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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 3,700 | $141.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,879 | $110.4K | 0.00% | −687−19.3% | Reduced |
| nVerses Capital, LLC | 2,800 | $107.4K | 0.06% | +2,100+300.0% | Added |
| Ci Investments Inc. | 2,609 | $100.0K | 0.00% | −223−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,272 | $87.2K | 0.00% | −729−24.3% | Reduced |
| Corebridge Financial, Inc. | 2,077 | $79.7K | 0.00% | +2,077 | New |
| KBC Group NV | 1,953 | $75.0K | 0.00% | +356+22.3% | Added |
| Parallel Advisors, LLC | 1,629 | $62.5K | 0.00% | +88+5.7% | Added |
| Pacer Advisors, Inc. | 1,376 | $52.8K | 0.00% | +684+98.8% | Added |
| Leonteq Securities AG | 1,161 | $44.5K | 0.01% | +1,050+945.9% | Added |
| First Horizon Advisors, Inc. | 896 | $34.4K | 0.00% | +185+26.0% | Added |
| Quintet Private Bank (Europe) S.A. | 691 | $28.9K | 0.00% | +53+8.3% | Added |
| Gilliland Jeter Wealth Management LLC | 712 | $27.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 448 | $26.3K | 0.00% | +448 | New |
| Jefferies Financial Group Inc. | 636 | $24.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 591 | $22.7K | 0.00% | +322+119.7% | Added |
| National Bank of Canada | 600 | $21.8K | 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 |
| Daiwa Securities Group Inc. | 447 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 425 | $16.3K | 0.00% | +425 | New |
| Signaturefd, LLC | 356 | $13.7K | 0.00% | −731−67.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 282 | $10.8K | 0.00% | +282 | New |
| 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 |
| AdvisorNet Financial, Inc | 230 | $8.82K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $8.00K | 0.01% | +1+0.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 187 | $7.17K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 158 | $6.06K | 0.00% | −41−20.6% | Reduced |
| GAMMA Investing LLC | 153 | $5.87K | 0.00% | −81−34.6% | Reduced |
| Quent Capital, LLC | 143 | $5.49K | 0.00% | +119+495.8% | Added |
| Quadrant Capital Group LLC | 142 | $5.45K | 0.00% | −38−21.1% | Reduced |
| Massmutual Trust Co FSB | 131 | $5.03K | 0.00% | +97+285.3% | Added |
| TFC Financial Management | 128 | $4.91K | 0.00% | +92+255.6% | Added |
| Rakuten Securities, Inc. | 115 | $4.41K | 0.00% | +30+35.3% | Added |
| Bell Investment Advisors, Inc | 113 | $4.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 109 | $4.18K | 0.00% | −195−64.1% | Reduced |
| Sofos Investments, Inc. | 100 | $3.84K | 0.00% | −110−52.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $3.72K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $3.49K | 0.00% | +31+51.7% | Added |
| Sachetta, LLC | 83 | $3.26K | 0.00% | +33+66.0% | Added |
| Coppell Advisory Solutions LLC | 79 | $3.03K | 0.00% | +79 | New |
| Farther Finance Advisors, LLC | 82 | $2.98K | 0.00% | −6−6.8% | Reduced |
| Smartleaf Asset Management LLC | 56 | $2.33K | 0.00% | +48+600.0% | Added |
| Innealta Capital, LLC | 56 | $2.15K | 0.00% | +56 | New |
| GWM Advisors LLC | 50 | $1.92K | 0.00% | −176−77.9% | Reduced |
| Allworth Financial LP | 45 | $1.71K | 0.00% | −290−86.6% | Reduced |
| Parkside Financial Bank & Trust | 44 | $1.69K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $1.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $1.42K | 0.00% | +8+27.6% | Added |
| EverSource Wealth Advisors, LLC | 34 | $1.35K | 0.00% | −5−12.8% | Reduced |
| Central Trust Co | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $882 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $729 | 0.00% | −19−50.0% | Reduced |
| Spire Wealth Management | 16 | $614 | 0.00% | −7−30.4% | Reduced |
| Manchester Capital Management LLC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $77 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 1 | $39 | 0.00% | −1−50.0% | Reduced |
| Proequities, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $0 | 0.00% | −7−38.9% | Reduced |
| Frazier Life Sciences Management, L.P. | 0 | $0 | 0.00% | −885,165−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −503,039−100.0% | Sold out |
| Cormorant Asset Management, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Altitude Crest Partners Inc. | 0 | $0 | 0.00% | −287,277−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −267,823−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −248,483−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −171,873−100.0% | Sold out |
| Affinity Asset Advisors, LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Saturn V Capital Management LLC | 0 | $0 | 0.00% | −71,463−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,575−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −50,770−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −38,024−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,994−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −35,092−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −24,825−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −20,057−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Wynnefield Capital Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,825−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −8,948−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −7,751−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −6,431−100.0% | Sold out |