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 |
|---|---|---|---|---|---|
| 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 |
| NJ State Employees Deferred Compensation Plan | 6,000 | $395.8K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,966 | $394.0K | 0.01% | +5,966 | New |
| Snowden Capital Advisors LLC | 5,854 | $386.1K | 0.02% | +5,854 | New |
| Virtus ETF Advisers LLC | 5,847 | $385.7K | 0.21% | +104+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,576 | $367.8K | 0.04% | +5,576 | New |
| Stelac Advisory Services LLC | 5,520 | $364.1K | 0.16% | 00.0% | Unchanged |
| Xponance, Inc. | 5,415 | $357.2K | 0.01% | +46+0.9% | Added |
| Crown Wealth Group, LLC | 5,400 | $356.2K | 0.30% | −6,414−54.3% | Reduced |
| Commonwealth Equity Services, LLC | 5,395 | $355.0K | 0.00% | +5,395 | New |
| Metropolitan Life Insurance Co | 5,066 | $334.2K | 0.02% | −697−12.1% | Reduced |
| Mariner, LLC | 5,058 | $334.0K | 0.00% | +5,058 | New |
| Group One Trading, L.P. | 4,910 | $323.9K | 0.02% | −45,913−90.3% | Reduced |
| Nebula Research & Development LLC | 4,821 | $318.0K | 0.56% | +4,821 | New |
| CWM Advisors, LLC | 4,812 | $317.4K | 0.04% | +4,812 | New |
| Assetmark, Inc | 4,810 | $317.3K | 0.00% | +4,810 | New |
| Cim Investment Mangement Inc | 4,744 | $312.9K | 0.12% | +163+3.6% | Added |
| Harbor Capital Advisors, Inc. | 4,371 | $288.3K | 0.08% | −88−2.0% | Reduced |
| JustInvest LLC | 4,260 | $281.0K | 0.01% | −1,961−31.5% | Reduced |
| Great West Life Assurance Co | 4,232 | $280.0K | 0.00% | −286−6.3% | Reduced |
| Man Group plc | – | $274.1K | 0.00% | – | – |
| IMA Wealth, Inc. | 4,150 | $273.7K | 0.07% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,139 | $273.0K | 0.00% | +5+0.1% | Added |
| Alberta Investment Management Corp | 4,015 | $264.8K | 0.00% | +4,015 | 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 |
| Gotham Asset Management, LLC | 3,852 | $254.1K | 0.01% | +3,852 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,795 | $250.3K | 0.02% | +413+12.2% | Added |
| Veritable, L.P. | 3,683 | $242.9K | 0.00% | +3,683 | New |
| Level Four Advisory Services, LLC | 3,678 | $242.6K | 0.02% | +3,678 | New |
| Verition Fund Management LLC | 3,650 | $240.8K | 0.00% | +3,650 | New |
| Cutler Group LP | 3,500 | $230.0K | 0.04% | +3,225+1,172.7% | Added |
| Simplex Trading, LLC | 3,423 | $225.0K | 0.01% | +3,423 | New |
| 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 |
| HC Advisors, LLC | 3,378 | $222.8K | 0.14% | −2,347−41.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 3,373 | $222.0K | 0.01% | +3,373 | New |
| Union Investments & Development Ltd. | 3,000 | $197.9K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,571 | $170.0K | 0.01% | +1,712+199.3% | Added |
| Jefferies Financial Group Inc. | 2,475 | $163.3K | 0.00% | +2,475 | New |
| China Universal Asset Management Co., Ltd. | 2,366 | $156.1K | 0.05% | +1,243+110.7% | Added |
| Harbor Investment Advisory, LLC | 1,333 | $87.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,311 | $86.5K | 0.00% | +597+83.6% | Added |
| Parallel Advisors, LLC | 942 | $62.1K | 0.00% | +868+1,173.0% | Added |
| S.A. Mason LLC | 925 | $61.0K | 0.04% | −1,435−60.8% | Reduced |
| Ci Investments Inc. | 825 | $54.0K | 0.00% | +686+493.5% | Added |
| IFP Advisors, Inc | 1,985 | $39.0K | 0.00% | +1,981+49,525.0% | Added |
| Jacob Asset Management of New York LLC | 544 | $35.9K | 0.04% | −3,500−86.5% | Reduced |
| Daiwa Securities Group Inc. | 445 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 405 | $26.7K | 0.00% | +405 | New |
| First Horizon Advisors, Inc. | 355 | $23.4K | 0.00% | +355 | New |
| Baillie Gifford & Co | 325 | $21.4K | 0.00% | +42+14.8% | Added |
| TCI Wealth Advisors, Inc. | 308 | $20.3K | 0.00% | −90−22.6% | Reduced |
| Lindbrook Capital, LLC | 276 | $18.2K | 0.00% | −6−2.1% | Reduced |
| AdvisorNet Financial, Inc | 270 | $17.8K | 0.00% | +270 | New |
| Belpointe Asset Management LLC | 224 | $14.8K | 0.00% | +224 | New |
| Itau Unibanco Holding S.A. | 179 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 152 | $10.0K | 0.00% | +152 | New |
| Quadrant Capital Group LLC | 123 | $8.11K | 0.00% | +123 | New |
| Northwestern Mutual Wealth Management Co | 116 | $7.65K | 0.00% | +116 | New |
| Signaturefd, LLC | 109 | $7.19K | 0.00% | +34+45.3% | Added |
| Geneos Wealth Management Inc. | 100 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 85 | $6.00K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 89 | $5.87K | 0.00% | −31,791−99.7% | Reduced |
| CWM, LLC | 71 | $5.00K | 0.00% | −4−5.3% | Reduced |
| Leonteq Securities AG | 62 | $4.09K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 58 | $3.83K | 0.00% | +8+16.0% | Added |
| Carolinas Wealth Consulting LLC | 39 | $2.56K | 0.00% | +39 | New |
| Key Financial Inc | 38 | $2.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 38 | $2.51K | 0.00% | +38 | New |
| Harvest Group Wealth Management, LLC | 30 | $1.98K | 0.00% | +3+11.1% | Added |
| Park Place Capital Corp | 23 | $1.52K | 0.00% | +23 | New |
| Allworth Financial LP | 21 | $1.39K | 0.00% | −29−58.0% | Reduced |
| Massmutual Trust Co FSB | 19 | $1.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $857 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $857 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $510 | 0.00% | +6 | New |
| Institutional & Family Asset Management, LLC | 4 | $264 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $66 | 0.00% | +1 | New |
| Braidwell LP | 0 | $0 | 0.00% | −389,596−100.0% | Sold out |
| Kynam Capital Management, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −187,413−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −154,796−100.0% | Sold out |
| Sessa Capital IM, L.P. | 0 | $0 | 0.00% | −149,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −70,651−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −59,465−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −25,326−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −15,177−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,884−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −9,487−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,694−100.0% | Sold out |