APGE
Apogee Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +2.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +12 | 31.81M | $4.18B | +21 | −9 |
| Q1 2026 | 96 | +7 | 41.18M | $3.45B | +13 | −6 |
| Q4 2025 | 88 | 0 | 38.24M | $2.89B | — | — |
| Q3 2025 | 17 | -2 | 25.40M | $1.01B | — | −2 |
| Q2 2025 | 16 | +1 | 22.08M | $959.13M | +1 | — |
| Q1 2025 | 12 | -1 | 10.37M | $387.41M | — | −1 |
| Q4 2024 | 13 | +4 | 9.16M | $415.03M | +4 | — |
| Q3 2024 | 8 | -5 | 7.45M | $437.40M | — | −5 |
| Q2 2024 | 13 | — | 6.20M | $244.16M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 4.52M | -6.2% | $204.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 1.47M | — | $66.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.05M | +38.9% | $47.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.05M | +38.9% | $47.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 816.11K | -0.9% | $36.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 816.11K | -0.9% | $36.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 302.74K | -57.2% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 266.48K | +33.7% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 240.20K | New | $10.88M | 0.0% | New | 1 | SEC ↗ |
| 16 | Capital World Investors ✦ | 205.10K | New | $9.29M | 0.0% | New | 1 | SEC ↗ |
| 17 | Millennium Management ✦ | 130.17K | +44.6% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 75.85K | +1963.9% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 75.85K | +1963.9% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 72.72K | New | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 9.81K | -80.2% | $444,529 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.37K | New | $243,034 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 5.37K | New | $243,034 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $10.88M | 0.0% |
| Capital World Investors | $9.29M | 0.0% |
| Citadel Advisors | $3.29M | 0.0% |
| AQR Capital Management | $243,034 | 0.0% |
| AQR Capital Management | $243,034 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 224 holders, 77.95M shares, $5.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
9.8% of class · View original SEC filing ↗