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, 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 | $2.28B |
| 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, 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $120 | 0.00% | −5−71.4% | Reduced |
| Manchester Capital Management LLC | 3 | $180 | 0.00% | +1+50.0% | Added |
| Crewe Advisors LLC | 4 | $240 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $359 | 0.00% | +6 | New |
| Quent Capital, LLC | 7 | $419 | 0.00% | +2+40.0% | Added |
| Spire Wealth Management | 12 | $766 | 0.00% | +12 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +11 | New |
| Park Place Capital Corp | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $1.68K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $2.00K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 34 | $2.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $2.63K | 0.00% | −5−10.2% | Reduced |
| Sachetta, LLC | 50 | $2.99K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 53 | $3.15K | 0.00% | +14+35.9% | Added |
| Whittier Trust Co of Nevada Inc | 62 | $3.71K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 79 | $4.73K | 0.00% | +79 | New |
| Farther Finance Advisors, LLC | 87 | $5.21K | 0.00% | +31+55.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $5.99K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 104 | $6.23K | 0.00% | +54+108.0% | Added |
| Loomis Sayles & Co L P | 115 | $7.00K | 0.00% | +115 | New |
| Global Retirement Partners, LLC | 108 | $7.16K | 0.00% | −52−32.5% | Reduced |
| GAMMA Investing LLC | 115 | $7.28K | 0.00% | +115 | New |
| Glassman Wealth Services | 123 | $7.36K | 0.00% | +95+339.3% | Added |
| Ci Investments Inc. | 148 | $9.00K | 0.00% | −1,593−91.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 142 | $9.00K | 0.00% | +142 | New |
| Quadrant Capital Group LLC | 174 | $10.4K | 0.00% | −33−15.9% | Reduced |
| LM Advisors LLC | 200 | $12.0K | 0.00% | +200 | New |
| Covestor Ltd | 207 | $12.0K | 0.01% | −590−74.0% | Reduced |
| CWM, LLC | 206 | $12.0K | 0.00% | −32−13.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 244 | $14.6K | 0.00% | +244 | New |
| AdvisorNet Financial, Inc | 250 | $15.0K | 0.00% | −2−0.8% | Reduced |
| Acadian Asset Management LLC | 264 | $15.0K | 0.00% | +264 | New |
| GWM Advisors LLC | 253 | $15.1K | 0.00% | +253 | New |
| Russell Investments Group, Ltd. | 256 | $15.3K | 0.00% | −35,215−99.3% | Reduced |
| Principal Securities, Inc. | 289 | $17.3K | 0.00% | +289 | New |
| Lindbrook Capital, LLC | 304 | $18.2K | 0.00% | +155+104.0% | Added |
| Leonteq Securities AG | 330 | $19.8K | 0.00% | −579−63.7% | Reduced |
| Allworth Financial LP | 358 | $21.4K | 0.00% | +260+265.3% | Added |
| Daiwa Securities Group Inc. | 485 | $29.0K | 0.00% | +66+15.8% | Added |
| Focused Wealth Management, Inc | 490 | $29.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $29.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $29.9K | 0.00% | +500 | New |
| Quantbot Technologies LP | 597 | $35.7K | 0.00% | −4,201−87.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $35.9K | 0.00% | +600 | New |
| Signaturefd, LLC | 671 | $40.2K | 0.00% | +111+19.8% | Added |
| First Horizon Advisors, Inc. | 672 | $40.2K | 0.00% | +23+3.5% | Added |
| Quintet Private Bank (Europe) S.A. | 752 | $45.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $65.8K | 0.18% | – | New |
| Comerica Bank | 1,359 | $81.3K | 0.00% | −94,820−98.6% | Reduced |
| Parallel Advisors, LLC | 1,497 | $89.6K | 0.00% | +71+5.0% | Added |
| KBC Group NV | 1,622 | $97.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,710 | $102.4K | 0.00% | −23−1.3% | Reduced |
| Torno Capital, LLC | 2,500 | $149.7K | 0.15% | +2,500 | New |
| CWA Asset Management Group, LLC | 3,425 | $205.0K | 0.01% | +3,425 | New |
| Woodward Diversified Capital, LLC | 3,500 | $209.5K | 0.13% | +3,500 | New |
| HC Advisors, LLC | 3,507 | $209.9K | 0.12% | +3,507 | New |
| Gotham Asset Management, LLC | 3,513 | $210.3K | 0.00% | +3,513 | New |
| Henshaw Capital LLC | 3,595 | $215.2K | 0.01% | −3,240−47.4% | Reduced |
| Whittier Trust Co | 3,700 | $221.5K | 0.00% | +3,700 | New |
| Sierra Summit Advisors LLC | 3,714 | $222.3K | 0.06% | +3,714 | New |
| IFP Advisors, Inc | 3,729 | $223.2K | 0.01% | −77−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,818 | $228.5K | 0.00% | +3,818 | New |
| Engineers Gate Manager LP | 3,828 | $229.1K | 0.01% | −22,533−85.5% | Reduced |
| US Bancorp | 3,840 | $229.9K | 0.00% | −58−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 4,000 | $239.4K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,065 | $243.3K | 0.03% | −2,415−37.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,097 | $245.0K | 0.10% | +4,097 | New |
| Tower Research Capital LLC (TRC) | 4,108 | $245.9K | 0.00% | +3,132+320.9% | Added |
| Emerald Advisers, LLC | 4,236 | $253.6K | 0.01% | +4,236 | New |
| Brevan Howard Capital Management LP | 4,343 | $260.0K | 0.03% | +4,343 | New |
| CIBC World Markets Inc. | 4,340 | $260.0K | 0.00% | +4,340 | New |
| Creative Planning | 4,460 | $267.0K | 0.00% | +4,460 | New |
| Altfest L J & Co Inc | 4,619 | $276.0K | 0.04% | +4,619 | New |
| M&T Bank Corp | 4,680 | $280.1K | 0.00% | +4,680 | New |
| JustInvest LLC | 4,695 | $281.0K | 0.01% | +4,695 | New |
| Pathstone Holdings, LLC | 4,906 | $293.7K | 0.00% | +4,906 | New |
| Integrated Wealth Concepts LLC | 4,996 | $299.1K | 0.00% | +4,996 | New |
| Sectoral Asset Management Inc | 5,220 | $312.5K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,235 | $313.4K | 0.08% | −1,198−18.6% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $330.4K | 0.18% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,600 | $335.2K | 0.00% | +200+3.7% | Added |
| FIL Ltd | 5,677 | $339.8K | 0.00% | +5,677 | New |
| Illinois Municipal Retirement Fund | 5,925 | $355.0K | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 5,948 | $356.0K | 0.02% | +5,948 | New |
| Advisor Group Holdings, Inc. | 5,991 | $358.6K | 0.00% | −60−1.0% | Reduced |
| Farallon Capital Management, L.L.C. | 6,000 | $359.2K | 0.00% | −188,053−96.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $359.2K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 6,127 | $366.8K | 0.00% | −10.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,193 | $370.7K | 0.02% | −429−6.5% | Reduced |
| Virtus ETF Advisers LLC | 6,251 | $374.2K | 0.24% | +2,950+89.4% | Added |
| Bank of Nova Scotia | 6,443 | $385.6K | 0.00% | −286,862−97.8% | Reduced |
| Keybank National Association | 6,549 | $392.0K | 0.00% | +6,549 | New |
| Wolverine Trading, LLC | 6,719 | $402.2K | 0.00% | −15,655−70.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,168 | $429.0K | 0.00% | +246+3.6% | Added |
| Exome Asset Management LLC | 7,249 | $433.9K | 0.43% | +7,249 | New |