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, Q3 2024
Institutional positions in Apellis Pharmaceuticals, Inc. as of Sep 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
- 265
- +5 vs. Q2 2024
- Shares held
- 118.2M
- +8.54M (+7.8%) vs. Q2 2024
- Total value
- $3.41B
- −$795.7M (−18.9%) vs. Q2 2024
- New holders
- 44
- 95 more added
- Sold out
- 39
- 94 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $116 | 0.00% | +2+100.0% | Added |
| Harbour Investments, Inc. | 19 | $548 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $663 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 27 | $779 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $779 | 0.00% | +27 | New |
| Sachetta, LLC | 28 | $808 | 0.00% | −55−66.3% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $808 | 0.00% | −6−17.6% | Reduced |
| Parkside Financial Bank & Trust | 30 | $866 | 0.00% | −14−31.8% | Reduced |
| Global Retirement Partners, LLC | 31 | $894 | 0.00% | −127−80.4% | Reduced |
| Massmutual Trust Co FSB | 34 | $981 | 0.00% | −97−74.0% | Reduced |
| Key Financial Inc | 38 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 39 | $1.13K | 0.00% | −103−72.5% | Reduced |
| Farther Finance Advisors, LLC | 40 | $1.16K | 0.00% | −42−51.2% | Reduced |
| Smartleaf Asset Management LLC | 47 | $1.39K | 0.00% | −9−16.1% | Reduced |
| GWM Advisors LLC | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 79 | $2.33K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $2.62K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $2.80K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 100 | $2.88K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 104 | $3.00K | 0.00% | −9−8.0% | Reduced |
| Allworth Financial LP | 107 | $3.09K | 0.00% | +62+137.8% | Added |
| Reuter James Wealth Management, LLC | 124 | $3.58K | 0.00% | +124 | New |
| Quent Capital, LLC | 143 | $4.12K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 147 | $4.24K | 0.00% | +147 | New |
| AdvisorNet Financial, Inc | 150 | $4.33K | 0.00% | −80−34.8% | Reduced |
| Rakuten Securities, Inc. | 159 | $4.59K | 0.00% | +44+38.3% | Added |
| Ci Investments Inc. | 165 | $5.00K | 0.00% | −2,444−93.7% | Reduced |
| Covestor Ltd | 208 | $6.00K | 0.00% | +1+0.5% | Added |
| Quest Partners LLC | 210 | $6.06K | 0.00% | +210 | New |
| Clear Street Markets LLC | 248 | $7.00K | 0.00% | +248 | New |
| Signaturefd, LLC | 257 | $7.41K | 0.00% | −99−27.8% | Reduced |
| Lindbrook Capital, LLC | 308 | $8.88K | 0.00% | +199+182.6% | Added |
| GAMMA Investing LLC | 403 | $11.6K | 0.00% | +250+163.4% | Added |
| Spire Wealth Management | 447 | $12.9K | 0.00% | +431+2,693.8% | Added |
| Daiwa Securities Group Inc. | 447 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $14.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $14.4K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $14.4K | 0.01% | +500 | New |
| National Bank of Canada | 520 | $15.0K | 0.00% | −80−13.3% | Reduced |
| Clearstead Advisors, LLC | 542 | $15.6K | 0.00% | +117+27.5% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $17.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 600 | $17.3K | 0.01% | +600 | New |
| Gilliland Jeter Wealth Management LLC | 712 | $20.5K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 752 | $21.7K | 0.00% | +61+8.8% | Added |
| Principal Securities, Inc. | 763 | $22.0K | 0.00% | +172+29.1% | Added |
| First Horizon Advisors, Inc. | 863 | $24.9K | 0.00% | −33−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 704 | $27.0K | 0.00% | +256+57.1% | Added |
| Wolverine Asset Management LLC | 949 | $27.4K | 0.00% | +949 | New |
| True Wealth Design, LLC | 953 | $27.5K | 0.01% | +953 | New |
| Golden State Equity Partners | 1,050 | $30.3K | 0.00% | +1,050 | New |
| Comerica Bank | 1,809 | $52.2K | 0.00% | −6,546−78.3% | Reduced |
| Parallel Advisors, LLC | 1,879 | $54.2K | 0.00% | +250+15.3% | Added |
| US Bancorp | 1,896 | $54.7K | 0.00% | −983−34.1% | Reduced |
| Sterling Capital Management LLC | 1,898 | $54.7K | 0.00% | +1,898 | New |
| Acadian Asset Management LLC | 1,924 | $55.0K | 0.00% | +1,666+645.7% | Added |
| Capital Performance Advisors LLP | 1,944 | $56.1K | 0.02% | +1,944 | New |
| Corebridge Financial, Inc. | 2,005 | $57.8K | 0.00% | −72−3.5% | Reduced |
| Danske Bank A/S | 2,100 | $60.6K | 0.00% | +2,100 | New |
| Advisor Group Holdings, Inc. | 2,114 | $61.0K | 0.00% | −158−7.0% | Reduced |
| Aquatic Capital Management LLC | 2,400 | $69.2K | 0.00% | +2,400 | New |
| KBC Group NV | 2,632 | $76.0K | 0.00% | +679+34.8% | Added |
| Amundi | 2,978 | $81.6K | 0.00% | +2,978 | New |
| Leonteq Securities AG | 3,178 | $91.7K | 0.01% | +2,017+173.7% | Added |
| Lazard Asset Management LLC | 3,202 | $92.0K | 0.00% | −2,993−48.3% | Reduced |
| Russell Investments Group, Ltd. | 3,231 | $93.2K | 0.00% | −1,251−27.9% | Reduced |
| Whittier Trust Co | 3,700 | $106.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,181 | $120.6K | 0.00% | −188−4.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,404 | $129.8K | 0.00% | +781+21.6% | Added |
| Tower Research Capital LLC (TRC) | 5,311 | $153.2K | 0.00% | −2,009−27.4% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $159.2K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,522 | $188.1K | 0.00% | −65,946−91.0% | Reduced |
| MetLife Investment Management | 6,582 | $189.8K | 0.00% | −129−1.9% | Reduced |
| Amalgamated Bank | 6,995 | $202.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,136 | $205.8K | 0.01% | +7,136 | New |
| ProShare Advisors LLC | 7,197 | $207.6K | 0.00% | −295−3.9% | Reduced |
| Allianz Asset Management GmbH | 7,400 | $213.4K | 0.00% | −6,200−45.6% | Reduced |
| UBS Oconnor LLC | 7,603 | $219.3K | 0.01% | +7,603 | New |
| Virtus ETF Advisers LLC | 7,738 | $223.2K | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 8,030 | $232.0K | 0.00% | −10,706−57.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,037 | $236.8K | 0.00% | −1,161−12.6% | Reduced |
| Corton Capital Inc. | 8,231 | $237.4K | 0.12% | −5,325−39.3% | Reduced |
| KPP Advisory Services LLC | 8,281 | $238.8K | 0.06% | −2,985−26.5% | Reduced |
| Ieq Capital, LLC | 8,306 | $239.5K | 0.00% | +8,306 | New |
| Public Employees Retirement Association of Colorado | 8,362 | $241.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,103 | $241.2K | 0.01% | +4,103 | New |
| DnB Asset Management AS | 8,928 | $257.5K | 0.00% | +956+12.0% | Added |
| Principal Financial Group Inc | 9,008 | $259.8K | 0.00% | −3,877−30.1% | Reduced |
| Sectoral Asset Management Inc | 10,300 | $297.1K | 0.18% | −160−1.5% | Reduced |
| Mariner, LLC | 10,625 | $306.9K | 0.00% | −1,150−9.8% | Reduced |
| Compagnie Lombard Odier SCmA | 11,000 | $317.2K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 11,362 | $327.7K | 0.01% | +3,205+39.3% | Added |
| FIL Ltd | 11,467 | $330.7K | 0.00% | +380+3.4% | Added |
| Eastern Bank | 11,500 | $331.7K | 0.01% | +11,500 | New |
| Citigroup Inc | 12,162 | $350.8K | 0.00% | −30,507−71.5% | Reduced |
| Snowden Capital Advisors LLC | 12,288 | $354.4K | 0.01% | +199+1.6% | Added |
| Lisanti Capital Growth, LLC | 12,505 | $360.6K | 0.09% | −12,380−49.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,625 | $364.1K | 0.02% | −1,325−9.5% | Reduced |
| Oppenheimer Asset Management Inc. | 12,636 | $364.4K | 0.00% | −118−0.9% | Reduced |