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, Q4 2022
Institutional positions in Apellis Pharmaceuticals, Inc. as of Dec 31, 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
- 244
- −4 vs. Q3 2022
- Shares held
- 100.5M
- +3.04M (+3.1%) vs. Q3 2022
- Total value
- $5.20B
- −$1.46B (−21.9%) vs. Q3 2022
- New holders
- 36
- 96 more added
- Sold out
- 40
- 83 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $672 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 13 | $672 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Harvest Group Wealth Management, LLC | 27 | $1.40K | 0.00% | +19+237.5% | Added |
| Allworth Financial LP | 50 | $2.59K | 0.00% | +3+6.4% | Added |
| Bell Investment Advisors, Inc | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 74 | $3.83K | 0.00% | −7−8.6% | Reduced |
| Signaturefd, LLC | 75 | $3.88K | 0.00% | −3−3.8% | Reduced |
| Hanseatic Management Services Inc | 85 | $4.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 75 | $4.00K | 0.00% | −19−20.2% | Reduced |
| Geneos Wealth Management Inc. | 100 | $5.17K | 0.00% | +100 | New |
| Gyon Technologies Capital Management, LP | 110 | $5.69K | 0.00% | +110 | New |
| Ci Investments Inc. | 139 | $7.00K | 0.00% | +139 | New |
| Rockefeller Capital Management L.P. | 167 | $8.00K | 0.00% | +135+421.9% | Added |
| Covestor Ltd | 169 | $9.00K | 0.01% | −8−4.5% | Reduced |
| Money Concepts Capital Corp | 175 | $9.05K | 0.00% | +175 | New |
| Itau Unibanco Holding S.A. | 179 | $9.26K | 0.00% | +6+3.5% | Added |
| GWM Advisors LLC | 200 | $10.3K | 0.00% | +200 | New |
| Cutler Group LP | 275 | $14.0K | 0.00% | +175+175.0% | Added |
| Lindbrook Capital, LLC | 282 | $14.6K | 0.00% | −16−5.4% | Reduced |
| Baillie Gifford & Co | 283 | $14.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 300 | $15.5K | 0.00% | +300 | New |
| TCI Wealth Advisors, Inc. | 398 | $20.6K | 0.00% | +90+29.2% | Added |
| Daiwa Securities Group Inc. | 445 | $23.0K | 0.00% | +48+12.1% | Added |
| US Bancorp | 714 | $36.9K | 0.00% | −3,553−83.3% | Reduced |
| Tower Research Capital LLC (TRC) | 859 | $44.0K | 0.00% | −7,686−89.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,123 | $58.1K | 0.02% | +94+9.1% | Added |
| Harbor Investment Advisory, LLC | 1,333 | $68.9K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,360 | $122.0K | 0.09% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $158.2K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,249 | $166.6K | 0.00% | +209+6.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,382 | $174.9K | 0.01% | +3,382 | New |
| MML Investors Services, LLC | 4,030 | $208.0K | 0.00% | −201−4.8% | Reduced |
| Jacob Asset Management of New York LLC | 4,044 | $209.1K | 0.25% | +1,385+52.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,134 | $213.8K | 0.00% | +9+0.2% | Added |
| IMA Wealth, Inc. | 4,150 | $214.6K | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,208 | $217.6K | 0.04% | +297+7.6% | Added |
| Compagnie Lombard Odier SCmA | 4,500 | $233.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,518 | $235.0K | 0.00% | +430+10.5% | Added |
| Cim Investment Mangement Inc | 4,581 | $236.9K | 0.09% | +1,238+37.0% | Added |
| Cowen and Company, LLC | 5,000 | $258.6K | 0.03% | −14,000−73.7% | Reduced |
| Citadel Advisors LLC | 5,269 | $272.5K | 0.00% | −42,892−89.1% | Reduced |
| Xponance, Inc. | 5,369 | $277.6K | 0.00% | +114+2.2% | Added |
| Stelac Advisory Services LLC | 5,520 | $285.4K | 0.13% | +5,520 | New |
| HC Advisors, LLC | 5,725 | $296.0K | 0.20% | −35,640−86.2% | Reduced |
| Virtus ETF Advisers LLC | 5,743 | $297.0K | 0.16% | −313−5.2% | Reduced |
| Metropolitan Life Insurance Co | 5,763 | $298.0K | 0.01% | +131+2.3% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $310.3K | 0.05% | +6,000 | New |
| JustInvest LLC | 6,221 | $321.7K | 0.01% | +6,221 | New |
| Henshaw Capital LLC | 6,892 | $356.4K | 0.02% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 6,900 | $356.8K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,961 | $360.0K | 0.07% | +6,961 | New |
| Boulder Hill Capital Management LP | 7,100 | $367.1K | 0.30% | +7,100 | New |
| Ameritas Investment Partners, Inc. | 7,353 | $372.1K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,210 | $372.8K | 0.00% | +558+8.4% | Added |
| Pictet & Cie (Europe) SA | 7,262 | $375.5K | 0.02% | −35−0.5% | Reduced |
| Oppenheimer & Co Inc | 7,515 | $388.6K | 0.01% | +132+1.8% | Added |
| Keybank National Association | 8,373 | $433.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 8,604 | $445.0K | 0.04% | +1,554+22.0% | Added |
| Illinois Municipal Retirement Fund | 8,694 | $450.0K | 0.01% | +8,694 | New |
| Harbour Capital Advisors, LLC | 9,487 | $477.0K | 0.16% | +2,717+40.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,418 | $487.0K | 0.03% | −48,299−83.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,749 | $504.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,848 | $509.0K | 0.00% | −15−0.2% | Reduced |
| Cambridge Trust Co | 10,000 | $517.0K | 0.02% | 00.0% | Unchanged |
| Moore Capital Management, LP | 10,000 | $517.1K | 0.01% | −169,958−94.4% | Reduced |
| Mackenzie Financial Corp | 10,302 | $532.7K | 0.00% | −35,849−77.7% | Reduced |
| STRS Ohio | 10,400 | $537.0K | 0.00% | −2,500−19.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,635 | $549.9K | 0.00% | −880−7.6% | Reduced |
| SEI Investments Co | 10,796 | $558.3K | 0.00% | −45,125−80.7% | Reduced |
| Stock Yards Bank & Trust Co | 11,215 | $580.0K | 0.02% | +1,715+18.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,418 | $590.4K | 0.00% | −262−2.2% | Reduced |
| Crown Wealth Group, LLC | 11,814 | $610.9K | 0.57% | +6,840+137.5% | Added |
| Duality Advisers, LP | 11,823 | $611.4K | 0.07% | −26,234−68.9% | Reduced |
| Birchview Capital, LP | 12,000 | $621.0K | 0.44% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,000 | $621.0K | 0.00% | +300+2.6% | Added |
| Hillsdale Investment Management Inc. | 12,600 | $651.5K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,722 | $657.9K | 0.04% | +315+2.5% | Added |
| Capital Fund Management S.A. | 12,884 | $666.2K | 0.01% | +12,884 | New |
| D. E. Shaw & Co., Inc. | 12,898 | $667.0K | 0.00% | −184,466−93.5% | Reduced |
| Capital Impact Advisors, LLC | 13,959 | $721.8K | 0.71% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,021 | $725.0K | 0.00% | −2,977−17.5% | Reduced |
| Creative Planning | 14,087 | $728.4K | 0.00% | +8,016+132.0% | Added |
| Raymond James & Associates | 14,437 | $746.5K | 0.00% | +405+2.9% | Added |
| ExodusPoint Capital Management, LP | 14,792 | $765.0K | 0.01% | +14,792 | New |
| Virginia Retirement Systems Et Al | 15,000 | $775.6K | 0.01% | −1,000−6.3% | Reduced |
| DuPont Capital Management Corp | 15,177 | $784.8K | 0.04% | +8,833+139.2% | Added |
| Amalgamated Bank | 15,403 | $796.0K | 0.01% | +231+1.5% | Added |
| Panagora Asset Management Inc | 16,231 | $839.3K | 0.01% | −3,900−19.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,400 | $848.0K | 0.01% | −68,289−80.6% | Reduced |
| Wells Fargo & Company | 16,945 | $876.2K | 0.00% | −2,653−13.5% | Reduced |
| Caption Management, LLC | 17,000 | $879.1K | 0.15% | +17,000 | New |
| AQR Capital Management LLC | 17,191 | $888.9K | 0.00% | +8,792+104.7% | Added |
| Knights of Columbus Asset Advisors LLC | 18,691 | $966.5K | 0.10% | −367−1.9% | Reduced |
| Millennium Management LLC | 19,636 | $1.01M | 0.00% | −238,233−92.4% | Reduced |