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, Q3 2023
Institutional positions in Apellis Pharmaceuticals, Inc. as of Sep 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
- 256
- −59 vs. Q2 2023
- Shares held
- 113.9M
- +8.45M (+8.0%) vs. Q2 2023
- Total value
- $4.34B
- −$5.27B (−54.8%) vs. Q2 2023
- New holders
- 47
- 126 more added
- Sold out
- 106
- 65 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Proequities, Inc. | 1 | $38 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $153 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $182 | 0.00% | +2 | New |
| Quent Capital, LLC | 5 | $190 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 7 | $267 | 0.00% | +7 | New |
| Larson Financial Group LLC | 11 | $418 | 0.00% | +11 | New |
| Baker Avenue Asset Management, LP | 18 | $685 | 0.00% | +5+38.5% | Added |
| Park Place Capital Corp | 23 | $875 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 27 | $1.03K | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.06K | 0.00% | +22+366.7% | Added |
| Glassman Wealth Services | 28 | $1.06K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 34 | $1.29K | 0.00% | +15+78.9% | Added |
| Key Financial Inc | 38 | $1.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $1.45K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 49 | $1.86K | 0.00% | +49 | New |
| Carolinas Wealth Consulting LLC | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $1.90K | 0.00% | −8−13.8% | Reduced |
| Farther Finance Advisors, LLC | 56 | $2.13K | 0.00% | +43+330.8% | Added |
| Whittier Trust Co of Nevada Inc | 62 | $2.36K | 0.00% | +25+67.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $3.69K | 0.00% | +97 | New |
| Allworth Financial LP | 98 | $3.73K | 0.00% | +63+180.0% | Added |
| Geneos Wealth Management Inc. | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 149 | $5.67K | 0.00% | −75−33.5% | Reduced |
| Global Retirement Partners, LLC | 160 | $6.02K | 0.00% | +2+1.3% | Added |
| Quadrant Capital Group LLC | 207 | $7.88K | 0.00% | +84+68.3% | Added |
| CWM, LLC | 238 | $9.00K | 0.00% | +61+34.5% | Added |
| AdvisorNet Financial, Inc | 252 | $9.59K | 0.00% | +22+9.6% | Added |
| National Bank of Canada | 393 | $14.6K | 0.00% | +36+10.1% | Added |
| Daiwa Securities Group Inc. | 419 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 450 | $17.1K | 0.00% | −58−11.4% | Reduced |
| Focused Wealth Management, Inc | 490 | $18.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $19.0K | 0.01% | +500 | New |
| Signaturefd, LLC | 560 | $21.3K | 0.00% | +391+231.4% | Added |
| First Horizon Advisors, Inc. | 649 | $24.7K | 0.00% | +265+69.0% | Added |
| Quintet Private Bank (Europe) S.A. | 752 | $28.6K | 0.00% | −13−1.7% | Reduced |
| Covestor Ltd | 797 | $30.0K | 0.02% | +677+564.2% | Added |
| Leonteq Securities AG | 909 | $34.6K | 0.00% | +909 | New |
| Tower Research Capital LLC (TRC) | 976 | $37.1K | 0.00% | −6,233−86.5% | Reduced |
| Stephens Consulting, LLC | 1,000 | $38.0K | 0.02% | +1,000 | New |
| Schonfeld Strategic Advisors LLC | 1,200 | $45.6K | 0.00% | −163,003−99.3% | Reduced |
| Parallel Advisors, LLC | 1,426 | $54.2K | 0.00% | +470+49.2% | Added |
| KBC Group NV | 1,622 | $62.0K | 0.00% | +1,622 | New |
| American International Group, Inc. | 1,733 | $65.9K | 0.00% | −121−6.5% | Reduced |
| Ci Investments Inc. | 1,741 | $66.0K | 0.00% | −248−12.5% | Reduced |
| Fred Alger Management, LLC | 2,949 | $112.2K | 0.00% | −179,046−98.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,028 | $115.2K | 0.03% | +687+29.3% | Added |
| Virtus ETF Advisers LLC | 3,301 | $125.6K | 0.08% | −429−11.5% | Reduced |
| Quarry LP | 3,500 | $133.1K | 0.09% | +3,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,806 | $144.8K | 0.01% | +1,039+37.5% | Added |
| IFP Advisors, Inc | 3,806 | $144.8K | 0.01% | +1,862+95.8% | Added |
| UBS Group AG | 3,866 | $147.1K | 0.00% | −92,589−96.0% | Reduced |
| US Bancorp | 3,898 | $148.3K | 0.00% | +2,564+192.2% | Added |
| Compagnie Lombard Odier SCmA | 4,000 | $152.2K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,308 | $163.9K | 0.00% | −12,892−75.0% | Reduced |
| Quantbot Technologies LP | 4,798 | $182.5K | 0.01% | +3,537+280.5% | Added |
| Jacob Asset Management of New York LLC | 4,850 | $184.5K | 0.26% | +4,416+1,017.5% | Added |
| Sectoral Asset Management Inc | 5,220 | $198.6K | 0.04% | −138,639−96.4% | Reduced |
| Utah Retirement Systems | 5,400 | $205.4K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 5,520 | $210.0K | 0.11% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,925 | $225.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 6,000 | $228.2K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,051 | $230.1K | 0.00% | +1,082+21.8% | Added |
| Corton Capital Inc. | 6,083 | $231.4K | 0.12% | +6,083 | New |
| Wolverine Asset Management LLC | 6,100 | $232.0K | 0.00% | +6,100 | New |
| Inspire Advisors, LLC | 6,115 | $232.6K | 0.04% | −6,342−50.9% | Reduced |
| MetLife Investment Management | 6,128 | $233.1K | 0.00% | +20.0% | Added |
| Fox Run Management, L.L.C. | 6,433 | $244.7K | 0.07% | +4,136+180.1% | Added |
| Legato Capital Management LLC | 6,480 | $246.5K | 0.04% | −2,382−26.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,622 | $251.9K | 0.02% | +170+2.6% | Added |
| Bridgefront Capital, LLC | 6,802 | $258.7K | 0.18% | +4,175+158.9% | Added |
| Pictet & Cie (Europe) SA | 6,825 | $259.6K | 0.01% | −94−1.4% | Reduced |
| Henshaw Capital LLC | 6,835 | $260.0K | 0.02% | +3,460+102.5% | Added |
| Commonwealth Equity Services, LLC | 6,922 | $263.0K | 0.00% | +2,263+48.6% | Added |
| Axiom Investors LLC | 7,031 | $267.5K | 0.00% | −18,764−72.7% | Reduced |
| Great West Life Assurance Co | 7,341 | $279.0K | 0.00% | +4,000+119.7% | Added |
| ProShare Advisors LLC | 7,692 | $292.6K | 0.00% | +157+2.1% | Added |
| Boothbay Fund Management, LLC | 7,850 | $298.6K | 0.01% | −19,344−71.1% | Reduced |
| Maryland State Retirement & Pension System | 7,881 | $299.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,369 | $318.0K | 0.00% | +976+13.2% | Added |
| Natixis | 8,500 | $323.3K | 0.00% | +8,500 | New |
| Jump Financial, LLC | 9,029 | $343.5K | 0.01% | +5,707+171.8% | Added |
| Sherbrooke Park Advisers LLC | 9,371 | $356.5K | 0.11% | +9,371 | New |
| Snowden Capital Advisors LLC | 9,450 | $359.5K | 0.02% | +3,417+56.6% | Added |
| KPP Advisory Services LLC | 9,521 | $362.2K | 0.12% | +9,521 | New |
| Public Employees Retirement Association of Colorado | 9,749 | $371.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,800 | $372.8K | 0.00% | +3,000+44.1% | Added |
| Oppenheimer Asset Management Inc. | 9,869 | $375.4K | 0.01% | +3,673+59.3% | Added |
| Wynnefield Capital Inc | 10,000 | $380.4K | 0.17% | +10,000 | New |
| Mariner, LLC | 10,441 | $397.2K | 0.00% | +4,882+87.8% | Added |
| Van Eck Associates Corp | 10,601 | $403.0K | 0.00% | +10,601 | New |
| E Fund Management Co., Ltd. | 10,998 | $418.0K | 0.03% | +6,035+121.6% | Added |
| Assetmark, Inc | 11,369 | $432.5K | 0.00% | +5,339+88.5% | Added |
| Cambridge Trust Co | 11,500 | $437.5K | 0.02% | +1,500+15.0% | Added |
| Oppenheimer & Co Inc | 11,839 | $450.4K | 0.01% | +2,951+33.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,100 | $460.3K | 0.00% | −936−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,474 | $474.5K | 0.03% | +899+7.8% | Added |
| Hudson Bay Capital Management LP | 12,500 | $475.5K | 0.00% | +12,500 | New |
| Innovis Asset Management LLC | 12,535 | $476.8K | 0.18% | +12,535 | New |