Apogee Therapeutics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:APGE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Dec 24	BuyUS$990,775	Mark McKenna	Individual		20,000	US$49.85
23 Aug 24	SellUS$289,560	Jane Pritchett Henderson	Individual		6,000	US$48.26

Insider Trading Volume

Insider Buying: APGE insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of APGE?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,187,916	1.66%
Private Companies	4,199,437	5.88%
Hedge Funds	4,762,558	6.67%
VC/PE Firms	15,236,642	21.3%
Institutions	45,986,006	64.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 18.5%.

Top Shareholders

Top 25 shareholders own 110.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.8%	VR Adviser, LLC	15,236,642	US$721.0m	0%	37.21%
13.2%	FMR LLC	7,502,482	US$355.0m	-0.04%	0.02%
8.46%	Wellington Management Group LLP	4,814,400	US$227.8m	35.7%	0.04%
8.37%	Fairmount Funds Management LLC	4,762,558	US$225.4m	0%	18.38%
5.23%	BlackRock, Inc.	2,975,917	US$140.8m	8.51%	no data
4.77%	RTW Investments, LP	2,712,096	US$128.3m	0%	1.88%
4.45%	Driehaus Capital Management LLC	2,533,607	US$119.9m	19.6%	0.72%
3.97%	Paragon Therapeutics, Inc.	2,259,073	US$106.9m	0%	no data
3.74%	The Vanguard Group, Inc.	2,127,042	US$100.7m	7.95%	no data
3.54%	Perceptive Advisors LLC	2,015,007	US$95.4m	-4.3%	2.24%
3.45%	RA Capital Management, L.P.	1,961,863	US$92.8m	0%	1.15%
3.41%	Access Industries, Inc.	1,940,364	US$91.8m	0%	no data
2.89%	Braidwell LP	1,643,226	US$77.8m	-31.3%	3.52%
2.48%	State Street Global Advisors, Inc.	1,411,639	US$66.8m	-9.59%	no data
2.1%	AllianceBernstein L.P.	1,194,363	US$56.5m	5.48%	0.02%
1.76%	Deep Track Capital, LP	1,000,000	US$47.3m	0%	1.49%
1.72%	Woodline Partners LP	976,155	US$46.2m	30.8%	0.41%
1.5%	Franklin Resources, Inc.	851,989	US$40.3m	-15.3%	0.01%
1.45%	Geode Capital Management, LLC	823,839	US$39.0m	11.2%	no data
1.42%	Point72 Asset Management, L.P.	810,452	US$38.4m	85.8%	0.1%
1.33%	T. Rowe Price Group, Inc.	758,081	US$35.9m	-1.32%	no data
1.33%	Michael Henderson	755,051	US$35.7m	-8.12%	no data
1.23%	Paradigm Biocapital Advisors LP	701,817	US$33.2m	113%	1.23%
1.17%	Affinity Asset Advisors, LLC	664,198	US$31.4m	-20.6%	5.57%
1.1%	Waypoint Capital Advisors, LLC	627,089	US$29.7m	0%	6.5%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 04:36
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Apogee Therapeutics, Inc. is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Charlie Yang	BofA Global Research
Julian Harrison	BTIG
Edward Nash	Canaccord Genuity