Vault-13

APOGEE ACQUISITION CORP AACPU

UNIT 03/27/2031 · Unit · CUSIP G04126127

17 institutional holders
1,874,3701.9m shares reported held*
$19.1mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.22.

Biggest buyers

Yakira Capital Management, Inc. New +400,000+400.0k
Calamos Advisors LLC New +300,000+300.0k
Lineage Point Capital LP New +262,500+262.5k
Wealthspring Capital LLC New +189,420+189.4k
MILLENNIUM MANAGEMENT LLC New +150,000+150.0k
LMR Partners LLP New +125,000+125.0k
GABELLI & Co INVESTMENT ADVISERS, INC. New +87,200+87.2k
GABELLI FUNDS LLC New +83,300+83.3k
StoneX Group Inc. New +71,743+71.7k
Clear Street Group Inc. New +52,067+52.1k

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
K2 PRINCIPAL FUND, L.P. 13G · exempt (held before listing) new · filed 2026-04-09 5.3% new 800.0k≈ $8.2m 2026-04-09

Fell to 5% or below in the last year: Harraden Circle Investments, LLC (0.0%, 2026-08-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20261—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-04-08 Smith Jeffrey Andrew +1 Chief Executive Officer, director Bought 470,000 — —470.0k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Yakira Capital Management, Inc. 1.20% of their portfolio Westport, CT 400,000400.0k $4.1m $4.1m 1.20% New
2 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 300,000300.0k $3.1m $3.1m 0.01% New
3 Lineage Point Capital LP 0.55% of their portfolio PALM BEACH, FL 262,500262.5k $2.7m $2.7m 0.55% New
4 Wealthspring Capital LLC 0.43% of their portfolio WEST HARRISON, NY 189,420189.4k $1.9m $1.9m 0.43% New
5 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 150,000150.0k $1.5m $1.5m 0.00% New
6 LMR Partners LLP 0.01% of their portfolio LONDON, X0 125,000125.0k $1.3m $1.3m 0.01% New
7 GABELLI & Co INVESTMENT ADVISERS, INC. 0.13% of their portfolio Rye, NY 87,20087.2k $891.2k $891.2k 0.13% New
8 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 83,30083.3k $851.3k $851.3k 0.01% New
9 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 71,74371.7k $721.0k $721.0k 0.03% New
10 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 52,06752.1k $532.1k $532.1k 0.00% New
11 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 50,00950.0k $511.0k $511.0k 0.00% New
12 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 37,05237.1k $378.7k $378.7k 0.00% New
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,00025.0k $255.8k $255.8k 0.00% New
14 Tuttle Capital Management, LLC 0.15% of their portfolio RIVERSIDE, CT 21,53821.5k $220.3k $220.3k 0.15% New
15 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 10,67810.7k $109.1k $109.1k 0.00% New
16 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.00% of their portfolio WEST PALM BEACH, FL 7,3087.3k $74.8k $74.8k 0.00% New
17 Rangeley Capital, LLC 0.01% of their portfolio NEW CANAAN, CT 1,5551.6k $15.9k $15.9k 0.01% New