Vanguard holds 1.56M Apogee Enterprises (NASDAQ: APOG) stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Vanguard Portfolio Management reported beneficial ownership of 1,560,667 shares of Apogee Enterprises common stock, equal to 7.25% of the class. The filing states Vanguard has sole voting power for 20,338 shares and sole dispositive power for 1,560,667 shares as of 03/31/2026.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,560,667 shares
Percent of class: 7.25%
Sole voting power: 20,338 shares
+2 more
5 metrics
Beneficially owned shares
1,560,667 shares
reported as of 03/31/2026
Percent of class
7.25%
percent of outstanding common stock
Sole voting power
20,338 shares
shares with sole vote control
Sole dispositive power
1,560,667 shares
power to direct disposition
Filing type
Schedule 13G
passive beneficial ownership report
Key Terms
beneficially owned, sole dispositive power, Schedule 13G
3 terms
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1560667"
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.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Apogee Enterprises Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What stake did Vanguard report in Apogee Enterprises (APOG)?
Vanguard reported ownership of 1,560,667 shares (7.25%). The Schedule 13G lists both voting and dispositive powers and reflects holdings across Vanguard-managed funds and accounts as described in the filing.
Does the filing identify any third party with more than 5% interest in APOG holdings reported by Vanguard?
No single other person's interest exceeds 5% in the reported holdings. The filing states Vanguard manages shares on behalf of funds and accounts and no other person is known to have a >5% interest in these securities.
Who signed the Schedule 13G for Vanguard for APOG?
The filing is signed by Ashley Grim, Head of Global Fund Administration. The signature block in the filing bears the date 04/28/2026 and the stated title of the signatory.