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, Q2 2024
Institutional positions in Apellis Pharmaceuticals, Inc. as of Jun 30, 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
- 263
- −35 vs. Q1 2024
- Shares held
- 115.4M
- +2.41M (+2.1%) vs. Q1 2024
- Total value
- $4.43B
- −$2.21B (−33.3%) vs. Q1 2024
- New holders
- 32
- 127 more added
- Sold out
- 67
- 66 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | −7−38.9% | Reduced |
| Proequities, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $39 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 2 | $77 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $614 | 0.00% | −7−30.4% | Reduced |
| Harbour Investments, Inc. | 19 | $729 | 0.00% | −19−50.0% | Reduced |
| Park Place Capital Corp | 23 | $882 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $1.35K | 0.00% | −5−12.8% | Reduced |
| Continuum Advisory, LLC | 37 | $1.42K | 0.00% | +8+27.6% | Added |
| Key Financial Inc | 38 | $1.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.71K | 0.00% | −290−86.6% | Reduced |
| GWM Advisors LLC | 50 | $1.92K | 0.00% | −176−77.9% | Reduced |
| Innealta Capital, LLC | 56 | $2.15K | 0.00% | +56 | New |
| Smartleaf Asset Management LLC | 56 | $2.33K | 0.00% | +48+600.0% | Added |
| Farther Finance Advisors, LLC | 82 | $2.98K | 0.00% | −6−6.8% | Reduced |
| Coppell Advisory Solutions LLC | 79 | $3.03K | 0.00% | +79 | New |
| Sachetta, LLC | 83 | $3.26K | 0.00% | +33+66.0% | Added |
| Whittier Trust Co of Nevada Inc | 91 | $3.49K | 0.00% | +31+51.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $3.84K | 0.00% | −110−52.4% | Reduced |
| Lindbrook Capital, LLC | 109 | $4.18K | 0.00% | −195−64.1% | Reduced |
| Bell Investment Advisors, Inc | 113 | $4.33K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 115 | $4.41K | 0.00% | +30+35.3% | Added |
| TFC Financial Management | 128 | $4.91K | 0.00% | +92+255.6% | Added |
| Massmutual Trust Co FSB | 131 | $5.03K | 0.00% | +97+285.3% | Added |
| Quadrant Capital Group LLC | 142 | $5.45K | 0.00% | −38−21.1% | Reduced |
| Quent Capital, LLC | 143 | $5.49K | 0.00% | +119+495.8% | Added |
| GAMMA Investing LLC | 153 | $5.87K | 0.00% | −81−34.6% | Reduced |
| Global Retirement Partners, LLC | 158 | $6.06K | 0.00% | −41−20.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $7.17K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $8.00K | 0.01% | +1+0.5% | Added |
| AdvisorNet Financial, Inc | 230 | $8.82K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 258 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 230 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 282 | $10.8K | 0.00% | +282 | New |
| Signaturefd, LLC | 356 | $13.7K | 0.00% | −731−67.2% | Reduced |
| Clearstead Advisors, LLC | 425 | $16.3K | 0.00% | +425 | New |
| Daiwa Securities Group Inc. | 447 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $19.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 600 | $21.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 591 | $22.7K | 0.00% | +322+119.7% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 636 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 448 | $26.3K | 0.00% | +448 | New |
| Gilliland Jeter Wealth Management LLC | 712 | $27.3K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 691 | $28.9K | 0.00% | +53+8.3% | Added |
| First Horizon Advisors, Inc. | 896 | $34.4K | 0.00% | +185+26.0% | Added |
| Leonteq Securities AG | 1,161 | $44.5K | 0.01% | +1,050+945.9% | Added |
| Pacer Advisors, Inc. | 1,376 | $52.8K | 0.00% | +684+98.8% | Added |
| Parallel Advisors, LLC | 1,629 | $62.5K | 0.00% | +88+5.7% | Added |
| KBC Group NV | 1,953 | $75.0K | 0.00% | +356+22.3% | Added |
| Corebridge Financial, Inc. | 2,077 | $79.7K | 0.00% | +2,077 | New |
| Advisor Group Holdings, Inc. | 2,272 | $87.2K | 0.00% | −729−24.3% | Reduced |
| Ci Investments Inc. | 2,609 | $100.0K | 0.00% | −223−7.9% | Reduced |
| nVerses Capital, LLC | 2,800 | $107.4K | 0.06% | +2,100+300.0% | Added |
| US Bancorp | 2,879 | $110.4K | 0.00% | −687−19.3% | Reduced |
| Whittier Trust Co | 3,700 | $141.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,623 | $150.4K | 0.00% | −46,676−92.8% | Reduced |
| CWM, LLC | 4,151 | $159.0K | 0.00% | +3,113+299.9% | Added |
| IFP Advisors, Inc | 4,369 | $167.6K | 0.01% | +671+18.1% | Added |
| Russell Investments Group, Ltd. | 4,482 | $172.0K | 0.00% | +896+25.0% | Added |
| Graham Capital Management, L.P. | 5,237 | $200.9K | 0.01% | −1,505−22.3% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $211.7K | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,600 | $214.8K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,925 | $227.3K | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 6,000 | $230.2K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 6,000 | $230.2K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,195 | $237.0K | 0.00% | +3,387+120.6% | Added |
| Pathstone Holdings, LLC | 6,376 | $244.6K | 0.00% | +1,765+38.3% | Added |
| MetLife Investment Management | 6,711 | $257.4K | 0.00% | +565+9.2% | Added |
| M&T Bank Corp | 6,820 | $261.6K | 0.00% | +1,549+29.4% | Added |
| Amalgamated Bank | 6,995 | $268.0K | 0.00% | +359+5.4% | Added |
| Seven Eight Capital, LP | 7,101 | $272.4K | 0.03% | −11,341−61.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,320 | $280.8K | 0.00% | +6,894+1,618.3% | Added |
| Keybank National Association | 7,449 | $285.7K | 0.00% | +879+13.4% | Added |
| ProShare Advisors LLC | 7,492 | $287.4K | 0.00% | −960−11.4% | Reduced |
| HighVista Strategies LLC | 7,566 | $290.2K | 0.11% | +300+4.1% | Added |
| Cerity Partners LLC | 7,632 | $292.8K | 0.00% | +3,351+78.3% | Added |
| Virtus ETF Advisers LLC | 7,738 | $296.8K | 0.15% | +436+6.0% | Added |
| Maryland State Retirement & Pension System | 7,881 | $302.3K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,939 | $304.5K | 0.00% | −23,082−74.4% | Reduced |
| DnB Asset Management AS | 7,972 | $305.8K | 0.00% | +1,904+31.4% | Added |
| GTS Securities LLC | 8,157 | $312.9K | 0.01% | +2,660+48.4% | Added |
| Comerica Bank | 8,355 | $320.5K | 0.00% | +192+2.4% | Added |
| Public Employees Retirement Association of Colorado | 8,362 | $321.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 9,216 | $353.5K | 0.01% | −3,082−25.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,198 | $381.9K | 0.00% | +9,198 | New |
| Sectoral Asset Management Inc | 10,460 | $401.2K | 0.16% | +790+8.2% | Added |
| Inceptionr LLC | 10,576 | $405.7K | 0.11% | +2,923+38.2% | Added |
| Toroso Investments, LLC | 10,907 | $418.4K | 0.01% | +6,380+140.9% | Added |
| Compagnie Lombard Odier SCmA | 11,000 | $422.0K | 0.01% | +7,000+175.0% | Added |
| FIL Ltd | 11,087 | $425.3K | 0.00% | +4,979+81.5% | Added |
| KPP Advisory Services LLC | 11,266 | $432.2K | 0.11% | −130−1.1% | Reduced |
| Mariner, LLC | 11,775 | $451.7K | 0.00% | −2,590−18.0% | Reduced |