Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apogee Therapeutics Inc (APGE)

280 + 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
↑ +62
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — APGE

Based on 288 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
288 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 — +61% more funds vs a year ago

fund count last 6Q
+109 new funds entered over the past year (+61% 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 — 63% buying

204 buying122 selling
Last quarter: 204 funds were net buyers (115 opened a brand new position + 89 added to an existing one). Only 122 were sellers (69 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+67 vs last Q)

new funds entering per quarter
Funds opening a new APGE position: 24 → 55 → 48 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 50% new

■ 27% conviction (2yr+) ■ 23% medium ■ 50% new
Of the 288 current holders: 78 (27%) held >2 years, 65 held 1–2 years, and 145 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.
💰

Price up while funds trimmed (+47% value, -9% shares)

Value
+47%
Shares
-9%
Last quarter: total value of institutional APGE holdings rose +47% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

36 → 24 → 55 → 48 → 115 new funds/Q
New funds entering each quarter: 24 → 55 → 48 → 115. 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 — 33% veterans, 50% new entrants

■ 33% veterans ■ 17% 1-2yr ■ 50% new
Of 304 current holders: 99 (33%) held 2+ years, 53 held 1–2 years, 152 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
54 of 284 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 Q2, 204 hedge funds were net buyers of APGE (115 opened a new position, 89 added to an existing one), while 122 reduced or exited (69 trimmed, 53 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in APGE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 288.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 10 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: APGE
280 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 280 226 23.89%
13F Shares 66M 79M -16.91%
Total Value $8.30B $5.69B 46.04%
New Positions 113 48 +65
Increased Positions 84 108 -24
Closed Positions 55 29 +26
Reduced Positions 67 52 +15
Total Calls 9 9 -
Total Puts 11 8 37.5%
PUT/CALL Ratio 1.22 0.89 Bearish

Statistics: APGE

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Institutional Holders (2026 Q2)

280 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Venrock Adviser, LLC 34.18% 8,493,321 $1.13B
2 Remedium Capital Partners, LLC 17.24% 586,691 $77.9M
3 Slotnik Capital, LLC 8.94% 260,740 $34.6M
4 Chicago Capital Management, LLC 8.73% 97,100 $9.8M
5 First Light Asset Management, LLC 7.50% 930,289 $123.5M
6 Twin Securities, Inc. 7.13% 120,000 $15.9M
7 Beryl Capital Management LLC 7.04% 58,676 $7.8M
8 Affinity Asset Advisors, LLC 5.92% 987,000 $131.0M
9 Kryger Capital LLC 5.62% 742,555 $98.6M
10 Versor Investments LP 5.09% 18,222 $2.4M
11 First Trust Capital Management L.P. 4.83% 625,182 $83.0M
12 Opaleye Management Inc. 4.69% 390,000 $51.8M
13 Harvest Management LLC 4.12% 79,000 $10.5M
14 Paradigm Biocapital Advisors LP 3.92% 1,576,385 $209.2M
15 Transmarket Holdings LP 3.36% 34,493 $4.6M
16 Absolute Gestao de Investimentos Ltda. 2.74% 205,000 $27.2M
17 Nexpoint Asset Management, L.P. 2.66% 299,940 $39.8M
18 Fairmount Funds Management LLC 2.62% 298,647 $39.6M
19 Perceptive Advisors LLC 2.61% 1,308,113 $173.6M
20 Gardner Lewis Asset Management L P 2.37% 80,000 $10.6M
21 TIG Advisors, LLC 2.14% 364,250 $48.3M
22 First Turn Management, LLC 1.97% 138,822 $18.4M
23 Platinum Investment Management Ltd 1.90% 58,314 $7.7M
24 Cinctive Capital Management LP 1.71% 350,165 $46.5M
25 Renaissance Capital LLC 1.64% 22,440 $3.0M
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 — 3 quarters in a row: For 3 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 — 63% buying: Last quarter: 204 funds were net buyers (115 opened a brand new position + 89 added to an existing one). Only 122 were sellers (69 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APGE holders?

Strong quality — 36% AUM from major funds: 54 of 284 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held APGE?

Mixed — 27% long-term, 50% new: Of the 288 current holders: 78 (27%) held >2 years, 65 held 1–2 years, and 145 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.

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