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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 5,925 | $348.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,600 | $329.2K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,560 | $326.8K | 0.07% | +5,560 | New |
| Stelac Advisory Services LLC | 5,520 | $324.5K | 0.15% | 00.0% | Unchanged |
| GTS Securities LLC | 5,497 | $323.1K | 0.01% | −46,550−89.4% | Reduced |
| XTX Topco Ltd | 5,440 | $319.8K | 0.04% | +5,440 | New |
| Readystate Asset Management LP | 5,438 | $319.6K | 0.01% | +5,438 | New |
| M&T Bank Corp | 5,271 | $309.8K | 0.00% | +591+12.6% | Added |
| LPL Financial LLC | 5,227 | $307.2K | 0.00% | +5,227 | New |
| JustInvest LLC | 5,075 | $298.3K | 0.01% | +380+8.1% | Added |
| Commonwealth Equity Services, LLC | 4,919 | $289.0K | 0.00% | −2,249−31.4% | Reduced |
| Pathstone Holdings, LLC | 4,611 | $271.0K | 0.00% | −295−6.0% | Reduced |
| Cipher Capital LP | 4,568 | $268.5K | 0.12% | +4,568 | New |
| Toroso Investments, LLC | 4,527 | $266.1K | 0.00% | +4,527 | New |
| Summit Trail Advisors, LLC | 4,465 | $262.5K | 0.01% | +4,465 | New |
| Cerity Partners LLC | 4,281 | $251.6K | 0.00% | +4,281 | New |
| Pearl River Capital, LLC | 4,259 | $250.3K | 0.04% | +4,259 | New |
| Ethic Inc. | 4,103 | $241.2K | 0.01% | +4,103 | New |
| Prime Capital Investment Advisors, LLC | 4,004 | $235.4K | 0.00% | +186+4.9% | Added |
| Compagnie Lombard Odier SCmA | 4,000 | $235.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,867 | $227.1K | 0.00% | −1,129−22.6% | Reduced |
| Whittier Trust Co | 3,700 | $217.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,698 | $217.4K | 0.01% | −31−0.8% | Reduced |
| Russell Investments Group, Ltd. | 3,586 | $210.8K | 0.00% | +3,330+1,300.8% | Added |
| US Bancorp | 3,566 | $209.6K | 0.00% | −274−7.1% | Reduced |
| Gotham Asset Management, LLC | 3,513 | $206.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Altfest L J & Co Inc | 3,414 | $201.0K | 0.03% | −1,205−26.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,172 | $186.4K | 0.01% | −3,021−48.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,001 | $176.4K | 0.00% | −2,990−49.9% | Reduced |
| Quarry LP | 3,000 | $176.3K | 0.07% | +3,000 | New |
| Ci Investments Inc. | 2,832 | $166.0K | 0.00% | +2,684+1,813.5% | Added |
| Lazard Asset Management LLC | 2,808 | $165.0K | 0.00% | −79,703−96.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,697 | $159.0K | 0.08% | −1,400−34.2% | Reduced |
| Aquatic Capital Management LLC | 2,300 | $135.2K | 0.00% | +2,300 | New |
| American International Group, Inc. | 1,685 | $99.0K | 0.00% | −25−1.5% | Reduced |
| KBC Group NV | 1,597 | $94.0K | 0.00% | −25−1.5% | Reduced |
| Parallel Advisors, LLC | 1,541 | $90.6K | 0.00% | +44+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,510 | $89.0K | 0.00% | +1,510 | New |
| Quantbot Technologies LP | 1,480 | $87.0K | 0.00% | +883+147.9% | Added |
| Natixis | 1,339 | $78.7K | 0.00% | −90,719−98.5% | Reduced |
| Signaturefd, LLC | 1,087 | $63.9K | 0.00% | +416+62.0% | Added |
| CWM, LLC | 1,038 | $61.0K | 0.00% | +832+403.9% | Added |
| Emerald Mutual Fund Advisers Trust | 1,020 | $60.0K | 0.00% | +1,020 | New |
| Quintet Private Bank (Europe) S.A. | 638 | $44.0K | 0.00% | −114−15.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 712 | $41.9K | 0.01% | +712 | New |
| First Horizon Advisors, Inc. | 711 | $41.8K | 0.00% | +39+5.8% | Added |
| nVerses Capital, LLC | 700 | $41.1K | 0.10% | – | – |
| Pacer Advisors, Inc. | 692 | $40.7K | 0.00% | +692 | New |
| Jefferies Financial Group Inc. | 636 | $37.4K | 0.00% | −21,908−97.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $35.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Daiwa Securities Group Inc. | 447 | $26.0K | 0.00% | −38−7.8% | Reduced |
| National Bank of Canada | 600 | $25.2K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 426 | $25.0K | 0.00% | −3,682−89.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 401 | $23.6K | 0.00% | +401 | New |
| Allworth Financial LP | 335 | $19.7K | 0.00% | −23−6.4% | Reduced |
| Lindbrook Capital, LLC | 304 | $17.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 269 | $15.8K | 0.00% | −20−6.9% | Reduced |
| Acadian Asset Management LLC | 258 | $15.0K | 0.00% | −6−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 230 | $14.0K | 0.00% | +230 | New |
| GAMMA Investing LLC | 234 | $13.8K | 0.00% | +119+103.5% | Added |
| AdvisorNet Financial, Inc | 230 | $13.5K | 0.00% | −20−8.0% | Reduced |
| GWM Advisors LLC | 226 | $13.3K | 0.00% | −27−10.7% | Reduced |
| Sofos Investments, Inc. | 210 | $12.5K | 0.00% | +110+110.0% | Added |
| Covestor Ltd | 206 | $12.0K | 0.01% | −1−0.5% | Reduced |
| Global Retirement Partners, LLC | 199 | $11.7K | 0.00% | +91+84.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $11.0K | 0.00% | +187 | New |
| Quadrant Capital Group LLC | 180 | $10.6K | 0.00% | +6+3.4% | Added |
| Bell Investment Advisors, Inc | 113 | $6.64K | 0.00% | +9+8.7% | Added |
| Leonteq Securities AG | 111 | $6.53K | 0.00% | −219−66.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $5.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 88 | $5.25K | 0.00% | +1+1.1% | Added |
| Rakuten Securities, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| Whittier Trust Co of Nevada Inc | 60 | $3.53K | 0.00% | −2−3.2% | Reduced |
| New Covenant Trust Company, N.A. | 55 | $3.23K | 0.00% | +55 | New |
| Sachetta, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $2.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $2.28K | 0.00% | −14−26.4% | Reduced |
| Harbour Investments, Inc. | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $2.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $2.12K | 0.00% | +36 | New |
| Avion Wealth | 18 | $2.00K | 0.00% | +7+63.6% | Added |
| Massmutual Trust Co FSB | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $1.72K | 0.00% | +11+39.3% | Added |
| Central Trust Co | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $1.41K | 0.00% | +17+242.9% | Added |
| Park Place Capital Corp | 23 | $1.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $1.35K | 0.00% | +11+91.7% | Added |
| TD Private Client Wealth LLC | 21 | $1.23K | 0.00% | +21 | New |
| Continuum Advisory, LLC | 29 | $1.23K | 0.00% | +29 | New |
| Geneos Wealth Management Inc. | 18 | $1.06K | 0.00% | +18 | New |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | −127−89.4% | Reduced |
| Smartleaf Asset Management LLC | 8 | $467 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $177 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |