Apogee Enterprises, Inc.: which funds bought and sold

Institutions that bought and sold Apogee Enterprises shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 132 institutions that filed 13F reports for both quarters added to or opened positions in Apogee Enterprises, and 88 cut or closed them. Together they sold a net 31K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 320K shares (−5.9%); index fund managers were net sellers of 331K shares (−4.0%). 46 opened a new position and 27 sold out entirely.

Bought, Q2 2026 132 institutions, 46 of them new holders Sold, Q2 2026 88 institutions, 27 of them sold out

Net change, all compared −31K shares (−0.2%)

Net change, active managers −320K shares (−5.9%), 29 bought, 20 sold

Buyers versus sellers

institutions compared, 261

132 bought 41 88 sold

Active managers and hedge funds 29 bought · 20 sold · −320K

Index fund managers 5 bought · 5 sold · −331K

Other institutions 98 bought · 63 sold · +620K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ameriprise Financial Inc	+409K +121.2%	747K	$34.1M
American Century Companies Inc Active manager	+141K +16.0%	1.0M	$47M
Jpmorgan Chase & Co	+111K +43.3%	368K	$16.9M
AQR Capital Management LLC Hedge fund	+104K +119.1%	192K	$8.8M
Dimensional Fund Advisors LP	+90K +8.5%	1.2M	$52.8M
Bridgeway Capital Management, LLC Active manager	+85K New position	85K	$3.9M
Pacer Advisors, Inc.	+84K +112198.7%	84K	$3.9M
Blackrock, Inc. Index funds	+82K +2.5%	3.4M	$156M
Empowered Funds, LLC	+80K New position	80K	$3.6M
Creative Planning	+75K +391.2%	94K	$4.3M
Nuveen, LLC	+74K +150.9%	123K	$5.6M
Gabelli Funds LLC Active manager	+73K +136.3%	127K	$5.8M
FMR LLC Active manager	+67K +25.5%	332K	$15.2M
Franklin Resources Inc Active manager	+65K +190.5%	100K	$4.6M
Jacobs Levy Equity Management, Inc Active manager	+64K +89.0%	136K	$6.2M
Walleye Capital LLC Hedge fund	+56K New position	56K	$2.5M
Hillsdale Investment Management Inc.	+55K New position	55K	$2.5M
O'Shaughnessy Asset Management, LLC Active manager	+48K +532.1%	57K	$2.6M
Two Sigma Investments, LP Hedge fund	+46K +8.1%	612K	$28M
Morgan Stanley	+44K +11.9%	417K	$19.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+141K +16.0%	1.0M	$47M
AQR Capital Management LLC Hedge fund	+104K +119.1%	192K	$8.8M
Bridgeway Capital Management, LLC Active manager	+85K New position	85K	$3.9M
Gabelli Funds LLC Active manager	+73K +136.3%	127K	$5.8M
FMR LLC Active manager	+67K +25.5%	332K	$15.2M
Franklin Resources Inc Active manager	+65K +190.5%	100K	$4.6M
Jacobs Levy Equity Management, Inc Active manager	+64K +89.0%	136K	$6.2M
Walleye Capital LLC Hedge fund	+56K New position	56K	$2.5M
O'Shaughnessy Asset Management, LLC Active manager	+48K +532.1%	57K	$2.6M
Two Sigma Investments, LP Hedge fund	+46K +8.1%	612K	$28M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Segall Bryant & Hamill, LLC Active manager	−479K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−378K −24.5%	1.2M	$53.2M
Jane Street Group, LLC	−181K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−140K −73.2%	51K	$2.3M
UBS Group AG	−125K −57.5%	92K	$4.2M
Millennium Management LLC Hedge fund	−87K Sold out	0	—
Citadel Advisors LLC Hedge fund	−81K −83.2%	16K	$750,319
Point72 Asset Management, L.P. Hedge fund	−73K −49.4%	74K	$3.4M
Castleknight Management LP Hedge fund	−72K −47.1%	81K	$3.7M
Trexquant Investment LP Hedge fund	−70K Sold out	0	—
Numerai Gp LLC	−64K −79.6%	16K	$751,188
Moran Wealth Management, LLC	−63K Sold out	0	—
HRT Financial LP	−56K −76.0%	18K	$815,000
Engineers Gate Manager LP Hedge fund	−50K −58.9%	35K	$1.6M
Charles Schwab Investment Management Inc Index funds	−50K −11.0%	403K	$18.4M
D. E. Shaw & Co., Inc. Hedge fund	−45K −48.0%	48K	$2.2M
Aquatic Capital Management LLC	−42K Sold out	0	—
Quantbot Technologies LP Hedge fund	−41K −97.9%	862	$39,428
Balyasny Asset Management L.P. Hedge fund	−40K −48.6%	43K	$1.9M
Alliancebernstein L.P. Active manager	−39K −61.6%	24K	$817,571

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Segall Bryant & Hamill, LLC Active manager	−479K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−140K −73.2%	51K	$2.3M
Millennium Management LLC Hedge fund	−87K Sold out	0	—
Citadel Advisors LLC Hedge fund	−81K −83.2%	16K	$750,319
Point72 Asset Management, L.P. Hedge fund	−73K −49.4%	74K	$3.4M
Castleknight Management LP Hedge fund	−72K −47.1%	81K	$3.7M
Trexquant Investment LP Hedge fund	−70K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−50K −58.9%	35K	$1.6M
D. E. Shaw & Co., Inc. Hedge fund	−45K −48.0%	48K	$2.2M
Quantbot Technologies LP Hedge fund	−41K −97.9%	862	$39,428

New positions

largest by value

Institution	Shares	Value June 30, 2026
Bridgeway Capital Management, LLCActive manager	85K	$3.9M
Empowered Funds, LLC	80K	$3.6M
Walleye Capital LLCHedge fund	56K	$2.5M
Hillsdale Investment Management Inc.	55K	$2.5M
Jackson Creek Investment Advisors LLC	39K	$1.5M
Man Group PLCHedge fund	23K	$1.1M
Horizon Investments, LLC	21K	$968,945
Allstate Corp	15K	$673,750
Ieq Capital, LLC	12K	$556,153
Panagora Asset Management IncActive manager	10K	$476,474

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Segall Bryant & Hamill, LLCActive manager	479K	$16.1M
Jane Street Group, LLC	181K	$6.1M
Millennium Management LLCHedge fund	87K	$2.9M
Trexquant Investment LPHedge fund	70K	$2.3M
Moran Wealth Management, LLC	63K	$2.1M
Aquatic Capital Management LLC	42K	$1.4M
State Of Wisconsin Investment Board	32K	$1.1M
Moody National Bank Trust Division	21K	$699,644
Riverpoint Wealth Management Holdings, LLC	21K	$696,089
Varcov Co.	15K	$488,376

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 238
Ten largest holders: 55.9%
Index fund managers: 40.5%
Active managers and hedge funds: 26.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	29	20	8	3	−320K	−5.9%
Index fund managers	5	5	0	0	−331K	−4.0%
Other institutions	98	63	38	24	+620K	+10.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Apogee Enterprises.

Only managers that filed a holdings report for both quarters are compared (261 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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