Smart Money · Holder IQ
52.6 / 100
Below median holder quality (percentile 42.1 this quarter). Holder trend is not available.
APOG
Apogee Enterprises IncNASDAQ
Industrials • Building Products & Equipment
Factor tilt: Small-Cap Blend
$47.83-0.46%
Close Nov 10, 2026
- Market cap
- $998.13M
- 1 month
- +16.8%
- 3 months
- +11.3%
- 1 year
- +38.9%
- 52-week range
- $31.73$48.92
Reading stored signals…
More market facts
- Dividend, last 12 mo
- $1.08 · 2.26% yield
- Last ex-date
- Oct 20, 2026 · $0.27
- Dividend growth
- 12 years in a row
- Short interest
- 4.2% of float854.6K shares · settled Oct 30, 2026 · -1.3% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Aug 31, 2026
- Revenue
- $1.43B
- Net income
- $67.08M
- Free cash flow
- $95.17M
- Book value
- $523.33M
- Total debt
- $382.51M
- P/E
- 14.9×
- Price / sales
- 0.7×
- Price / book
- 1.9×
- FCF yield
- +9.5%
- Net margin
- +4.7%
EODHD (TTM) · as of Nov 10, 2026
End-of-day close from stored market data, not a live quote.
Quarterly results
The last 8 fiscal quarters from EODHD’s latest stored vendor-normalized figures. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Aug 2026filed Oct 6, 2026 | $391.1M | +9.2% | 24.6% | $35.9M | $22.4M |
| May 2026filed Jun 30, 2026 | $342.7M | -1.1% | 21.9% | $18.8M | $11.5M |
| Feb 2026filed Apr 24, 2026 | $351.4M | +1.6% | 22.7% | $29.8M | $16.6M |
| Nov 2025filed Jan 7, 2026 | $348.6M | +2.1% | 24.8% | $30.3M | $16.5M |
| Aug 2025filed Oct 9, 2025 | $358.2M | +4.6% | 23.9% | $31.3M | $23.6M |
| May 2025filed Jul 2, 2025 | $346.6M | +4.6% | 23.7% | $6.9M | -$2.7M |
| Feb 2025filed Apr 24, 2025 | $345.7M | -4.5% | 22.3% | $6.1M | $2.5M |
| Nov 2024filed Jan 7, 2025 | $341.3M | +0.5% | 26.2% | $28.6M | $21.0M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $36.5M
- Reported total debt
- $382.5M
- Current assets
- $472.3M
- Current liabilities
- $264.6M
Vendor filing date:
As of
- Reported cash
- $26.4M
- Reported total debt
- $288.0M
- Current assets
- $430.4M
- Current liabilities
- $244.6M
Vendor filing date:
As of
- Reported cash
- $39.5M
- Reported total debt
- $286.4M
- Current assets
- $439.4M
- Current liabilities
- $266.9M
Vendor filing date:
As of
- Reported cash
- $41.3M
- Reported total debt
- $311.5M
- Current assets
- $436.0M
- Current liabilities
- $229.7M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: EODHD’s latest stored vendor-normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Feb 2026filed Apr 24, 2026 | $1.4B | +3.2% | 22.7% | $84.5M | $54.1M |
| Feb 2025filed Apr 24, 2025 | $1.4B | -3.9% | 26.8% | $118.1M | $85.1M |
| Feb 2024filed Apr 26, 2024 | $1.4B | -1.6% | 26.3% | $133.8M | $99.6M |
| Feb 2023filed Apr 21, 2023 | $1.4B | +9.6% | 23.3% | $125.8M | $104.1M |
| Feb 2022filed Apr 22, 2022 | $1.3B | +6.8% | 23.0% | $22.0M | $3.5M |
| Feb 2021filed Apr 22, 2021 | $1.2B | -11.3% | 22.4% | $25.5M | $15.4M |
Annual cash generation
Does profit turn into cash? Compare APOG’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $54.1M
- Operating cash flow
- $122.5M
- Capital spending
- $27.3M
- Free cash flow
- $95.2M
Fiscal year ending
- Net income
- $85.1M
- Operating cash flow
- $125.2M
- Capital spending
- $35.6M
- Free cash flow
- $89.6M
Fiscal year ending
- Net income
- $99.6M
- Operating cash flow
- $204.2M
- Capital spending
- $43.2M
- Free cash flow
- $161.0M
Earlier cash-flow years
Fiscal year ending
- Net income
- $104.1M
- Operating cash flow
- $102.7M
- Capital spending
- $45.2M
- Free cash flow
- $57.5M
Fiscal year ending
- Net income
- $3.5M
- Operating cash flow
- $100.5M
- Capital spending
- $21.8M
- Free cash flow
- $78.6M
Fiscal year ending
- Net income
- $15.4M
- Operating cash flow
- $141.9M
- Capital spending
- $26.2M
- Free cash flow
- $115.7M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: EODHD annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did APOG’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $22.2M
- Net share issuance / purchases
- -$15.0M
- Net borrowing / repayment
- -$52.7M
- Total financing cash flow
- -$96.2M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $21.7M
- Net share issuance / purchases
- -$45.4M
- Net borrowing / repayment
- $223.0M
- Total financing cash flow
- $146.0M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $21.1M
- Net share issuance / purchases
- -$11.8M
- Net borrowing / repayment
- -$107.9M
- Total financing cash flow
- -$144.6M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $19.7M
- Net share issuance / purchases
- -$74.3M
- Net borrowing / repayment
- $158.0M
- Total financing cash flow
- -$91.0M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $20.3M
- Net share issuance / purchases
- -$100.4M
- Net borrowing / repayment
- -$2.0M
- Total financing cash flow
- -$120.6M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $19.6M
- Net share issuance / purchases
- -$32.9M
- Net borrowing / repayment
- -$47.7M
- Total financing cash flow
- -$107.9M
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: EODHD annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Missing amounts stay unavailable; zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Company Quality Grade
How steadily did the business compound its per-share book value with dividends over 40 quarters? This historical measure is not a stock-price return or a forecast.
As of · Window to
Does not meet the historical compounder rule
- Book with dividends · annual growth
- 2.5%
- Consistency of fitted trend · R²
- 0.611
- Recent / whole-window slope
- -1.08×
Basis: tangible common book (equity less preferred, goodwill and intangibles). Dividends are reinvested at book value, not at market prices. R² near 1 means a steadier fitted trend; it does not establish accounting quality.
Composite percentile: 12.4% among 288 admitted non-financial issuers in this captured run. The composite combines growth and consistency percentiles. This is not a comparison with every listed company.
The compounder rule requires a top-decile composite within the tangible-book eligible pool, positive slope and no detected decline. Total-common-book fallback rows cannot qualify. A decline means the 90% interval for the recent 12-quarter / full-window slope ratio lies below 1; this row detects a decline. An absent decline is not proof that growth is accelerating.
Link an account to see your stake, watchlist and past holdings. Use this to question the durability of the business behind your investment case, alongside its filings and valuation. A withheld grade is a data or method limit, not a sell signal. For a short position, it does not predict timing, borrowing costs or downside. It does not measure your account’s return.
Method, filing sources and publication receipt
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (42 in this window): 0000006845-16-000044; 0000006845-16-000051; 0000006845-17-000002. The links show up to three of the input filings.
Method labels: going_concern_unchecked, market_cap_cutoff_cohort_below_3000, preferred_untagged_zero, red_finding_basis_d1_enforcement_naming_issuer, tbv_drop_gt15pct_unexplained, weighted_shares_fallback
- Parameters
- pg-g2-params.v17
- Plane
- sha256:841c1bb46826c45b96472bf9adff6a93c8ce5f5392636cff297045298e9bf517
- Grade row SHA-256
- sha256:e8ad58e6f3e439ae62f6d67c0a7bdae84c6b79c604dd1e3c48c90d7ec38e34a2
- Manifest SHA-256
- sha256:c94c0931ffa7d9818ad0d34110b400f347a53da8a9c7d9aee1013095384d6a8a
- Engine SHA-256
- sha256:defa2e17f100b92a30576940d1632532b5cc4f37a2cb4bcc7fcc881856417811
- Hand-check receipt SHA-256
- sha256:03dd742b7b83e1130b4c01f9beaaf2671b20562c447a337dd047a41ad675ed3c
People-network credibility
The people behind a company influence capital allocation and controls. This published research measures graph connections to people with admitted adjudications (RED), and to repeat value creators or stewards of qualifying compounders and long-term shareholder-return leaders (GREEN). Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
- Reporting owners in the filing window
- 17
- In the published population
- 17
- With a calibrated score
- 0
0 outside the population; 17 population members without a calibrated score. These are issuer-wide counts, not counts of the preview below. Neither state is a favorable or adverse finding.
When calibrated measures are published, RED and GREEN are separately calibrated graph proximities. NetCredibility is GREEN minus RED, on a −1 to 1 scale, not a probability or expected return. Both poles and their published intervals stay visible. A positive net does not erase an admitted finding.
Link an account to see your stake, watchlist and past holdings. Use the cited filings to check who was reporting a role and review the published evidence alongside your investment thesis. A gap calls for checking the underlying record; it does not tell you to increase or reduce a holding.
Showing 8 of 17 reporting owners, ordered by filed role and name, not by score. This preview is not an issuer score or a comparison with other companies.
Christina M. Alvord
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Oct 2, 2026Person source details
- Reporting-owner CIK
- 0001692983
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- b30eb918e3525b8d1254b1f18f5ad93019a2df77fe8b17c8abd28101cd04b71c
- Publication's adjudication label
- none
Mark Richard Augdahl
EVP, Chief Financial Officer — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 4, 2026Person source details
- Reporting-owner CIK
- 0001520126
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- d8fc712aa139a427bea8755cbdc5cf8a50db57ac754cd714a0cbcc07b22ef57c
- Publication's adjudication label
- none
Matthew Sean Christian
President, Architectural Serv — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 4, 2026Person source details
- Reporting-owner CIK
- 0002085067
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 3b56d3f9c3af896ec635f5e7f92cf00a386ef30db5112d2f5b26b0d779c4bb48
- Publication's adjudication label
- none
Christopher Willliam Ede
President, Architectural Glass — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Jul 21, 2026Person source details
- Reporting-owner CIK
- 0002142755
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 7c7302c12089b897a3c162087e291f0fd2340c9d32284bb1888c1c0ac3b36f9b
- Publication's adjudication label
- none
Joseph B. Hayek
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Aug 6, 2026Person source details
- Reporting-owner CIK
- 0001429897
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- bd3bd004aad230773556699bdd9c9a33fba65b688bc299d821bd1d08a7becbe4
- Publication's adjudication label
- none
Brent C. Jewell
President, Architectural Glass — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 4, 2026Person source details
- Reporting-owner CIK
- 0001741720
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 850ce62e18571106f5d579cca3dcf9d90f80a1013b6a437bd7bc5dd3419d992b
- Publication's adjudication label
- none
Lloyd Emerson Johnson
Director — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed Apr 1, 2026Person source details
- Reporting-owner CIK
- 0001708823
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 5ff9c66d6609ab34761de05203e52a9c80b5e34f4a5d8c5331ea229ed46b43cd
- Publication's adjudication label
- none
Troy R. Johnson
Pres, Architectural Metals — as filed
No calibrated score published
The publication withholds a net score. Its stated reason is available in the source details.
No admitted adjudication is listed for this person in this publication.
Read the 4 filed May 4, 2026Person source details
- Reporting-owner CIK
- 0001869972
- Published reason
- calibration abstention: no fitted calibration
- Score identity
- 99d36b7d9ddb238fa15b2350dbcd7eadfd6096612fd7ad3d8ff8f06744ebef81
- Publication's adjudication label
- none
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and pending cases are not findings in this classification. “No admitted adjudication” is not a clearance or a complete regulatory-history search.
Publication, method and source
- Issuer CIK
- 0000006845
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 11, 2026; shared cache no older than five minutes
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.abstain-unfitted.v1
- Population identity
- sha256:98d4567a9d3793777ced97387b5d300b646dfd15e311888364300df12f95349b
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched APOG. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 30, 2026
854,553 shares short
-11,483 shares (-1.3%) vs Oct 15, 2026
4.2% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
866,036 shares short
+79,384 shares (+10.1%) vs Sep 30, 2026
4.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
786,652 shares short
-148,632 shares (-15.9%) vs Sep 15, 2026
3.9% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
935,284 shares short
+94,968 shares (+11.3%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
840,316 shares short
+296,317 shares (+54.5%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
543,999 shares short
-109,123 shares (-16.7%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind APOG’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.27 per share
Ex-dividend date: Oct 20, 2026
Recorded pay date: Nov 4, 2026 (past date)
Cash dividend · Polygon event record
USD 0.27 per share
Ex-dividend date: Jul 14, 2026
Recorded pay date: Jul 29, 2026 (past date)
Cash dividend · Polygon event record
USD 0.27 per share
Ex-dividend date: May 13, 2026
Recorded pay date: May 28, 2026 (past date)
Cash dividend · Polygon event record
USD 0.27 per share
Ex-dividend date: Feb 3, 2026
Recorded pay date: Feb 18, 2026 (past date)
Cash dividend · Polygon event record
USD 0.26 per share
Ex-dividend date: Oct 29, 2025
Recorded pay date: Nov 13, 2025 (past date)
Cash dividend · Polygon event record
USD 0.26 per share
Ex-dividend date: Jul 16, 2025
Recorded pay date: Jul 31, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
2 for 1 · forward split
Effective Feb 18, 1997
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 11, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
Link an account to see your stake, watchlist and past holdings.
We’ll show you if APOG is in your portfolio and how much it contributes.
Sign inMarket context
Loading market dates
Smart money context
Holder IQ: MEDIUM
30 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: buy 5 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 3
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
238 filers reported a long position in APOG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
55.9%
of the 19.5M shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
+4.1%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $155.5M · 3.4M shares | 3.4M | +2.5% |
| 2 | Vanguard Portfolio Management LLC | $53.2M · 1.2M shares | 1.2M | -24.5% |
| 3 | Dimensional Fund Advisors LP | $52.8M · 1.2M shares | 1.2M | +8.5% |
| 4 | American Century Companies Inc | $47M · 1M shares | 1M | +16% |
| 5 | Vanguard Capital Management LLC | $41.8M · 913.8K shares | 913.8K | -2.9% |
| 6 | State Street Corp | $38.6M · 843.2K shares | 843.2K | +2.7% |
| 7 | Ameriprise Financial Inc | $34.1M · 746.5K shares | 746.5K | +121.2% |
| 8 | Two Sigma Investments, LP | $28M · 611.7K shares | 611.7K | +8.1% |
| 9 | Geode Capital Management, LLC | $25.8M · 564K shares | 564K | +4.5% |
| 10 | LSV Asset Management | $22.4M · 490.1K shares | 490.1K | +3.2% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of APOG file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 30, 2026 | Vanguard Portfolio Management LLC13G · passive · amended | 4.09%under 5% |
| Jul 14, 2026 | Dimensional Fund Advisors LP13G · passive | 5.5% |
| Apr 29, 2026 | Vanguard Capital Management LLC13G · passive | 5.11% |
| Apr 24, 2026 | BlackRock, Inc.13G · passive · amended | 15.1% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of APOG’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -2.23%
- Style leanings
- +3.69%
- Unexplained residual
- +12.50%
- Stock move
- +13.96%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-13–2026-11-10, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-11T23:18:07.886Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -3.15% | -1.18% | -0.47% | -1.49% | |
| +1.50% | +0.52% | +0.70% | +0.28% | |
| +0.29% | -1.05% | +0.40% | +0.94% | |
| +0.72% | +0.36% | -0.57% | +0.94% | |
| +3.48% | +0.43% | +1.26% | +1.79% | |
| +1.28% | +0.49% | -0.50% | +1.29% | |
| +1.40% | -1.09% | +2.32% | +0.17% | |
| -1.49% | -0.46% | +0.21% | -1.24% | |
| +1.05% | +0.50% | -2.26% | +2.81% | |
| +2.13% | +0.68% | -2.41% | +3.86% | |
| -0.67% | +0.37% | -0.93% | -0.11% | |
| +2.39% | -0.46% | +2.04% | +0.81% | |
| -1.22% | -1.77% | +2.31% | -1.76% | |
| +3.78% | -0.24% | +1.41% | +2.61% | |
| -2.30% | +0.35% | -1.46% | -1.19% | |
| +4.62% | +1.75% | +1.26% | +1.61% | |
| -4.31% | -3.95% | +3.44% | -3.81% | |
| -0.33% | +0.71% | -3.07% | +2.03% | |
| +4.98% | +2.42% | +0.11% | +2.45% | |
| -0.46% | -0.29% | -0.45% | +0.28% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
Get the Full Analysis for APOG
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.