Apellis Pharmaceuticals, Inc.
APLSDelisted- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001492422
Apellis Pharmaceuticals, Inc. was delisted in 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 2023
Institutional positions in Apellis Pharmaceuticals, Inc. as of Dec 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
- 284
- +32 vs. Q3 2023
- Shares held
- 113.8M
- −76.3K (−0.1%) vs. Q3 2023
- Total value
- $6.82B
- +$2.48B (+57.1%) vs. Q3 2023
- New holders
- 65
- 79 more added
- Sold out
- 33
- 110 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $2.29B |
| Q1 2025 | 255 | $2.80B |
| Q4 2024 | 260 | $4.05B |
| Q3 2024 | 265 | $3.52B |
| Q2 2024 | 263 | $4.56B |
| Q1 2024 | 302 | $6.97B |
| Q4 2023 | 284 | $7.16B |
| Q3 2023 | 256 | $4.34B |
| Q2 2023 | 317 | $9.81B |
| Q1 2023 | 282 | $7.49B |
| Q4 2022 | 244 | $5.26B |
| Q3 2022 | 250 | $6.67B |
| Q2 2022 | 212 | $4.15B |
| Q1 2022 | 212 | $4.62B |
| Q4 2021 | 187 | $3.91B |
| Q3 2021 | 181 | $2.29B |
| Q2 2021 | 205 | $4.13B |
| Q1 2021 | 175 | $2.80B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 16,445,290 | $984.4M | 0.18% | +1,278,246+8.4% | Added |
| EcoR1 Capital, LLC | 11,173,068 | $668.8M | 17.37% | +273,209+2.5% | Added |
| Avoro Capital Advisors LLC | 11,111,111 | $665.1M | 9.19% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,555,678 | $572.0M | 0.01% | +85,701+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 6,303,584 | $377.3M | 0.25% | −215,887−3.3% | Reduced |
| BlackRock Inc. | 5,381,253 | $322.1M | 0.01% | +108,507+2.1% | Added |
| Jennison Associates LLC | 3,275,922 | $196.1M | 0.15% | −266,287−7.5% | Reduced |
| Morgan Stanley | 3,097,141 | $185.4M | 0.02% | +1,488,145+92.5% | Added |
| State Street Corp | 2,915,422 | $174.5M | 0.01% | −322,692−10.0% | Reduced |
| Octagon Capital Advisors LP | 2,806,980 | $168.0M | 26.88% | −323,020−10.3% | Reduced |
| JPMorgan Chase & Co | 2,574,133 | $154.1M | 0.02% | +356,386+16.1% | Added |
| Price T Rowe Associates Inc | 2,460,339 | $147.3M | 0.02% | +677,098+38.0% | Added |
| Assenagon Asset Management S.A. | 2,145,004 | $128.4M | 0.39% | +1,121,497+109.6% | Added |
| FMR LLC | 2,092,464 | $125.3M | 0.01% | −167,302−7.4% | Reduced |
| Boxer Capital, LLC | 1,726,000 | $103.3M | 5.15% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,630,642 | $97.6M | 0.01% | +75,816+4.9% | Added |
| Artal Group S.A. | 1,421,346 | $85.1M | 2.90% | −243,226−14.6% | Reduced |
| Pictet Asset Management Holding SA | 1,344,563 | $80.5M | 0.09% | +610,413+83.1% | Added |
| Polar Capital Holdings Plc | 1,053,440 | $63.1M | 0.39% | −4350.0% | Reduced |
| Logos Global Management LP | 950,000 | $56.9M | 6.32% | +200,000+26.7% | Added |
| Norges Bank | 946,213 | $56.6M | 0.01% | −105,980−10.1% | Reduced |
| OrbiMed Advisors LLC | 922,200 | $55.2M | 1.11% | −338,300−26.8% | Reduced |
| Fiera Capital Corp | 919,090 | $55.0M | 0.17% | −600−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 904,409 | $54.1M | 0.01% | +25,052+2.8% | Added |
| Frazier Life Sciences Management, L.P. | 885,165 | $53.0M | 2.83% | +271,122+44.2% | Added |
| Deutsche Bank AG | 856,999 | $51.3M | 0.03% | +532,705+164.3% | Added |
| Bellevue Group AG | 821,800 | $49.2M | 0.75% | +27,959+3.5% | Added |
| Cormorant Asset Management, LP | 625,000 | $37.4M | 1.79% | −1,375,000−68.8% | Reduced |
| Victory Capital Management Inc | 616,272 | $36.9M | 0.04% | −122,239−16.6% | Reduced |
| Macquarie Group Ltd | 583,429 | $34.9M | 0.04% | −493,119−45.8% | Reduced |
| Ameriprise Financial Inc | 565,580 | $33.9M | 0.01% | +213,188+60.5% | Added |
| Invesco Ltd. | 518,837 | $31.1M | 0.01% | −21,839−4.0% | Reduced |
| Bank of Montreal | 469,884 | $29.6M | 0.01% | +37,911+8.8% | Added |
| TD Asset Management Inc | 483,322 | $28.9M | 0.03% | +112,465+30.3% | Added |
| Driehaus Capital Management LLC | 481,501 | $28.8M | 0.35% | +300,177+165.5% | Added |
| Northern Trust Corp | 448,726 | $26.9M | 0.00% | −1,704−0.4% | Reduced |
| Eagle Asset Management Inc | 446,000 | $26.7M | 0.14% | −3,970−0.9% | Reduced |
| Jane Street Group, LLC | 434,701 | $26.0M | 0.03% | +161,475+59.1% | Added |
| Bank of America Corp | 434,337 | $26.0M | 0.00% | −270,618−38.4% | Reduced |
| Caption Management, LLC | 393,031 | $23.5M | 2.56% | +119,781+43.8% | Added |
| Susquehanna International Group, LLP | 382,832 | $22.9M | 0.04% | +10,047+2.7% | Added |
| Bank of New York Mellon Corp | 372,255 | $22.3M | 0.00% | +11,968+3.3% | Added |
| New York State Common Retirement Fund | 340,507 | $20.4M | 0.03% | −62,437−15.5% | Reduced |
| Candriam Luxembourg S.C.A. | 337,507 | $20.2M | 0.14% | +11,000+3.4% | Added |
| Prudential Financial Inc | 326,560 | $19.5M | 0.03% | +23,000+7.6% | Added |
| Goldman Sachs Group Inc | 310,583 | $18.6M | 0.00% | −21,210−6.4% | Reduced |
| Amundi | 241,371 | $17.5M | 0.01% | −37,593−13.5% | Reduced |
| Citadel Advisors LLC | 285,117 | $17.1M | 0.02% | +270,370+1,833.4% | Added |
| Nuveen Asset Management, LLC | 270,520 | $16.2M | 0.01% | −2,993−1.1% | Reduced |
| Voya Investment Management LLC | 256,533 | $15.4M | 0.02% | +174,366+212.2% | Added |
| Group One Trading, L.P. | 253,905 | $15.2M | 0.48% | +27,221+12.0% | Added |
| Ensign Peak Advisors, Inc | 245,566 | $14.7M | 0.03% | +60,000+32.3% | Added |
| Fiduciary Trust Co | 242,607 | $14.5M | 0.24% | −22,600−8.5% | Reduced |
| Marshall Wace, LLP | 230,876 | $13.8M | 0.03% | +61,582+36.4% | Added |
| Franklin Resources Inc | 229,790 | $13.8M | 0.01% | +229,790 | New |
| Eventide Asset Management, LLC | 209,794 | $12.6M | 0.20% | +209,794 | New |
| Great Lakes Advisors, LLC | 208,163 | $12.5M | 0.12% | +208,163 | New |
| Barclays PLC | 196,391 | $11.8M | 0.01% | −146,498−42.7% | Reduced |
| Woodline Partners LP | 186,224 | $11.1M | 0.12% | +186,224 | New |
| Standard Life Aberdeen plc | 169,051 | $10.1M | 0.02% | +169,051 | New |
| BNP Paribas Arbitrage, SA | 167,488 | $10.0M | 0.02% | −68,867−29.1% | Reduced |
| Swiss National Bank | 162,400 | $9.72M | 0.01% | −16,800−9.4% | Reduced |
| Altitude Crest Partners Inc. | 152,200 | $9.11M | 6.10% | +152,200 | New |
| Ally Bridge Group (NY) LLC | 150,000 | $8.98M | 5.35% | −31,805−17.5% | Reduced |
| Walleye Capital LLC | 147,674 | $8.84M | 0.12% | +13,691+10.2% | Added |
| California Public Employees Retirement System | 145,833 | $8.73M | 0.01% | −38,011−20.7% | Reduced |
| Rafferty Asset Management, LLC | 143,118 | $8.57M | 0.04% | −71,043−33.2% | Reduced |
| Saturn V Capital Management LLC | 142,927 | $8.56M | 3.27% | +142,927 | New |
| UBS Asset Management Americas Inc | 141,768 | $8.49M | 0.00% | −4,178−2.9% | Reduced |
| Rhumbline Advisers | 133,586 | $8.00M | 0.01% | +1,292+1.0% | Added |
| Wells Fargo & Company | 132,567 | $7.94M | 0.00% | −23,140−14.9% | Reduced |
| 683 Capital Management, LLC | 130,000 | $7.78M | 0.78% | −110,000−45.8% | Reduced |
| The PNC Financial Services Group, Inc. | 119,785 | $7.17M | 0.01% | +450.0% | Added |
| Royal Bank of Canada | 117,610 | $7.04M | 0.00% | −1,054−0.9% | Reduced |
| LMR Partners LLP | 114,069 | $6.83M | 0.17% | +56,940+99.7% | Added |
| Cutter Capital Management, LP | 108,000 | $6.46M | 3.09% | +108,000 | New |
| Manufacturers Life Insurance Company, The | 106,002 | $6.35M | 0.00% | +51,737+95.3% | Added |
| Rhenman & Partners Asset Management AB | 100,400 | $6.01M | 0.60% | −114,600−53.3% | Reduced |
| Thrivent Financial for Lutherans | 97,716 | $5.85M | 0.01% | +18,255+23.0% | Added |
| UBS Group AG | 95,034 | $5.69M | 0.00% | +91,168+2,358.2% | Added |
| First Trust Advisors LP | 93,968 | $5.62M | 0.01% | −304,170−76.4% | Reduced |
| Natixis | 92,058 | $5.51M | 0.04% | +83,558+983.0% | Added |
| California State Teachers Retirement System | 90,191 | $5.40M | 0.01% | −4,078−4.3% | Reduced |
| Citigroup Inc | 86,541 | $5.18M | 0.01% | −30,355−26.0% | Reduced |
| Envestnet Asset Management Inc | 86,428 | $5.17M | 0.00% | +5,971+7.4% | Added |
| Credit Suisse AG | 85,571 | $5.12M | 0.00% | −1,442−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 84,178 | $5.04M | 0.01% | +21,542+34.4% | Added |
| Legal & General Group Plc | 83,471 | $5.00M | 0.00% | +1,693+2.1% | Added |
| Lazard Asset Management LLC | 82,511 | $4.94M | 0.01% | −33,378−28.8% | Reduced |
| Sawtooth Solutions, LLC | 78,246 | $4.68M | 0.13% | −134−0.2% | Reduced |
| Bleakley Financial Group, LLC | 78,246 | $4.68M | 0.15% | −134−0.2% | Reduced |
| Acuta Capital Partners, LLC | 76,100 | $4.56M | 2.56% | −168,384−68.9% | Reduced |
| HRT Financial LP | 75,912 | $4.54M | 0.03% | +75,912 | New |
| Affinity Asset Advisors, LLC | 75,000 | $4.49M | 0.90% | +35,000+87.5% | Added |
| State of Wisconsin Investment Board | 67,805 | $4.06M | 0.01% | −14,967−18.1% | Reduced |
| Nisa Investment Advisors, LLC | 67,350 | $4.03M | 0.03% | −1,000−1.5% | Reduced |
| Cowen and Company, LLC | 66,470 | $3.98M | 0.26% | +66,470 | New |
| Allspring Global Investments Holdings, LLC | 59,275 | $3.55M | 0.01% | −16,243−21.5% | Reduced |
| Agf Management Ltd | 58,496 | $3.50M | 0.02% | −12,228−17.3% | Reduced |
| DekaBank Deutsche Girozentrale | 55,000 | $3.43M | 0.01% | 00.0% | Unchanged |