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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 4,208 | $217.6K | 0.04% | +297+7.6% | Added |
| IMA Wealth, Inc. | 4,150 | $214.6K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,134 | $213.8K | 0.00% | +9+0.2% | Added |
| Jacob Asset Management of New York LLC | 4,044 | $209.1K | 0.25% | +1,385+52.1% | Added |
| MML Investors Services, LLC | 4,030 | $208.0K | 0.00% | −201−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,382 | $174.9K | 0.01% | +3,382 | New |
| Advisor Group Holdings, Inc. | 3,249 | $166.6K | 0.00% | +209+6.9% | Added |
| Union Investments & Development Ltd. | 3,000 | $158.2K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,360 | $122.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,333 | $68.9K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,123 | $58.1K | 0.02% | +94+9.1% | Added |
| Tower Research Capital LLC (TRC) | 859 | $44.0K | 0.00% | −7,686−89.9% | Reduced |
| US Bancorp | 714 | $36.9K | 0.00% | −3,553−83.3% | Reduced |
| Daiwa Securities Group Inc. | 445 | $23.0K | 0.00% | +48+12.1% | Added |
| TCI Wealth Advisors, Inc. | 398 | $20.6K | 0.00% | +90+29.2% | Added |
| CoreCap Advisors, LLC | 300 | $15.5K | 0.00% | +300 | New |
| Baillie Gifford & Co | 283 | $14.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 282 | $14.6K | 0.00% | −16−5.4% | Reduced |
| Cutler Group LP | 275 | $14.0K | 0.00% | +175+175.0% | Added |
| GWM Advisors LLC | 200 | $10.3K | 0.00% | +200 | New |
| Itau Unibanco Holding S.A. | 179 | $9.26K | 0.00% | +6+3.5% | Added |
| Money Concepts Capital Corp | 175 | $9.05K | 0.00% | +175 | New |
| Covestor Ltd | 169 | $9.00K | 0.01% | −8−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 167 | $8.00K | 0.00% | +135+421.9% | Added |
| Ci Investments Inc. | 139 | $7.00K | 0.00% | +139 | New |
| Gyon Technologies Capital Management, LP | 110 | $5.69K | 0.00% | +110 | New |
| Geneos Wealth Management Inc. | 100 | $5.17K | 0.00% | +100 | New |
| Hanseatic Management Services Inc | 85 | $4.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 75 | $4.00K | 0.00% | −19−20.2% | Reduced |
| Signaturefd, LLC | 75 | $3.88K | 0.00% | −3−3.8% | Reduced |
| Parallel Advisors, LLC | 74 | $3.83K | 0.00% | −7−8.6% | Reduced |
| Key Financial Inc | 38 | $2.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $2.59K | 0.00% | +3+6.4% | Added |
| Bell Investment Advisors, Inc | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 27 | $1.40K | 0.00% | +19+237.5% | Added |
| Massmutual Trust Co FSB | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Baker Avenue Asset Management, LP | 13 | $672 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 13 | $672 | 0.00% | +13 | New |
| Institutional & Family Asset Management, LLC | 4 | $207 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Harbor Capital Advisors, Inc. | 4,459 | – | – | +4,459 | New |
| IFP Advisors, Inc | 4 | – | – | +4 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −932,441−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −844,000−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −366,400−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −186,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −113,472−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −107,452−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −101,085−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −92,616−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −88,100−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −57,890−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −37,504−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,627−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −28,586−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,355−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −27,245−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −22,880−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,177−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,951−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,293−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,819−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,458−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,104−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,633−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |