Apogee Therapeutics, Inc.
US ˙ NasdaqGM ˙ US03770N1019

SecurityAPGE / Apogee Therapeutics, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership595,032 shares
Latest Disclosed Value $ 50,083,937
Morgan Stanley reports 33.16% decrease in ownership of APGE / Apogee Therapeutics, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 595,032 shares of Apogee Therapeutics, Inc. (US:APGE) valued at $50,083,843 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 890,264 shares of Apogee Therapeutics, Inc.. This represents a change in shares of -33.16% during the quarter. The current value of the position is $54,088,409 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APOGEE THERAPEUTICS COM 03770N101 595,032 -295,232 -33.16 50,084 -25.47 0.0030
2026-05-27 2025-12-31 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 890,264 425,301 91.47 67,197 263.76 0.0040
2026-02-13 2025-12-31 13F APOGEE THERAPEUTICS COM 03770N101 890,264 425,301 67,197 0.0040
2026-05-27 2025-09-30 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 464,963 -9,739 -2.05 18,473 -10.39 0.0011
2025-11-14 2025-09-30 13F APOGEE THERAPEUTICS COM 03770N101 464,963 -9,739 18,473 0.0011
2025-08-15 2025-06-30 13F APOGEE THERAPEUTICS COM 03770N101 474,702 -45,237 -8.70 20,616 6.14 0.0013
2025-05-15 2025-03-31 13F APOGEE THERAPEUTICS COM 03770N101 519,939 310,405 148.14 19,425 104.66 0.0014
2025-05-15 2024-12-31 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 209,534 -28,736 -12.06 9,492 -32.19 0.0007
2025-02-14 2024-12-31 13F APOGEE THERAPEUTICS COM 03770N101 209,534 -28,736 9,492 0.0007
2025-05-14 2024-09-30 13F/A-2 APOGEE THERAPEUTICS COM 03770N101 238,270 3,490 1.49 13,996 51.50 0.0010
2025-02-14 2024-09-30 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 238,270 3,490 13,996 0.0010
2024-11-14 2024-09-30 13F APOGEE THERAPEUTICS COM 03770N101 238,270 3,490 13,996 0.0001
2025-05-14 2024-06-30 13F/A-2 APOGEE THERAPEUTICS COM 03770N101 234,780 98,642 72.46 9,239 2.12 0.0007
2024-10-17 2024-06-30 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 234,780 98,642 9,239 0.0007
2024-08-14 2024-06-30 13F APOGEE THERAPEUTICS COM 03770N101 234,780 98,642 9,239 0.0007
2024-10-17 2024-03-31 13F/A-2 APOGEE THERAPEUTICS COM 03770N101 136,138 68,439 101.09 9,046 378.37 0.0007
2024-08-16 2024-03-31 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 136,138 68,439 9,046 0.0001
2024-05-15 2024-03-31 13F APOGEE THERAPEUTICS COM 03770N101 136,138 68,439 9,046 0.0007
2024-08-16 2023-12-31 13F/A-1 APOGEE THERAPEUTICS COM 03770N101 67,699 36,217 115.04 1,892 182.24 0.0002
2024-02-13 2023-12-31 13F APOGEE THERAPEUTICS COM 03770N101 67,699 36,217 1,892 0.0002
2023-11-15 2023-09-30 13F APOGEE THERAPEUTICS COM 03770N101 31,482 31,482 671 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.