Rafferty Asset Management
APGE icon

Rafferty Asset Management’s Apogee Therapeutics APGE Stock Holding History

Rafferty Asset 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 		$5.08M Buy
60,397
+11,778
+24% +$855K 0.02% 351
2025
Q4 		$3.67M Sell
48,619
-17,177
-26% -$1.08M 0.01% 515
2025
Q3 		$2.61M Buy
65,796
+23,585
+56% +$901K 0.01% 582
2025
Q2 		$1.83M Sell
42,211
-790
-2% -$30.1K 0.01% 620
2025
Q1 		$1.61M Sell
43,001
-14,672
-25% -$567K 0.01% 626
2024
Q4 		$2.61M Buy
57,673
+3,110
+6% +$159K 0.01% 567
2024
Q3 		$3.21M Sell
54,563
-20,275
-27% -$971K 0.01% 520
2024
Q2 		$2.94M Buy
74,838
+8,710
+13% +$423K 0.01% 533
2024
Q1 		$4.39M Buy
+66,128
New +$2.89M 0.02% 502

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

Rafferty Asset Management's APGE Position: Q1 2026 in Review

Rafferty Asset Management increased its Apogee Therapeutics (APGE) stake by 24% in Q1 2026, buying an estimated $855K and bringing the position to 60,397 shares worth $5.08M. The position accounts for 0.02% of the portfolio, ranked #351.

Rafferty Asset Management first reported a position in APGE in Q1 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Rafferty Asset Management held 60,397 shares of Apogee Therapeutics worth $5.08M as of Q1 2026.
  • Rafferty Asset Management bought 11,778 Apogee Therapeutics shares in Q1 2026, an estimated $855K.
  • Apogee Therapeutics made up 0.02% of Rafferty Asset Management's portfolio in Q1 2026, its #351 holding.
  • Rafferty Asset Management first reported a position in Apogee Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.