Apellis Pharmaceuticals, Inc.
APLSDelisted May 14, 2026- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001492422
Apellis Pharmaceuticals, Inc. was delisted on May 14, 2026; its insiders filed their last Form 4 on May 14, 2026; 324 institutions reported holding it in 13F filings for Q1 2026, worth $5.56B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Apellis Pharmaceuticals, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 250
- +39 vs. Q2 2022
- Shares held
- 97.5M
- +5.87M (+6.4%) vs. Q2 2022
- Total value
- $6.66B
- +$2.51B (+60.5%) vs. Q2 2022
- New holders
- 66
- 92 more added
- Sold out
- 27
- 66 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $10.2K |
| Q1 2026 | 324 | $5.56B |
| Q4 2025 | 280 | $3.17B |
| Q3 2025 | 273 | $2.77B |
| Q2 2025 | 247 | $2.28B |
| Q1 2025 | 255 | $2.80B |
| Q4 2024 | 260 | $4.04B |
| Q3 2024 | 265 | $3.41B |
| Q2 2024 | 263 | $4.43B |
| Q1 2024 | 302 | $6.65B |
| Q4 2023 | 284 | $6.82B |
| Q3 2023 | 256 | $4.34B |
| Q2 2023 | 317 | $9.71B |
| Q1 2023 | 282 | $7.28B |
| Q4 2022 | 244 | $5.20B |
| Q3 2022 | 250 | $6.66B |
| Q2 2022 | 212 | $4.15B |
| Q1 2022 | 212 | $4.62B |
| Q4 2021 | 187 | $3.83B |
| Q3 2021 | 181 | $2.29B |
| Q2 2021 | 205 | $4.08B |
| Q1 2021 | 175 | $2.80B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Group Wealth Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Rockefeller Capital Management L.P. | 32 | $2.00K | 0.00% | −35−52.2% | Reduced |
| Bell Investment Advisors, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $3.00K | 0.00% | +32+213.3% | Added |
| Key Financial Inc | 38 | $3.00K | 0.00% | +38 | New |
| Wipfli Financial Advisors LLC, | 53 | $4.00K | 0.00% | +53 | New |
| Signaturefd, LLC | 78 | $5.00K | 0.00% | +27+52.9% | Added |
| Cutler Group LP | 100 | $6.00K | 0.00% | −10,363−99.0% | Reduced |
| CWM, LLC | 94 | $6.00K | 0.00% | +8+9.3% | Added |
| Parallel Advisors, LLC | 81 | $6.00K | 0.00% | +7+9.5% | Added |
| Hanseatic Management Services Inc | 85 | $6.00K | 0.02% | +85 | New |
| Covestor Ltd | 177 | $12.0K | 0.01% | −98−35.6% | Reduced |
| Itau Unibanco Holding S.A. | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 283 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 298 | $20.0K | 0.00% | +197+195.0% | Added |
| TCI Wealth Advisors, Inc. | 308 | $21.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 397 | $27.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 519 | $35.0K | 0.01% | +519 | New |
| Point72 Hong Kong Ltd | 950 | $65.0K | 0.00% | +950 | New |
| China Universal Asset Management Co., Ltd. | 1,029 | $70.0K | 0.03% | +1,029 | New |
| Harbor Investment Advisory, LLC | 1,333 | $91.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 2,000 | $136.0K | 0.06% | +2,000 | New |
| S.A. Mason LLC | 2,360 | $161.0K | 0.13% | −800−25.3% | Reduced |
| Jacob Asset Management of New York LLC | 2,659 | $182.0K | 0.20% | +1,005+60.8% | Added |
| Union Investments & Development Ltd. | 3,000 | $205.0K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,000 | $205.0K | 0.00% | +3,000 | New |
| Advisor Group Holdings, Inc. | 3,040 | $209.0K | 0.00% | +373+14.0% | Added |
| Glenmede Trust Co NA | 3,157 | $215.0K | 0.00% | +3,157 | New |
| Franklin Resources Inc | 3,337 | $228.0K | 0.00% | +3,337 | New |
| Cim Investment Mangement Inc | 3,343 | $228.0K | 0.10% | +3,343 | New |
| Aigen Investment Management, LP | 3,438 | $235.0K | 0.03% | +3,438 | New |
| Veritable, L.P. | 3,543 | $242.0K | 0.00% | +3,543 | New |
| CIBC Asset Management Inc | 3,633 | $248.0K | 0.00% | +3,633 | New |
| Pearl River Capital, LLC | 3,911 | $267.0K | 0.05% | +3,911 | New |
| CWA Asset Management Group, LLC | 4,000 | $273.0K | 0.03% | −1,000−20.0% | Reduced |
| Great West Life Assurance Co | 4,088 | $278.0K | 0.00% | +354+9.5% | Added |
| Envestnet Asset Management Inc | 4,104 | $280.0K | 0.00% | +4,104 | New |
| O'Shaughnessy Asset Management, LLC | 4,125 | $282.0K | 0.01% | +4,125 | New |
| IMA Wealth, Inc. | 4,150 | $283.0K | 0.08% | +150+3.8% | Added |
| MML Investors Services, LLC | 4,231 | $289.0K | 0.00% | +4,231 | New |
| US Bancorp | 4,267 | $291.0K | 0.00% | +3,902+1,069.0% | Added |
| Los Angeles Capital Management LLC | 4,314 | $295.0K | 0.00% | +4,314 | New |
| Gotham Asset Management, LLC | 4,458 | $304.0K | 0.01% | +4,458 | New |
| Compagnie Lombard Odier SCmA | 4,500 | $307.0K | 0.01% | −4,500−50.0% | Reduced |
| Crown Wealth Group, LLC | 4,974 | $340.0K | 0.35% | +4,974 | New |
| Weiss Multi-Strategy Advisers LLC | 5,224 | $357.0K | 0.01% | +5,224 | New |
| Xponance, Inc. | 5,255 | $359.0K | 0.01% | +370+7.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,314 | $363.0K | 0.00% | +5,314 | New |
| Metropolitan Life Insurance Co | 5,632 | $384.7K | 0.02% | +150+2.7% | Added |
| Harbour Capital Advisors, LLC | 6,770 | $392.0K | 0.14% | +6,770 | New |
| Virtus ETF Advisers LLC | 6,056 | $414.0K | 0.17% | +86+1.4% | Added |
| Creative Planning | 6,071 | $415.0K | 0.00% | +57+0.9% | Added |
| Frontier Capital Management Co LLC | 6,193 | $423.0K | 0.00% | +133+2.2% | Added |
| DuPont Capital Management Corp | 6,344 | $433.0K | 0.03% | +3,177+100.3% | Added |
| Stifel Financial Corp | 6,652 | $454.0K | 0.00% | +6,652 | New |
| Henshaw Capital LLC | 6,892 | $470.7K | 0.03% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 6,900 | $471.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 7,050 | $482.0K | 0.04% | −3,601−33.8% | Reduced |
| Winton Group Ltd | 7,218 | $493.0K | 0.03% | +7,218 | New |
| Pictet & Cie (Europe) SA | 7,297 | $498.4K | 0.02% | 00.0% | Unchanged |
| Cowen and Company, LLC | 19,000 | $501.0K | 0.05% | +16,008+535.0% | Added |
| Ameritas Investment Partners, Inc. | 7,353 | $502.0K | 0.02% | +534+7.8% | Added |
| Oppenheimer & Co Inc | 7,383 | $504.0K | 0.01% | −31−0.4% | Reduced |
| Keybank National Association | 8,373 | $572.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,399 | $574.0K | 0.00% | +92+1.1% | Added |
| Tower Research Capital LLC (TRC) | 8,545 | $584.0K | 0.01% | −6,554−43.4% | Reduced |
| Capital Impact Advisors, LLC | 13,959 | $604.0K | 0.60% | +659+5.0% | Added |
| Stock Yards Bank & Trust Co | 9,500 | $649.0K | 0.03% | −3,500−26.9% | Reduced |
| Nisa Investment Advisors, LLC | 9,863 | $657.0K | 0.01% | +563+6.1% | Added |
| Public Employees Retirement Association of Colorado | 9,749 | $666.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 10,000 | $683.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,214 | $698.0K | 0.07% | +10,214 | New |
| Fox Run Management, L.L.C. | 10,819 | $739.0K | 0.29% | +10,819 | New |
| Allianz Asset Management GmbH | 11,000 | $751.0K | 0.00% | −44,140−80.1% | Reduced |
| Prelude Capital Management, LLC | 11,293 | $771.0K | 0.04% | +11,293 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,515 | $786.0K | 0.00% | +1,107+10.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,680 | $798.0K | 0.00% | −1,667−12.5% | Reduced |
| Handelsbanken Fonder AB | 11,700 | $799.0K | 0.01% | 00.0% | Unchanged |
| Birchview Capital, LP | 12,000 | $820.0K | 0.58% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,407 | $847.0K | 0.06% | +12,407 | New |
| Hillsdale Investment Management Inc. | 12,600 | $861.0K | 0.08% | +12,600 | New |
| STRS Ohio | 12,900 | $881.0K | 0.00% | +3,700+40.2% | Added |
| Soleus Capital Management, L.P. | 13,400 | $915.0K | 0.12% | +13,400 | New |
| Cubist Systematic Strategies, LLC | 13,951 | $953.0K | 0.01% | +13,951 | New |
| Raymond James & Associates | 14,032 | $958.0K | 0.00% | +5,983+74.3% | Added |
| Janus Henderson Group PLC | 14,136 | $964.0K | 0.00% | −1,958−12.2% | Reduced |
| UBS Group AG | 14,639 | $1.00M | 0.00% | −57,484−79.7% | Reduced |
| Amalgamated Bank | 15,172 | $1.04M | 0.01% | +772+5.4% | Added |
| American Century Companies Inc | 15,271 | $1.04M | 0.00% | −1,495−8.9% | Reduced |
| Virginia Retirement Systems Et Al | 16,000 | $1.09M | 0.01% | +16,000 | New |
| Jane Street Group, LLC | 16,998 | $1.16M | 0.00% | −77,584−82.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,177 | $1.17M | 0.27% | +11,650+210.8% | Added |
| Knights of Columbus Asset Advisors LLC | 19,058 | $1.30M | 0.13% | +2,319+13.9% | Added |
| Wells Fargo & Company | 19,598 | $1.34M | 0.00% | +3,796+24.0% | Added |
| Panagora Asset Management Inc | 20,131 | $1.38M | 0.01% | −19−0.1% | Reduced |
| ProShare Advisors LLC | 21,068 | $1.44M | 0.01% | +2,558+13.8% | Added |
| Regent Investment Management LLC | 21,309 | $1.46M | 0.42% | 00.0% | Unchanged |