Skip to content
Disclosery

Baron Capital: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on APO, newest first. How the timeline and the estimate are built.

Baron Capital held 109,894 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,894 shares
    Change vs previous 13F -225 shares

    0.02% of the 13F portfolio, value $13,001,559.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 110,119 shares
    Change vs previous 13F -14,695 shares

    0.04% of the 13F portfolio, value $12,269,459.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,814 shares
    Change vs previous 13F -2,516 shares

    0.05% of the 13F portfolio, value $18,068,075.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,330 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $16,969,269.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,830 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $18,135,242.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 128,830 shares
    Change vs previous 13F -6,399 shares

    0.05% of the 13F portfolio, value $17,641,980.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,229 shares
    Change vs previous 13F -2,200 shares

    0.06% of the 13F portfolio, value $22,334,422.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137,429 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,166,256.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).