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Caption Management’s Apogee Therapeutics APGE Stock Holding History

Caption Management’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76M Buy
+32,800
New +$2.38M 0.02% 721
2025
Q3 		– Sell
-57,600
Closed -$2.5M – 1644
2025
Q2 		$2.5M Buy
57,600
+20,100
+54% +$765K 0.03% 656
2025
Q1 		$1.4M Buy
+37,500
New +$1.45M 0.01% 807
2024
Q4 		– Sell
-200,000
Closed -$11.7M – 1441
2024
Q3 		$11.7M Buy
+200,000
New +$9.58M 0.19% 130

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Caption Management's APGE Position: Q4 2025 in Review

Caption Management sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 4,800 shares — an estimated $191K sold.

Caption Management first reported a position in APGE in Q3 2024 and held it in 4 quarters. The position peaked at $443K in Q3 2024. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

  • Caption Management reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 4,800 Apogee Therapeutics shares in Q4 2025, an estimated $191K.
  • Caption Management first reported a position in Apogee Therapeutics in Q3 2024 and held it in 4 quarters.
  • Caption Management's Apogee Therapeutics position peaked at $443K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.