Titelia

Fund shareholders of Apogee Therapeutics Inc

ISIN US03770N1019 · United States

Fund shareholders
262
Of which ETFs
54 208 other funds
Value held
≈ 2.3B $ 2.3B $ · 84K € · 16.9M SEK
FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,870,667248.3M $0.01 %as of Jun 30, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 1,838,574151M $0.15 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST 1,203,674159.8M $1.49 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,157,561153.6M $0.19 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 673,95089.5M $0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 653,46186.7M $1.17 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 641,49985.1M $0.09 %as of Jun 30, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 544,05744.7M $0.16 %as of May 31, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 535,45571.1M $4.35 %as of Jun 30, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 530,62643.6M $0.18 %as of May 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 492,99266.1M $0.19 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 427,17156.7M $0.08 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 416,31555.3M $0.36 %as of Jun 30, 2026 ↗
iShares Biotechnology ETF iShares Trust 403,67553.6M $0.59 %as of Jun 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 398,65732.7M $0.62 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 298,07339.6M $0.35 %as of Jun 30, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 278,58037M $2.48 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 277,56422.8M $0.05 %as of May 31, 2026 ↗
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 263,70221.7M $0.37 %as of May 29, 2026 ↗
Eventide Healthcare & Life Sciences Fund MUTUAL FUND SERIES TRUST 260,00034.5M $1.93 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 258,02021.2M $0.09 %as of May 31, 2026 ↗
PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. 240,38719.7M $1.42 %as of May 29, 2026 ↗
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 236,81931.8M $4.99 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 229,02530.7M $0.35 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 228,48718.8M $0.11 %as of May 31, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 219,70229.2M $1.81 %as of Jun 30, 2026 ↗
Janus Henderson Global Life Sciences Fund Janus Investment Fund 207,38527.5M $0.47 %as of Jun 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 195,10825.9M $0.01 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 183,23824.3M $1.07 %as of Jun 30, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 147,25619.5M $0.58 %as of Jun 30, 2026 ↗
T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. 126,09816.7M $0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 117,52615.8M $0.34 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 114,6119.4M $0.05 %as of May 31, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 114,3009.4M $0.66 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 109,55314.7M $0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 100,8808.3M $0.01 %as of May 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 93,41112.4M $1.18 %as of Jun 30, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 91,72812.2M $0.39 %as of Jun 30, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 90,0077.4M $0.13 %as of May 31, 2026 ↗
Putnam Global Health Care Fund Putnam Global Health Care Fund 88,0007.2M $0.49 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 87,35811.6M $0.46 %as of Jun 30, 2026 ↗
First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II 86,53711.5M $0.85 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 83,14711M $0.18 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 82,4766.8M $0.01 %as of May 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 75,60010M $0.03 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 75,13210M $0.01 %as of Jun 30, 2026 ↗
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 69,0589.2M $0.32 %as of Jun 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 67,4579M $1.34 %as of Jul 31, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 66,1008.8M $0.03 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 60,4895M $0.39 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 58,8267.9M $0.19 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 57,9504.8M $0.25 %as of May 31, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 57,7224.7M $2.93 %as of May 31, 2026 ↗
The Merger Fund Merger Fund 56,7807.5M $0.30 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 53,1837.1M $0.33 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 48,9776.5M $0.17 %as of Jun 30, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 48,6056.5M $0.39 %as of Jun 30, 2026 ↗
Dunham Monthly Distribution Fund Dunham Funds 46,7646.3M $2.03 %as of Jul 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 43,8995.8M $1.24 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 42,5935.7M $0.25 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 42,2605.6M $0.36 %as of Jun 30, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 42,1085.6M $0.94 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 41,7505.5M $1.36 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 41,7073.4M $0.20 %as of May 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 41,0225.4M $0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust 40,7965.5M $1.11 %as of Jul 31, 2026 ↗
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 37,7195.1M $9.60 %as of Jul 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 36,8004.9M $0.03 %as of Jun 30, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 36,4624.8M $0.81 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 35,5212.9M $0.64 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 35,4834.8M $0.01 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 34,7784.6M $0.00 %as of Jun 30, 2026 ↗
Eaton Vance Worldwide Health Sciences Fund Eaton Vance Growth Trust 33,6552.8M $0.36 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 33,3122.7M $0.01 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 32,0194.3M $0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 31,6672.6M $0.01 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,4984.2M $0.01 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,1004.1M $0.18 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 30,7162.5M $0.34 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,3254.1M $0.01 %as of Jul 31, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 29,0503.9M $0.91 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 29,0503.9M $1.09 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 28,2403.7M $0.01 %as of Jun 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 27,8413.7M $1.24 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 27,1572.2M $0.27 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 26,7303.5M $0.19 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 22,8043M $0.18 %as of Jun 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 22,4501.8M $0.10 %as of May 31, 2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 22,4403M $1.64 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 21,5932.9M $0.19 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 21,3112.8M $0.27 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,10016.9M SEK0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,6672.8M $0.11 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 20,6572.7M $0.33 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,6422.6M $0.25 %as of Jun 30, 2026 ↗
Victory RS Science & Technology Fund Victory Portfolios 19,4602.6M $1.02 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 19,2382.6M $0.35 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 18,9121.6M $0.17 %as of May 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 18,1402.4M $0.07 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 17,7751.5M $0.11 %as of May 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
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 9.60 %as of Jul 31, 2026 ↗
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 4.99 %as of Jul 31, 2026 ↗
First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II 4.35 %as of Jun 30, 2026 ↗
AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST 3.28 %as of Jun 30, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 2.93 %as of May 31, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 2.49 %as of Jun 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 2.48 %as of Jun 30, 2026 ↗
Nexpoint Merger Arbitrage Fund NexPoint Funds I 2.48 %as of Jun 30, 2026 ↗
A&P LIFESCIENCE FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. 2.29 %as of Dec 31, 2025 ↗
Dunham Monthly Distribution Fund Dunham Funds 2.03 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3260-2919,588,105-38.2 %
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 5 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
FMR LLC and 1 other4.00 %2,493,137as of Jun 30, 2026 · SCHEDULE 13G
T. Rowe Price Investment Management, Inc. 1.30 %772,969as of Jun 30, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others0.90 %564,326as of Jun 30, 2026 · SCHEDULE 13G
Fairmount Funds Management LLC and 3 others0.00 %0as of Sep 3, 2026 · SCHEDULE 13D
Venrock Healthcare Capital Partners III, L.P. and 6 others0.00 %0as of Sep 3, 2026 · SCHEDULE 13D
Cite this page

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