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
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 32,3652.3M $0.01 %0.04 %as of Feb 28, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 32,0382.7M $0.51 %0.04 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 32,0192.7M $0.00 %0.04 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 31,5102.6M $0.01 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 30,8002.6M $0.02 %0.04 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 30,4192.6M $0.46 %0.04 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 29,0132.4M $0.30 %0.04 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,4432M $0.01 %0.04 %as of Feb 28, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 28,3572.4M $0.96 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,8802.3M $0.01 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,6732.3M $0.01 %0.04 %as of Apr 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 27,1571.9M $0.25 %0.04 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,7002.2M $0.11 %0.03 %as of Mar 31, 2026 ↗
AMG Frontier Small Cap Growth Fund AMG Funds I 25,2182.1M $2.13 %0.03 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 22,1201.9M $0.12 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 21,7091.5M $0.11 %0.03 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 21,10016.9M SEK0.06 %0.03 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 20,8391.8M $0.28 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 20,6151.7M $0.13 %0.03 %as of Mar 31, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 20,1191.7M $0.91 %0.03 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,1081.7M $0.19 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 19,7141.4M $0.15 %0.03 %as of Feb 28, 2026 ↗
Victory RS Science & Technology Fund Victory Portfolios 19,4601.6M $0.87 %0.03 %as of Mar 31, 2026 ↗
VIP Health Care Portfolio Variable Insurance Products Fund IV 19,2771.6M $0.16 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 19,2431.6M $0.11 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,8791.6M $0.06 %0.03 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 18,8351.6M $0.17 %0.03 %as of Apr 30, 2026 ↗
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 18,1791.5M $1.02 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 17,6121.5M $0.05 %0.02 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 17,5971.2M $0.32 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 17,1551.4M $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 17,1301.2M $0.05 %0.02 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 16,4611.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 15,8891.3M $0.43 %0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,7001.3M $0.05 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,5311.1M $0.09 %0.02 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 15,4551.1M $0.01 %0.02 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,2261.3M $0.17 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 15,0841.3M $0.30 %0.02 %as of Mar 31, 2026 ↗
Baron Health Care Fund BARON SELECT FUNDS 15,0001.3M $1.05 %0.02 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 14,9861.3M $0.38 %0.02 %as of Mar 31, 2026 ↗
Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds 14,5311M $0.19 %0.02 %as of Feb 27, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,0941.2M $0.12 %0.02 %as of Mar 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 13,6011.1M $0.32 %0.02 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 13,5111.1M $0.42 %0.02 %as of Mar 31, 2026 ↗
Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds 13,1851.1M $1.23 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 13,1331.1M $0.08 %0.02 %as of Mar 31, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 13,0501.1M $0.82 %0.02 %as of Mar 31, 2026 ↗
MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND 12,4931.1M $0.30 %0.02 %as of Mar 31, 2026 ↗
Health Sciences Trust John Hancock Variable Insurance Trust 12,3071M $0.46 %0.02 %as of Mar 31, 2026 ↗
Health Sciences Portfolio PACIFIC SELECT FUND 12,1381M $0.29 %0.02 %as of Mar 31, 2026 ↗
Biotechnology Fund Rydex Series Funds 12,0661M $0.75 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,9261M $0.10 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 11,800993.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,770975.6K $0.03 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 11,552972.3K $0.13 %0.02 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 11,530807.1K $0.00 %0.02 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 11,466965.1K $0.14 %0.02 %as of Mar 31, 2026 ↗
AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST 11,369956.9K $2.43 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,083932.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,765892.3K $0.09 %0.01 %as of Apr 30, 2026 ↗
M Capital Appreciation Fund M FUND INC 10,723902.6K $0.34 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,503884K $0.10 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 10,301721.1K $0.47 %0.01 %as of Feb 28, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 9,594807.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 9,422781K $0.02 %0.01 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 9,088764.9K $0.22 %0.01 %as of Mar 31, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 9,059750.9K $1.29 %0.01 %as of Apr 30, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 8,874735.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Capital Appreciation Portfolio PACIFIC SELECT FUND 8,859745.7K $0.73 %0.01 %as of Mar 31, 2026 ↗
EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust 8,836743.7K $0.47 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,751736.6K $0.13 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 8,396695.9K $0.11 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,088670.4K $0.16 %0.01 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 7,844660.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 7,842660.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,761653.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,383621.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,151601.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,543542.3K $0.04 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,300441K $0.04 %0.01 %as of Feb 28, 2026 ↗
HARTFORD HEALTHCARE HLS FUND HARTFORD SERIES FUND INC 6,243525.5K $0.50 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,226524K $0.13 %0.01 %as of Mar 31, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 6,207522.4K $1.25 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 6,136516.5K $0.31 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,013506.1K $0.13 %0.01 %as of Mar 31, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 5,798480.6K $0.15 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,547459.8K $0.06 %0.01 %as of Apr 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 5,500455.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,262442.9K $0.13 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Future Health Care Equity ETF Goldman Sachs ETF Trust 5,225365.8K $1.62 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,974418.7K $0.12 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,841407.5K $0.12 %0.01 %as of Mar 31, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 4,818405.5K $0.84 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,669387K $0.11 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 4,600381.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 4,468312.8K $1.05 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 3,904273.3K $0.60 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 3,869320.7K $0.11 %0.01 %as of Apr 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 3,854324.4K $0.23 %0.01 %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