Titelia

Fund shareholders of Apogee Therapeutics Inc

ISIN US03770N1019 · United States

Fund shareholders
291
Of which ETFs
51 240 other funds
Value held
2.6B $ 84K € · 16.9M SEK
Share of capital
42.1 % of 75.3M shares on Jun 30, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 5,295,932445.8M $0.67 %7.03 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,840,364154.9M $0.01 %2.44 %as of Mar 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 1,698,393118.9M $0.14 %2.25 %as of Feb 28, 2026 ↗
VANGUARD HEALTH CARE FUND VANGUARD SPECIALIZED FUNDS 1,490,737123.6M $0.34 %1.98 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 1,134,39495.5M $1.28 %1.51 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust 1,125,67394.7M $0.69 %1.49 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,054,98388.8M $0.12 %1.40 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. 802,06767.5M $0.30 %1.06 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 634,84953.4M $0.86 %0.84 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 621,36351.5M $0.05 %0.82 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 598,60350.4M $0.06 %0.79 %as of Mar 31, 2026 ↗
Eventide Healthcare & Life Sciences Fund MUTUAL FUND SERIES TRUST 557,42346.9M $2.96 %0.74 %as of Mar 31, 2026 ↗
T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. 555,09846.7M $0.43 %0.74 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 530,57644M $0.20 %0.70 %as of Apr 30, 2026 ↗
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust 523,79944.1M $0.67 %0.70 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 511,83035.8M $0.15 %0.68 %as of Feb 28, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 493,82634.6M $0.16 %0.66 %as of Feb 28, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 452,63937.5M $1.97 %0.60 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 439,93536.5M $0.11 %0.58 %as of Apr 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 392,75727.5M $0.51 %0.52 %as of Feb 28, 2026 ↗
Janus Henderson Global Life Sciences Fund JANUS INVESTMENT FUND 379,60832M $0.61 %0.50 %as of Mar 31, 2026 ↗
Penn Series Flexibly Managed Fund Penn Series Funds Inc 375,71831.6M $0.68 %0.50 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 362,28730.5M $0.33 %0.48 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 359,03030.2M $0.25 %0.48 %as of Mar 31, 2026 ↗
iShares Biotechnology ETF iShares Trust 353,52029.8M $0.37 %0.47 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 351,52929.6M $1.36 %0.47 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 348,67429.3M $0.04 %0.46 %as of Mar 31, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 328,06227.6M $0.02 %0.44 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 299,96524.9M $0.30 %0.40 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 264,64622.3M $0.27 %0.35 %as of Mar 31, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 253,33321M $0.72 %0.34 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 253,23117.7M $0.04 %0.34 %as of Feb 28, 2026 ↗
PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. 240,38716.8M $1.15 %0.32 %as of Feb 27, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 235,62216.5M $0.08 %0.31 %as of Feb 28, 2026 ↗
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 216,05317.9M $0.67 %0.29 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 203,01217.1M $0.89 %0.27 %as of Mar 31, 2026 ↗
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 202,95014.2M $0.22 %0.27 %as of Feb 27, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 198,22916.7M $1.45 %0.26 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 190,78313.4M $0.09 %0.25 %as of Feb 28, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 143,48511.9M $0.26 %0.19 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 143,28212.1M $0.30 %0.19 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 126,67610.5M $0.24 %0.17 %as of Apr 30, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 124,95110.4M $0.05 %0.17 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 113,5309.6M $0.67 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 113,0149.4M $0.05 %0.15 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 97,4248.1M $0.11 %0.13 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 95,7916.7M $0.03 %0.13 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 94,7398M $0.42 %0.13 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 92,0436.4M $0.01 %0.12 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. 90,5437.6M $0.28 %0.12 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 89,5267.5M $0.83 %0.12 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 88,5417.3M $0.26 %0.12 %as of Apr 30, 2026 ↗
Franklin Biotechnology Discovery Fund Franklin Strategic Series 82,7376.9M $0.66 %0.11 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 81,1906.8M $0.34 %0.11 %as of Mar 31, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 79,6915.6M $0.09 %0.11 %as of Feb 28, 2026 ↗
Victory Science & Technology Fund Victory Portfolios III 75,8516.3M $0.45 %0.10 %as of Apr 30, 2026 ↗
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 75,3176.3M $0.23 %0.10 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 74,7396.2M $0.26 %0.10 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 73,1076.1M $0.32 %0.10 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 72,1776.1M $0.13 %0.10 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 71,9865M $0.01 %0.10 %as of Feb 28, 2026 ↗
AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust 71,2606M $0.68 %0.09 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 70,3785.9M $0.02 %0.09 %as of Mar 31, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 69,0565.7M $0.86 %0.09 %as of Apr 30, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 68,5955.7M $0.23 %0.09 %as of Apr 30, 2026 ↗
Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. 67,3965.7M $0.30 %0.09 %as of Mar 31, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 65,0065.4M $1.04 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 63,9455.4M $0.01 %0.08 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 63,8005.4M $0.02 %0.08 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 57,9504.1M $0.23 %0.08 %as of Feb 28, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 56,5104.8M $1.04 %0.08 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 55,5554.7M $0.25 %0.07 %as of Mar 31, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 55,4004.7M $0.02 %0.07 %as of Mar 31, 2026 ↗
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 55,3164.6M $0.16 %0.07 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 54,9583.8M $0.31 %0.07 %as of Feb 28, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 53,1334.5M $0.63 %0.07 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 52,0554.3M $0.11 %0.07 %as of Apr 30, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 51,9923.6M $0.33 %0.07 %as of Feb 28, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 48,8723.4M $2.48 %0.06 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 46,0023.8M $0.51 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 45,4693.8M $0.04 %0.06 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 44,5223.7M $0.96 %0.06 %as of Mar 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 43,9043.7M $0.50 %0.06 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 43,7103.7M $1.11 %0.06 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 42,6033.6M $0.11 %0.06 %as of Mar 31, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 40,9373.4M $0.78 %0.05 %as of Mar 31, 2026 ↗
Capital Appreciation Value Trust John Hancock Variable Insurance Trust 38,4483.2M $0.70 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 38,0362.7M $0.63 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I 37,1743.1M $0.30 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 36,6303.1M $0.00 %0.05 %as of Mar 31, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 36,4753.1M $0.26 %0.05 %as of Mar 31, 2026 ↗
THE HARTFORD HEALTHCARE FUND HARTFORD MUTUAL FUNDS, INC 35,6923M $0.41 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,3092.5M $0.17 %0.05 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 34,8762.4M $0.33 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Health Sciences Portfolio T. ROWE PRICE EQUITY SERIES, INC. 34,8622.9M $0.44 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 33,8152.8M $0.25 %0.04 %as of Mar 31, 2026 ↗
Eaton Vance Worldwide Health Sciences Fund Eaton Vance Growth Trust 33,6552.4M $0.27 %0.04 %as of Feb 28, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 33,4082.8M $0.27 %0.04 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 32,7432.8M $0.87 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 32,6252.7M $0.00 %0.04 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Eventide Healthcare & Life Sciences Fund MUTUAL FUND SERIES TRUST 2.96 %as of Mar 31, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 2.48 %as of Feb 28, 2026 ↗
AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST 2.43 %as of Mar 31, 2026 ↗
A&P LIFESCIENCE FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. 2.29 %as of Dec 31, 2025 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 2.13 %as of Apr 30, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 1.97 %as of Apr 30, 2026 ↗
Goldman Sachs Future Health Care Equity ETF Goldman Sachs ETF Trust 1.62 %as of Feb 28, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 1.45 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 1.36 %as of Mar 31, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 1.29 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2289+3531,675,127+37.0 %
2026Q1254+4723,112,284+24.4 %
2025Q4207+118,584,543+5.4 %
2025Q3206-317,626,158-5.7 %
2025Q2209+718,689,532+5.2 %
2025Q1202+717,766,785+4.8 %
2024Q4195-216,950,625+5.2 %
2024Q3197+1016,119,696+18.1 %
2024Q2187+6613,649,363+113.0 %
2024Q1121+186,407,112+39.6 %
2023Q41034,589,067

Institutional managers

217 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
T. Rowe Price Investment Management, Inc.10,300,984867K $as of Mar 31, 2026
FMR LLC9,262,291779.6M $as of Mar 31, 2026
Venrock Adviser, LLC8,493,321714.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,375,703368.3M $as of Mar 31, 2026
BlackRock, Inc.4,085,651343.9M $as of Mar 31, 2026
RTW INVESTMENTS, LP2,782,097234.2M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC2,360,596198.8M $as of Mar 31, 2026
STATE STREET CORP2,162,964182.1M $as of Mar 31, 2026
Driehaus Capital Management LLC1,920,800161.7M $as of Mar 31, 2026
PERCEPTIVE ADVISORS LLC1,540,384129.7M $as of Mar 31, 2026
Paradigm Biocapital Advisors LP1,348,243113.5M $as of Mar 31, 2026
Affinity Asset Advisors, LLC1,284,926108.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,217,289102.5M $as of Mar 31, 2026
UBS Group AG1,144,32896.3M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,143,15296.2K $as of Mar 31, 2026
JPMORGAN CHASE & CO1,110,47087.4M $as of Mar 31, 2026
Vestal Point Capital, LP1,100,00092.6M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC1,064,48389.6M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.990,29774.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/900,87175.8M $as of Mar 31, 2026
MERCER GLOBAL ADVISORS INC /ADV831,42870M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC652,59054.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC598,90250.4M $as of Mar 31, 2026
MORGAN STANLEY595,03250.1M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC585,01649.2M $as of Mar 31, 2026

Declared shareholders of Apogee Therapeutics Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
T. Rowe Price Investment Management, Inc. 16.80 %10,291,220as of Mar 31, 2026 · SCHEDULE 13G
Fairmount Funds Management LLC and 3 others9.99 %6,808,789as of Jun 18, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of Apogee Therapeutics Inc". https://titelia.com/en/stocks/apogee-therapeutics-inc-US03770N1019