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[SCHEDULE 13G] APOGEE ENTERPRISES, INC. Passive Investment Disclosure (>5%)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Apogee Enterprises Inc Schedule 13G: Vanguard Capital Management reports beneficial ownership of 1,099,698 shares of Common Stock, representing 5.11% of the class. The filer reports sole voting power for 158,180 shares and sole dispositive power for 1,099,698 shares. The filing states holdings include securities managed on behalf of Vanguard funds and clients and is signed by the Head of Global Fund Administration.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a >5% passive beneficial stake in APOG.

Vanguard Capital Management holds 1,099,698 shares (5.11%), indicating reportable institutional ownership under Schedule 13G thresholds. The filing attributes dispositive power to Vanguard entities and lists funds and managed accounts as beneficial holders.

Ownership concentration above 5% can be a visible shareholding block; subsequent Form 13D/13G amendments could show changes in intent or activism if they occur.

Voting and disposition rights are delineated, with limited voting control.

The filer declares sole voting power for 158,180 shares and no shared voting power. Sole dispositive power equals the full beneficial amount, which is typical for asset managers exercising trading authority for funds and clients.

Stakeholders should watch for any updates or amendments that change voting intent; timing for such disclosures depends on applicable SEC rules.

Beneficial ownership 1,099,698 shares Common Stock reported on Schedule 13G
Percent of class 5.11% Percent of Common Stock class reported
Sole voting power 158,180 shares Shares with sole power to vote
Sole dispositive power 1,099,698 shares Shares with sole power to dispose of the securities
Schedule 13G regulatory
"Schedule 13G reporting beneficial ownership over 5% of a class"
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.
Beneficial ownership financial
"Amount beneficially owned: 1099698; Percent of class: 5.11 %"
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.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1099698"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Sole voting power governance
"Sole power to vote or to direct the vote: 158,180"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.





037598109

(CUSIP Number)
03/31/2026

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026