APGE at a glance
Apogee Therapeutics, Inc. (APGE, SEC CIK 1974640) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Apogee Therapeutics, Inc. (APGE) shares worth $3.1 billion in 13F-HR filings.
- In the last 90 days, APGE insiders reported 0 open-market purchases ($0) and 1 open-market sale ($738K) on Form 4, a net sale of $738K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$738K
- 13F holders
- 32 funds
- $3.1B · +5 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 1.02 · Item 3.01 · Item 5.02 · Item 2.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Clinical-stage biotech developing breakthrough therapeutics focused on protein modulation and drug candidates
- Emphasis on zumilokibart (APG777) with $76.4M R&D spend in 2025, up $27.2M YoY, reflecting clinical trial expansion and manufacturing scale-up
- Strategic focus shift: Increased R&D and headcount investment, with personnel-related expenses rising $29.5M and equity comp up $12.4M for 2025
- Capital raised: $324.1M net proceeds from October 2025 equity offering; total cash + securities balance $902.8M as of Dec 31, 2025
- Net loss sharply increased to $255.8M in 2025 from $182.1M in 2024, driven by higher R&D and G&A expenses tied to program advancement and scaling
Management Discussion & Analysis
- Pipeline focus on four antibody programs targeting inflammatory and immunology diseases, no segment financials given
- Forward-looking risks include reliance on clinical development outcomes and uncertainty in market approval
- Management emphasizes potential for differentiated efficacy and dosing in large I&I markets without specific guidance
AI summary of the APGE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Pending AbbVie Merger remains subject to Australian ACCC review, with Phase 1 review expiring September 7, 2026
- Merger termination exposure: $381.3 million fee under specified circumstances
- New transaction risk: merger-related stockholder lawsuits following Proxy Statement demand letters disclosed August 3, 2026
- Capital risk: $160.0 million six-month net loss and $721.7 million accumulated deficit as of June 30, 2026
- Liquidity risk: additional BXLS milestone funding up to $700.0 million remains conditional
AI summary of the APGE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Apogee terminated its 2023 Equity Incentive Plan effective at the transaction’s Effective Time
- Apogee also terminated its 2023 Employee Stock Purchase Plan
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Merger completion ended APGE common shareholders’ equity ownership at the effective time
- Former shareholders retain only the right to receive merger consideration, subject to tax withholding
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Amended certificate of incorporation and bylaws became effective at merger closing
- Governance framework reset in connection with the merger
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger completed with full board replacement by Merger Sub directors, signaling a new control and governance structure
- All existing executive officers ceased serving at the Effective Time, creating immediate leadership transition risk
Item 5.02: Departure/Appointment of Directors or Principal Officers
- All seven Apogee directors intend to resign upon completion of AbbVie merger
- Resignations apply to the board and applicable committees
Item 5.07: Submission of Matters to a Vote of Security Holders
- Merger with AbbVie approved: 46,508,107 votes for versus 3,885 against
- 74.87% of outstanding shares represented, satisfying a key merger-closing condition
Item 2.02: Results of Operations and Financial Condition
- Quarterly results for period ended June 30, 2026, covering Apogee’s business update and financial performance
- Earnings Press Release furnished as Exhibit 99.1, containing the substantive operating and financial details
Item EX-99.1: Item EX-99.1
- Pending AbbVie acquisition at $135.11 per share cash, valuing Apogee’s equity at approximately $10.9 billion
- Transaction expected to close in Q3 2026, subject to shareholder and regulatory approvals
AI summaries of APGE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APGE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Shah Nimish P | D | Sep 3, 2026 | 6,743,321 | $135.11 |
| JONES WILLIAM A JR | D | Sep 3, 2026 | 14,461 | - |
| Fox Jennifer A. | D | Sep 3, 2026 | 14,461 | - |
| Shah Nimish P | D | Sep 3, 2026 | 1,750,000 | $135.11 |
| JONES WILLIAM A JR | D | Sep 3, 2026 | 34,824 | - |
| JONES WILLIAM A JR | D | Sep 3, 2026 | 10,370 | - |
| Fox Jennifer A. | D | Sep 3, 2026 | 34,824 | - |
| Fox Jennifer A. | D | Sep 3, 2026 | 10,370 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Operating Income | -$93.0M | -$216.9M | -$285.6M | |
| Net Income | -$84.0M | -$182.1M | -$255.8M | |
| Balance Sheet | ||||
| Total Assets | $401.4M | $754.0M | $937.1M | |
| Per Share | ||||
| EPS | $-3.36 | $-3.30 | $-4.22 | |
| Cash Flow | ||||
| Operating CF | -$74.8M | -$171.2M | -$227.4M | |
| CapEx | $167K | $1.2M | $5.1M | |
Source: XBRL data in Apogee Therapeutics, Inc. (APGE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APGE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $3.09B |
| Q1 2026 | 27 | $2.10B |
| Q4 2025 | 23 | $1.76B |
| Q3 2025 | 24 | $847.4M |
| Q2 2025 | 26 | $836.9M |
| Q1 2025 | 21 | $577.5M |
| Q4 2024 | 17 | $589.3M |
| Q3 2024 | 13 | $195.9M |
- BlackRock+1.42M (+35%)
- Millennium Management+1.40M (+1511%)
- Vanguard Portfolio Management LLC+1.13M (+286%)
- Goldman Sachs Group+1.04M (+159%)
- Morgan Stanley+826.6K (+139%)
- FMR LLC (Fidelity)−6.77M (-73%)
- T. Rowe Price Group−905.9K (-79%)
- JPMorgan Chase & Co−751.2K (-68%)
- Citadel Advisors LLC−555.0K (-93%)
- Two Sigma Investments−186.6K (-66%)
- Soros Fund Management+564.5K
- Renaissance Technologies LLC+146.8K
- Blackstone Group+12.1K
- Allstate+2.6K
- M&T Bank+1.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 183 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APGE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
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APGE SEC filings: frequently asked questions
Are APGE insiders buying or selling?
In the last 90 days, Apogee Therapeutics, Inc. (APGE) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $737,935 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold APGE stock?
As of June 30, 2026, the largest Apogee Therapeutics, Inc. (APGE) holders among the 13F filers tracked by SignalX were BlackRock ($730.9 million), Vanguard Capital Management LLC ($341.4 million), FMR LLC (Fidelity) ($330.9 million), State Street Corp ($305.0 million), Goldman Sachs Group ($224.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did APGE report in its latest 8-K?
Apogee Therapeutics, Inc. (APGE) filed an 8-K on September 3, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 2.01 (Completion of Acquisition or Disposition of Assets). Apogee terminated its 2023 Equity Incentive Plan effective at the transaction’s Effective Time.
What are the latest APGE SEC filings?
Apogee Therapeutics, Inc. (APGE) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 3, 2026.
What is APGE's SEC CIK number?
Apogee Therapeutics, Inc. (APGE)'s SEC Central Index Key (CIK) is 1974640. EDGAR lists every APGE filing under that number.
Ask anything about APGE
The research agent reads APGE's filings, financials, insider trades and 13F holders, then answers with sources.