STOCK TITAN

T. Rowe Price boosts Apogee Therapeutics holding to 772,969 shares (NASDAQ: APGE)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

T. Rowe Price Investment Management, Inc. reports beneficial ownership of 772,969 shares of Apogee Therapeutics common stock, representing 1.3% of the class as of 06/30/2026. The filing is an Amendment No. 2 to a Schedule 13G/A and affirms ownership of 5% or less.

The filing states sole voting power for 751,471 shares and sole dispositive power for 772,969 shares. The reporting person denies beneficial ownership in a declaratory statement. The filing is signed by Ellen York, Vice President, on 07/08/2026.

Positive

  • None.

Negative

  • None.

Insights

T. Rowe Price holds a 1.3% passive stake in Apogee Therapeutics as reported on a Schedule 13G/A.

The filing shows a passive reporting posture under Schedule 13G/A with 772,969 shares and sole voting power over 751,471 shares as of 06/30/2026. The declaratory statement denying beneficial ownership is typical language when an investment manager reports on behalf of clients.

Cash‑flow treatment and intent are not described in the excerpt; subsequent filings or disclosures would show any change in status from passive to active ownership.

The amendment updates a Schedule 13G/A position and includes claim language disclaiming beneficial ownership.

The form lists precise voting and dispositive counts and attaches a signature dated 07/08/2026. The filing uses standard Schedule 13G/A mechanics for institutional investors owning under 5%.

Regulatory impact is routine; monitor future amendments only if the reported percentage crosses the 5% threshold or the filing converts to a Schedule 13D.

Beneficially owned 772,969 shares as of 06/30/2026
Percent of class 1.3% ownership percentage as reported
Sole voting power 751,471 shares voting power count in filing
Form type Schedule 13G/A Amendment No. 2 reporting vehicle for institutional passive holdings
Signature date 07/08/2026 filing signed by Ellen York, Vice President
Schedule 13G/A regulatory
"Amendment No. 2 to a Schedule 13G/A for reporting passive institutional holdings"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Amount beneficially owned: 772969 and Percent of class: 1.3%"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 772969"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP technical
"CUSIP No.: 03770N101"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does T. Rowe Price report in Apogee Therapeutics (APGE)?

T. Rowe Price reports beneficial ownership of 772,969 shares, representing 1.3% of Apogee Therapeutics common stock as of 06/30/2026. The filing is an Amendment No. 2 to a Schedule 13G/A signed on 07/08/2026.

Does the Schedule 13G/A show voting or disposition powers for APGE shares?

Yes. The filing states sole voting power for 751,471 shares and sole dispositive power for 772,969 shares. Shared voting and dispositive powers are reported as 0 in the excerpt.

Is T. Rowe Price claiming beneficial ownership of the APGE shares?

The filing includes a declaratory statement denying beneficial ownership, a common clause for investment managers reporting on behalf of clients. The form still lists voting and dispositive powers tied to 772,969 shares as of 06/30/2026.

Does this Schedule 13G/A trigger any 5% ownership disclosure thresholds?

No. The reported stake is 1.3%, below the 5% reporting threshold. The form is consistent with institutional passive reporting requirements under Schedule 13G/A for holdings under 5%.

What dates are relevant in this filing for APGE ownership?

The reported ownership is tied to 06/30/2026 and the amendment is signed on 07/08/2026. These dates appear in the filing and identify the position measurement and signature date.





03770N101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



T. Rowe Price Investment Management, Inc.
Signature:Ellen York
Name/Title:Vice President
Date:07/08/2026