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5%+ stakes · Schedule 13D and 13G

Apogee Therapeutics, Inc.: 5%+ holders

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

At 5% or more1
Filings20
Latest filing2026-09-08

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

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.5%2,518,725SCHEDULE 13G/A, 2025-07-162025-06-30
RTW Investments, LP4.9%2,712,097SCHEDULE 13G/A, 2026-02-172025-12-31
Driehaus Capital Management LLC4.68%2,158,502SCHEDULE 13G/A, 2025-11-142025-09-30
Fmr LLC4%2,493,137SCHEDULE 13G/A, 2026-07-082026-06-30
T. Rowe Price Investment Management, Inc.1.3%772,969SCHEDULE 13G/A, 2026-07-082026-06-30
Wellington Management Group LLP0.9%564,326SCHEDULE 13G/A, 2026-07-082026-06-30
Fairmount Funds Management LLC0%0SCHEDULE 13D/A, 2026-09-032026-09-03
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Venrock Healthcare Capital Partners III, L.P.0%0SCHEDULE 13D/A, 2026-09-082026-09-03

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

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.5.5%SCHEDULE 13G/A
2025-08-05Wellington Management Group LLP8.3%SCHEDULE 13G/A
2025-08-05Wellington Management Group LLP10.6%SCHEDULE 13G/A
2025-08-06Fmr LLC15%SCHEDULE 13G/A
2025-10-14Fairmount Funds Management LLC9.99%SCHEDULE 13D/A
2025-11-14Driehaus Capital Management LLC4.68%SCHEDULE 13G/A
2026-01-22Fairmount Funds Management LLC9.99%SCHEDULE 13D/A
2026-01-30The Vanguard Group5.21%SCHEDULE 13G
2026-02-10Wellington Management Group LLP8.7%SCHEDULE 13G/A
2026-02-17RTW Investments, LP4.9%SCHEDULE 13G/A
2026-03-06T. Rowe Price Investment Management, Inc.11.3%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-03-27Fairmount Funds Management LLC9.99%SCHEDULE 13D/A
2026-04-08T. Rowe Price Investment Management, Inc.16.8%SCHEDULE 13G/A
2026-06-23Fairmount Funds Management LLC9.99%SCHEDULE 13D/A
2026-07-08Fmr LLC4%SCHEDULE 13G/A
2026-07-08Wellington Management Group LLP0.9%SCHEDULE 13G/A
2026-07-08T. Rowe Price Investment Management, Inc.1.3%SCHEDULE 13G/A
2026-09-03Fairmount Funds Management LLC0%SCHEDULE 13D/A
2026-09-08Venrock Healthcare Capital Partners III, L.P.0%SCHEDULE 13D/A

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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-therapeutics
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Apogee Therapeutics, Inc. 5%+ holders: 1 at 5% or more, largest BlackRock, Inc. 5.5%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/apogee-therapeutics