APOG Institutional Ownership
Apogee Enterprises, Inc.
1W: +4.4%
1M: +23.7%
3M: +12.9%
YTD: +21.5%
1Y: +15.9%
3Y: +11.8%
5Y: +28.0%
$45.03
+0.94 (+2.13%)
Weekly Expected Move ±7.1%
$37
$41
$44
$47
$50
Credit Risk of going bust: higher than 51% of companies Debt: 29.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.38 (down 97%), Apogee Enterprises, Inc. would be worth roughly what it owes.
Total debt $382.5M against a stock market value of $921.3M.
Distance to default 5.05 (Merton model): prices to 2026-10-26, balance sheet 2026-08-29, debt counted $182.4M (short-term plus half of long-term), stock volatility 41.8%; Altman Z 2.84. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.38 (down 97%), Apogee Enterprises, Inc. would be worth roughly what it owes.
Total debt $382.5M against a stock market value of $921.3M.
Distance to default 5.05 (Merton model): prices to 2026-10-26, balance sheet 2026-08-29, debt counted $182.4M (short-term plus half of long-term), stock volatility 41.8%; Altman Z 2.84. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — APOG
267
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$881M
Total Invested
51
New Positions
86
Increased
89
Reduced
28
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 886,807 | $40M | +866,751 | +4321.7% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 843,173 | $38M | +843,173 | — | 1Q | SEC ↗ |
| 3 | Allianz Asset Management GmbH NEW | 366,405 | $16M | +366,405 | — | 1Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC NEW | 337,483 | $15M | +337,483 | — | 1Q | SEC ↗ |
| 5 | ProShare Advisors LLC NEW | 170,289 | $8M | +170,289 | — | 1Q | SEC ↗ |
| 6 | GABELLI FUNDS LLC NEW | 127,241 | $6M | +127,241 | — | 1Q | SEC ↗ |
| 7 | GRACE & WHITE INC /NY | 112,572 | $5M | -16,000 | -12.4% | 2Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC NEW | 111,300 | $5M | +111,300 | — | 1Q | SEC ↗ |
| 9 | PEREGRINE CAPITAL MANAGEMENT LLC | 109,478 | $5M | +14,288 | +15.0% | 2Q | SEC ↗ |
| 10 | PRINCIPAL FINANCIAL GROUP INC NEW | 102,558 | $5M | +102,558 | — | 1Q | SEC ↗ |
| 11 | ISTHMUS PARTNERS, LLC NEW | 79,333 | $4M | +79,333 | — | 1Q | SEC ↗ |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 78,981 | $4M | +78,981 | — | 1Q | SEC ↗ |
| 13 | Walleye Capital LLC NEW | 55,738 | $3M | +55,738 | — | 1Q | SEC ↗ |
| 14 | INTECH INVESTMENT MANAGEMENT LLC NEW | 53,486 | $2M | +53,486 | — | 1Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC NEW | 50,983 | $2M | +50,983 | — | 1Q | SEC ↗ |
| 16 | North Star Investment Management Corp. | 37,950 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 17 | WEDGE CAPITAL MANAGEMENT L L P/NC | 36,753 | $2M | -5,195 | -12.4% | 2Q | SEC ↗ |
| 18 | Schonfeld Strategic Advisors LLC NEW | 33,323 | $2M | +33,323 | — | 1Q | SEC ↗ |
| 19 | SummerHaven Investment Management, LLC NEW | 23,558 | $1M | +23,558 | — | 1Q | SEC ↗ |
| 20 | Man Group plc NEW | 23,150 | $1M | +23,150 | — | 1Q | SEC ↗ |
| 21 | Corient Private Wealth LP NEW | 21,830 | $983K | +21,830 | — | 1Q | SEC ↗ |
| 22 | Inspire Investing, LLC NEW | 17,897 | $806K | +17,897 | — | 1Q | SEC ↗ |
| 23 | Vident Advisory, LLC NEW | 17,285 | $778K | +17,285 | — | 1Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 16,404 | $739K | +16,404 | — | 1Q | SEC ↗ |
| 25 | GAMCO INVESTORS, INC. ET AL NEW | 14,332 | $645K | +14,332 | — | 1Q | SEC ↗ |
| 26 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 14,319 | $645K | +14,319 | — | 1Q | SEC ↗ |
| 27 | IEQ CAPITAL, LLC NEW | 12,159 | $548K | +12,159 | — | 1Q | SEC ↗ |
| 28 | Odyssean, LLC NEW | 10,050 | $453K | +10,050 | — | 1Q | SEC ↗ |
| 29 | Louisiana State Employees Retirement S | 9,500 | $428K | — | +0.0% | 2Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN NEW | 8,348 | $376K | +8,348 | — | 1Q | SEC ↗ |
| 31 | State of Alaska, Department of Revenue | 8,143 | $367K | +5,835 | +252.8% | 2Q | SEC ↗ |
| 32 | Sterling Capital Management LLC NEW | 8,126 | $366K | +8,126 | — | 1Q | SEC ↗ |
| 33 | Mariner, LLC NEW | 7,828 | $352K | +7,828 | — | 1Q | SEC ↗ |
| 34 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 7,700 | $347K | +7,700 | — | 1Q | SEC ↗ |
| 35 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 7,686 | $346K | +7,686 | — | 1Q | SEC ↗ |
| 36 | Zhang Financial LLC | 7,233 | $326K | — | +0.0% | 2Q | SEC ↗ |
| 37 | EXCHANGE TRADED CONCEPTS, LLC NEW | 6,468 | $291K | +6,468 | — | 1Q | SEC ↗ |
| 38 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 6,267 | $282K | +6,267 | — | 1Q | SEC ↗ |
| 39 | NISA INVESTMENT ADVISORS, LLC NEW | 6,232 | $281K | +6,232 | — | 1Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,831 | $263K | +5,831 | — | 1Q | SEC ↗ |
| 41 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 5,576 | $251K | +5,576 | — | 1Q | SEC ↗ |
| 42 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 5,425 | $244K | +5,425 | — | 1Q | SEC ↗ |
| 43 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC NEW | 5,032 | $227K | +5,032 | — | 1Q | SEC ↗ |
| 44 | Pflug Koory, LLC NEW | 3,770 | $170K | +3,770 | — | 1Q | SEC ↗ |
| 45 | Ensign Peak Advisors, Inc NEW | 3,051 | $137K | +3,051 | — | 1Q | SEC ↗ |
| 46 | GAMMA Investing LLC | 2,883 | $130K | +447 | +18.3% | 3Q | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. NEW | 2,000 | $90K | +2,000 | — | 1Q | SEC ↗ |
| 48 | Versant Capital Management, Inc | 1,312 | $59K | +1,049 | +398.9% | 3Q | SEC ↗ |
| 49 | MEEDER ASSET MANAGEMENT INC NEW | 1,234 | $56K | +1,234 | — | 1Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 1,073 | $48K | +190 | +21.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 843,173 | $38M |
| Allianz Asset Management GmbH | 366,405 | $16M |
| AMERIPRISE FINANCIAL INC | 337,483 | $15M |
| ProShare Advisors LLC | 170,289 | $8M |
| GABELLI FUNDS LLC | 127,241 | $6M |
| GOLDMAN SACHS GROUP INC | 111,300 | $5M |
| PRINCIPAL FINANCIAL GROUP INC | 102,558 | $5M |
| ISTHMUS PARTNERS, LLC | 79,333 | $4M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 78,981 | $4M |
| Walleye Capital LLC | 55,738 | $3M |
| INTECH INVESTMENT MANAGEMENT LLC | 53,486 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 50,983 | $2M |
| Schonfeld Strategic Advisors LLC | 33,323 | $2M |
| SummerHaven Investment Management, | 23,558 | $1M |
| Man Group plc | 23,150 | $1M |
| Corient Private Wealth LP | 21,830 | $983K |
| Inspire Investing, LLC | 17,897 | $806K |
| Vident Advisory, LLC | 17,285 | $778K |
| CITADEL ADVISORS LLC | 16,404 | $739K |
| GAMCO INVESTORS, INC. ET AL | 14,332 | $645K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +866,751 | +4321.7% | 886,807 |
| PEREGRINE CAPITAL MANAGEMENT LLC | +14,288 | +15.0% | 109,478 |
| State of Alaska, Department of Reve | +5,835 | +505.6% | 6,989 |
| Versant Capital Management, Inc | +1,049 | +398.9% | 1,312 |
| GAMMA Investing LLC | +447 | +18.3% | 2,883 |
| Farther Finance Advisors, LLC | +190 | +21.5% | 1,073 |
| IFP Advisors, Inc | +151 | +80.7% | 338 |
| FARMERS & MERCHANTS INVESTMENTS INC | +7 | +50.0% | 21 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GRACE & WHITE INC /NY | -16,000 | -12.4% | 112,572 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -5,195 | -12.4% | 36,753 |