Apellis PharmaceuticalsAPLS

13F holders, Q2 2024 (June 30)
263holders −39
28new positions
67sold out
3famous investors
$38.35avg. 13F price*

At the end of Q2 2024, 263 institutions reported holding Apellis Pharmaceuticals Inc. (APLS) in their 13F filings, down 39 from Q1 2024. 28 opened new positions and 67 sold out. The largest holders were Wellington Management Group LLP ($628.7M), EcoR1 Capital, LLC ($445.3M) and Avoro Capital Advisors LLC ($426.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Apellis Pharmaceuticals Inc.
CUSIP
03753U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 263Q2 2024Q3 2024: 265Q3 2024Q4 2024: 260Q4 2024Q1 2025: 255Q1 2025Q2 2025: 247Q2 2025Q3 2025: 273Q3 2025Q4 2025: 280Q4 2025Q1 2026: 324Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions28$95.2M
Exits67$249.1M

All 13F filers, Q1 2024 → Q2 2024: 15,093,306 shares bought and 12,440,782 shares sold, net +2,652,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 263 holders

Wellington Management Group LLP 0.11% Add +8.8% 16,388,697 $628.7M
EcoR1 Capital, LLC 13.64% Add +2.2% 11,607,425 $445.3M
Avoro Capital Advisors LLC 5.68% No change 11,111,111 $426.2M
Vanguard Group Inc. 0.01% Add +3.2% 9,809,552 $376.3M
BlackRock Inc. 0.01% Add +5.5% 5,795,272 $222.3M
State Street Corp. 0.01% Add +42.5% 4,146,694 $159.1M
T. Rowe Price Investment Management, Inc. 0.10% Reduce -12.1% 4,048,412 $155.3M
Jennison Associates LLC 0.09% Add +10.8% 3,591,416 $137.8M
FMR LLC 0.01% Add +51.5% 3,299,790 $126.6M
JPMorgan Chase & Co. 0.01% Add +43.5% 3,177,470 $121.9M
Octagon Capital Advisors LP 18.23% Add +2.6% 2,880,880 $110.5M
Deep Track Capital, LP 2.86% Add +150.0% 2,500,000 $95.9M
Morgan Stanley 0.01% Add +29.4% 2,118,897 $81.3M
Deutsche Bank AG 0.03% Add +14.3% 1,842,042 $70.7M
Geode Capital Management, LLC 0.01% Add +5.8% 1,787,917 $68.6M
Boxer Capital, LLC 3.49% No change 1,726,000 $66.2M
Artal Group S.A. 1.44% Add +11.5% 1,467,080 $56.3M
Fiera Capital Corp 0.17% Add +47.7% 1,401,190 $53.7M
Orbimed Advisors LLC 0.99% Add +0.4% 1,302,800 $50.0M
T. Rowe Price Associates Inc. 0.01% Reduce -48.1% 1,276,426 $49.0M
Invesco Ltd. 0.01% Add +44.7% 1,102,833 $42.3M
Norges Bank 0.01% Add +7.1% 1,079,605 $41.4M
Polar Capital Holdings Plc 0.25% Add +2.4% 1,079,440 $41.4M
Bank of America Corp. 0.00% Add +37.5% 995,069 $38.2M
Charles Schwab Investment Management Inc. 0.01% Add +2.4% 947,034 $36.3M
Ameriprise Financial Inc. 0.01% Add +47.5% 783,914 $30.1M
Eagle Asset Management Inc. 0.16% Reduce -5.1% 802,253 $29.1M
Assenagon Asset Management S.A. 0.07% Reduce -63.7% 734,708 $28.2M
Voloridge Investment Management, LLC 0.10% New 689,108 $26.4M
Braidwell LP 1.20% New 611,800 $23.5M
Candriam S.C.A. 0.13% Reduce -7.2% 543,035 $20.8M
Susquehanna International Group, LLP 0.03% Add +96.1% 478,963 $18.4M
Northern Trust Corp. 0.00% Add +4.9% 462,218 $17.7M
Victory Capital Management Inc. 0.02% Reduce -6.1% 461,866 $17.7M
Bellevue Group AG 0.28% Reduce -6.2% 444,404 $17.0M
New York State Common Retirement Fund 0.02% Add +32.3% 431,113 $16.5M
Caption Management, LLC 1.77% Add +1287.1% 430,000 $16.5M
Logos Global Management LP 1.77% Reduce -50.0% 400,000 $15.3M
Bank of New York Mellon Corp 0.00% Add +6.9% 345,195 $13.2M
Vestal Point Capital, LP 0.96% Add +48.9% 335,000 $12.9M
TD Asset Management Inc 0.01% Reduce -32.1% 311,832 $12.0M
Nuveen Asset Management, LLC 0.00% Add +3.5% 280,001 $10.7M
UBS Group AG 0.00% Add +144.8% 272,397 $10.4M
Pictet Asset Management Holding SA 0.01% Reduce -76.4% 253,048 $9.7M
Prudential Financial Inc. 0.01% Reduce -0.1% 245,260 $9.4M
Rafferty Asset Management, LLC 0.03% Add +62.6% 241,982 $9.3M
Fiduciary Trust Co 0.14% Reduce -0.3% 240,286 $9.2M
AQR Capital Management 0.01% Add +337.3% 246,880 $9.2M
Aberdeen Group plc 0.02% Add +24.7% 236,724 $9.1M
Franklin Resources Inc. 0.00% Reduce -0.3% 225,932 $8.7M
Barclays PLC 0.00% Add +740.9% 216,878 $8.3M
Eventide Asset Management, LLC 0.14% No change 209,794 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +49.4% 208,184 $8.0M
Millennium Management 0.01% Reduce -73.8% 205,911 $7.9M
Capital Fund Management S.A. 0.09% New 201,487 $7.7M
Jane Street Group, LLC 0.01% Add +55.7% 200,889 $7.7M
Balyasny Asset Management L.P. 0.02% Reduce -13.9% 199,954 $7.7M
Woodline Partners LP 0.07% Add +0.0% 187,000 $7.2M
683 Capital Management, LLC 0.84% Reduce -13.5% 186,000 $7.1M
Macquarie Group Ltd. 0.01% Reduce -16.6% 184,931 $7.1M
California Public Employees Retirement System 0.00% Add +19.0% 173,574 $6.7M
Schroder Investment Management Group 0.01% Add +316.8% 168,403 $6.5M
Wells Fargo & Company 0.00% Add +10.5% 160,228 $6.1M
Swiss National Bank 0.00% Add +10.3% 154,700 $5.9M
Citadel Advisors 0.01% Reduce -87.0% 153,891 $5.9M
Trexquant Investment LP 0.09% New 149,160 $5.7M
Goldman Sachs Group Inc. 0.00% Reduce -54.0% 146,926 $5.6M
Rock Springs Capital Management LP 0.16% New 140,700 $5.4M
Bank of Montreal 0.00% Reduce -0.5% 132,318 $5.4M
Ghost Tree Capital, LLC 1.80% Add +3.9% 135,000 $5.2M
Envestnet Asset Management Inc. 0.00% Add +42.2% 134,536 $5.2M
Royal Bank of Canada 0.00% Add +31.2% 132,961 $5.1M
First Trust Advisors LP 0.00% Reduce -69.6% 123,725 $4.7M
Algert Global LLC 0.16% Add +137.8% 123,628 $4.7M
Voya Investment Management LLC 0.01% Reduce -75.0% 123,616 $4.7M
Rhumbline Advisers 0.00% Add +2.2% 123,565 $4.7M
Granahan Investment Management, LLC 0.19% Add +83.8% 122,383 $4.7M
Hudson Bay Capital Management LP 0.04% Add +228.6% 115,000 $4.4M
Peregrine Capital Management LLC 0.13% Add +23.3% 114,279 $4.4M
SG Americas Securities, LLC 0.03% Add +126.3% 107,561 $4.1M
BNP Paribas Financial Markets 0.00% Add +102.3% 104,418 $4.0M
PDT Partners, LLC 0.34% Add +64.3% 92,856 $3.6M
State Board of Administration of Florida Retirement System 0.01% Add +226.6% 91,818 $3.5M
Legal & General Group Plc 0.00% Add +6.8% 91,671 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -68.1% 82,997 $3.2M
PFM Health Sciences, LP 0.18% No change 82,952 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +61.7% 81,800 $3.1M
Bleakley Financial Group, LLC 0.09% Add +0.6% 78,746 $3.0M
Simplicity Wealth,LLC 0.07% Add +0.6% 78,746 $3.0M
California State Teachers Retirement System 0.00% Add +5.8% 78,702 $3.0M
Frontier Capital Management Co. LLC 0.03% Reduce -0.6% 77,561 $3.0M
State of Wisconsin Investment Board 0.01% Add +49.7% 77,349 $3.0M
Man Group plc 0.01% New 77,229 $3.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -40.7% 73,135 $2.8M
ExodusPoint Capital Management, LP 0.03% Add +82.3% 73,133 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -37.2% 72,468 $2.8M
Simplex Trading, LLC 0.09% New 70,072 $2.7M
HAP Trading, LLC 1.09% New 64,997 $2.5M
Squarepoint Ops LLC 0.01% New 61,258 $2.3M
Y-Intercept (Hong Kong) Ltd 0.13% New 60,522 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +0.8% 59,088 $2.3M
DekaBank Deutsche Girozentrale 0.00% No change 55,000 $2.3M
Twinbeech Capital LP 0.04% New 58,072 $2.2M
Rhenman & Partners Asset Management AB 0.20% Reduce -69.0% 55,395 $2.1M
Edgestream Partners, L.P. 0.10% Add +240.4% 54,572 $2.1M
Walleye Capital LLC 0.02% Reduce -54.3% 50,639 $1.9M
Exome Asset Management LLC 1.60% New 46,900 $1.8M
Erste Asset Management GmbH 0.02% No change 42,000 $1.7M
Treasurer of the State of North Carolina 0.01% Add +0.7% 45,445 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +6.7% 45,241 $1.7M
Assetmark, Inc. 0.01% Add +98.7% 43,213 $1.7M
Profund Advisors LLC 0.06% Add +90.7% 42,968 $1.6M
Citigroup Inc. 0.00% Reduce -83.7% 42,669 $1.6M
Public Employees Retirement System of Ohio 0.01% Add +2.9% 39,815 $1.5M
Cinctive Capital Management LP 0.08% Add +8.2% 37,875 $1.5M
J. Safra Sarasin Holding AG 0.03% — 37,543 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +34.2% 36,332 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +34.2% 36,332 $1.4M
HSBC Holdings PLC 0.00% Reduce -64.6% 34,924 $1.3M
Group One Trading LLC 0.04% New 34,699 $1.3M
Sei Investments Co. 0.00% Reduce -13.0% 34,666 $1.3M
Janus Henderson Group PLC 0.00% Reduce -1.5% 34,412 $1.3M
LMR Partners LLP 0.04% New 33,900 $1.3M
Dimensional Fund Advisors LP 0.00% Reduce -50.5% 33,696 $1.3M
Guggenheim Capital LLC 0.01% Add +0.3% 33,613 $1.3M
Alliancebernstein L.P. 0.00% Add +1.3% 31,822 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 31,566 $1.2M
Stifel Financial Corp. 0.00% Add +39.6% 30,323 $1.2M
Raymond James & Associates 0.00% Add +56.1% 29,582 $1.1M
Two Sigma Investments, LP 0.00% New 27,546 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -4.2% 27,466 $1.1M
Baird Financial Group, Inc. 0.00% Add +1.8% 27,028 $1.0M
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 25,581 $982K
Lisanti Capital Growth, LLC 0.23% Reduce -72.1% 24,885 $955K
Toronto Dominion Bank 0.00% Add +146.0% 24,600 $944K
Handelsbanken Fonder AB 0.00% Add +6.7% 23,900 $917K
Panagora Asset Management Inc. 0.00% New 23,640 $907K
Sippican Capital Advisors 0.70% Add +45.5% 23,178 $889K
Fox Run Management, L.L.C. 0.16% New 22,102 $848K
Arizona State Retirement System 0.01% Add +12.7% 22,013 $844K
ADAR1 Capital Management, LLC 0.16% Reduce -19.6% 20,650 $792K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +15.5% 19,614 $752K
Teachers Retirement System of the State of Kentucky 0.01% New 18,912 $725K
CANADA LIFE ASSURANCE Co 0.00% Add +12.3% 18,736 $719K
STRS Ohio 0.00% New 17,650 $677K
CIBC Private Wealth Group LLC 0.00% No change 17,920 $663K
Teacher Retirement System of Texas 0.00% Add +9.1% 17,270 $662K
Nisa Investment Advisors, LLC 0.00% Reduce -74.4% 17,250 $662K
MML Investors Services, LLC 0.00% Add +23.2% 15,150 $581K
E Fund Management Co., Ltd. 0.03% Add +109.0% 14,696 $564K
Raymond James Financial Services Advisors, Inc. 0.00% Add +27.8% 14,446 $554K
China Universal Asset Management Co., Ltd. 0.08% Reduce -38.5% 14,260 $547K
Birchview Capital, LP 0.50% Reduce -22.2% 14,000 $537K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.8% 13,950 $535K
Xponance LLC 0.01% Add +7.6% 13,773 $528K
Allianz Asset Management GmbH 0.00% No change 13,600 $522K
Savant Capital, LLC 0.01% New 13,598 $522K
Corton Capital Inc. 0.27% New 13,556 $520K
Prelude Capital Management, LLC 0.04% New 12,934 $496K
Principal Financial Group Inc. 0.00% Reduce -84.8% 12,885 $494K
Oppenheimer Asset Management Inc. 0.01% Add +46.7% 12,754 $489K
Engineers Gate Manager LP 0.01% Add +101.2% 12,169 $467K
Snowden Capital Advisors LLC 0.01% Add +35.9% 12,089 $464K
Mariner, LLC 0.00% Reduce -18.0% 11,775 $452K
KPP Advisory Services LLC 0.11% Reduce -1.1% 11,266 $432K
FIL Ltd 0.00% Add +81.5% 11,087 $425K
Compagnie Lombard Odier SCmA 0.01% Add +175.0% 11,000 $422K
Tidal Investments LLC 0.01% Add +140.9% 10,907 $418K
Inceptionr LLC 0.11% Add +38.2% 10,576 $406K
Sectoral Asset Management Inc. 0.16% Add +8.2% 10,460 $401K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 9,198 $382K
Wolverine Trading, LLC 0.01% Reduce -25.1% 9,216 $354K
Public Employees Retirement Association of Colorado 0.00% No change 8,362 $321K
Comerica Bank 0.00% Add +2.4% 8,355 $321K
GTS Securities LLC 0.01% Add +48.4% 8,157 $313K
DNB Asset Management AS 0.00% Add +31.4% 7,972 $306K
Mackenzie Financial Corp. 0.00% Reduce -74.4% 7,939 $305K
Maryland State Retirement & Pension System 0.01% No change 7,881 $302K
Virtus Advisers, LLC 0.15% Add +6.0% 7,738 $297K
Cerity Partners LLC 0.00% Add +78.3% 7,632 $293K
HighVista Strategies LLC 0.11% Add +4.1% 7,566 $290K
ProShare Advisors LLC 0.00% Reduce -11.4% 7,492 $287K
Keybank National Association 0.00% Add +13.4% 7,449 $286K
Tower Research Capital LLC (TRC) 0.00% Add +1618.3% 7,320 $281K
Seven Eight Capital, LP 0.03% Reduce -61.5% 7,101 $272K
Amalgamated Bank 0.00% Add +5.4% 6,995 $268K
M&T Bank Corp 0.00% Add +29.4% 6,820 $262K
MetLife Investment Management, LLC 0.00% Add +9.2% 6,711 $257K
Pathstone Holdings, LLC 0.00% Add +38.3% 6,376 $245K
Lazard Asset Management LLC 0.00% Add +120.6% 6,195 $237K
NJ State Employees Deferred Compensation Plan 0.03% No change 6,000 $230K
Farallon Capital Management, L.L.C. 0.00% No change 6,000 $230K
Illinois Municipal Retirement Fund 0.00% No change 5,925 $227K
Utah Retirement Systems 0.00% No change 5,600 $215K
Stelac Advisory Services LLC 0.09% No change 5,520 $212K
Graham Capital Management, L.P. 0.01% Reduce -22.3% 5,237 $201K
Russell Investments Group, Ltd. 0.00% Add +25.0% 4,482 $172K
IFP Advisors, Inc 0.01% Add +18.1% 4,369 $168K
Cwm, LLC 0.00% Add +299.9% 4,151 $159K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -92.8% 3,623 $150K
Whittier Trust Co. 0.00% No change 3,700 $142K
US Bancorp \de 0.00% Reduce -19.3% 2,879 $110K
nVerses Capital, LLC 0.06% Add +300.0% 2,800 $107K
CI Investments Inc. 0.00% Reduce -7.9% 2,609 $100K
Osaic Holdings, Inc. 0.00% Reduce -24.3% 2,272 $87K
Corebridge Financial, Inc. 0.00% — 2,077 $80K
KBC Group NV 0.00% Add +22.3% 1,953 $75K
Parallel Advisors, LLC 0.00% Add +5.7% 1,629 $62K
Pacer Advisors, Inc. 0.00% Add +98.8% 1,376 $53K
Leonteq Securities AG 0.01% Add +946.0% 1,161 $45K
First Horizon Advisors, Inc. 0.00% Add +26.0% 896 $34K
Quintet Private Bank (Europe) S.A. 0.00% Add +8.3% 691 $29K
Gilliland Jeter Wealth Management LLC 0.01% No change 712 $27K
Blue Trust, Inc. 0.00% New 448 $26K
Jefferies Financial Group Inc. 0.00% No change 636 $24K
Northwestern Mutual Wealth Management Co. 0.00% No change 600 $23K
Principal Securities, Inc. 0.00% Add +119.7% 591 $23K
National Bank of Canada 0.00% No change 600 $22K
Archer Investment Corp 0.01% No change 500 $19K
Ancora Advisors LLC 0.00% No change 500 $19K
Daiwa Securities Group Inc. 0.00% No change 447 $17K
Clearstead Advisors, LLC 0.00% New 425 $16K
Signaturefd, LLC 0.00% Reduce -67.3% 356 $14K
Ashton Thomas Private Wealth, LLC 0.00% New 282 $11K
Harvest Fund Management Co., Ltd 0.00% No change 230 $9K
Acadian Asset Management LLC 0.00% No change 258 $9K
AdvisorNet Financial, Inc 0.00% No change 230 $9K
Covestor Ltd 0.01% Add +0.5% 207 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 187 $7K
Global Retirement Partners, LLC 0.00% Reduce -20.6% 158 $6K
GAMMA Investing LLC 0.00% Reduce -34.6% 153 $6K
Quent Capital, LLC 0.00% Add +495.8% 143 $5K
Quadrant Capital Group LLC 0.00% Reduce -21.1% 142 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +285.3% 131 $5K
TFC Financial Management, Inc. 0.00% Add +255.6% 128 $5K
Rakuten Securities, Inc. 0.00% Add +35.3% 115 $4K
Bell Investment Advisors, Inc 0.00% No change 113 $4K
Lindbrook Capital, LLC 0.00% Reduce -64.1% 109 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -1.0% 100 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 97 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Add +51.7% 91 $3K
Sachetta, LLC 0.00% Add +66.0% 83 $3K
Coppell Advisory Solutions LLC 0.00% — 79 $3K
Farther Finance Advisors, LLC 0.00% Reduce -6.8% 82 $3K
Smartleaf Asset Management LLC 0.00% Add +600.0% 56 $2K
Innealta Capital, LLC 0.00% New 56 $2K
NewEdge Advisors, LLC 0.00% Reduce -77.9% 50 $2K
Allworth Financial LP 0.00% Reduce -86.6% 45 $2K
Parkside Financial Bank & Trust 0.00% No change 44 $2K
Carolinas Wealth Consulting LLC 0.00% No change 39 $1K
Key Financial Inc 0.00% No change 38 $1K
Continuum Advisory, LLC 0.00% Add +27.6% 37 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -12.8% 34 $1K
CENTRAL TRUST Co 0.00% No change 27 $1K
Benjamin F. Edwards & Company, Inc. 0.00% No change 15 $1K
Park Place Capital Corp 0.00% No change 23 $882
Harbour Investments, Inc. 0.00% Reduce -50.0% 19 $729
Spire Wealth Management 0.00% Reduce -30.4% 16 $614
Manchester Capital Management LLC 0.00% No change 3 $116
MV Capital Management, Inc. 0.00% New 2 $77
JFS Wealth Advisors, LLC 0.00% Reduce -50.0% 1 $39
Concourse Financial Group Securities, Inc. 0.00% No change 1 $38
Avion Wealth 0.00% Reduce -38.9% 11 $0

"% of holder's portfolio" is APLS's weight in each manager's 13F, not the share of Apellis Pharmaceuticals Inc. the manager owns.