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 2025
Institutional positions in Apellis Pharmaceuticals, Inc. as of Mar 31, 2025. 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
- 255
- −2 vs. Q4 2024
- Shares held
- 128.0M
- +1.77M (+1.4%) vs. Q4 2024
- Total value
- $2.80B
- −$1.23B (−30.5%) vs. Q4 2024
- New holders
- 50
- 90 more added
- Sold out
- 52
- 76 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Manchester Capital Management LLC | 3 | $66 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $109 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 5 | $110 | 0.00% | −24−82.8% | Reduced |
| MV Capital Management, Inc. | 6 | $132 | 0.00% | −23−79.3% | Reduced |
| CoreCap Advisors, LLC | 10 | $219 | 0.00% | +10 | New |
| Bokf, NA | 16 | $350 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $437 | 0.00% | +20 | New |
| South State Corp. | 20 | $438 | 0.00% | +20 | New |
| Central Trust Co | 27 | $591 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $700 | 0.00% | −108−77.1% | Reduced |
| Carolinas Wealth Consulting LLC | 39 | $848 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $919 | 0.00% | +42 | New |
| Capital Analysts, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Caitong International Asset Management Co., Ltd | 48 | $1.05K | 0.00% | −1,909−97.5% | Reduced |
| Quent Capital, LLC | 49 | $1.07K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 50 | $1.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $1.12K | 0.00% | +51 | New |
| TD Private Client Wealth LLC | 58 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 63 | $1.38K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 89 | $1.95K | 0.00% | +4+4.7% | Added |
| Boston Private Wealth LLC | 94 | $2.06K | 0.00% | +94 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $2.19K | 0.00% | +100 | New |
| IFP Advisors, Inc | 126 | $2.75K | 0.00% | −3,962−96.9% | Reduced |
| Evelyn Partners Investment Management LLP | 150 | $3.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 166 | $3.63K | 0.00% | −103−38.3% | Reduced |
| Allworth Financial LP | 216 | $3.79K | 0.00% | +14+6.9% | Added |
| Principal Securities, Inc. | 130 | $4.15K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 212 | $4.64K | 0.00% | −29−12.0% | Reduced |
| True Wealth Design, LLC | 237 | $5.18K | 0.00% | −930−79.7% | Reduced |
| Comerica Bank | 262 | $5.73K | 0.00% | −286−52.2% | Reduced |
| Clear Street Markets LLC | 278 | $6.08K | 0.00% | +278 | New |
| Ronald Blue Trust, Inc. | 305 | $6.67K | 0.00% | −27−8.1% | Reduced |
| Sterling Capital Management LLC | 359 | $7.85K | 0.00% | −1,328−78.7% | Reduced |
| Signaturefd, LLC | 393 | $8.60K | 0.00% | −782−66.6% | Reduced |
| Daiwa Securities Group Inc. | 429 | $9.00K | 0.00% | −18−4.0% | Reduced |
| AdvisorNet Financial, Inc | 415 | $9.08K | 0.00% | −26−5.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 452 | $9.88K | 0.00% | −300−39.9% | Reduced |
| GAMMA Investing LLC | 468 | $10.2K | 0.00% | −72−13.3% | Reduced |
| Spire Wealth Management | 482 | $10.5K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $10.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 516 | $11.3K | 0.00% | −157−23.3% | Reduced |
| Farther Finance Advisors, LLC | 505 | $11.5K | 0.00% | +329+186.9% | Added |
| Coldstream Capital Management Inc | 591 | $12.9K | 0.00% | +591 | New |
| Atlantic Private Wealth, LLC | 600 | $13.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 606 | $13.3K | 0.00% | +6+1.0% | Added |
| Jones Financial Companies LLLP | 600 | $14.6K | 0.00% | +567+1,718.2% | Added |
| Headlands Technologies LLC | 812 | $17.8K | 0.00% | +812 | New |
| Parallel Advisors, LLC | 1,069 | $23.4K | 0.00% | +332+45.0% | Added |
| Advisor Group Holdings, Inc. | 1,112 | $24.3K | 0.00% | −233−17.3% | Reduced |
| Leonteq Securities AG | 1,221 | $26.8K | 0.00% | −783−39.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,238 | $27.1K | 0.00% | +452+57.5% | Added |
| Assetmark, Inc | 1,252 | $27.4K | 0.00% | +1,221+3,938.7% | Added |
| Clearstead Advisors, LLC | 1,811 | $39.6K | 0.00% | +1,811 | New |
| Corebridge Financial, Inc. | 1,901 | $41.6K | 0.00% | −24−1.2% | Reduced |
| US Bancorp | 2,345 | $51.3K | 0.00% | −878−27.2% | Reduced |
| GF Fund Management Co. Ltd. | 3,185 | $69.7K | 0.00% | +573+21.9% | Added |
| Lazard Asset Management LLC | 3,553 | $77.0K | 0.00% | +3,553 | New |
| KBC Group NV | 3,850 | $84.0K | 0.00% | −100,437−96.3% | Reduced |
| Covestor Ltd | 3,995 | $87.0K | 0.06% | +3+0.1% | Added |
| Wells Fargo & Company | 4,624 | $101.1K | 0.00% | −992−17.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,200 | $101.9K | 0.00% | +55+1.3% | Added |
| Stelac Advisory Services LLC | 5,520 | $120.7K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,189 | $136.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,500 | $142.2K | 0.00% | −13,465−67.4% | Reduced |
| MetLife Investment Management | 6,586 | $144.0K | 0.00% | +150+2.3% | Added |
| Amalgamated Bank | 7,245 | $158.0K | 0.00% | +291+4.2% | Added |
| Public Employees Retirement Association of Colorado | 8,362 | $183.0K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 9,554 | $208.9K | 0.07% | +2,359+32.8% | Added |
| Kaufman Rossin Wealth, LLC | 9,577 | $209.4K | 0.15% | +9,577 | New |
| Qsemble Capital Management, LP | 9,670 | $211.5K | 0.02% | +3,346+52.9% | Added |
| Lecap Asset Management Ltd | 10,759 | $235.3K | 0.05% | +10,759 | New |
| Virtus Investment Advisers, Inc. | 10,967 | $239.8K | 0.07% | +10,967 | New |
| Compagnie Lombard Odier SCmA | 11,000 | $240.6K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 11,719 | $256.3K | 0.01% | +11,719 | New |
| Teza Capital Management LLC | 11,855 | $259.3K | 0.12% | +11,855 | New |
| Caption Management, LLC | 12,000 | $262.4K | 0.01% | +12,000 | New |
| Diversified Trust Co | 12,878 | $281.6K | 0.01% | +12,878 | New |
| KLP Kapitalforvaltning AS | 13,000 | $284.3K | 0.00% | −2,800−17.7% | Reduced |
| Mariner, LLC | 13,004 | $284.4K | 0.00% | +13,004 | New |
| Birchview Capital, LP | 14,000 | $306.2K | 0.27% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,428 | $325.9K | 0.01% | +2,852+27.0% | Added |
| Aigen Investment Management, LP | 15,621 | $341.6K | 0.05% | +15,621 | New |
| Fox Run Management, L.L.C. | 15,712 | $343.6K | 0.05% | +15,712 | New |
| Xponance, Inc. | 16,097 | $352.0K | 0.00% | +2,025+14.4% | Added |
| CIBC Private Wealth Group, LLC | 18,864 | $352.8K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,159 | $353.4K | 0.00% | +16,159 | New |
| Buckingham Strategic Partners | 16,567 | $362.7K | 0.01% | +16,567 | New |
| Panagora Asset Management Inc | 16,701 | $365.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 16,835 | $368.2K | 0.02% | −327−1.9% | Reduced |
| 111 Capital | 16,836 | $368.2K | 0.07% | +16,836 | New |
| ADAR1 Capital Management, LLC | 17,000 | $371.8K | 0.07% | +2,000+13.3% | Added |
| Teacher Retirement System of Texas | 18,459 | $403.7K | 0.00% | −3,190−14.7% | Reduced |
| Allianz Asset Management GmbH | 18,800 | $411.2K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,912 | $414.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,539 | $427.3K | 0.00% | −1,665−7.9% | Reduced |