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, Q1 2023
Institutional positions in Apellis Pharmaceuticals, Inc. as of Mar 31, 2023. 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
- 282
- +41 vs. Q4 2022
- Shares held
- 110.4M
- +9.95M (+9.9%) vs. Q4 2022
- Total value
- $7.28B
- +$2.09B (+40.2%) vs. Q4 2022
- New holders
- 68
- 106 more added
- Sold out
- 27
- 78 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1 | $66 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $510 | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 13 | $857 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $857 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $1.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $1.39K | 0.00% | −29−58.0% | Reduced |
| Park Place Capital Corp | 23 | $1.52K | 0.00% | +23 | New |
| Harvest Group Wealth Management, LLC | 30 | $1.98K | 0.00% | +3+11.1% | Added |
| Key Financial Inc | 38 | $2.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 38 | $2.51K | 0.00% | +38 | New |
| Carolinas Wealth Consulting LLC | 39 | $2.56K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 58 | $3.83K | 0.00% | +8+16.0% | Added |
| Leonteq Securities AG | 62 | $4.09K | 0.00% | +62 | New |
| CWM, LLC | 71 | $5.00K | 0.00% | −4−5.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 89 | $5.87K | 0.00% | −31,791−99.7% | Reduced |
| Hanseatic Management Services Inc | 85 | $6.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $7.19K | 0.00% | +34+45.3% | Added |
| Northwestern Mutual Wealth Management Co | 116 | $7.65K | 0.00% | +116 | New |
| Quadrant Capital Group LLC | 123 | $8.11K | 0.00% | +123 | New |
| Quintet Private Bank (Europe) S.A. | 152 | $10.0K | 0.00% | +152 | New |
| Covestor Ltd | 169 | $11.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 179 | $11.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 224 | $14.8K | 0.00% | +224 | New |
| AdvisorNet Financial, Inc | 270 | $17.8K | 0.00% | +270 | New |
| Lindbrook Capital, LLC | 276 | $18.2K | 0.00% | −6−2.1% | Reduced |
| TCI Wealth Advisors, Inc. | 308 | $20.3K | 0.00% | −90−22.6% | Reduced |
| Baillie Gifford & Co | 325 | $21.4K | 0.00% | +42+14.8% | Added |
| First Horizon Advisors, Inc. | 355 | $23.4K | 0.00% | +355 | New |
| Clearstead Advisors, LLC | 405 | $26.7K | 0.00% | +405 | New |
| Daiwa Securities Group Inc. | 445 | $29.0K | 0.00% | 00.0% | Unchanged |
| Jacob Asset Management of New York LLC | 544 | $35.9K | 0.04% | −3,500−86.5% | Reduced |
| IFP Advisors, Inc | 1,985 | $39.0K | 0.00% | +1,981+49,525.0% | Added |
| Ci Investments Inc. | 825 | $54.0K | 0.00% | +686+493.5% | Added |
| S.A. Mason LLC | 925 | $61.0K | 0.04% | −1,435−60.8% | Reduced |
| Parallel Advisors, LLC | 942 | $62.1K | 0.00% | +868+1,173.0% | Added |
| US Bancorp | 1,311 | $86.5K | 0.00% | +597+83.6% | Added |
| Harbor Investment Advisory, LLC | 1,333 | $87.9K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,366 | $156.1K | 0.05% | +1,243+110.7% | Added |
| Jefferies Financial Group Inc. | 2,475 | $163.3K | 0.00% | +2,475 | New |
| Tower Research Capital LLC (TRC) | 2,571 | $170.0K | 0.01% | +1,712+199.3% | Added |
| Union Investments & Development Ltd. | 3,000 | $197.9K | 0.11% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 3,373 | $222.0K | 0.01% | +3,373 | New |
| HC Advisors, LLC | 3,378 | $222.8K | 0.14% | −2,347−41.0% | Reduced |
| CWA Asset Management Group, LLC | 3,400 | $224.3K | 0.02% | +3,400 | New |
| Prime Capital Investment Advisors, LLC | 3,400 | $224.3K | 0.01% | +3,400 | New |
| Simplex Trading, LLC | 3,423 | $225.0K | 0.01% | +3,423 | New |
| Cutler Group LP | 3,500 | $230.0K | 0.04% | +3,225+1,172.7% | Added |
| Verition Fund Management LLC | 3,650 | $240.8K | 0.00% | +3,650 | New |
| Level Four Advisory Services, LLC | 3,678 | $242.6K | 0.02% | +3,678 | New |
| Veritable, L.P. | 3,683 | $242.9K | 0.00% | +3,683 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,795 | $250.3K | 0.02% | +413+12.2% | Added |
| Gotham Asset Management, LLC | 3,852 | $254.1K | 0.01% | +3,852 | New |
| Compagnie Lombard Odier SCmA | 4,000 | $263.8K | 0.01% | −500−11.1% | Reduced |
| Sandia Investment Management LP | 4,000 | $263.8K | 0.05% | +4,000 | New |
| Alberta Investment Management Corp | 4,015 | $264.8K | 0.00% | +4,015 | New |
| O'Shaughnessy Asset Management, LLC | 4,139 | $273.0K | 0.00% | +5+0.1% | Added |
| IMA Wealth, Inc. | 4,150 | $273.7K | 0.07% | 00.0% | Unchanged |
| Man Group plc | – | $274.1K | 0.00% | – | – |
| Great West Life Assurance Co | 4,232 | $280.0K | 0.00% | −286−6.3% | Reduced |
| JustInvest LLC | 4,260 | $281.0K | 0.01% | −1,961−31.5% | Reduced |
| Harbor Capital Advisors, Inc. | 4,371 | $288.3K | 0.08% | −88−2.0% | Reduced |
| Cim Investment Mangement Inc | 4,744 | $312.9K | 0.12% | +163+3.6% | Added |
| Assetmark, Inc | 4,810 | $317.3K | 0.00% | +4,810 | New |
| CWM Advisors, LLC | 4,812 | $317.4K | 0.04% | +4,812 | New |
| Nebula Research & Development LLC | 4,821 | $318.0K | 0.56% | +4,821 | New |
| Group One Trading, L.P. | 4,910 | $323.9K | 0.02% | −45,913−90.3% | Reduced |
| Mariner, LLC | 5,058 | $334.0K | 0.00% | +5,058 | New |
| Metropolitan Life Insurance Co | 5,066 | $334.2K | 0.02% | −697−12.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,395 | $355.0K | 0.00% | +5,395 | New |
| Crown Wealth Group, LLC | 5,400 | $356.2K | 0.30% | −6,414−54.3% | Reduced |
| Xponance, Inc. | 5,415 | $357.2K | 0.01% | +46+0.9% | Added |
| Stelac Advisory Services LLC | 5,520 | $364.1K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,576 | $367.8K | 0.04% | +5,576 | New |
| Virtus ETF Advisers LLC | 5,847 | $385.7K | 0.21% | +104+1.8% | Added |
| Snowden Capital Advisors LLC | 5,854 | $386.1K | 0.02% | +5,854 | New |
| Wolverine Trading, LLC | 5,966 | $394.0K | 0.01% | +5,966 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $395.8K | 0.06% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,207 | $409.0K | 0.03% | −2,397−27.9% | Reduced |
| MML Investors Services, LLC | 6,202 | $409.0K | 0.00% | +2,172+53.9% | Added |
| Oppenheimer Asset Management Inc. | 6,325 | $417.2K | 0.01% | +6,325 | New |
| Henshaw Capital LLC | 6,892 | $454.6K | 0.03% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,961 | $459.1K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,340 | $484.1K | 0.01% | −175−2.3% | Reduced |
| Pictet & Cie (Europe) SA | 7,341 | $484.2K | 0.02% | +79+1.1% | Added |
| Ameritas Investment Partners, Inc. | 7,386 | $487.2K | 0.02% | +33+0.4% | Added |
| FORA Capital, LLC | 7,911 | $521.8K | 0.05% | +7,911 | New |
| PAX Financial Group, LLC | 8,182 | $539.7K | 0.13% | +8,182 | New |
| Campbell & CO Investment Adviser LLC | 8,305 | $547.8K | 0.10% | +8,305 | New |
| Keybank National Association | 8,373 | $552.3K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,532 | $629.0K | 0.02% | −1,683−15.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,749 | $643.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,860 | $650.0K | 0.01% | +12+0.1% | Added |
| Cambridge Trust Co | 10,000 | $659.6K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,724 | $707.4K | 0.03% | +10,724 | New |
| Virginia Retirement Systems Et Al | 10,800 | $712.4K | 0.01% | −4,200−28.0% | Reduced |
| SG Americas Securities, LLC | 11,063 | $730.0K | 0.01% | −20,319−64.7% | Reduced |
| Sippican Capital Advisors | 11,169 | $736.7K | 0.70% | +11,169 | New |