As of November 9, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Apogee Therapeutics, Inc. The largest reported stake is BlackRock, Inc.'s, at 5.5%. 20 filings are on record since July 16, 2025 (Schedule 13G/A, July 16, 2025).
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Key facts
- · Reporting person: Venrock Healthcare Capital Partners III, L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-09-08
- · Holder: Fairmount Funds Management LLC · Percent: 0% · Shares: 0 · SCHEDULE 13D/A
- · Reporting person: Fmr LLC · Sole voting: 2,491,555 · Shared voting: 0 · Sole dispositive: 2,493,137 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
- · Reporting person: T. Rowe Price Investment Management, Inc. · Sole voting: 751,471 · Shared voting: 0 · Sole dispositive: 772,969 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 452,388 · Sole dispositive: 0 · Shared dispositive: 564,326 · SCHEDULE 13G/A, 2026-07-08
Apogee Therapeutics, Inc. has 20 Schedule 13D or 13G filings on record since 2025-07-16. 1 holder's latest filing reports 5% or more of common stock, par value $0.00001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 5.5% | 2,518,725 | SCHEDULE 13G/A, 2025-07-16 | 2025-06-30 |
| RTW Investments, LP | 4.9% | 2,712,097 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Driehaus Capital Management LLC | 4.68% | 2,158,502 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Fmr LLC | 4% | 2,493,137 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 1.3% | 772,969 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Wellington Management Group LLP | 0.9% | 564,326 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Fairmount Funds Management LLC | 0% | 0 | SCHEDULE 13D/A, 2026-09-03 | 2026-09-03 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Venrock Healthcare Capital Partners III, L.P. | 0% | 0 | SCHEDULE 13D/A, 2026-09-08 | 2026-09-03 |
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More on Apogee Therapeutics, Inc. and the records around it.
Apogee Therapeutics, Inc. elsewhere on the record
- Acquisition Sep 2026
Companies that share a holder
- Fairmount Funds Management LLC also filed stake reports on 13 other companies: Alaunos Therapeutics, Inc. (Oct 2026), SPYRE THERAPEUTICS, INC. (Oct 2026), Korsana Biosciences, Inc. (Sep 2026)
- DRIEHAUS CAPITAL MANAGEMENT LLC also filed stake reports on 16 other companies: Cardinal Infrastructure Group Inc. (Aug 2026), Cue Biopharma, Inc. (Aug 2026), Definium Therapeutics, Inc. (Aug 2026)
- Venrock Healthcare Capital Partners III, L.P. also filed stake reports on 34 other companies: Entera Bio Ltd. (Oct 2026), Lycia Therapeutics, Inc. (Oct 2026), Frazier Life Sciences Acquisition Corp. II (Oct 2026)
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What the Full Report on Apogee Therapeutics, Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 2,491,555 | 0 | 2,493,137 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| Abigail P. Johnson | 0 | 0 | 2,493,137 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| T. Rowe Price Investment Management, Inc. | 751,471 | 0 | 772,969 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Management Group LLP | 0 | 452,388 | 0 | 564,326 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Group Holdings LLP | 0 | 452,388 | 0 | 564,326 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Investment Advisors Holdings LLP | 0 | 452,388 | 0 | 564,326 | SCHEDULE 13G/A, 2026-07-08 |
| Fairmount Funds Management LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-03 |
| Fairmount Healthcare Fund II L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-03 |
| Peter Evan Harwin | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-03 |
| Tomas Kiselak | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-03 |
| Venrock Healthcare Capital Partners III, L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| VHCP Co-Investment Holdings III, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| Venrock Healthcare Capital Partners EG, L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| VHCP Management III, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| VHCP Management EG, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| Bong Y. Koh | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
| Nimish Shah | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-09-08 |
The latest filing identifies Apogee Therapeutics, Inc. by CUSIP 03770N101 and gives its principal executive office as 221 Crescent Street, Building 17, Suite 102b, Waltham, MA 02453 (SCHEDULE 13D/A, 2026-09-08).
Purpose of Transaction (Item 4)
Fairmount Funds Management LLC
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end thereof: Consummation of Merger On September 3, 2026, the merger (the "Merger") contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated June 18, 2026, among Andor LLC ("Parent"), a Delaware limited liability company and a wholly owned subsidiary of AbbVie Inc. ("Guarantor"), Andor Merger Co. ("Merger Sub"), a Delaware corporation and a wholly owned subsidiary of Parent, the Company and Guarantor (solely for limited purposes), was consummated. Pursuant to the Merger Agreement, Merger Sub was merged with and into the Company, with the Company surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of Common Stock and Non-Voting Common Stock owned by the Reporting Persons immediately prior to the effective time of the Merger was cancelled and converted into the right to receive $135.11 per share in cash, without interest (the "Merger Consideration"). Each stock option owned by the Reporting Persons (whether vested or unvested) immediately prior to the Effective Time was canceled and converted into the right to receive the excess of the Merger Consideration over the exercise price payable per share under such stock option. Accordingly, as a result of the Merger, the Reporting Persons no longer beneficially own any securities of the Company. In addition, immediately prior to the …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-03; the filing has the rest
Venrock Healthcare Capital Partners III, L.P.
Item 4 of the Statement is hereby amended and supplemented as follows: On June 18, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with AbbVie Inc. ("AbbVie"), Andor LLC, a wholly owned subsidiary of AbbVie ("Parent"), and Andor Merger Co., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, on September 3, 2026, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"): (i) each share of voting common stock of the Issuer, par value $0.00001 per share, and each share of non-voting common stock of the Issuer, par value $0.00001 per share (each, a "Share"), outstanding immediately prior to the Effective Time, but excluding each Share (A) owned by the Issuer or any of its wholly owned subsidiaries, (B) held by AbbVie, Parent, Merger Sub or any other wholly owned subsidiary of AbbVie, and (C) held by a stockholder who had not voted in favor of the adoption of the Merger Agreement or consented thereto and who was entitled to and properly demanded appraisal, was cancelled and converted into the right to receive $135.11 per Share in cash (the "Merger Consideration"), without interest and subject to any applicable tax withholding; (ii) each option to purchase Shares (each, an "Issuer Option") outstanding immediately prior to the Effective …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-08; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-16 | BlackRock, Inc. | 5.5% | SCHEDULE 13G/A |
| 2025-08-05 | Wellington Management Group LLP | 8.3% | SCHEDULE 13G/A |
| 2025-08-05 | Wellington Management Group LLP | 10.6% | SCHEDULE 13G/A |
| 2025-08-06 | Fmr LLC | 15% | SCHEDULE 13G/A |
| 2025-10-14 | Fairmount Funds Management LLC | 9.99% | SCHEDULE 13D/A |
| 2025-11-14 | Driehaus Capital Management LLC | 4.68% | SCHEDULE 13G/A |
| 2026-01-22 | Fairmount Funds Management LLC | 9.99% | SCHEDULE 13D/A |
| 2026-01-30 | The Vanguard Group | 5.21% | SCHEDULE 13G |
| 2026-02-10 | Wellington Management Group LLP | 8.7% | SCHEDULE 13G/A |
| 2026-02-17 | RTW Investments, LP | 4.9% | SCHEDULE 13G/A |
| 2026-03-06 | T. Rowe Price Investment Management, Inc. | 11.3% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-03-27 | Fairmount Funds Management LLC | 9.99% | SCHEDULE 13D/A |
| 2026-04-08 | T. Rowe Price Investment Management, Inc. | 16.8% | SCHEDULE 13G/A |
| 2026-06-23 | Fairmount Funds Management LLC | 9.99% | SCHEDULE 13D/A |
| 2026-07-08 | Fmr LLC | 4% | SCHEDULE 13G/A |
| 2026-07-08 | Wellington Management Group LLP | 0.9% | SCHEDULE 13G/A |
| 2026-07-08 | T. Rowe Price Investment Management, Inc. | 1.3% | SCHEDULE 13G/A |
| 2026-09-03 | Fairmount Funds Management LLC | 0% | SCHEDULE 13D/A |
| 2026-09-08 | Venrock Healthcare Capital Partners III, L.P. | 0% | SCHEDULE 13D/A |
Questions about who owns Apogee Therapeutics, Inc.
Who owns Apogee Therapeutics, Inc.?
On this page, one holder's latest ownership filing reports 5% or more of Apogee Therapeutics, Inc.: BlackRock, Inc. (5.5%, Schedule 13G/A, filed 2025-07-16).
When did BlackRock, Inc. buy into Apogee Therapeutics, Inc.?
The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G/A, filed 2025-07-16, reporting 5.5%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 20 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Apogee Therapeutics, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 3, 2026 | Acquired by Andor LLC | $12.50M | Acquisition | Source |
| August 11, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 24, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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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.
