Apogee Therapeutics, Inc. - Common Stock, $0.00001 par value (APGE) Institutional Ownership

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

Type / Class
Equity / Common Stock, $0.00001 par value
Symbol
APGE on Nasdaq
Shares outstanding
55,348,918
Price per share
$69.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
69,771,331
Total reported value
$5,266,434,045
% of total 13F portfolios
0.01%
Share change
+9,434,456
Value change
+$762,010,008
Number of holders
206
Price from insider filings
$69.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Apogee Therapeutics, Inc. - Common Stock, $0.00001 par value (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 4.9% -18% $214,255,663 2,712,097 0% RTW Investments, LP 31 Dec 2025
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, 206 institutional investors reported holding 69,771,331 shares of Apogee Therapeutics, Inc. - Common Stock, $0.00001 par value (APGE). This represents 126% of the company’s total 55,348,918 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Apogee Therapeutics, Inc. - Common Stock, $0.00001 par value (APGE) together control 102% 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
VR ADVISER, LLC 15% 8,493,321 0% 32% $641,075,869
FMR LLC 15% 8,225,038 +19% 0.03% $620,825,834
WELLINGTON MANAGEMENT GROUP LLP 8.6% 4,746,585 +0.48% 0.06% $358,272,236
BlackRock, Inc. 6.8% 3,783,994 +41% 0% $285,615,865
VANGUARD GROUP INC 5.2% 2,857,824 +27% 0% $215,708,556
T. Rowe Price Investment Management, Inc. 4.9% 2,732,456 +189522% 0.13% $206,246,000
RTW INVESTMENTS, LP 4.9% 2,712,097 0% 2.1% $204,709,082
PERCEPTIVE ADVISORS LLC 4.2% 2,330,651 +72% 3.2% $175,917,537
Driehaus Capital Management LLC 3.9% 2,183,704 +1.2% 1.1% $164,825,978
JANUS HENDERSON GROUP PLC 3.7% 2,062,604 +324% 0.07% $155,697,275
Fairmount Funds Management LLC 3.7% 2,048,647 0% 12% $154,631,876
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
PRICE T ROWE ASSOCIATES INC /MD/ 2.2% 1,237,135 +65% 0.01% $93,380,000
Affinity Asset Advisors, LLC 2.2% 1,234,926 +5.2% 6.7% $93,212,214
Paradigm Biocapital Advisors LP 2% 1,123,243 -26% 2.3% $84,782,382
ALLIANCEBERNSTEIN L.P. 2% 1,093,657 -23% 0.03% $82,549,230
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
MERCER GLOBAL ADVISORS INC /ADV 1.6% 890,665 -8.2% 0.1% $67,227,394
MORGAN STANLEY 1.6% 890,264 +91% 0% $67,197,243
BANK OF AMERICA CORP /DE/ 1.4% 793,695 +101% 0% $59,908,098
CITADEL ADVISORS LLC 1.4% 766,981 -34% 0.04% $57,891,726
Remedium Capital Partners, LLC 1.1% 583,591 0% 26% $44,050,000
JENNISON ASSOCIATES LLC 1% 578,627 0.03% $43,674,766

Institutional Holders of Apogee Therapeutics, Inc. - Common Stock, $0.00001 par value (APGE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 69,771,331 $5,266,434,045 +$762,010,008 $75.48 206
2025 Q3 59,584,020 $2,367,665,644 +$56,487,603 $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