SCHEDULE: Wellington Management Discloses 8.26% Stake in Apogee
Beneficial Ownership Report (Schedule 13G Amendment)
Wellington Management Group and its affiliates have disclosed a passive beneficial ownership of 8.26% in Apogee Therapeutics, Inc. common stock.
Summary
- Wellington Management Group LLP, along with its affiliates Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, collectively reported beneficial ownership of Apogee Therapeutics, Inc. common stock.
- The aggregate amount beneficially owned by the reporting persons is 3,805,710 shares.
- This represents 8.26% of Apogee Therapeutics, Inc.'s common stock.
- The reporting entities hold shared voting power over 3,448,642 shares (or 3,446,060 shares for Wellington Management Company LLP specifically).
- Shared dispositive power is held over 3,805,710 shares (or 3,669,471 shares for Wellington Management Company LLP specifically).
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing the control of the issuer.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a routine disclosure of passive ownership and typically carries a neutral sentiment, as it does not indicate operational performance or strategic shifts.
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Apogee Therapeutics, Inc.'s future performance or operations.
Industry Context
This filing reflects a passive investment by a major asset manager in a biotechnology company, a common occurrence in the investment landscape where institutional investors take significant, non-controlling stakes in publicly traded companies.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional ownership, which can influence market perception and liquidity.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement (reporting period end). |
| 08/05/2025 | Date of filing and signing of the Schedule 13G Amendment No. 2. |
Keywords
Apogee Therapeutics, Wellington Management, SEC Filing, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Biotechnology, Pharmaceuticals
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