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, Q4 2024
Institutional positions in Apellis Pharmaceuticals, Inc. as of Dec 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
- 260
- −2 vs. Q3 2024
- Shares held
- 126.7M
- +8.67M (+7.3%) vs. Q3 2024
- Total value
- $4.04B
- +$639.2M (+18.8%) vs. Q3 2024
- New holders
- 61
- 98 more added
- Sold out
- 63
- 72 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Activest Wealth Management | 1 | $32 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 3 | $96 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $160 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 10 | $320 | 0.00% | +10 | New |
| Bokf, NA | 16 | $439 | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 24 | $766 | 0.00% | −7−22.6% | Reduced |
| Central Trust Co | 27 | $862 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $926 | 0.00% | −1−3.3% | Reduced |
| MV Capital Management, Inc. | 29 | $926 | 0.00% | +25+625.0% | Added |
| Assetmark, Inc | 31 | $989 | 0.00% | −46,034−99.9% | Reduced |
| Jones Financial Companies LLLP | 33 | $1.05K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 34 | $1.08K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 49 | $1.56K | 0.00% | −94−65.7% | Reduced |
| Nisa Investment Advisors, LLC | 50 | $1.60K | 0.00% | −16,900−99.7% | Reduced |
| GWM Advisors LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 58 | $1.85K | 0.00% | +58 | New |
| Sherman Asset Management, Inc. | 63 | $2.01K | 0.00% | +63 | New |
| Coppell Advisory Solutions LLC | 79 | $2.52K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $2.62K | 0.00% | +54+192.9% | Added |
| SBI Securities Co., Ltd. | 85 | $2.71K | 0.00% | +85 | New |
| Financial Gravity Companies, Inc. | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $3.25K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 130 | $4.15K | 0.00% | −633−83.0% | Reduced |
| Bell Investment Advisors, Inc | 140 | $4.47K | 0.00% | +36+34.6% | Added |
| Evelyn Partners Investment Management LLP | 150 | $4.79K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 176 | $5.62K | 0.00% | +136+340.0% | Added |
| Allworth Financial LP | 202 | $6.14K | 0.00% | +95+88.8% | Added |
| Harbor Investment Advisory, LLC | 200 | $6.38K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $7.02K | 0.00% | +220 | New |
| Skopos Labs, Inc. | 241 | $7.69K | 0.00% | +214+792.6% | Added |
| Colonial Trust Co | 258 | $8.23K | 0.00% | +258 | New |
| Quadrant Capital Group LLC | 261 | $8.33K | 0.00% | +222+569.2% | Added |
| Versant Capital Management, Inc | 269 | $8.58K | 0.00% | +269 | New |
| Ronald Blue Trust, Inc. | 332 | $10.6K | 0.00% | −372−52.8% | Reduced |
| Daiwa Securities Group Inc. | 447 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 441 | $14.1K | 0.00% | +291+194.0% | Added |
| Spire Wealth Management | 482 | $15.4K | 0.00% | +35+7.8% | Added |
| Future Financial Wealth Managment LLC | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 540 | $17.2K | 0.00% | +137+34.0% | Added |
| Comerica Bank | 548 | $17.5K | 0.00% | −1,261−69.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 600 | $19.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 600 | $19.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 673 | $21.5K | 0.00% | +365+118.5% | Added |
| Parallel Advisors, LLC | 737 | $23.5K | 0.00% | −1,142−60.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 752 | $24.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 786 | $25.1K | 0.00% | +758+2,707.1% | Added |
| Advisor Group Holdings, Inc. | 1,345 | $36.8K | 0.00% | −769−36.4% | Reduced |
| True Wealth Design, LLC | 1,167 | $37.2K | 0.01% | +214+22.5% | Added |
| Signaturefd, LLC | 1,175 | $37.5K | 0.00% | +918+357.2% | Added |
| Sterling Capital Management LLC | 1,687 | $53.8K | 0.00% | −211−11.1% | Reduced |
| Acadian Asset Management LLC | 1,924 | $61.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,925 | $61.4K | 0.00% | −80−4.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,957 | $62.4K | 0.06% | +1,957 | New |
| Leonteq Securities AG | 2,004 | $63.9K | 0.01% | −1,174−36.9% | Reduced |
| GF Fund Management Co. Ltd. | 2,612 | $83.3K | 0.00% | +2,612 | New |
| US Bancorp | 3,223 | $102.8K | 0.00% | +1,327+70.0% | Added |
| Ikarian Capital, LLC | 3,594 | $114.7K | 0.03% | +3,594 | New |
| Covestor Ltd | 3,992 | $127.0K | 0.08% | +3,784+1,819.2% | Added |
| IFP Advisors, Inc | 4,088 | $130.4K | 0.00% | −93−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,145 | $135.5K | 0.00% | −259−5.9% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $176.1K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,616 | $179.2K | 0.00% | −133,752−96.0% | Reduced |
| Russell Investments Group, Ltd. | 6,107 | $194.9K | 0.00% | +2,876+89.0% | Added |
| Great West Life Assurance Co | 6,189 | $197.0K | 0.00% | −1,841−22.9% | Reduced |
| Qsemble Capital Management, LP | 6,324 | $201.8K | 0.03% | +6,324 | New |
| MetLife Investment Management | 6,436 | $205.4K | 0.00% | −146−2.2% | Reduced |
| M&T Bank Corp | 6,768 | $215.8K | 0.00% | +6,768 | New |
| Amalgamated Bank | 6,954 | $222.0K | 0.00% | −41−0.6% | Reduced |
| Nomura Holdings Inc | 7,000 | $223.4K | 0.00% | +7,000 | New |
| Virtu Financial LLC | 7,157 | $228.0K | 0.01% | −6,369−47.1% | Reduced |
| Legacy Capital Group California, Inc. | 7,195 | $229.6K | 0.07% | +7,195 | New |
| Corton Capital Inc. | 7,595 | $242.4K | 0.14% | −636−7.7% | Reduced |
| JustInvest LLC | 7,832 | $249.9K | 0.00% | +7,832 | New |
| Gsa Capital Partners LLP | 7,835 | $250.0K | 0.02% | −20,749−72.6% | Reduced |
| Merit Financial Group, LLC | 7,956 | $253.9K | 0.00% | +7,956 | New |
| Point72 (DIFC) Ltd | 8,009 | $255.6K | 0.02% | +8,009 | New |
| KPP Advisory Services LLC | 8,151 | $260.1K | 0.06% | −130−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,362 | $267.0K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,394 | $267.9K | 0.00% | +8,394 | New |
| DnB Asset Management AS | 8,853 | $282.5K | 0.00% | −75−0.8% | Reduced |
| Principal Financial Group Inc | 9,094 | $290.2K | 0.00% | +86+1.0% | Added |
| Inceptionr LLC | 9,217 | $294.1K | 0.07% | −5,521−37.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,615 | $306.7K | 0.00% | +1,578+19.6% | Added |
| XTX Topco Ltd | 9,785 | $312.2K | 0.03% | +2,649+37.1% | Added |
| Bayforest Capital Ltd | 9,839 | $314.0K | 0.39% | +9,839 | New |
| Dynamic Technology Lab Private Ltd | 9,937 | $318.0K | 0.05% | +9,937 | New |
| Colony Group, LLC | 10,021 | $319.8K | 0.00% | +10,021 | New |
| Wolverine Trading, LLC | 10,576 | $337.4K | 0.01% | −2,622−19.9% | Reduced |
| Virtus ETF Advisers LLC | 10,680 | $340.8K | 0.14% | +2,942+38.0% | Added |
| Compagnie Lombard Odier SCmA | 11,000 | $351.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 11,258 | $359.2K | 0.03% | +11,258 | New |
| Captrust Financial Advisors | 12,629 | $403.0K | 0.00% | +12,629 | New |
| Mercer Global Advisors Inc | 12,633 | $403.1K | 0.00% | +12,633 | New |
| Pallas Capital Advisors LLC | 13,369 | $426.6K | 0.02% | −554−4.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,478 | $430.1K | 0.00% | +13,478 | New |
| Entropy Technologies, LP | 13,960 | $445.5K | 0.05% | +13,960 | New |
| Birchview Capital, LP | 14,000 | $446.7K | 0.36% | 00.0% | Unchanged |