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
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 3,788318.8K $0.44 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,666308.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 3,580296.7K $0.79 %0.00 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,522291.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 3,491289.4K $0.08 %0.00 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,358282.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,354282.3K $0.25 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,251273.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 3,249273.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 3,230271.9K $0.58 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,148260.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,145220.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,100217K $0.00 %0.00 %as of Feb 28, 2026 ↗
Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II 3,075215.3K $0.28 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 3,062214.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 2,974250.3K $0.27 %0.00 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 2,918245.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,834238.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,772233.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Nasdaq Biotechnology ProShares Trust 2,532177.2K $0.19 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,478173.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,449206.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,387167.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,381166.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,309194.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
Destinations Multi Strategy Alternatives Fund Brinker Capital Destinations Trust 2,200154K $0.03 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 2,131179.4K $0.18 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,075174.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,900159.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,817150.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 1,778147.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
LISANTI SMALL CAP GROWTH FUND FORUM FUNDS 1,770149K $1.07 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,732143.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,667116.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,667116.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Health Care ETF T. Rowe Price Exchange-Traded Funds, Inc. 1,658139.6K $0.69 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,619113.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,514127.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,418119.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,350113.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,292108.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,224103K $0.21 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,16097.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,15595.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Healthcare Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 1,15295.5K $0.86 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,10092.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,05789K $0.01 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,00084.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 98381.5K $0.11 %0.00 %as of Apr 30, 2026 ↗
Biotechnology Fund Rydex Variable Trust 96281K $0.76 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 92476.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 90876.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 86871.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 86672.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 81868.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 81457K $0.05 %0.00 %as of Feb 28, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 73551.5K $0.18 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 65555.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 63453.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 57948.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Health Innovation Active ETF BlackRock ETF Trust 57647.7K $0.47 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 50842.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 50141.5K $0.07 %0.00 %as of Apr 30, 2026 ↗
Lord Abbett Health Care Fund LORD ABBETT SECURITIES TRUST 48740.4K $0.50 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 43336.4K $0.49 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 39933.1K $0.21 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37025.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 33127.9K $0.18 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 32727.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Harbor Active Small Cap Growth ETF Harbor ETF Trust 29424.4K $0.66 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 28223.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 21818.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 20116.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 19716.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 14912.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 13611.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 12510.4K $0.14 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1129.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1008.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1008.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 816.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 615.1K $1.04 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 605.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 473.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 463.9K $0.13 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 402.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 201.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 171.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 13910 $0.08 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 121K $0.04 %0.00 %as of Mar 31, 2026 ↗
A&P LIFESCIENCE FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. 84K €2.29 %as of Dec 31, 2025 ↗

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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