APOG

Apogee Enterprises Inc Cross-source read
MaterialsCUSIP 037598109

Among active 13F managers last quarter, 6 opened and 31 added, while 19 reduced; the largest holder to move was American Century Companies Inc (+8.5%). No open-market insider trades in the last 180 days.

Tracked 13F holders
200
86 in Q2 2026 filings
13F value (tracked)
$619.2M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
37 adding · 19 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns APOG?

200 tracked 13F filers · ranked by shares held

200 tracked 13F filers disclose a position in APOG as of the latest SEC 13F filings, a combined $619.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.3.3M
$111.3M
−12%
Reduced · −456K sh
Q1 2026
2Vanguard Portfolio Management LLC1.5M
$51.7M
New filer
Inherited book · not a new buyer
Q1 2026
3Dimensional Fund Advisors LP1.1M
$35.7M
+7.9%
Added · +78K sh
Q1 2026
4Vanguard Capital Management LLC942K
$31.6M
New filer
Inherited book · not a new buyer
Q1 2026
5American Century Companies Inc885K
$29.7M
+8.5%
Added · +70K sh
Q1 2026
6State Street Corp843K
$38.6M
+2.7%
Added · +22K sh
Q2 2026
7Two Sigma Investments, LP566K
$19.0M
+151%
Added · +340K sh
Q1 2026
8Geode Capital Management, LLC564K
$25.8M
+4.5%
Added · +24K sh
Q2 2026
9Charles Schwab Investment Management Inc453K
$15.2M
+2.6%
Added · +12K sh
Q1 2026
10Morgan Stanley372K
$12.5M
+30%
Added · +85K sh
Q1 2026
11Allianz Asset Management GmbH354K
$11.9M
+33%
Added · +89K sh
Q1 2026
12Ameriprise Financial Inc337K
$11.3M
+134%
Added · +193K sh
Q1 2026
13FMR LLC264K
$8.9M
+28%
Added · +58K sh
Q1 2026
14JPMorgan Chase & Co257K
$8.3M
−33%
Reduced · −126K sh
Q1 2026
15Northern Trust Corp249K
$8.4M
+2.8%
Added · +7K sh
Q1 2026
16Federated Hermes, Inc.223K
$7.5M
−2.4%
Reduced · −6K sh
Q1 2026
17UBS Group AG217K
$7.3M
+74%
Added · +92K sh
Q1 2026
18Renaissance Technologies LLC191K
$6.4M
+12%
Added · +20K sh
Q1 2026
19Jane Street Group, LLC181K
$6.1M
+338%
Added · +140K sh
Q1 2026
20Hotchkis & Wiley Capital Management LLC181K
$6.1M
−26%
Reduced · −63K sh
Q1 2026
21ProShare Advisors LLC179K
$6.0M
+11%
Added · +18K sh
Q1 2026
22CastleKnight Management LP153K
$5.1M
+258%
Added · +110K sh
Q1 2026
23Vanguard Fiduciary Trust Co139K
$4.7M
New filer
Inherited book · not a new buyer
Q1 2026
24Qube Research & Technologies Ltd137K
$4.6M
−23%
Reduced · −40K sh
Q1 2026
25Bank of New York Mellon Corp135K
$4.5M
−9.7%
Reduced · −15K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is APOG being bought or sold by institutions?

Last quarter, 6 funds opened a new position in APOG and 31 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
31
added to an existing position
Reduced
19
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own APOG also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT110 funds$194.7B
Amazon.com IncAMZN108 funds$141.8B
Meta Platforms Inc-Class AMETA107 funds$80.3B
Eli Lilly & CoLLY107 funds$56.7B
Nvidia CorpNVDA106 funds$278.7B
JPMorgan Chase & CoJPM106 funds$42.3B
Alphabet Inc-CL AGOOGL105 funds$112.9B
Bank Of America CorpBAC105 funds$24.5B
Chevron CorpCVX105 funds$21.3B
Apple IncAAPL104 funds$211.6B
Broadcom IncAVGO104 funds$115.3B
Visa Inc-Class A SharesV104 funds$43.5B

Ranked by how many of APOG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APOG.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Jul 16, 2024Jewell Brent CPresident, Architectural GlassSell (S)5K$322K
May 2, 2024Johnson Lloyd EmersonDirectorSell (S)24K$1.5M
May 2, 2024Dobler Curtis JohnEVP & CHROSell (S)4K$222K
May 2, 2024Silberhorn Ty RChief Executive Officer & Pres, DirectorSell (S)11K$674K
Apr 30, 2024Jewell Brent CPresident, Architectural GlassSell (S)8K$463K
Apr 23, 2024Dobler Curtis JohnEVP & CHROSell (S)4K$230K
Apr 23, 2024Elliott Meghan MarieVice Pres, Gen Counsel, SecySell (S)5K$307K
Apr 23, 2024Johnson Troy RPres, Architectural ServicesSell (S)12K$733K
Apr 23, 2024Parker Herbert KDirectorSell (S)16K$949K
Sep 28, 2023Dobler Curtis JohnEVP & CHROSell (S)2K$102K
Jul 19, 2023Dobler Curtis JohnEVP & CHROSell (S)4K$175K
Jul 18, 2023Boyce Jane MariePresident, Large Scale OpticalSell (S)15K$688K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5130
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
APOG is in Materials, which smart money is rotating OUT OF
$2.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

86 tracked filers in Q2 2026 filingsstill filing
098195Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $129.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for APOG

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Ask your agent what changed in APOG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/APOG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for APOG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for APOG. Filings are public domain, sourced to SEC EDGAR.