STOCK TITAN

Wellington discloses 8.66% Apogee Therapeutics (APGE) ownership stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Apogee Therapeutics, Inc. received an updated ownership report from several Wellington entities disclosing a sizeable institutional stake in its common stock. The Wellington group reports beneficial ownership of 4,746,585 shares of Apogee common stock, representing 8.66 % of the outstanding class.

The filing states Wellington has no sole voting or dispositive power over these shares. Instead, it reports shared voting power over up to 4,341,936 shares and shared dispositive power over up to 4,746,585 shares, held of record by Wellington investment-advisory clients in the ordinary course of business.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What ownership stake does Wellington report in Apogee Therapeutics (APGE)?

Wellington reports beneficial ownership of 4,746,585 Apogee shares, or 8.66 % of the common stock. These shares are held for Wellington investment-advisory clients, giving Wellington group entities shared voting and dispositive power rather than direct, sole control over the position.

Which Wellington entities are reporting beneficial ownership in Apogee Therapeutics (APGE)?

The reporting entities are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These related entities sit within Wellington’s ownership structure and oversee or control the investment advisers whose clients hold Apogee shares.

How much voting power does Wellington have over Apogee Therapeutics (APGE) shares?

The Wellington entities report no sole voting power and shared voting power over up to 4,341,936 Apogee shares. Voting authority arises through their role with investment-advisory clients that own the stock, rather than from direct ownership by Wellington itself.

Do Wellington entities directly own Apogee Therapeutics (APGE) shares or hold them for clients?

The securities are owned of record by clients of Wellington investment advisers, not directly by Wellington. Wellington Management Group LLP and its subsidiaries report beneficial ownership because they control advisers whose clients have rights to dividends and sale proceeds from the Apogee shares.

Is Wellington’s Apogee Therapeutics (APGE) stake intended to influence control of the company?

The certification states the shares were acquired and are held in the ordinary course of business, not to change or influence control. The position relates to investment-advisory activity for clients rather than participation in any control-seeking transaction.

Are any single Wellington advisory clients above 5% ownership in Apogee Therapeutics (APGE)?

No individual client is known to hold more than five percent of Apogee’s common stock. The filing explains that Apogee shares are held for multiple advisory clients, and none is identified as exceeding the five-percent ownership threshold in the class.
Apogee Therapeutics Inc

NASDAQ:APGE

APGE Rankings

APGE Latest News

APGE Latest SEC Filings

APGE Stock Data

4.63B
45.67M
Biotechnology
Biological Products, (no Diagnostic Substances)
Link
United States
WALTHAM