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
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 16,8801.4M $0.50 %as of May 31, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 16,5532.2M $0.08 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 16,4612.2M $0.11 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 16,3751.3M $0.06 %as of May 31, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 15,8452.1M $0.84 %as of Jul 31, 2026 ↗
Health Sciences Portfolio PACIFIC SELECT FUND 15,7182.1M $0.55 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 15,7161.3M $0.01 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,7002.1M $0.07 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,8982M $0.18 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 14,6962M $0.07 %as of Jun 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 14,6601.2M $0.18 %as of May 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 14,4871.9M $0.54 %as of Jul 31, 2026 ↗
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 14,3211.9M $0.98 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14,1501.9M $0.17 %as of Jun 30, 2026 ↗
Driehaus Small/Mid Cap Growth Fund Driehaus Mutual Funds 13,8701.8M $1.59 %as of Jun 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 13,8501.8M $2.48 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 13,1511.7M $0.05 %as of Jun 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 13,1421.7M $0.46 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 13,0871.7M $0.40 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,6811.7M $0.18 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 12,6621.7M $0.17 %as of Jul 31, 2026 ↗
Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds 11,549948.6K $0.16 %as of May 29, 2026 ↗
AlphaCentric Life Sciences and Healthcare Fund MUTUAL FUND SERIES TRUST 11,5331.5M $3.28 %as of Jun 30, 2026 ↗
BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds 11,4471.5M $1.29 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 11,3471.5M $0.06 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,9991.5M $0.01 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,9901.5M $0.21 %as of Jul 31, 2026 ↗
Biotechnology Fund Rydex Series Funds 10,5121.4M $1.02 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 10,4891.4M $0.03 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,8001.3M $0.18 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 9,7961.3M $0.12 %as of Jun 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 9,7371.3M $0.51 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 9,0881.2M $0.30 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 8,9931.2M $0.18 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 8,8571.2M $0.04 %as of Jun 30, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 8,8121.2M $0.27 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 8,6001.1M $0.01 %as of Jun 30, 2026 ↗
Putnam VT Global Health Care Fund Putnam Variable Trust 8,5001.1M $0.76 %as of Jun 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 8,5001.1M $0.65 %as of Jun 30, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 8,4731.1M $1.86 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,4281.1M $0.27 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,9631.1M $0.09 %as of Jun 30, 2026 ↗
T. Rowe Price Health Sciences Portfolio T. ROWE PRICE EQUITY SERIES, INC. 7,9431.1M $0.14 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 7,9301.1M $0.12 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,8561.1M $0.08 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 7,820642.3K $0.01 %as of May 29, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,7611M $0.03 %as of Jun 30, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 7,479992.7K $0.62 %as of Jun 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 7,166588.6K $0.05 %as of May 29, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,999929K $0.19 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,795901.9K $0.19 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,648882.4K $0.19 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,583882.7K $0.11 %as of Jul 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,356843.6K $0.21 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,300517.5K $0.04 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,954790.3K $0.18 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,431720.9K $0.18 %as of Jun 30, 2026 ↗
PROFUND VP BIOTECHNOLOGY ProFunds 5,323706.5K $1.45 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 5,300435.3K $0.00 %as of May 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,100683.9K $0.19 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,000663.7K $0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,927654K $0.21 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 4,882401K $0.04 %as of May 31, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 4,869646.3K $0.50 %as of Jun 30, 2026 ↗
Goldman Sachs Future Health Care Equity ETF Goldman Sachs ETF Trust 4,823396.2K $1.97 %as of May 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 4,714625.7K $0.04 %as of Jun 30, 2026 ↗
PIMCO Global Core Asset Allocation Fund PIMCO FUNDS 4,500597.3K $0.18 %as of Jun 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 4,468593K $0.06 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,362579K $0.10 %as of Jun 30, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 4,150550.8K $0.91 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,093543.3K $0.18 %as of Jun 30, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 4,048332.5K $0.64 %as of May 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,999530.8K $0.35 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,938528K $0.19 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 3,892521.9K $0.02 %as of Jul 31, 2026 ↗
PIMCO Global Managed Asset Allocation Portfolio PIMCO VARIABLE INSURANCE TRUST 3,700491.1K $0.17 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,673301.7K $0.00 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,606478.6K $0.18 %as of Jun 30, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 3,519471.9K $1.02 %as of Jul 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 3,208425.8K $0.31 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 3,162419.7K $0.74 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 3,058405.9K $0.11 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,992397.1K $0.18 %as of Jun 30, 2026 ↗
Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II 2,933240.9K $0.36 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,814373.5K $0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,804376K $0.01 %as of Jul 31, 2026 ↗
Health Sciences Trust John Hancock Variable Insurance Trust 2,744364.2K $0.14 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,676355.2K $0.22 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,419321.1K $0.02 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,338192K $0.03 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,286303.4K $0.00 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,186290.1K $0.12 %as of Jun 30, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 2,100278.7K $0.53 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,095172.1K $0.09 %as of May 31, 2026 ↗
ProShares Ultra Nasdaq Biotechnology ProShares Trust 2,028166.6K $0.23 %as of May 31, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 2,000265.5K $2.49 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,939257.4K $0.01 %as of Jun 30, 2026 ↗
EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust 1,936257K $0.15 %as of Jun 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,910256.1K $0.29 %as of Jul 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 1,818149.3K $0.45 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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