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Lindbrook Capital’s Apogee Therapeutics APGE Stock Holding History

Lindbrook Capital’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
Q1 		$2.02K Buy
54
+43
+391% +$1.66K ﹤0.01% 2282
2024
Q4 		$498 Buy
+11
New +$561 ﹤0.01% 2625

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 $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lindbrook Capital's APGE Position: Q1 2025 in Review

Lindbrook Capital increased its Apogee Therapeutics (APGE) stake by 391% in Q1 2025, buying an estimated $1.66K and bringing the position to 54 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Lindbrook Capital first reported a position in APGE in Q4 2024 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold APGE as of Q1 2025.

  • Lindbrook Capital held 54 shares of Apogee Therapeutics worth $2.02K as of Q1 2025.
  • Lindbrook Capital bought 43 Apogee Therapeutics shares in Q1 2025, an estimated $1.66K.
  • Apogee Therapeutics made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2282 holding.
  • Lindbrook Capital first reported a position in Apogee Therapeutics in Q4 2024 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.