management 0.00% Add +51.3% 87,683 $2.9M
Millennium Management 0.00% Reduce -26.2% 87,462 $2.9M
Engineers Gate Manager LP 0.04% Add +50.9% 85,416 $2.9M
Balyasny Asset Management L.P. 0.01% Add +298.9% 82,857 $2.8M
Bessemer Group Inc. 0.00% Add +0.2% 81,257 $2.7M
Numerai GP LLC 0.27% Add +645.1% 80,500 $2.7M
Lazard Asset Management LLC 0.00% Add +7.3% 80,207 $2.7M
Arrowstreet Capital, Limited Partnership 0.00% New 79,388 $2.7M
Isthmus Partners, LLC 0.27% Add +0.0% 77,894 $2.6M
Public Sector Pension Investment Board 0.01% Add +3.1% 76,927 $2.6M
HRT Financial LP 0.01% Add +1056.9% 74,310 $2.5M
Voya Investment Management LLC 0.00% Reduce -5.5% 73,659 $2.5M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -0.7% 71,737 $2.4M
Trexquant Investment LP 0.02% Add +154.9% 70,037 $2.3M
Alliancebernstein L.P. 0.00% Reduce -2.6% 63,476 $2.3M
Rhumbline Advisers 0.00% Add +1.3% 63,009 $2.1M
Moran Wealth Management, LLC 0.06% Reduce -25.5% 62,829 $2.1M
Sei Investments Co. 0.00% Add +99.8% 61,565 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -72.6% 59,296 $2.0M
Martingale Asset Management L P 0.05% Add +37.5% 55,525 $1.9M
CSM Advisors, LLC 0.05% Add +9.8% 55,452 $1.9M
Gabelli Funds LLC 0.01% Add +427.3% 53,852 $1.8M
Intech Investment Management LLC 0.02% Add +354.8% 52,812 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.0% 50,542 $1.7M
Bruce & Co., Inc. 0.48% New 50,000 $1.7M
Nuveen, LLC 0.00% Add +0.7% 48,871 $1.6M
Legal & General Group Plc 0.00% Reduce -8.7% 47,963 $1.6M
XTX Topco Ltd 0.03% New 47,330 $1.6M
Jump Financial, LLC 0.03% Add +59.9% 46,681 $1.6M
Aquatic Capital Management LLC 0.04% Add +407.8% 42,156 $1.4M
Quantbot Technologies LP 0.06% Add +226.1% 42,036 $1.4M
Wedge Capital Management L L P 0.03% Add +23.1% 41,948 $1.4M
Swiss National Bank 0.00% No change 41,900 $1.4M
Squarepoint Ops LLC 0.00% Add +150.9% 40,581 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.4% 40,086 $1.3M
North Star Investment Management Corp. 0.08% No change 37,950 $1.3M
ExodusPoint Capital Management, LP 0.01% Add +513.3% 37,924 $1.3M
Brooklyn Investment Group 0.04% New 37,403 $1.3M
Nomura Asset Management International Inc. 0.00% No change 36,200 $1.2M
Villanova Investment Management Co LLC 1.23% Reduce -27.1% 35,899 $1.2M
Franklin Resources Inc. 0.00% Add +22.4% 34,329 $1.2M
Bank of America Corp. 0.00% Add +7.6% 33,554 $1.1M
State of Wisconsin Investment Board 0.00% New 32,403 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +30.6% 31,031 $1.0M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -29.9% 26,734 $897K
Quantinno Capital Management LP 0.00% Add +126.1% 26,519 $889K
Storebrand Asset Management As 0.00% Add +1.8% 23,119 $775K
US Bancorp \de 0.00% Add +86.7% 23,045 $773K
Prudential Financial Inc. 0.00% Reduce -44.3% 22,710 $762K
Barclays PLC 0.00% Reduce -50.3% 22,195 $744K
EntryPoint Capital, LLC 0.22% Add +219.2% 22,153 $743K
SG Americas Securities, LLC 0.00% Reduce -27.0% 21,716 $728K
Tudor Investment Corporation 0.00% New 21,383 $717K
Moody National Bank Trust Division 0.07% Reduce -38.8% 20,860 $700K
Vanguard Global Advisers, LLC 0.00% — 20,808 $698K
Riverpoint Wealth Management Holdings, LLC 0.15% No change 20,754 $696K
California State Teachers Retirement System 0.00% Reduce -0.8% 20,056 $673K
New York State Teachers Retirement System 0.00% Reduce -44.7% 19,989 $670K
Creative Planning 0.00% Reduce -22.6% 19,111 $641K
Deutsche Bank AG 0.00% Add +13.4% 19,096 $640K
Quadrature Capital Ltd 0.01% Add +233.2% 18,867 $633K
CANADA LIFE ASSURANCE Co 0.00% No change 18,145 $609K
Fifth Third Bancorp 0.00% Add +17360.0% 17,460 $586K
Headlands Technologies LLC 0.06% Add +23.1% 16,460 $552K
Voloridge Investment Management, LLC 0.00% Add +20.5% 16,007 $537K
SummerHaven Investment Management, LLC 0.33% Reduce -17.3% 15,982 $536K
Mangrove Partners Im, LLC 0.04% New 15,620 $524K
Inspire Investing, LLC 0.03% Add +20.7% 15,432 $518K
Centiva Capital, LP 0.02% New 15,407 $517K
Vident Advisory, LLC 0.00% Add +0.1% 15,232 $511K
Virtu Financial LLC 0.02% New 14,895 $500K
State of Tennessee, Department of Treasury 0.00% No change 14,712 $493K
VARCOV Co. 0.18% New 14,561 $488K
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 14,358 $482K
HSBC Holdings PLC 0.00% Reduce -2.1% 14,135 $469K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 13,439 $451K
Citigroup Inc. 0.00% Reduce -7.1% 13,327 $447K
Illinois Municipal Retirement Fund 0.01% Add +19.0% 12,953 $434K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 12,647 $424K
Alps Advisors Inc. 0.00% Reduce -9.4% 11,887 $399K
MetLife Investment Management, LLC 0.00% Reduce -1.5% 11,810 $396K
State of Alaska, Department of Revenue 0.00% Reduce -2.8% 11,772 $394K
Entropy Technologies, LP 0.02% Add +44.4% 11,264 $378K
Prelude Capital Management, LLC 0.03% New 11,200 $376K
Corient Private Wealth LP 0.00% New 10,864 $364K
Janus Henderson Group PLC 0.00% No change 10,550 $354K
Marks Group Wealth Management, Inc 0.03% No change 10,000 $335K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.0% 9,931 $333K
Susquehanna International Group, LLP 0.00% New 9,625 $323K
Louisiana State Employees Retirement System 0.01% Reduce -4.0% 9,500 $319K
O'shaughnessy Asset Management, LLC 0.00% Add +0.5% 8,974 $301K
BNP Paribas Financial Markets 0.00% Add +5.3% 8,918 $299K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +13.0% 8,840 $296K
Aigen Investment Management, LP 0.08% Reduce -23.6% 8,726 $293K
R Squared Ltd 0.16% New 8,649 $290K
Wells Fargo & Company 0.00% Reduce -65.3% 8,348 $280K
Schonfeld Strategic Advisors LLC 0.00% New 7,988 $268K
New York State Common Retirement Fund 0.00% Reduce -90.7% 7,686 $258K
Oxford Asset Management LLP 0.10% New 7,607 $255K
Exchange Traded Concepts, LLC 0.00% New 7,254 $243K
Zhang Financial LLC 0.01% No change 7,233 $243K
nVerses Capital, LLC 0.21% New 6,757 $227K
Polymer Capital Management (US) LLC 0.03% New 6,689 $224K
Teacher Retirement System of Texas 0.00% New 6,526 $219K
GAMCO Investors 0.00% New 6,522 $219K
Hohimer Wealth Management, LLC 0.03% New 6,370 $214K
State Board of Administration of Florida Retirement System 0.00% No change 6,267 $210K
Bank of Montreal 0.00% Reduce -11.5% 6,182 $207K
Amalgamated Bank 0.00% Reduce -1.0% 6,183 $207K
Canada Pension Plan Investment Board 0.00% No change 6,100 $205K
Police & Firemen's Retirement System of New Jersey 0.00% No change 5,857 $196K
State of Wyoming 0.02% Add +48.1% 5,535 $186K
Teachers Retirement System of the State of Kentucky 0.00% No change 5,425 $182K
Oregon Public Employees Retirement Fund 0.00% No change 4,962 $166K
Vanguard Investments Australia, Ltd. 0.00% — 4,822 $162K
KLP Kapitalforvaltning As 0.00% No change 4,700 $158K
Ballast Advisors LLC 0.05% New 4,667 $157K
Public Employees Retirement Association of Colorado 0.00% No change 3,933 $132K
Pflug Koory, LLC 0.06% No change 3,770 $126K
Tower Research Capital LLC (TRC) 0.00% Add +0.9% 3,082 $103K
Cwm, LLC 0.00% Add +33.0% 2,041 $68K
TD Waterhouse Canada Inc. 0.00% No change 2,000 $68K
Ameritas Investment Partners, Inc. 0.00% No change 1,769 $59K
Nisa Investment Advisors, LLC 0.00% Add +1.7% 1,665 $56K
GAMMA Investing LLC 0.00% Add +600.5% 1,338 $45K
Meeder Asset Management Inc. 0.00% New 1,234 $41K
Harbour Investments, Inc. 0.00% New 1,106 $37K
Ensign Peak Advisors, Inc 0.00% No change 1,101 $37K
Public Employees Retirement System of Ohio 0.00% Add +8.6% 1,083 $36K
PNC Financial Services Group, Inc. 0.00% Add +38.5% 1,065 $36K
Financial Gravity Asset Management, Inc. 0.01% No change 945 $32K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +0.7% 930 $31K
Royal Bank of Canada 0.00% Reduce -10.3% 928 $31K
Parallel Advisors, LLC 0.00% New 897 $30K
Farther Finance Advisors, LLC 0.00% Add +1146.3% 835 $28K
Sterling Capital Management LLC 0.00% Reduce -43.7% 706 $24K
Osaic Holdings, Inc. 0.00% Reduce -10.0% 640 $21K
Founders Capital Management 0.01% New 400 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -71.4% 362 $12K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +23.4% 316 $11K
EverSource Wealth Advisors, LLC 0.00% Add +14.7% 305 $10K
Harbor Capital Advisors, Inc. 0.00% Add +128.6% 256 $9K
Versant Capital Management, Inc 0.00% No change 263 $9K
Covestor Ltd 0.00% Add +18.2% 208 $7K
Smartleaf Asset Management LLC 0.00% Add +2.5% 207 $7K
TD Capital Management LLC 0.00% New 200 $7K
Hantz Financial Services, Inc. 0.00% Reduce -86.3% 172 $6K
Kilter Group LLC 0.00% Add +943.8% 167 $6K
Simplex Trading, LLC 0.00% New 162 $5K
AdvisorNet Financial, Inc 0.00% No change 149 $5K
Gleason Group, Inc. 0.00% No change 109 $4K
Financial Perspectives, Inc 0.00% No change 100 $3K
Blue Bell Private Wealth Management, LLC 0.00% No change 100 $3K
Jones Financial Companies LLLP 0.00% Add +11.9% 94 $3K
Pacer Advisors, Inc. 0.00% Add +59.6% 75 $3K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +1.2% 87 $3K
UMB Bank, n.a. 0.00% Add +11.7% 86 $3K
Quarry LP 0.00% Reduce -89.2% 65 $2K
Quadrant Capital Group LLC 0.00% No change 64 $2K
CX Institutional 0.00% Reduce -52.5% 48 $2K
Allworth Financial LP 0.00% Add +84.4% 59 $2K
MTM Investment Management, LLC 0.00% No change 50 $2K
Salomon & Ludwin, LLC 0.00% Reduce -43.8% 50 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 44 $1K
SBI Securities Co., Ltd. 0.00% No change 44 $1K
Advisory Services Network, LLC 0.00% New 42 $1K
Rockefeller Capital Management L.P. 0.00% New 24 $804
Fortitude Family Office, LLC 0.00% New 23 $771
Rothschild Investment LLC 0.00% Reduce -8.3% 22 $738
Investors Portfolio Services LLC 0.00% New 21 $730
IFP Advisors, Inc 0.00% Add +122.2% 20 $671
Arax Advisory Partners 0.00% Reduce -40.0% 18 $605
Picton Mahoney Asset Management 0.00% No change 18 $604
Root Financial Partners, LLC 0.00% New 18 $604
Torren Management, LLC 0.00% Reduce -97.4% 14 $470
Farmers & Merchants Investments Inc. 0.00% Reduce -12.5% 14 $470
MassMutual Private Wealth & Trust, FSB 0.00% New 11 $369
First Horizon Corp. 0.00% No change 10 $335
Gilpin Wealth Management, LLC 0.00% New 8 $269
Essential Partners LLC 0.00% Reduce -82.1% 5 $168
MAI Capital Management 0.00% Reduce -76.9% 3 $101
Cedar Mountain Advisors, LLC 0.00% Reduce -25.0% 3 $101
Palouse Capital Management, Inc. 0.00% No change 1 $17

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