Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APOGEE ENTERPRISES INC COM (APOG)

200 + Investors. Track Smart Money conviction in APOG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — APOG

Based on 198 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their APOG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
198 funds currently hold this stock — 81% of the 3.0-year high of 244 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
46 fewer hedge funds hold APOG compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

100 buying119 selling
Last quarter: 119 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 36 → 37 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
139 out of 198 hedge funds have held APOG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -17%

Value
-17%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~29 new funds/quarter

42 → 41 → 36 → 37 → 29 new funds/Q
New funds entering each quarter: 41 → 36 → 37 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 8% 1-2yr ■ 15% new
Of 200 current holders: 153 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
34 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in APOG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — APOG

In 2025 Q4, 100 hedge funds were net buyers of APOG (29 opened a new position, 71 added to an existing one), while 119 reduced or exited (76 trimmed, 43 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in APOG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 198.

Hedge Fund Ownership: APOG

How many hedge funds hold APOG — quarterly history vs. share price
Quarterly hedge fund ownership of APOG vs. share price

Market Analysis: APOG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APOG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: APOG
2026 Q1 Stats Unlock in 3 days 200 + Investors

Track Smart Money conviction in APOG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 200 216 -7.41%
13F Shares 20M 20M -1.34%
Total Value $729M $879M -17.13%
New Positions 29 37 -8
Increased Positions 76 68 +8
Closed Positions 44 32 +12
Reduced Positions 77 90 -13
Total Calls 2 3 -33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: APOG

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Financial Highlights

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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APOG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of APOG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Villanova Investment Management Co LLC 1.23% 35,899 $1.2M
2 GRACE & WHITE INC /NY 0.76% 128,572 $4.3M
3 Bruce & Co., Inc. 0.48% 50,000 $1.7M
4 SummerHaven Investment Management, LLC 0.33% 15,982 $536K
5 SEGALL BRYANT & HAMILL, LLC 0.28% 512,331 $17.5M
6 ISTHMUS PARTNERS, LLC 0.27% 77,894 $2.6M
7 Numerai GP LLC 0.27% 80,500 $2.7M
8 EntryPoint Capital, LLC 0.22% 22,153 $743K
9 nVerses Capital, LLC 0.21% 6,757 $227K
10 VARCOV Co. 0.18% 14,561 $488K
11 R Squared Ltd 0.16% 8,649 $290K
12 Riverpoint Wealth Management Holdings, LLC 0.15% 20,754 $696K
13 PEREGRINE CAPITAL MANAGEMENT LLC 0.12% 95,190 $3.2M
14 OXFORD ASSET MANAGEMENT LLP 0.11% 7,607 $255K
15 CastleKnight Management LP 0.09% 153,325 $5.1M
16 ROYCE & ASSOCIATES LP 0.08% 233,061 $7.8M
17 North Star Investment Management Corp. 0.08% 37,950 $1.3M
18 AIGEN INVESTMENT MANAGEMENT, LP 0.08% 8,726 $293K
19 MOODY NATIONAL BANK TRUST DIVISION 0.07% 20,860 $700K
20 Moran Wealth Management, LLC 0.06% 62,829 $2.1M
21 Headlands Technologies LLC 0.06% 16,460 $552K
22 Pflug Koory, LLC 0.06% 3,770 $126K
23 Quantbot Technologies LP 0.06% 42,036 $1.4M
24 AlphaQuest LLC 0.05% 24,256 $883K
25 MARTINGALE ASSET MANAGEMENT L P 0.05% 55,525 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — APOGEE ENTERPRISES INC COM (APOG)

What does the Smart Money Trend signal show for APOG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their APOG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APOG?

More sellers than buyers — 46% buying: Last quarter: 119 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for APOG holders?

Elite ownership — 43% AUM from top-100 funds: 34 of 198 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in APOG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held APOG?

70% of holders stayed for 2+ years: 139 out of 198 hedge funds have held APOG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.