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, Q2 2023
Institutional positions in Apellis Pharmaceuticals, Inc. as of Jun 30, 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
- 317
- +37 vs. Q1 2023
- Shares held
- 106.6M
- −3.79M (−3.4%) vs. Q1 2023
- Total value
- $9.71B
- +$2.43B (+33.4%) vs. Q1 2023
- New holders
- 69
- 100 more added
- Sold out
- 32
- 120 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 2 | $183 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 91 | $339 | 0.00% | +91 | New |
| EverSource Wealth Advisors, LLC | 6 | $547 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.09K | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.27K | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $2.37K | 0.00% | +25+2,500.0% | Added |
| Allworth Financial LP | 35 | $3.19K | 0.00% | +14+66.7% | Added |
| Whittier Trust Co of Nevada Inc | 37 | $3.37K | 0.00% | −1−2.6% | Reduced |
| Key Financial Inc | 38 | $3.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $5.28K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 85 | $8.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $9.11K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $11.0K | 0.01% | −49−29.0% | Reduced |
| Toronto Dominion Bank | 119 | $11.0K | 0.00% | +119 | New |
| Quadrant Capital Group LLC | 123 | $11.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 158 | $14.4K | 0.00% | +152+2,533.3% | Added |
| Signaturefd, LLC | 169 | $15.4K | 0.00% | +60+55.0% | Added |
| CWM, LLC | 177 | $16.0K | 0.00% | +106+149.3% | Added |
| KB Financial Partners, LLC | 192 | $17.0K | 0.00% | +192 | New |
| HWG Holdings LP | 205 | $18.7K | 0.01% | +205 | New |
| Lindbrook Capital, LLC | 224 | $20.4K | 0.00% | −52−18.8% | Reduced |
| Caption Management, LLC | 224 | $20.4K | 0.00% | +224 | New |
| AdvisorNet Financial, Inc | 230 | $21.0K | 0.00% | −40−14.8% | Reduced |
| National Bank of Canada | 357 | $32.5K | 0.00% | +357 | New |
| First Horizon Advisors, Inc. | 384 | $35.0K | 0.00% | +29+8.2% | Added |
| Daiwa Securities Group Inc. | 419 | $38.0K | 0.00% | −26−5.8% | Reduced |
| IFP Advisors, Inc | 1,944 | $38.2K | 0.00% | −41−2.1% | Reduced |
| Jacob Asset Management of New York LLC | 434 | $39.5K | 0.04% | −110−20.2% | Reduced |
| Focused Wealth Management, Inc | 490 | $44.6K | 0.01% | +490 | New |
| Clearstead Advisors, LLC | 508 | $46.3K | 0.00% | +103+25.4% | Added |
| Harbor Investment Advisory, LLC | 667 | $60.8K | 0.01% | −666−50.0% | Reduced |
| S.A. Mason LLC | 925 | $61.0K | 0.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 765 | $68.2K | 0.00% | +613+403.3% | Added |
| Cutler Group LP | 779 | $70.0K | 0.02% | −2,721−77.7% | Reduced |
| Parallel Advisors, LLC | 956 | $87.1K | 0.00% | +14+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $91.1K | 0.00% | +1,000 | New |
| Quantbot Technologies LP | 1,261 | $114.9K | 0.01% | +1,261 | New |
| US Bancorp | 1,334 | $121.5K | 0.00% | +23+1.8% | Added |
| American International Group, Inc. | 1,854 | $168.9K | 0.00% | −43,407−95.9% | Reduced |
| Ci Investments Inc. | 1,989 | $181.0K | 0.00% | +1,164+141.1% | Added |
| Two Sigma Securities, LLC | 2,217 | $202.0K | 0.02% | +2,217 | New |
| Brevan Howard Capital Management LP | 2,276 | $207.3K | 0.04% | +2,276 | New |
| Fox Run Management, L.L.C. | 2,297 | $209.3K | 0.06% | +2,297 | New |
| Vontobel Holding Ltd. | 2,302 | $209.7K | 0.00% | +2,302 | New |
| China Universal Asset Management Co., Ltd. | 2,341 | $213.3K | 0.07% | −25−1.1% | Reduced |
| CIBC Asset Management Inc | 2,612 | $238.0K | 0.00% | +2,612 | New |
| Bridgefront Capital, LLC | 2,627 | $239.3K | 0.13% | +2,627 | New |
| Gotham Asset Management, LLC | 2,720 | $247.8K | 0.01% | −1,132−29.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,767 | $252.1K | 0.02% | −1,028−27.1% | Reduced |
| Axq Capital, LP | 2,770 | $252.3K | 0.31% | +2,770 | New |
| Prelude Capital Management, LLC | 2,861 | $260.6K | 0.02% | +2,861 | New |
| NinePointTwo Capital | 2,953 | $269.0K | 0.10% | +2,953 | New |
| HC Advisors, LLC | 3,128 | $285.0K | 0.17% | −250−7.4% | Reduced |
| Jump Financial, LLC | 3,322 | $302.6K | 0.01% | +3,322 | New |
| Great West Life Assurance Co | 3,341 | $306.0K | 0.00% | −891−21.1% | Reduced |
| Henshaw Capital LLC | 3,375 | $307.5K | 0.02% | −3,517−51.0% | Reduced |
| Diametric Capital, LP | 3,380 | $307.9K | 0.14% | +3,380 | New |
| CWA Asset Management Group, LLC | 3,400 | $309.7K | 0.02% | 00.0% | Unchanged |
| Symmetry Investments LP | 3,500 | $318.9K | 0.09% | +3,500 | New |
| Engineers Gate Manager LP | 3,515 | $320.2K | 0.01% | +3,515 | New |
| Veritable, L.P. | 3,543 | $322.8K | 0.01% | −140−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 3,587 | $326.7K | 0.01% | +3,587 | New |
| Alpine Global Management, LLC | 3,610 | $328.9K | 0.09% | +3,610 | New |
| Los Angeles Capital Management LLC | 3,701 | $337.2K | 0.00% | +3,701 | New |
| Virtus ETF Advisers LLC | 3,730 | $339.8K | 0.20% | −2,117−36.2% | Reduced |
| Echo Street Capital Management LLC | 3,754 | $342.0K | 0.00% | +3,754 | New |
| Creative Planning | 3,873 | $352.8K | 0.00% | −10,765−73.5% | Reduced |
| PEAK6 Investments LLC | 3,983 | $362.9K | 0.03% | +3,983 | New |
| Verition Fund Management LLC | 3,997 | $364.1K | 0.01% | +347+9.5% | Added |
| Compagnie Lombard Odier SCmA | 4,000 | $364.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4,150 | $378.1K | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,201 | $382.7K | 0.00% | −36,547−89.7% | Reduced |
| Inceptionr LLC | 4,277 | $389.6K | 0.21% | +4,277 | New |
| Harbor Capital Advisors, Inc. | 4,303 | $392.0K | 0.08% | −68−1.6% | Reduced |
| JustInvest LLC | 4,495 | $409.5K | 0.01% | +235+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,538 | $413.4K | 0.01% | +399+9.6% | Added |
| Bank of Nova Scotia | 4,620 | $420.9K | 0.00% | +4,620 | New |
| American Century Companies Inc | 4,626 | $421.4K | 0.00% | −226,628−98.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,659 | $424.0K | 0.00% | −736−13.6% | Reduced |
| Crown Wealth Group, LLC | 4,700 | $428.2K | 0.34% | −700−13.0% | Reduced |
| Old Mission Capital LLC | 4,960 | $451.9K | 0.02% | +4,960 | New |
| CWM Advisors, LLC | 4,961 | $451.9K | 0.05% | +149+3.1% | Added |
| E Fund Management Co., Ltd. | 4,963 | $452.0K | 0.04% | −1,244−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,969 | $452.4K | 0.00% | −9,268−65.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,000 | $455.5K | 0.02% | −4,532−47.5% | Reduced |
| Kapitalo Investimentos Ltda | 5,103 | $464.9K | 0.09% | +5,103 | New |
| Headlands Technologies LLC | 5,183 | $472.2K | 0.15% | +5,183 | New |
| Utah Retirement Systems | 5,400 | $491.9K | 0.01% | +5,400 | New |
| Stelac Advisory Services LLC | 5,520 | $502.9K | 0.22% | 00.0% | Unchanged |
| Mariner, LLC | 5,559 | $506.4K | 0.00% | +501+9.9% | Added |
| Capital Impact Advisors, LLC | 5,574 | $507.8K | 0.56% | −8,360−60.0% | Reduced |
| Illinois Municipal Retirement Fund | 5,925 | $540.0K | 0.01% | +5,925 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $546.6K | 0.08% | 00.0% | Unchanged |