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, Q1 2024
Institutional positions in Apellis Pharmaceuticals, Inc. as of Mar 31, 2024. 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
- 302
- +20 vs. Q4 2023
- Shares held
- 113.1M
- −619.3K (−0.5%) vs. Q4 2023
- Total value
- $6.65B
- −$166.2M (−2.4%) vs. Q4 2023
- New holders
- 66
- 105 more added
- Sold out
- 46
- 91 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $59 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $177 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8 | $467 | 0.00% | +8 | New |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | −127−89.4% | Reduced |
| Geneos Wealth Management Inc. | 18 | $1.06K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 29 | $1.23K | 0.00% | +29 | New |
| TD Private Client Wealth LLC | 21 | $1.23K | 0.00% | +21 | New |
| Park Place Capital Corp | 23 | $1.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $1.35K | 0.00% | +11+91.7% | Added |
| Quent Capital, LLC | 24 | $1.41K | 0.00% | +17+242.9% | Added |
| Central Trust Co | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $1.72K | 0.00% | +11+39.3% | Added |
| Massmutual Trust Co FSB | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | +7+63.6% | Added |
| TFC Financial Management | 36 | $2.12K | 0.00% | +36 | New |
| Harbour Investments, Inc. | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $2.28K | 0.00% | −14−26.4% | Reduced |
| Parkside Financial Bank & Trust | 44 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 55 | $3.23K | 0.00% | +55 | New |
| Whittier Trust Co of Nevada Inc | 60 | $3.53K | 0.00% | −2−3.2% | Reduced |
| Rakuten Securities, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| Farther Finance Advisors, LLC | 88 | $5.25K | 0.00% | +1+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $5.70K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 111 | $6.53K | 0.00% | −219−66.4% | Reduced |
| Bell Investment Advisors, Inc | 113 | $6.64K | 0.00% | +9+8.7% | Added |
| Quadrant Capital Group LLC | 180 | $10.6K | 0.00% | +6+3.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $11.0K | 0.00% | +187 | New |
| Global Retirement Partners, LLC | 199 | $11.7K | 0.00% | +91+84.3% | Added |
| Covestor Ltd | 206 | $12.0K | 0.01% | −1−0.5% | Reduced |
| Sofos Investments, Inc. | 210 | $12.5K | 0.00% | +110+110.0% | Added |
| GWM Advisors LLC | 226 | $13.3K | 0.00% | −27−10.7% | Reduced |
| AdvisorNet Financial, Inc | 230 | $13.5K | 0.00% | −20−8.0% | Reduced |
| GAMMA Investing LLC | 234 | $13.8K | 0.00% | +119+103.5% | Added |
| Harvest Fund Management Co., Ltd | 230 | $14.0K | 0.00% | +230 | New |
| Acadian Asset Management LLC | 258 | $15.0K | 0.00% | −6−2.3% | Reduced |
| Principal Securities, Inc. | 269 | $15.8K | 0.00% | −20−6.9% | Reduced |
| Lindbrook Capital, LLC | 304 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 335 | $19.7K | 0.00% | −23−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $23.6K | 0.00% | +401 | New |
| Tower Research Capital LLC (TRC) | 426 | $25.0K | 0.00% | −3,682−89.6% | Reduced |
| National Bank of Canada | 600 | $25.2K | 0.00% | +600 | New |
| Daiwa Securities Group Inc. | 447 | $26.0K | 0.00% | −38−7.8% | Reduced |
| Ancora Advisors, LLC | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $29.4K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $29.4K | 0.02% | +500 | New |
| Northwestern Mutual Wealth Management Co | 600 | $35.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 636 | $37.4K | 0.00% | −21,908−97.2% | Reduced |
| Pacer Advisors, Inc. | 692 | $40.7K | 0.00% | +692 | New |
| nVerses Capital, LLC | 700 | $41.1K | 0.10% | – | – |
| First Horizon Advisors, Inc. | 711 | $41.8K | 0.00% | +39+5.8% | Added |
| Gilliland Jeter Wealth Management LLC | 712 | $41.9K | 0.01% | +712 | New |
| Quintet Private Bank (Europe) S.A. | 638 | $44.0K | 0.00% | −114−15.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,020 | $60.0K | 0.00% | +1,020 | New |
| CWM, LLC | 1,038 | $61.0K | 0.00% | +832+403.9% | Added |
| Signaturefd, LLC | 1,087 | $63.9K | 0.00% | +416+62.0% | Added |
| Natixis | 1,339 | $78.7K | 0.00% | −90,719−98.5% | Reduced |
| Quantbot Technologies LP | 1,480 | $87.0K | 0.00% | +883+147.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,510 | $89.0K | 0.00% | +1,510 | New |
| Parallel Advisors, LLC | 1,541 | $90.6K | 0.00% | +44+2.9% | Added |
| KBC Group NV | 1,597 | $94.0K | 0.00% | −25−1.5% | Reduced |
| American International Group, Inc. | 1,685 | $99.0K | 0.00% | −25−1.5% | Reduced |
| Aquatic Capital Management LLC | 2,300 | $135.2K | 0.00% | +2,300 | New |
| Handelsinvest Investeringsforvaltning | 2,697 | $159.0K | 0.08% | −1,400−34.2% | Reduced |
| Lazard Asset Management LLC | 2,808 | $165.0K | 0.00% | −79,703−96.6% | Reduced |
| Ci Investments Inc. | 2,832 | $166.0K | 0.00% | +2,684+1,813.5% | Added |
| Quarry LP | 3,000 | $176.3K | 0.07% | +3,000 | New |
| Advisor Group Holdings, Inc. | 3,001 | $176.4K | 0.00% | −2,990−49.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,172 | $186.4K | 0.01% | −3,021−48.8% | Reduced |
| Altfest L J & Co Inc | 3,414 | $201.0K | 0.03% | −1,205−26.1% | Reduced |
| Oppenheimer & Co Inc | 3,500 | $205.7K | 0.00% | −8,730−71.4% | Reduced |
| Woodward Diversified Capital, LLC | 3,500 | $205.7K | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,513 | $206.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,566 | $209.6K | 0.00% | −274−7.1% | Reduced |
| Russell Investments Group, Ltd. | 3,586 | $210.8K | 0.00% | +3,330+1,300.8% | Added |
| IFP Advisors, Inc | 3,698 | $217.4K | 0.01% | −31−0.8% | Reduced |
| Whittier Trust Co | 3,700 | $217.4K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,867 | $227.1K | 0.00% | −1,129−22.6% | Reduced |
| Compagnie Lombard Odier SCmA | 4,000 | $235.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,004 | $235.4K | 0.00% | +186+4.9% | Added |
| Ethic Inc. | 4,103 | $241.2K | 0.01% | +4,103 | New |
| Pearl River Capital, LLC | 4,259 | $250.3K | 0.04% | +4,259 | New |
| Cerity Partners LLC | 4,281 | $251.6K | 0.00% | +4,281 | New |
| Summit Trail Advisors, LLC | 4,465 | $262.5K | 0.01% | +4,465 | New |
| Toroso Investments, LLC | 4,527 | $266.1K | 0.00% | +4,527 | New |
| Cipher Capital LP | 4,568 | $268.5K | 0.12% | +4,568 | New |
| Pathstone Holdings, LLC | 4,611 | $271.0K | 0.00% | −295−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 4,919 | $289.0K | 0.00% | −2,249−31.4% | Reduced |
| JustInvest LLC | 5,075 | $298.3K | 0.01% | +380+8.1% | Added |
| LPL Financial LLC | 5,227 | $307.2K | 0.00% | +5,227 | New |
| M&T Bank Corp | 5,271 | $309.8K | 0.00% | +591+12.6% | Added |
| Readystate Asset Management LP | 5,438 | $319.6K | 0.01% | +5,438 | New |
| XTX Topco Ltd | 5,440 | $319.8K | 0.04% | +5,440 | New |
| GTS Securities LLC | 5,497 | $323.1K | 0.01% | −46,550−89.4% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $324.5K | 0.15% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,560 | $326.8K | 0.07% | +5,560 | New |