B Group, Inc. APGE — APOGEE THERAPEUTICS INC

Ownership history in B Group, Inc.  ·  5 quarters on record

AI Ownership Summary

B Group, Inc. reported APOGEE THERAPEUTICS INC (APGE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q2. The latest visible filing shows APGE at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B Group, Inc.'s position in APOGEE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APGE was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APGE stock page B Group, Inc. fund profile B Group, Inc. full holdings
How B Group, Inc. held APGE — position size vs. price
% of Fund (quarterly)    APGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 42.9% +11.5% ❌ 20,000 -15,000 -42.9% 1.11% $1.5M 2026-02-14 (Est.) $67.78
2025 Q3 UNCHANGED — — — 35,000 — 0% 1.02% $1.4M 2025-11-14 $65.50
2025 Q2 ADDED — — — 35,000 +5,000 +16.7% 1.17% $1.5M 2025-08-14 $38.12
2025 Q1 ADDED — — — 30,000 +15,000 +100.0% 0.96% $1.1M 2025-05-15 $40.64
2024 Q4 INITIATED — — — 15,000 — — 0.42% $680K 2025-02-14 $36.54

🏢 Other funds also holding APGE

As of 2026 Q1 — sorted by position size

Lisanti Capital Growth, LLC 3Y 7Y 1.11% AlphaCentric Advisors LLC 3Y 0.96% Bayforest Capital Ltd 0.57% SEVEN GRAND MANAGERS, LLC 3Y 0.56% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.44% PSP Research LLC 0.15% Candriam S.C.A. 3Y 7Y 0.1% PROFUND ADVISORS LLC 3Y 7Y 0.08% Marks Group Wealth Management, Inc 3Y 0.07% China Universal Asset Management Co., Ltd. 3Y 0.06%

FAQ About B Group, Inc. and APGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has B Group, Inc. reported owning APGE?

B Group, Inc. reported APGE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported APGE position in B Group, Inc.'s portfolio?

The largest reported portfolio weight for APGE was 1.17% in 2025 Q2.

What is the latest reported APGE position on this page?

The most recent filing on this page is 2025 Q4, when B Group, Inc. reported 20,000 shares, equal to 1.11% of portfolio, with an estimated market value of $1.5M.

What does the chart on this APGE ownership page compare?

The chart compares B Group, Inc.'s quarterly APGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B Group, Inc. time their APGE position?

Based on 13F filing dates vs. subsequent APGE price moves, B Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on APGE relative to SPY over the holding period was +64.0%.

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