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Apogee Enterprises

220 hedge funds and large institutions have $652M invested in Apogee Enterprises in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

53% more call options, than puts

Call options by funds: $825K | Put options by funds: $540K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 212220 (+8)

2.98% less ownership

Funds ownership: 93.32%90.34% (-3%)

11% less capital invested

Capital invested by funds: $732M → $652M (-$80.3M)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
88
Reduced
56
Closed
31
Calls
$825K
Puts
$540K
Net Calls
+$285K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
CastleKnight Management
New York
$5.14M +$4.09M +110,451 +258%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$4.92M +$5.02M +135,431 +1,196%
VFT
28
Vanguard Fiduciary Trust
Pennsylvania
$4.68M +$5.17M +139,449 New
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$4.61M -$1.48M -40,083 -23%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.53M -$540K -14,567 -10%
Goldman Sachs
31
Goldman Sachs
New York
$4.35M +$1.41M +38,005 +41%
GWI
32
Grace & White Inc
New York
$4.31M +$596K +16,100 +14%
Victory Capital Management
33
Victory Capital Management
Texas
$4.01M -$829K -22,393 -16%
Principal Financial Group
34
Principal Financial Group
Iowa
$3.51M +$75K +2,026 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$3.27M +$8.85K +239 +0.2%
PCM
36
Peregrine Capital Management
Minnesota
$3.19M +$3.53M +95,190 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$3.12M -$630 -17 -0%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.94M +$1.1M +29,737 +51%
Millennium Management
39
Millennium Management
New York
$2.93M -$1.15M -31,098 -26%
EGM
40
Engineers Gate Manager
New York
$2.86M +$1.07M +28,812 +51%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$2.78M +$2.3M +62,086 +299%
Bessemer Group
42
Bessemer Group
New Jersey
$2.73M +$7.19K +194 +0.2%
N
43
Numerai
California
$2.7M +$2.58M +69,696 +645%
Lazard Asset Management
44
Lazard Asset Management
New York
$2.69M +$202K +5,463 +7%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$2.66M +$2.94M +79,388 New
IP
46
Isthmus Partners
Wisconsin
$2.61M +$815 +22 +0%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.58M +$86K +2,321 +3%
HF
48
HRT Financial
New York
$2.49M +$2.51M +67,887 +1,057%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$2.47M -$159K -4,280 -5%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$2.41M -$18.3K -493 -0.7%

APOG Hedge Fund Activity: Q1 2026 in Review

220 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2026, worth a combined $652M — down 11% from $732M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APOG positions and 31 closed out — a net gain of 13 holders — while 88 added to existing stakes and 56 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $12.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $31M sold.

  • 220 institutional investors held Apogee Enterprises (APOG) as of Q1 2026, up from 212 in Q4 2025.
  • Funds reported $652M of Apogee Enterprises stock for Q1 2026, down 11% quarter-over-quarter.
  • 44 funds opened new Apogee Enterprises positions in Q1 2026 and 31 closed out, a net change of +13 holders.
  • The largest Apogee Enterprises buyer in Q1 2026 was Two Sigma Investments, an estimated $12.6M added.
  • The largest Apogee Enterprises seller in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $31M sold.

Based on aggregated 13F filings for Q1 2026.