APGE β€” APOGEE THERAPEUTICS INC

Ownership history in Jefferies Financial Group Inc.  Β·  6 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported APOGEE THERAPEUTICS INC (APGE) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.24% in 2024 Q4. The latest visible filing shows APGE at 0.11% 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 Jefferies Financial 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 Q3

APGE was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

How Jefferies Financial Group Inc. held APGE β€” position size vs. price
% of Fund (quarterly)    APGE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 568,084 -74,273 -11.6% 0.11% $22.6M 2025-11-13 $62.97
2025 Q2 ADDED 642,357 +220,561 +52.3% 0.23% $27.9M 2025-08-12 $36.70
2025 Q1 REDUCED 421,796 -465,701 -52.5% 0.14% $15.8M 2025-05-08 $37.81
2024 Q4 ADDED 887,497 +518,300 +140.4% 0.24% $40.2M 2025-02-14 $36.54
2024 Q3 ADDED 369,197 +189,120 +105.0% 0.16% $21.7M 2024-11-14 $51.01
2024 Q2 INITIATED 180,077 β€” β€” 0.08% $7.1M 2024-08-13 $44.41

FAQ About Jefferies Financial 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 Jefferies Financial Group Inc. reported owning APGE?

Jefferies Financial Group Inc. reported APGE across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported APGE position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for APGE was 0.24% in 2024 Q4.

What is the latest reported APGE position on this page?

The most recent filing on this page is 2025 Q3, when Jefferies Financial Group Inc. reported 568,084 shares, equal to 0.11% of portfolio, with an estimated market value of $22.6M.

What does the chart on this APGE ownership page compare?

The chart compares Jefferies Financial 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.

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