Запись по ценной бумаге · архивный квартал
APGE
Apogee Therapeutics, Inc. · Healthcare · Biotechnology
96Отслеживаемые держатели
+7Δ держателей
41.18MАкций в держании
$3.45BОтчётная стоимость
+13Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.9% ·
поток акций +8.4% ·
новые чистые позиции +7.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +12 | 31.80M | $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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.26M | +12.6% | $779.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Wellington Management ✦ | 4.38M | -7.8% | $368.30M | 0.1% | ▼ Trim | 8 | SEC ↗ ×8 |
| 3 | BlackRock ✦ (пассивный) | 4.09M | +8.0% | $343.89M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 4 | Vanguard Capital Management Llc | 2.50M | — | $210.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Janus Henderson Group Plc | 2.36M | +14.4% | $198.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (пассивный) | 2.16M | +28.0% | $182.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 1.22M | +14.9% | $102.48M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | UBS Group AG | 1.14M | +17.4% | $96.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | T. Rowe Price ✦ | 1.14M | -7.6% | $96.22M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 1.11M | -19.1% | $87.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 11 | Bank Of America Corp /De/ | 900.87K | +13.5% | $75.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Alliancebernstein L.P. | 990.30K | -9.4% | $74.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 831.43K | -6.7% | $69.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 652.59K | +15.4% | $54.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 598.90K | -21.9% | $50.41M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 595.03K | -33.2% | $50.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 17 | Jennison Associates Llc | 585.02K | +1.1% | $49.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Federated Hermes, Inc. | 442.74K | +246.1% | $37.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Balyasny Asset Management L.P. | 438.65K | Новый | $36.92M | 0.1% | New | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 420.68K | +10.3% | $35.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 405.54K | -10.1% | $34.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Northern Trust Corp | 390.88K | +19.4% | $32.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Loomis Sayles & Co L P | 362.78K | +42.0% | $30.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Capital World Investors ✦ | 348.67K | +173.2% | $29.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 281.39K | +167.4% | $23.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Pictet Asset Management Holding SA | 261.05K | -16.6% | $21.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 250.00K | +4.2% | $21.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 220.10K | +2108.7% | $18.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Td Asset Management Inc | 184.79K | +42.9% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Aberdeen Group plc | 143.38K | +297.1% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Nuveen, LLC | 128.12K | +5.8% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Universal- Beteiligungs- und… | 128.01K | +0.3% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 126.76K | +7.3% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 34 | Victory Capital Management Inc | 95.14K | -12.1% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Millennium Management ✦ | 92.59K | -34.2% | $7.79M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 91.42K | +15.2% | $7.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Schroder Investment Management Group | 96.66K | — | $7.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Nomura Holdings Inc | 88.56K | +15.2% | $7.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Ensign Peak Advisors, Inc | 82.30K | +3557.8% | $6.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 80.20K | +58.0% | $6.75M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 41 | Simplex Trading, Llc | 77.81K | +23.9% | $6.55M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 75.60K | +20.2% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Alyeska Investment Group, L.P. | 75.00K | Новый | $6.31M | 0.0% | New | 1 | SEC ↗ |
| 44 | Wcm Investment Management, Llc | 76.03K | Новый | $5.99M | 0.0% | New | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 69.89K | -43.1% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 68.70K | -15.0% | $5.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Prudential Financial Inc | 63.90K | +17.7% | $5.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Fifth Third Bancorp | 63.80K | Новый | $5.37M | 0.0% | New | 1 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 58.84K | -7.0% | $4.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 58.48K | +17.0% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 51 | Holocene Advisors, LP | 57.47K | Новый | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 56.35K | +13.2% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 53 | BNP Paribas Asset Management… | 54.44K | +36.6% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Barclays Plc | 50.40K | -62.2% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Rhumbline Advisers | 48.68K | +5.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Sei Investments Co | 42.20K | +158.4% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Man Group plc | 41.81K | +274.6% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | First Trust Advisors Lp | 40.78K | +1093.0% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 38.76K | -45.2% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | Squarepoint Ops LLC | 38.35K | Новый | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 61 | California State Teachers… | 38.16K | +24.1% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.22K | +65.2% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Voya Investment Management Llc | 28.38K | +53.5% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Legal & General Group Plc | 27.42K | -16.6% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | New York State Common Retirement… | 25.97K | +15.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | State Of Wisconsin Investment Board | 20.46K | +0.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 16.53K | -61.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Susquehanna International Group, Llp | 16.10K | +247.4% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Zurcher Kantonalbank (Zurich… | 15.92K | +34.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bamco Inc /Ny/ | 15.00K | Новый | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 71 | Citigroup Inc | 13.99K | +57.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Creative Planning | 13.63K | +53.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Connor, Clark & Lunn Investment… | 11.48K | -9.5% | $966,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | State Board Of Administration Of… | 9.35K | 0.0% | $786,990 | 0.0% | Held | 2 | SEC ↗ |
| 75 | ProShare Advisors LLC | 8.89K | -6.1% | $747,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 8.03K | Новый | $675,633 | 0.0% | New | 1 | SEC ↗ ×3 |
| 77 | Allspring Global Investments… | 6.05K | +11.3% | $509,820 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Commonwealth Equity Services, Llc | 5.92K | -17.3% | $497,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Envestnet Asset Management Inc | 3.50K | Новый | $294,427 | 0.0% | New | 1 | SEC ↗ |
| 80 | Principal Financial Group Inc | 3.22K | Новый | $271,112 | 0.0% | New | 1 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 3.05K | Новый | $256,887 | 0.0% | New | 1 | SEC ↗ |
| 82 | Mirae Asset Global Investments Co.… | 2.86K | +7.3% | $240,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Stifel Financial Corp | 2.81K | -46.0% | $236,855 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 84 | Jones Financial Companies Lllp | 2.85K | +2803.1% | $221,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Allianz Asset Management GmbH | 2.50K | Новый | $210,425 | 0.0% | New | 1 | SEC ↗ |
| 86 | LMR Partners LLP | 2.03K | -82.3% | $170,781 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Osaic Holdings, Inc. | 1.01K | +5.3% | $85,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | Rockefeller Capital Management L.P. | 887 | +163.2% | $74,659 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 89 | Group One Trading Llc | 800 | -24.3% | $67,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Us Bancorp \De\ | 748 | +116.2% | $62,959 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Royal Bank Of Canada | 211 | -81.5% | $18,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 92 | Optiver Holding B.V. | 148 | -5.1% | $12,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 110 | +34.1% | $9,258 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 94 | FIL Ltd | 105 | Новый | $8,838 | 0.0% | New | 1 | SEC ↗ |
| 95 | Cwm, Llc | 62 | +6.9% | $5,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 0 | — | $0 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Balyasny Asset Management L.P. | $36.92M | 0.1% |
| Alyeska Investment Group, L.P. | $6.31M | 0.0% |
| Wcm Investment Management, Llc | $5.99M | 0.0% |
| Fifth Third Bancorp | $5.37M | 0.0% |
| Holocene Advisors, LP | $4.84M | 0.0% |
| Squarepoint Ops LLC | $3.23M | 0.0% |
| Bamco Inc /Ny/ | $1.26M | 0.0% |
| AQR Capital Management | $675,633 | 0.0% |
| Envestnet Asset Management Inc | $294,427 | 0.0% |
| Principal Financial Group Inc | $271,112 | 0.0% |
| Quantinno Capital Management… | $256,887 | 0.0% |
| Allianz Asset Management GmbH | $210,425 | 0.0% |
Закрыто
| Neuberger Berman Group LLC | $7.52M | составлял 0.0% |
| Tudor Investment Corp Et Al | $2.27M | составлял 0.0% |
| Qube Research & Technologies… | $1.08M | составлял 0.0% |
| Jane Street Group, Llc | $920,252 | составлял 0.0% |
| Mariner, LLC | $686,917 | составлял 0.0% |
| Daiwa Securities Group Inc. | $13,000 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 224 держатели, 77.95M акции, $5.58B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Sep 08
SC 13D/A — Venrock Healthcare Capital Partners…
Sep 03
SC 13D/A — Fairmount Funds Management LLC
Jul 08
SC 13G/A — T. Rowe Price Investment Management…
Jul 08
SC 13G/A — WELLINGTON MANAGEMENT GROUP LLP
Jul 08
SC 13G/A — FMR LLC
Jun 23
SC 13D/A — Fairmount Funds Management LLC
9.8% класса · Просмотреть оригинальную форму SEC ↗
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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