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 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 56,521 | $3.32M | 0.31% | +4,570+8.8% | Added |
| The PNC Financial Services Group, Inc. | 58,610 | $3.45M | 0.00% | −61,175−51.1% | Reduced |
| Granahan Investment Management Inc | 66,597 | $3.91M | 0.14% | +24,356+57.7% | Added |
| Nisa Investment Advisors, LLC | 67,350 | $3.96M | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 68,144 | $4.01M | 0.00% | +32,577+91.6% | Added |
| HRT Financial LP | 68,575 | $4.03M | 0.02% | −7,337−9.7% | Reduced |
| Saturn V Capital Management LLC | 71,463 | $4.20M | 1.68% | −71,464−50.0% | Reduced |
| California State Teachers Retirement System | 74,370 | $4.37M | 0.01% | −15,821−17.5% | Reduced |
| Frontier Capital Management Co LLC | 78,048 | $4.59M | 0.04% | +78,048 | New |
| Simplicity Wealth,LLC | 78,247 | $4.60M | 0.11% | +78,247 | New |
| Bleakley Financial Group, LLC | 78,253 | $4.60M | 0.13% | +70.0% | Added |
| Credit Suisse AG | 80,642 | $4.74M | 0.00% | −4,929−5.8% | Reduced |
| PFM Health Sciences, LP | 82,952 | $4.88M | 0.24% | +82,952 | New |
| Principal Financial Group Inc | 84,604 | $4.97M | 0.00% | +60,741+254.5% | Added |
| Legal & General Group Plc | 85,844 | $5.05M | 0.00% | +2,373+2.8% | Added |
| Lisanti Capital Growth, LLC | 89,210 | $5.24M | 1.28% | +42,905+92.7% | Added |
| Peregrine Capital Management LLC | 92,660 | $5.45M | 0.16% | +92,660 | New |
| Envestnet Asset Management Inc | 94,605 | $5.56M | 0.00% | +8,177+9.5% | Added |
| HSBC Holdings PLC | 98,550 | $5.79M | 0.00% | +98,550 | New |
| Royal Bank of Canada | 101,334 | $5.96M | 0.00% | −16,276−13.8% | Reduced |
| Walleye Capital LLC | 110,799 | $6.51M | 0.07% | −36,875−25.0% | Reduced |
| UBS Group AG | 111,292 | $6.54M | 0.00% | +16,258+17.1% | Added |
| Allspring Global Investments Holdings, LLC | 115,453 | $6.79M | 0.01% | +56,178+94.8% | Added |
| Rhumbline Advisers | 120,921 | $7.11M | 0.01% | −12,665−9.5% | Reduced |
| Manufacturers Life Insurance Company, The | 123,330 | $7.25M | 0.01% | +17,328+16.3% | Added |
| Jane Street Group, LLC | 129,009 | $7.58M | 0.01% | −305,692−70.3% | Reduced |
| Ghost Tree Capital, LLC | 130,000 | $7.64M | 2.46% | +130,000 | New |
| Bank of Montreal | 132,937 | $7.83M | 0.00% | −336,947−71.7% | Reduced |
| UBS Asset Management Americas Inc | 139,325 | $8.19M | 0.00% | −2,443−1.7% | Reduced |
| Senator Investment Group LP | 140,000 | $8.23M | 0.37% | +140,000 | New |
| Swiss National Bank | 140,300 | $8.25M | 0.01% | −22,100−13.6% | Reduced |
| Wells Fargo & Company | 145,035 | $8.53M | 0.00% | +12,468+9.4% | Added |
| California Public Employees Retirement System | 145,833 | $8.57M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 148,801 | $8.75M | 0.03% | +5,683+4.0% | Added |
| Integral Health Asset Management, LLC | 150,000 | $8.82M | 0.87% | +150,000 | New |
| Redmile Group, LLC | 155,000 | $9.11M | 0.33% | +155,000 | New |
| Affinity Asset Advisors, LLC | 165,000 | $9.70M | 1.58% | +90,000+120.0% | Added |
| Marshall Wace, LLP | 171,873 | $10.1M | 0.02% | −59,003−25.6% | Reduced |
| Rhenman & Partners Asset Management AB | 178,395 | $10.5M | 0.99% | +77,995+77.7% | Added |
| Woodline Partners LP | 186,998 | $11.0M | 0.10% | +774+0.4% | Added |
| Standard Life Aberdeen plc | 189,813 | $11.2M | 0.02% | +20,762+12.3% | Added |
| Amundi | 248,483 | $11.8M | 0.01% | +7,112+2.9% | Added |
| Eventide Asset Management, LLC | 209,794 | $12.3M | 0.19% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 215,000 | $12.6M | 1.29% | +85,000+65.4% | Added |
| Macquarie Group Ltd | 221,654 | $13.0M | 0.01% | −361,775−62.0% | Reduced |
| Vestal Point Capital, LP | 225,000 | $13.2M | 1.09% | +225,000 | New |
| Franklin Resources Inc | 226,649 | $13.3M | 0.00% | −3,141−1.4% | Reduced |
| Balyasny Asset Management LLC | 232,243 | $13.7M | 0.04% | +232,243 | New |
| Fiduciary Trust Co | 240,986 | $14.2M | 0.22% | −1,621−0.7% | Reduced |
| Susquehanna International Group, LLP | 244,261 | $14.4M | 0.02% | −138,571−36.2% | Reduced |
| Prudential Financial Inc | 245,560 | $14.4M | 0.02% | −81,000−24.8% | Reduced |
| Ensign Peak Advisors, Inc | 260,274 | $15.3M | 0.03% | +14,708+6.0% | Added |
| Citigroup Inc | 261,708 | $15.4M | 0.02% | +175,167+202.4% | Added |
| Point72 Asset Management, L.P. | 267,823 | $15.7M | 0.05% | +267,823 | New |
| Nuveen Asset Management, LLC | 270,576 | $15.9M | 0.00% | +560.0% | Added |
| Altitude Crest Partners Inc. | 287,277 | $16.9M | 7.23% | +135,077+88.7% | Added |
| Goldman Sachs Group Inc | 319,476 | $18.8M | 0.00% | +8,893+2.9% | Added |
| Bank of New York Mellon Corp | 322,922 | $19.0M | 0.00% | −49,333−13.3% | Reduced |
| New York State Common Retirement Fund | 325,926 | $19.2M | 0.03% | −14,581−4.3% | Reduced |
| Cormorant Asset Management, LP | 400,000 | $23.5M | 1.04% | −225,000−36.0% | Reduced |
| First Trust Advisors LP | 406,483 | $23.9M | 0.02% | +312,515+332.6% | Added |
| Northern Trust Corp | 440,456 | $25.9M | 0.00% | −8,270−1.8% | Reduced |
| TD Asset Management Inc | 459,402 | $27.0M | 0.03% | −23,920−4.9% | Reduced |
| Bellevue Group AG | 473,915 | $27.9M | 0.42% | −347,885−42.3% | Reduced |
| Victory Capital Management Inc | 491,897 | $28.9M | 0.03% | −124,375−20.2% | Reduced |
| Voya Investment Management LLC | 494,692 | $29.1M | 0.03% | +238,159+92.8% | Added |
| Driehaus Capital Management LLC | 503,039 | $29.6M | 0.29% | +21,538+4.5% | Added |
| Ameriprise Financial Inc | 531,362 | $31.2M | 0.01% | −34,218−6.1% | Reduced |
| Iron Triangle Partners LP | 550,000 | $32.3M | 3.35% | +550,000 | New |
| Candriam Luxembourg S.C.A. | 584,925 | $34.4M | 0.22% | +247,418+73.3% | Added |
| Bank of America Corp | 723,444 | $42.5M | 0.00% | +289,107+66.6% | Added |
| Invesco Ltd. | 762,115 | $44.8M | 0.01% | +243,278+46.9% | Added |
| Millennium Management LLC | 785,396 | $46.2M | 0.04% | +772,869+6,169.6% | Added |
| Logos Global Management LP | 800,000 | $47.0M | 4.95% | −150,000−15.8% | Reduced |
| Eagle Asset Management Inc | 845,533 | $50.5M | 0.26% | +399,533+89.6% | Added |
| Frazier Life Sciences Management, L.P. | 885,165 | $52.0M | 2.20% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 924,562 | $54.3M | 0.01% | +20,153+2.2% | Added |
| Fiera Capital Corp | 948,437 | $55.7M | 0.16% | +29,347+3.2% | Added |
| Deep Track Capital, LP | 1,000,000 | $58.8M | 1.69% | +1,000,000 | New |
| Norges Bank | 1,007,920 | $59.2M | 0.01% | +61,707+6.5% | Added |
| Polar Capital Holdings Plc | 1,054,440 | $62.0M | 0.37% | +1,000+0.1% | Added |
| Pictet Asset Management Holding SA | 1,073,234 | $63.0M | 0.07% | −271,329−20.2% | Reduced |
| Citadel Advisors LLC | 1,186,082 | $69.7M | 0.07% | +900,965+316.0% | Added |
| OrbiMed Advisors LLC | 1,297,800 | $76.3M | 1.49% | +375,600+40.7% | Added |
| Artal Group S.A. | 1,315,282 | $77.3M | 1.99% | −106,064−7.5% | Reduced |
| Deutsche Bank AG | 1,611,773 | $94.7M | 0.04% | +754,774+88.1% | Added |
| Morgan Stanley | 1,637,618 | $96.3M | 0.01% | −1,459,523−47.1% | Reduced |
| Geode Capital Management, LLC | 1,689,890 | $99.4M | 0.01% | +59,248+3.6% | Added |
| Boxer Capital, LLC | 1,726,000 | $101.5M | 5.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,023,614 | $118.9M | 0.32% | −121,390−5.7% | Reduced |
| FMR LLC | 2,178,742 | $128.1M | 0.01% | +86,278+4.1% | Added |
| JPMorgan Chase & Co | 2,214,309 | $130.2M | 0.01% | −359,824−14.0% | Reduced |
| Price T Rowe Associates Inc | 2,459,246 | $144.6M | 0.02% | −1,0930.0% | Reduced |
| Octagon Capital Advisors LP | 2,806,980 | $165.0M | 20.06% | 00.0% | Unchanged |
| State Street Corp | 2,909,528 | $171.0M | 0.01% | −5,894−0.2% | Reduced |
| Jennison Associates LLC | 3,240,513 | $190.5M | 0.13% | −35,409−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,605,721 | $270.7M | 0.17% | −1,697,863−26.9% | Reduced |
| BlackRock Inc. | 5,494,591 | $323.0M | 0.01% | +113,338+2.1% | Added |
| Vanguard Group Inc | 9,505,866 | $558.8M | 0.01% | −49,812−0.5% | Reduced |
| Avoro Capital Advisors LLC | 11,111,111 | $653.1M | 7.62% | 00.0% | Unchanged |