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Jefferies Financial Group’s Apogee Therapeutics APGE Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-568,084
Closed -$22.6M – 1843
2025
Q3 		$22.6M Sell
568,084
-74,273
-12% -$2.84M 0.11% 143
2025
Q2 		$27.9M Buy
642,357
+220,561
+52% +$8.39M 0.23% 87
2025
Q1 		$15.8M Sell
421,796
-465,701
-52% -$18M 0.14% 96
2024
Q4 		$40.2M Buy
887,497
+518,300
+140% +$26.4M 0.24% 77
2024
Q3 		$21.7M Buy
369,197
+189,120
+105% +$9.06M 0.16% 85
2024
Q2 		$7.09M Buy
+180,077
New +$8.74M 0.08% 207

Other funds holding APGE

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jefferies Financial Group's APGE Position: Q4 2025 in Review

Jefferies Financial Group sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 568,084 shares — an estimated $22.6M sold.

Jefferies Financial Group first reported a position in APGE in Q2 2024 and held it in 6 quarters. The position peaked at $40.2M in Q4 2024. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

  • Jefferies Financial Group reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 568,084 Apogee Therapeutics shares in Q4 2025, an estimated $22.6M.
  • Jefferies Financial Group first reported a position in Apogee Therapeutics in Q2 2024 and held it in 6 quarters.
  • Jefferies Financial Group's Apogee Therapeutics position peaked at $40.2M in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.