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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 5,235 | $313.4K | 0.08% | −1,198−18.6% | Reduced |
| Sectoral Asset Management Inc | 5,220 | $312.5K | 0.13% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,996 | $299.1K | 0.00% | +4,996 | New |
| Pathstone Holdings, LLC | 4,906 | $293.7K | 0.00% | +4,906 | New |
| JustInvest LLC | 4,695 | $281.0K | 0.01% | +4,695 | New |
| M&T Bank Corp | 4,680 | $280.1K | 0.00% | +4,680 | New |
| Altfest L J & Co Inc | 4,619 | $276.0K | 0.04% | +4,619 | New |
| Creative Planning | 4,460 | $267.0K | 0.00% | +4,460 | New |
| CIBC World Markets Inc. | 4,340 | $260.0K | 0.00% | +4,340 | New |
| Brevan Howard Capital Management LP | 4,343 | $260.0K | 0.03% | +4,343 | New |
| Emerald Advisers, LLC | 4,236 | $253.6K | 0.01% | +4,236 | New |
| Tower Research Capital LLC (TRC) | 4,108 | $245.9K | 0.00% | +3,132+320.9% | Added |
| Handelsinvest Investeringsforvaltning | 4,097 | $245.0K | 0.10% | +4,097 | New |
| Legato Capital Management LLC | 4,065 | $243.3K | 0.03% | −2,415−37.3% | Reduced |
| Compagnie Lombard Odier SCmA | 4,000 | $239.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,840 | $229.9K | 0.00% | −58−1.5% | Reduced |
| Engineers Gate Manager LP | 3,828 | $229.1K | 0.01% | −22,533−85.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,818 | $228.5K | 0.00% | +3,818 | New |
| IFP Advisors, Inc | 3,729 | $223.2K | 0.01% | −77−2.0% | Reduced |
| Sierra Summit Advisors LLC | 3,714 | $222.3K | 0.06% | +3,714 | New |
| Whittier Trust Co | 3,700 | $221.5K | 0.00% | +3,700 | New |
| Henshaw Capital LLC | 3,595 | $215.2K | 0.01% | −3,240−47.4% | Reduced |
| Gotham Asset Management, LLC | 3,513 | $210.3K | 0.00% | +3,513 | New |
| HC Advisors, LLC | 3,507 | $209.9K | 0.12% | +3,507 | New |
| Woodward Diversified Capital, LLC | 3,500 | $209.5K | 0.13% | +3,500 | New |
| CWA Asset Management Group, LLC | 3,425 | $205.0K | 0.01% | +3,425 | New |
| Torno Capital, LLC | 2,500 | $149.7K | 0.15% | +2,500 | New |
| American International Group, Inc. | 1,710 | $102.4K | 0.00% | −23−1.3% | Reduced |
| KBC Group NV | 1,622 | $97.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,497 | $89.6K | 0.00% | +71+5.0% | Added |
| Comerica Bank | 1,359 | $81.3K | 0.00% | −94,820−98.6% | Reduced |
| nVerses Capital, LLC | – | $65.8K | 0.18% | – | New |
| Quintet Private Bank (Europe) S.A. | 752 | $45.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 672 | $40.2K | 0.00% | +23+3.5% | Added |
| Signaturefd, LLC | 671 | $40.2K | 0.00% | +111+19.8% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $35.9K | 0.00% | +600 | New |
| Quantbot Technologies LP | 597 | $35.7K | 0.00% | −4,201−87.6% | Reduced |
| Archer Investment Corp | 500 | $29.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $29.9K | 0.00% | +500 | New |
| Focused Wealth Management, Inc | 490 | $29.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 485 | $29.0K | 0.00% | +66+15.8% | Added |
| Allworth Financial LP | 358 | $21.4K | 0.00% | +260+265.3% | Added |
| Leonteq Securities AG | 330 | $19.8K | 0.00% | −579−63.7% | Reduced |
| Lindbrook Capital, LLC | 304 | $18.2K | 0.00% | +155+104.0% | Added |
| Principal Securities, Inc. | 289 | $17.3K | 0.00% | +289 | New |
| Russell Investments Group, Ltd. | 256 | $15.3K | 0.00% | −35,215−99.3% | Reduced |
| GWM Advisors LLC | 253 | $15.1K | 0.00% | +253 | New |
| Acadian Asset Management LLC | 264 | $15.0K | 0.00% | +264 | New |
| AdvisorNet Financial, Inc | 250 | $15.0K | 0.00% | −2−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 244 | $14.6K | 0.00% | +244 | New |
| Covestor Ltd | 207 | $12.0K | 0.01% | −590−74.0% | Reduced |
| CWM, LLC | 206 | $12.0K | 0.00% | −32−13.4% | Reduced |
| LM Advisors LLC | 200 | $12.0K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 174 | $10.4K | 0.00% | −33−15.9% | Reduced |
| 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 |
| Glassman Wealth Services | 123 | $7.36K | 0.00% | +95+339.3% | Added |
| GAMMA Investing LLC | 115 | $7.28K | 0.00% | +115 | New |
| Global Retirement Partners, LLC | 108 | $7.16K | 0.00% | −52−32.5% | Reduced |
| Loomis Sayles & Co L P | 115 | $7.00K | 0.00% | +115 | New |
| Bell Investment Advisors, Inc | 104 | $6.23K | 0.00% | +54+108.0% | Added |
| Sofos Investments, Inc. | 100 | $5.99K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $5.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $5.21K | 0.00% | +31+55.4% | Added |
| Coppell Advisory Solutions LLC | 79 | $4.73K | 0.00% | +79 | New |
| Whittier Trust Co of Nevada Inc | 62 | $3.71K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $3.15K | 0.00% | +14+35.9% | Added |
| Sachetta, LLC | 50 | $2.99K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 44 | $2.63K | 0.00% | −5−10.2% | Reduced |
| Harbour Investments, Inc. | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $2.00K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 28 | $1.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +11 | New |
| Spire Wealth Management | 12 | $766 | 0.00% | +12 | New |
| Quent Capital, LLC | 7 | $419 | 0.00% | +2+40.0% | Added |
| Fortitude Family Office, LLC | 6 | $359 | 0.00% | +6 | New |
| Crewe Advisors LLC | 4 | $240 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $180 | 0.00% | +1+50.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $120 | 0.00% | −5−71.4% | Reduced |
| Proequities, Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Slate Path Capital LP | 0 | $0 | 0.00% | −2,068,000−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −880,000−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −548,870−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −122,643−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −102,242−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −54,263−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −50,544−100.0% | Sold out |
| General American Investors Co Inc | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −34,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,235−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −22,188−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,796−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,371−100.0% | Sold out |