Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APOGEE THERAPEUTICS INC (APGE)

207 + 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
↑ +38
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — APGE

Based on 200 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
200 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
+51 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 — 70% buying

141 buying59 selling
Last quarter: 141 funds were net buyers (55 opened a brand new position + 86 added to an existing one). Only 59 were sellers (42 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new APGE position: 35 → 36 → 23 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 36% new

■ 30% conviction (2yr+) ■ 34% medium ■ 36% new
Of the 200 current holders: 59 (30%) held >2 years, 69 held 1–2 years, and 72 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.
💰

Value +118% but shares only +15% — price-driven

Value
+117%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +118%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~55 new funds/quarter

36 → 35 → 36 → 23 → 55 new funds/Q
New funds entering each quarter: 35 → 36 → 23 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 29% veterans, 41% new entrants

■ 29% veterans ■ 30% 1-2yr ■ 41% new
Of 207 current holders: 61 (29%) held 2+ years, 62 held 1–2 years, 84 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
32 of 200 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: APGE
2026 Q1 Stats Unlock in 18 days 207 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 207 171 21.05%
13F Shares 69M 60M 15.22%
Total Value $5.10B $2.35B 117.64%
New Positions 56 23 +33
Increased Positions 96 74 +22
Closed Positions 18 37 -19
Reduced Positions 55 73 -18
Total Calls 5 5 -
Total Puts 4 4 -
PUT/CALL Ratio 0.8 0.8 Neutral

Statistics: APGE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

207 + investors

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

Top 25 institutional holders of APGE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayforest Capital Ltd 0.57% 6,063 $510K
2 MOODY ALDRICH PARTNERS LLC 0.44% 29,080 $2.4M
3 PSP Research LLC 0.15% 2,500 $210K
4 Candriam S.C.A. 0.10% 223,541 $18.8M
5 PROFUND ADVISORS LLC 0.08% 27,121 $2.3M
6 China Universal Asset Management Co., Ltd. 0.06% 9,731 $819K
7 Pictet Asset Management Holding SA 0.02% 261,050 $22.0M
8 SBI Okasan Asset Management Co.Ltd. 0.02% 7,100 $559K
9 Aberdeen Group plc 0.02% 143,379 $12.1M
10 E Fund Management Co., Ltd. 0.02% 7,593 $639K
11 BANQUE PICTET & CIE SA 0.01% 19,960 $1.7M
12 AlphaQuest LLC 0.01% 2,524 $191K
13 FIFTH THIRD BANCORP 0.01% 63,800 $5.4M
14 Police & Firemen's Retirement System of New Jersey 0.01% 11,138 $937K
15 Handelsbanken Fonder AB 0.01% 21,100 $2K
16 Arizona State Retirement System 0.01% 10,510 $885K
17 Red Tortoise LLC 0.00% 69 $6K
18 KLP KAPITALFORVALTNING AS 0.00% 7,100 $598K
19 Versant Capital Management, Inc 0.00% 229 $19K
20 GF FUND MANAGEMENT CO. LTD. 0.00% 1,232 $104K
21 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 4,201 $354K
22 STRS OHIO 0.00% 4,400 $370K
23 ProShare Advisors LLC 0.00% 8,886 $748K
24 SG Americas Securities, LLC 0.00% 10,207 —
25 GAMMA Investing LLC 0.00% 220 $19K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 70% buying: Last quarter: 141 funds were net buyers (55 opened a brand new position + 86 added to an existing one). Only 59 were sellers (42 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APGE holders?

Elite ownership — 45% AUM from top-100 funds: 32 of 200 holders are among the 100 largest funds by AUM, controlling 45% 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 — 30% long-term, 36% new: Of the 200 current holders: 59 (30%) held >2 years, 69 held 1–2 years, and 72 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.

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.