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 2025
Institutional positions in Apellis Pharmaceuticals, Inc. as of Dec 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
- 280
- +14 vs. Q3 2025
- Shares held
- 126.4M
- +4.65M (+3.8%) vs. Q3 2025
- Total value
- $3.17B
- +$415.1M (+15.0%) vs. Q3 2025
- New holders
- 61
- 89 more added
- Sold out
- 47
- 102 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −135−99.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $25 | 0.00% | −2−66.7% | Reduced |
| Dunhill Financial, LLC | 2 | $53 | 0.00% | +2 | New |
| Rothschild Investment LLC | 4 | $100 | 0.00% | −8−66.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4 | $100 | 0.00% | +4 | New |
| WPG Advisers, LLC | 5 | $126 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $227 | 0.00% | +1+12.5% | Added |
| Assetmark, Inc | 10 | $251 | 0.00% | +10 | New |
| Umb Bank N A | 12 | $301 | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 13 | $327 | 0.00% | −1,706−99.2% | Reduced |
| Ronald Blue Trust, Inc. | 14 | $352 | 0.00% | +14 | New |
| South State Corp. | 15 | $377 | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 21 | $537 | 0.00% | +21 | New |
| United Financial Planning Group LLC | 24 | $603 | 0.00% | +24 | New |
| Bare Financial Services, Inc | 25 | $628 | 0.00% | +4+19.0% | Added |
| Turning Point Benefit Group, Inc. | 27 | $678 | 0.00% | +27 | New |
| Manchester Capital Management LLC | 28 | $704 | 0.00% | +25+833.3% | Added |
| Basecamp Wealth Advisors LLC | 31 | $779 | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 33 | $829 | 0.00% | −3−8.3% | Reduced |
| Atlantic Trust, LLC | 35 | $880 | 0.00% | −51−59.3% | Reduced |
| SageView Advisory Group, LLC | 35 | $880 | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 39 | $980 | 0.00% | −45−53.6% | Reduced |
| Capital Analysts, LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $1.03K | 0.00% | +21+105.0% | Added |
| SRS Capital Advisors, Inc. | 46 | $1.16K | 0.00% | −82,021−99.9% | Reduced |
| Nisa Investment Advisors, LLC | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 56 | $1.41K | 0.00% | −38−40.4% | Reduced |
| Sachetta, LLC | 60 | $1.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $1.51K | 0.00% | +59+5,900.0% | Added |
| Hughes Financial Services, LLC | 71 | $1.78K | 0.00% | +71 | New |
| Crewe Advisors LLC | 88 | $2.21K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 95 | $2.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 106 | $2.66K | 0.00% | −75−41.4% | Reduced |
| SBI Securities Co., Ltd. | 137 | $3.44K | 0.00% | +44+47.3% | Added |
| Quent Capital, LLC | 148 | $3.72K | 0.00% | −297−66.7% | Reduced |
| Evelyn Partners Investment Management LLP | 150 | $3.77K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $3.79K | 0.00% | +151 | New |
| True Wealth Design, LLC | 189 | $4.75K | 0.00% | −757−80.0% | Reduced |
| Torren Management, LLC | 189 | $4.75K | 0.00% | +189 | New |
| Bessemer Group Inc | 205 | $5.00K | 0.00% | +205 | New |
| TFC Financial Management | 212 | $5.33K | 0.00% | +212 | New |
| Comerica Bank | 315 | $7.91K | 0.00% | −51−13.9% | Reduced |
| Tower Research Capital LLC (TRC) | 319 | $8.01K | 0.00% | −7,076−95.7% | Reduced |
| CIBC Private Wealth Group, LLC | 343 | $8.62K | 0.00% | −34−9.0% | Reduced |
| Daiwa Securities Group Inc. | 369 | $9.00K | 0.00% | −60−14.0% | Reduced |
| Farther Finance Advisors, LLC | 367 | $9.22K | 0.00% | +35+10.5% | Added |
| Covestor Ltd | 419 | $11.0K | 0.01% | −3,669−89.8% | Reduced |
| Larson Financial Group LLC | 466 | $11.7K | 0.00% | +73+18.6% | Added |
| GAMMA Investing LLC | 479 | $12.0K | 0.00% | +249+108.3% | Added |
| Sound Income Strategies, LLC | 621 | $12.4K | 0.00% | +621 | New |
| Archer Investment Corp | 500 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 503 | $12.6K | 0.00% | −527−51.2% | Reduced |
| Versant Capital Management, Inc | 573 | $14.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $15.1K | 0.00% | −1−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 643 | $16.2K | 0.01% | +88+15.9% | Added |
| Sterling Capital Management LLC | 772 | $19.4K | 0.00% | +608+370.7% | Added |
| EFG International AG | 788 | $19.8K | 0.00% | +788 | New |
| Quadrant Capital Group LLC | 825 | $20.7K | 0.00% | +656+388.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 840 | $21.0K | 0.00% | +246+41.4% | Added |
| Leonteq Securities AG | 895 | $22.5K | 0.00% | −224−20.0% | Reduced |
| IFP Advisors, Inc | 982 | $24.7K | 0.00% | −127−11.5% | Reduced |
| Atlantic Private Wealth, LLC | 1,000 | $25.1K | 0.02% | +400+66.7% | Added |
| Allworth Financial LP | 1,010 | $25.4K | 0.00% | −1,184−54.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,012 | $25.4K | 0.00% | +1,012 | New |
| Signaturefd, LLC | 1,489 | $37.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,692 | $42.5K | 0.00% | −278−14.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,974 | $50.0K | 0.00% | −46,782−96.0% | Reduced |
| Jones Financial Companies LLLP | 2,037 | $51.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,313 | $58.0K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,485 | $62.4K | 0.00% | −232−8.5% | Reduced |
| STRS Ohio | 2,582 | $64.9K | 0.00% | +4+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,602 | $65.4K | 0.00% | −2,263−46.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,730 | $68.6K | 0.00% | −424−13.4% | Reduced |
| US Bancorp | 3,042 | $76.4K | 0.00% | +376+14.1% | Added |
| Walleye Capital LLC | 3,955 | $99.3K | 0.00% | −138,203−97.2% | Reduced |
| Bellevue Group AG | 4,210 | $105.8K | 0.00% | +4,210 | New |
| Ensign Peak Advisors, Inc | 4,747 | $119.2K | 0.00% | −11,800−71.3% | Reduced |
| Quarry LP | 5,000 | $125.6K | 0.02% | −11,022−68.8% | Reduced |
| Essential Partners LLC | 5,107 | $128.3K | 0.04% | −12,652−71.2% | Reduced |
| Stelac Advisory Services LLC | 5,520 | $138.7K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,608 | $140.9K | 0.00% | +2,795+99.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,148 | $154.4K | 0.00% | +1,266+25.9% | Added |
| MetLife Investment Management | 6,962 | $174.9K | 0.00% | +60+0.9% | Added |
| AlphaGrep UK Ltd | 8,323 | $209.1K | 0.07% | +8,323 | New |
| Public Employees Retirement Association of Colorado | 8,362 | $210.0K | 0.00% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 8,465 | $212.6K | 0.04% | +8,465 | New |
| Great West Life Assurance Co | 8,495 | $214.0K | 0.00% | −9,252−52.1% | Reduced |
| Quantitative Investment Management, LLC | 8,611 | $216.0K | 0.02% | +8,611 | New |
| Jefferies Financial Group Inc. | 8,718 | $219.0K | 0.00% | −242,837−96.5% | Reduced |
| Amalgamated Bank | 8,736 | $219.0K | 0.00% | +62+0.7% | Added |
| Vise Technologies, Inc. | 9,012 | $226.4K | 0.00% | +9,012 | New |
| Mirabella Financial Services LLP | 9,078 | $228.0K | 0.02% | +9,078 | New |
| Dynasty Wealth Management, LLC | 9,227 | $231.8K | 0.00% | +9,227 | New |
| Graham Capital Management, L.P. | 9,302 | $233.7K | 0.01% | −13,894−59.9% | Reduced |
| Russell Investments Group, Ltd. | 9,998 | $251.2K | 0.00% | +97+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,044 | $253.5K | 0.00% | +1,435+16.7% | Added |
| Perbak Capital Partners LLP | 10,217 | $256.7K | 0.08% | +10,217 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 10,806 | $271.4K | 0.04% | +10,806 | New |