Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apogee Therapeutics Inc (APGE)

224 + Investors. Track Smart Money conviction in APGE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — APGE

Based on 225 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added APGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
225 hedge funds hold APGE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

154 buying86 selling
Last quarter: 154 funds were net buyers (48 opened a brand new position + 106 added to an existing one). Only 86 were sellers (56 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 24 → 55 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 33% new

■ 32% conviction (2yr+) ■ 35% medium ■ 33% new
Of the 225 current holders: 72 (32%) held >2 years, 79 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

36 → 36 → 24 → 55 → 48 new funds/Q
New funds entering each quarter: 36 → 24 → 55 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 32% veterans, 36% new entrants

■ 32% veterans ■ 32% 1-2yr ■ 36% new
Of 237 current holders: 77 (32%) held 2+ years, 75 held 1–2 years, 85 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
47 of 220 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in APGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — APGE

In 2026 Q1, 154 hedge funds were net buyers of APGE (48 opened a new position, 106 added to an existing one), while 86 reduced or exited (56 trimmed, 30 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in APGE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 225.

Hedge Fund Ownership: APGE

How many hedge funds hold APGE — quarterly history vs. share price
Quarterly hedge fund ownership of APGE vs. share price

Market Analysis: APGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APGE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Apogee Therapeutics Inc (APGE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much APGE has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
APGE
+5.1%
XLV
+2.8%

APGE outperformed XLV by +2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
APGE
+9.0%
XLV
+3.9%

Since the filing became public, APGE outperformed XLV by +5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 5 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: APGE
224 + Investors

Track Smart Money conviction in APGE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 224 207 8.21%
13F Shares 79M 69M 14.66%
Total Value $5.68B $5.12B 11.12%
New Positions 48 55 -7
Increased Positions 106 86 +20
Closed Positions 31 17 +14
Reduced Positions 52 45 +7
Total Calls 9 5 80.0%
Total Puts 8 4 100.0%
PUT/CALL Ratio 0.89 0.8 Neutral

Statistics: APGE

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Financial Highlights

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Institutional Holders (2026 Q1)

224 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APGE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 APGE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Venrock Adviser, LLC 26.68% 8,493,321 $714.9M
2 Remedium Capital Partners, LLC 15.36% 583,591 $49.1M
3 Great Point Partners LLC 7.23% 374,000 $31.5M
4 Affinity Asset Advisors, LLC 5.59% 1,284,926 $108.2M
5 First Turn Management, LLC 4.83% 513,770 $43.2M
6 First Light Asset Management, LLC 4.35% 576,684 $48.5M
7 Opaleye Management Inc. 4.32% 390,000 $32.8M
8 Diadema Partners LP 3.19% 222,500 $18.7M
9 Novo Holdings A/S 3.07% 450,000 $37.9M
10 Vestal Point Capital, LP 2.59% 1,100,000 $92.6M
11 Perceptive Advisors LLC 2.54% 1,540,384 $129.7M
12 Rtw Investments, LP 2.33% 2,782,097 $234.2M
13 Paradigm Biocapital Advisors LP 2.32% 1,348,243 $113.5M
14 Fairmount Funds Management LLC 1.82% 298,647 $25.1M
15 Braidwell LP 1.34% 478,667 $40.3M
16 Platinum Investment Management Ltd 1.24% 58,314 $4.9M
17 Driehaus Capital Management LLC 1.19% 1,920,800 $161.7M
18 Lisanti Capital Growth, LLC 1.11% 52,260 $4.4M
19 AlphaCentric Advisors LLC 0.96% 11,369 $957K
20 Frontier Capital Management Co LLC 0.92% 1,064,483 $89.6M
21 Humankind Investments LLC 0.84% 17,500 $1.5M
22 HighVista Strategies LLC 0.83% 35,761 $3.0M
23 Nicholas Investment Partners, LP 0.80% 130,992 $11.0M
24 Rhenman & Partners Asset Management AB 0.78% 75,000 $6.3M
25 Eventide Asset Management, LLC 0.78% 557,423 $46.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Apogee Therapeutics Inc (APGE)

What does the Smart Money Trend signal show for APGE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added APGE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for APGE?

More buyers than sellers — 64% buying: Last quarter: 154 funds were net buyers (48 opened a brand new position + 106 added to an existing one). Only 86 were sellers (56 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APGE holders?

Elite ownership — 42% AUM from top-100 funds: 47 of 220 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in APGE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held APGE?

Mixed — 32% long-term, 33% new: Of the 225 current holders: 72 (32%) held >2 years, 79 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Apogee Therapeutics Inc (APGE) following the 2026 Q1 hedge fund 13F filings?

As of today, APGE has moved +9.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), APGE has gained +5.1% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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