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5%+ stakes · Schedule 13D and 13G

Apogee Acquisition Corp: 5%+ holders

Who has reported owning 5% or more of Apogee Acquisition Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more8
Filings10
Latest filing2026-08-14

Apogee Acquisition Corp has 10 Schedule 13D or 13G filings on record since 2026-04-09. 8 holders' latest filing reports 5% or more of class a ordinary shares, $0.0001 par value. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Apogee Acquisition Sponsor LLC25.4%5,960,000SCHEDULE 13D, 2026-04-152026-04-08
Karpus Management, Inc.11.28%2,648,075SCHEDULE 13G, 2026-07-072026-06-30
Highbridge Capital Management, LLC9.2%1,638,750SCHEDULE 13G, 2026-08-142026-06-30
Polar Asset Management Partners Inc.7.2%1,275,000SCHEDULE 13G, 2026-08-142026-06-30
Magnetar Financial LLC7.05%1,250,000SCHEDULE 13G, 2026-08-132026-06-30
Aristeia Capital, L.L.C.7.05%1,250,000SCHEDULE 13G, 2026-08-142026-06-30
Glazer Capital, LLC5.45%965,704SCHEDULE 13G, 2026-08-132026-06-30
The K2 Principal Fund, L.P.5.33%800,000SCHEDULE 13G, 2026-04-092026-04-07
Harraden Circle Investments, LLC0%0SCHEDULE 13G/A, 2026-08-142026-06-30

Purpose of Transaction (Item 4)

Apogee Acquisition Sponsor LLC

On November 20, 2025, the Sponsor paid $25,000, or approximately $0.003 per share, to cover certain of the Issuer's offering costs in exchange for 9,583,333 Class B ordinary shares (the "Founder Shares"), pursuant to the Founder Shares Subscription Agreement dated as of November 20, 2025 between the Sponsor and the Issuer (the "Founder Share Purchase Agreement"). In February 2026, the Sponsor transferred an aggregate of 280,000 Founder Shares to the Issuer's independent directors and Chief Operating Officer at a purchase price of approximately $0.003 per share. On March 31, 2026, the Sponsor surrendered, for no consideration, 3,833,333 Founder Shares. On March 31, 2026, the Issuer's Chief Operating Officer transferred 20,000 Founder Shares to the Sponsor at a purchase price of approximately $0.004 per share. As a result, the Sponsor holds 5,490,000 Founder Shares. On April 8, 2026, the Issuer consummated its initial public offering ("IPO") and in connection with the consummation, the Sponsor purchased an aggregate of 470,000 private placement units for an aggregate purchase price of $4,700,000. Each unit purchased was comprised of one Class A ordinary share of the Issuer, one redeemable warrant, and one right to receive one-fifth (1/5) of a Class A ordinary share upon the consummation of an initial business combination (as described more fully in the Issuer's final prospectus dated April 6, 2026). The reporting persons made the acquisitions reported in this Schedule 13D in …The first part of Item 4 of the SCHEDULE 13D filed 2026-04-15; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-04-09The K2 Principal Fund, L.P.5.33%SCHEDULE 13G
2026-04-14Harraden Circle Investments, LLC7.05%SCHEDULE 13G
2026-04-15Apogee Acquisition Sponsor LLC25.4%SCHEDULE 13D
2026-07-07Karpus Management, Inc.11.28%SCHEDULE 13G
2026-08-13Glazer Capital, LLC5.45%SCHEDULE 13G
2026-08-13Magnetar Financial LLC7.05%SCHEDULE 13G
2026-08-14Highbridge Capital Management, LLC9.2%SCHEDULE 13G
2026-08-14Aristeia Capital, L.L.C.7.05%SCHEDULE 13G
2026-08-14Harraden Circle Investments, LLC0%SCHEDULE 13G/A
2026-08-14Polar Asset Management Partners Inc.7.2%SCHEDULE 13G

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/apogee-acquisition
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Apogee Acquisition Corp 5%+ holders: 8 at 5% or more, largest Apogee Acquisition Sponsor LLC 25.4%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/apogee-acquisition