Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apogee Enterprises Inc (APOG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — APOG

Based on 234 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added APOG 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
234 funds currently hold this stock — 91% of the 3.0-year high of 256 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

134 buying97 selling
Last quarter: 134 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new APOG position: 37 → 30 → 44 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 17% new
161 out of 234 hedge funds have held APOG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +39% but shares only +5% — price-driven

Value
+38%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +5%. 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.
📈

Growing discovery — still being found

36 → 37 → 30 → 44 → 50 new funds/Q
New funds entering each quarter: 37 → 30 → 44 → 50. A growing number of institutions are discovering APOG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 239 holders: 174 (73%) are 2+ year veterans, 23 entered 1–2 years ago, and 42 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
48 of 233 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in APOG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — APOG

In 2026 Q2, 134 hedge funds were net buyers of APOG (50 opened a new position, 84 added to an existing one), while 97 reduced or exited (61 trimmed, 36 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in APOG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 234.

Hedge Fund Ownership: APOG

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

Market Analysis: APOG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APOG

-- --

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 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: APOG
231 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 231 220 5.0%
13F Shares 19M 19M 0.41%
Total Value $849M $626M 35.7%
New Positions 49 44 +5
Increased Positions 82 85 -3
Closed Positions 37 34 +3
Reduced Positions 60 56 +4
Total Calls 3 2 50.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: APOG

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

231 + investors

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

QUARTER:
Top 25 APOG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Villanova Investment Management Co LLC 1.37% 31,599 $1.4M
2 Grace & White Inc /Ny 0.81% 112,572 $5.1M
3 Bruce & Co., Inc. 0.62% 50,000 $2.3M
4 SummerHaven Investment Management, LLC 0.39% 15,982 $731K
5 Isthmus Partners, LLC 0.35% 79,015 $3.6M
6 Peregrine Capital Management LLC 0.16% 109,478 $5.0M
7 Royce & Associates LP 0.10% 272,000 $12.4M
8 North Star Investment Management Corp. 0.09% 37,950 $1.7M
9 Headlands Technologies LLC 0.09% 18,173 $831K
10 Odyssean, LLC 0.07% 10,050 $460K
11 Martingale Asset Management L P 0.07% 64,676 $3.0M
12 Pflug Koory, LLC 0.07% 3,770 $172K
13 Bridgeway Capital Management, LLC 0.07% 84,605 $3.9M
14 Aigen Investment Management, LP 0.06% 5,084 $233K
15 Numerai GP LLC 0.06% 16,423 $751K
16 Hillsdale Investment Management Inc. 0.06% 55,174 $2.5M
17 Ballast Advisors LLC 0.05% 4,667 $213K
18 CastleKnight Management LP 0.05% 81,046 $3.7M
19 Y-Intercept (Hong Kong) Ltd 0.05% 51,928 $2.4M
20 Marks Group Wealth Management, Inc 0.04% 10,000 $457K
21 Gabelli Funds LLC 0.04% 127,241 $5.8M
22 State of Wyoming 0.03% 7,517 $344K
23 XTX Topco Ltd 0.03% 49,913 $2.3M
24 Inspire Investing, LLC 0.03% 14,818 $678K
25 Wedge Capital Management L L P/Nc 0.03% 36,753 $1.7M
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 Enterprises Inc (APOG)

What does the Smart Money Trend signal show for APOG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added APOG 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 APOG?

Slight buying edge — 58% buying: Last quarter: 134 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for APOG holders?

Elite ownership — 66% AUM from top-100 funds: 48 of 233 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in APOG. 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 APOG?

69% of holders stayed for 2+ years: 161 out of 234 hedge funds have held APOG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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