Apellis PharmaceuticalsAPLS

13F holders, Q4 2024 (December 31)
260holders −5
48new positions
62sold out
7famous investors
$31.91avg. 13F price*

At the end of Q4 2024, 260 institutions reported holding Apellis Pharmaceuticals Inc. (APLS) in their 13F filings, down 5 from Q3 2024. 48 opened new positions and 62 sold out. The largest holders were Avoro Capital Advisors LLC ($390.0M), EcoR1 Capital, LLC ($379.4M) and Wellington Management Group LLP ($376.6M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions48$238.7M
Exits62$134.7M

All 13F filers, Q3 2024 → Q4 2024: 30,166,297 shares bought and 21,374,307 shares sold, net +8,791,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 260 holders

Avoro Capital Advisors LLC 5.52% Add +10.0% 12,222,222 $390.0M
EcoR1 Capital, LLC 15.18% No change 11,890,843 $379.4M
Wellington Management Group LLP 0.07% Reduce -24.2% 11,800,849 $376.6M
Vanguard Group Inc. 0.01% Add +2.4% 10,046,025 $320.6M
Morgan Stanley 0.02% Add +184.0% 9,627,227 $307.2M
BlackRock, Inc. 0.00% Add +4.6% 6,477,989 $206.7M
State Street Corp. 0.01% Add +12.0% 4,525,155 $144.4M
Deep Track Capital, LP 5.11% Reduce -2.9% 4,274,921 $136.4M
Octagon Capital Advisors LP 16.34% No change 3,006,980 $96.0M
Siren, L.L.C. 3.97% Add +29.9% 2,816,258 $89.9M
Jennison Associates LLC 0.05% Add +51.6% 2,760,404 $88.1M
UBS Group AG 0.02% Add +722.0% 2,586,739 $82.5M
FMR LLC 0.00% Reduce -26.6% 2,127,665 $67.9M
Braidwell LP 2.99% Reduce -32.8% 2,098,866 $67.0M
AQR Capital Management 0.08% Add +127.2% 1,856,442 $59.2M
Geode Capital Management, LLC 0.00% Add +1.6% 1,838,952 $58.7M
Deutsche Bank AG 0.02% Add +1.8% 1,778,377 $56.7M
Bank of America Corp. 0.01% Add +72.3% 1,680,213 $53.6M
Polar Capital Holdings Plc 0.28% Add +45.8% 1,577,175 $50.3M
Royal Bank of Canada 0.01% Add +969.6% 1,518,827 $48.5M
Boxer Capital Management, LLC 3.87% — 1,426,000 $45.5M
National Bank of Canada 0.06% Add +266361.5% 1,385,600 $44.2M
Cibc World Markets Corp. 0.24% New 1,285,300 $41.0M
Point72 Asset Management 0.11% New 1,267,958 $40.5M
Norges Bank 0.00% Add +1.7% 1,086,243 $34.7M
Toronto Dominion Bank 0.06% Add +3791.4% 997,053 $31.8M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 996,748 $31.8M
Ameriprise Financial Inc. 0.01% Add +2.6% 882,801 $28.2M
Natixis 0.19% New 870,627 $27.8M
BNP Paribas Financial Markets 0.02% Add +432.8% 850,823 $27.1M
Montanova Capital, LLC 0.94% New 793,187 $25.3M
Balyasny Asset Management L.P. 0.06% New 744,194 $23.7M
Invesco Ltd. 0.00% Reduce -0.1% 603,656 $19.3M
Millennium Management 0.02% Add +643.7% 575,490 $18.4M
Victory Capital Management Inc. 0.02% Add +36.5% 562,269 $17.9M
Northern Trust Corp. 0.00% Add +20.8% 547,276 $17.5M
Candriam S.C.A. 0.10% Reduce -20.6% 539,602 $17.2M
Logos Global Management LP 1.87% New 500,000 $16.0M
Nuveen Asset Management, LLC 0.00% Add +44.1% 491,107 $15.7M
Integral Health Asset Management, LLC 1.19% New 420,000 $13.4M
JPMorgan Chase & Co. 0.00% Reduce -89.4% 411,549 $13.1M
Walleye Capital LLC 0.13% Add +286.8% 394,823 $12.6M
683 Capital Management, LLC 1.26% Add +53.2% 360,000 $11.5M
T. Rowe Price Associates Inc. 0.00% Reduce -5.3% 358,578 $11.4M
Pictet Asset Management Holding SA 0.01% Add +16.8% 347,854 $11.1M
Voloridge Investment Management, LLC 0.04% Reduce -57.5% 345,885 $11.0M
Hudson Bay Capital Management LP 0.08% Add +32.7% 345,000 $11.0M
Jefferies Financial Group Inc. 0.13% Add +603.7% 341,361 $10.9M
Amundi 0.00% Add +10967.2% 329,582 $10.9M
Bank of New York Mellon Corp 0.00% Reduce -2.7% 334,416 $10.7M
MUFG Securities EMEA plc 0.18% New 298,000 $9.5M
Algert Global LLC 0.21% Add +242.5% 282,285 $9.0M
Renaissance Technologies 0.01% Reduce -27.0% 271,913 $8.7M
Goldman Sachs Group Inc. 0.00% Add +24.6% 242,967 $7.8M
Rafferty Asset Management, LLC 0.03% Add +18.3% 241,474 $7.7M
Fiduciary Trust Co 0.10% Reduce -2.6% 229,801 $7.3M
Schroder Investment Management Group 0.01% No change 219,383 $7.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.4% 212,887 $6.8M
Sphera Funds Management LTD. 1.22% Reduce -4.5% 206,251 $6.6M
Trexquant Investment LP 0.08% New 203,008 $6.5M
Macquarie Group Ltd. 0.01% Add +9.7% 201,067 $6.4M
Intrinsic Edge Capital Management LLC 0.87% New 200,000 $6.4M
Prudential Financial Inc. 0.01% Reduce -31.2% 198,060 $6.3M
Rhenman & Partners Asset Management AB 0.64% Reduce -46.8% 195,591 $6.2M
Point72 Europe (London) LLP 0.36% New 192,694 $6.1M
Citigroup Inc. 0.01% Add +1480.0% 192,161 $6.1M
Cubist Systematic Strategies, LLC 0.10% New 191,687 $6.1M
Woodline Partners LP 0.04% Add +0.5% 189,477 $6.0M
Squarepoint Ops LLC 0.01% Add +84.8% 166,962 $5.3M
Barclays PLC 0.00% Reduce -37.6% 159,565 $5.1M
Granahan Investment Management, LLC 0.21% Add +2.5% 154,418 $4.9M
Swiss National Bank 0.00% Reduce -6.8% 143,700 $4.6M
PDT Partners, LLC 0.39% Reduce -5.4% 137,694 $4.4M
Aquatic Capital Management LLC 0.11% Add +5283.7% 129,209 $4.1M
HSBC Holdings PLC 0.00% Add +7.9% 127,828 $4.1M
Ieq Capital, LLC 0.04% Add +1425.5% 126,710 $4.0M
California Public Employees Retirement System 0.00% Reduce -8.0% 126,659 $4.0M
Rhumbline Advisers 0.00% Reduce -0.2% 125,560 $4.0M
Voya Investment Management LLC 0.00% Add +40.0% 123,151 $3.9M
Capital Fund Management S.A. 0.04% Reduce -50.1% 121,433 $3.9M
Exome Asset Management LLC 2.87% Add +19.0% 119,467 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +2.0% 115,045 $3.7M
Old West Investment Management, LLC 1.47% Add +11.0% 113,623 $3.6M
Citadel Advisors 0.00% Reduce -43.3% 112,423 $3.6M
Edgestream Partners, L.P. 0.15% Add +10.6% 109,883 $3.5M
HighVista Strategies LLC 1.29% Add +202.2% 108,714 $3.5M
KBC Group NV 0.01% Add +3862.3% 104,287 $3.3M
Banque Pictet & Cie SA 0.03% Add +31.7% 97,299 $3.1M
Jane Street Group, LLC 0.00% Add +397.9% 95,985 $3.1M
State Board of Administration of Florida Retirement System 0.01% No change 91,818 $2.9M
Cinctive Capital Management LP 0.15% New 86,991 $2.8M
Legal & General Group Plc 0.00% Reduce -1.4% 86,771 $2.8M
Marshall Wace, LLP 0.00% Add +292.4% 85,495 $2.7M
Bank of Montreal 0.00% Add +105.8% 80,991 $2.6M
State of Wisconsin Investment Board 0.01% Reduce -0.8% 80,382 $2.6M
Rock Springs Capital Management LP 0.10% No change 80,000 $2.6M
Ensign Peak Advisors, Inc 0.00% Reduce -2.4% 79,097 $2.5M
Bleakley Financial Group, LLC 0.07% Reduce -6.9% 73,505 $2.3M
California State Teachers Retirement System 0.00% Reduce -7.7% 70,688 $2.3M
Fieldview Capital Management, LLC 0.30% — 61,405 $2.0M
J. Safra Sarasin Holding AG 0.03% Reduce -18.0% 60,347 $1.9M
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 58,153 $1.9M
Baird Financial Group, Inc. 0.00% Add +101.2% 54,665 $1.7M
DekaBank Deutsche Girozentrale 0.00% No change 55,000 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -13.6% 52,897 $1.7M
SG Americas Securities, LLC 0.01% Add +123.3% 52,401 $1.7M
Verition Fund Management LLC 0.01% New 50,410 $1.6M
Affinity Asset Advisors, LLC 0.27% New 50,000 $1.6M
Landscape Capital Management, L.L.C. 0.17% Add +85.8% 49,986 $1.6M
Man Group plc 0.00% Add +194.4% 49,292 $1.6M
Raymond James Financial Inc. 0.00% — 49,015 $1.6M
New York State Common Retirement Fund 0.00% Reduce -87.0% 48,837 $1.6M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -98.4% 47,713 $1.5M
Cerity Partners LLC 0.00% Add +48.7% 46,667 $1.5M
Treasurer of the State of North Carolina 0.01% Add +0.6% 45,915 $1.5M
Cwm, LLC 0.01% Add +88.0% 44,595 $1.4M
Profund Advisors LLC 0.05% Add +14.8% 44,319 $1.4M
EFG Asset Management (North America) Corp. 0.19% Add +30.5% 43,157 $1.4M
Erste Asset Management GmbH 0.02% No change 42,000 $1.4M
TD Asset Management Inc 0.00% Reduce -83.8% 38,692 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% — 37,544 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -20.1% 36,358 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -5.4% 35,872 $1.1M
Readystate Asset Management LP 0.09% New 35,561 $1.1M
Canada Pension Plan Investment Board 0.00% New 35,200 $1.1M
Janus Henderson Group PLC 0.00% No change 34,412 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +140.8% 33,594 $1.1M
Guggenheim Capital LLC 0.01% Reduce -14.0% 32,607 $1.0M
Savant Capital, LLC 0.01% Add +42.5% 31,525 $1.0M
Alliancebernstein L.P. 0.00% Reduce -23.6% 31,340 $1.0M
Prelude Capital Management, LLC 0.08% Add +7.9% 31,255 $997K
Handelsbanken Fonder AB 0.00% Add +10.9% 30,600 $976K
Assenagon Asset Management S.A. 0.00% Reduce -98.6% 29,993 $957K
Hennion & Walsh Asset Management, Inc. 0.04% Add +135.6% 29,740 $949K
Envestnet Asset Management Inc. 0.00% Reduce -82.0% 27,951 $892K
China Universal Asset Management Co., Ltd. 0.08% Add +12.6% 26,376 $842K
Susquehanna International Group, LLP 0.00% Reduce -84.7% 26,217 $837K
First Trust Advisors LP 0.00% Add +48.2% 25,645 $818K
Gotham Asset Management 0.01% New 24,299 $775K
Teacher Retirement System of Texas 0.00% Add +9.4% 21,649 $691K
Eastern Bank 0.01% Add +87.0% 21,500 $686K
Arizona State Retirement System 0.00% Reduce -6.7% 21,204 $677K
Duncan Williams Asset Management, LLC 0.27% No change 21,125 $674K
Sippican Capital Advisors 0.48% Reduce -31.5% 20,753 $662K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.9% 20,348 $649K
D. E. Shaw & Co. 0.00% New 20,000 $638K
Tower Research Capital LLC (TRC) 0.01% Add +275.9% 19,965 $637K
CIBC Private Wealth Group LLC 0.00% Reduce -2.8% 18,864 $623K
Syon Capital LLC 0.06% New 19,455 $621K
Teachers Retirement System of the State of Kentucky 0.01% No change 18,912 $603K
Allianz Asset Management GmbH 0.00% Add +154.1% 18,800 $600K
AlphaQuest LLC 0.07% Add +8083.8% 17,186 $548K
E Fund Management Co., Ltd. 0.03% Add +30.9% 17,162 $548K
Panagora Asset Management Inc. 0.00% Reduce -43.2% 16,701 $533K
Creative Planning 0.00% New 16,214 $517K
KLP Kapitalforvaltning As 0.00% — 15,800 $504K
ADAR1 Capital Management, LLC 0.10% Reduce -13.1% 15,000 $479K
Vident Advisory, LLC 0.01% New 14,564 $465K
Scientech Research LLC 0.13% New 14,333 $457K
Xponance LLC 0.00% Add +5.6% 14,072 $449K
Birchview Capital, LP 0.36% No change 14,000 $447K
Entropy Technologies, LP 0.05% New 13,960 $445K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,478 $430K
Pallas Capital Advisors LLC 0.02% Reduce -4.0% 13,369 $427K
Mercer Global Advisors Inc. 0.00% New 12,633 $403K
Captrust Financial Advisors 0.00% New 12,629 $403K
Campbell & CO Investment Adviser LLC 0.03% New 11,258 $359K
Compagnie Lombard Odier SCmA 0.01% No change 11,000 $351K
Virtus Advisers, LLC 0.14% Add +38.0% 10,680 $341K
Wolverine Trading, LLC 0.01% Reduce -19.9% 10,576 $337K
Focus Partners Wealth 0.00% New 10,021 $320K
Dynamic Technology Lab Private Ltd 0.05% New 9,937 $318K
Bayforest Capital Ltd 0.39% — 9,839 $314K
XTX Topco Ltd 0.03% Add +37.1% 9,785 $312K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +19.6% 9,615 $307K
Inceptionr LLC 0.07% Reduce -37.5% 9,217 $294K
Principal Financial Group Inc. 0.00% Add +0.9% 9,094 $290K
DNB Asset Management AS 0.00% Reduce -0.8% 8,853 $282K
NorthCoast Asset Management LLC 0.00% New 8,394 $268K
Public Employees Retirement Association of Colorado 0.00% No change 8,362 $267K
KPP Advisory Services LLC 0.06% Reduce -1.6% 8,151 $260K
Point72 (DIFC) Ltd 0.02% New 8,009 $256K
Merit Financial Group, LLC 0.00% New 7,956 $254K
Gsa Capital Partners LLP 0.02% Reduce -72.6% 7,835 $250K
Vanguard Personalized Indexing Management, LLC 0.00% New 7,832 $250K
Corton Capital Inc. 0.14% Reduce -7.7% 7,595 $242K
Legacy Capital Group California, Inc. 0.07% New 7,195 $230K
Virtu Financial LLC 0.01% Reduce -47.1% 7,157 $228K
Nomura Holdings Inc. 0.00% New 7,000 $223K
Amalgamated Bank 0.00% Reduce -0.6% 6,954 $222K
M&T Bank Corp 0.00% New 6,768 $216K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 6,436 $205K
Qsemble Capital Management, LP 0.03% New 6,324 $202K
CANADA LIFE ASSURANCE Co 0.00% Reduce -22.9% 6,189 $197K
Russell Investments Group, Ltd. 0.00% Add +89.0% 6,107 $195K
Wells Fargo & Company 0.00% Reduce -96.0% 5,616 $179K
Stelac Advisory Services LLC 0.07% No change 5,520 $176K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -5.9% 4,145 $135K
IFP Advisors, Inc 0.00% Reduce -2.2% 4,088 $130K
Covestor Ltd 0.08% Add +1819.2% 3,992 $127K
Ikarian Capital, LLC 0.03% New 3,594 $115K
US Bancorp \de 0.00% Add +70.0% 3,223 $103K
GF Fund Management Co. LTD. 0.00% — 2,612 $83K
Leonteq Securities AG 0.01% Reduce -36.9% 2,004 $64K
Caitong International Asset Management Co., Ltd 0.06% — 1,957 $62K
Corebridge Financial, Inc. 0.00% Reduce -4.0% 1,925 $61K
Acadian Asset Management LLC 0.00% No change 1,924 $61K
Sterling Capital Management LLC 0.00% Reduce -11.1% 1,687 $54K
Signaturefd, LLC 0.00% Add +357.2% 1,175 $37K
True Wealth Design, LLC 0.01% Add +22.5% 1,167 $37K
Osaic Holdings, Inc. 0.00% Reduce -36.4% 1,345 $37K
EverSource Wealth Advisors, LLC 0.00% Add +2707.1% 786 $25K
Quintet Private Bank (Europe) S.A. 0.00% No change 752 $24K
Parallel Advisors, LLC 0.00% Reduce -60.8% 737 $24K
Lindbrook Capital, LLC 0.00% Add +118.5% 673 $21K
Atlantic Private Wealth, LLC 0.01% No change 600 $19K
Northwestern Mutual Wealth Management Co. 0.00% No change 600 $19K
Comerica Bank 0.00% Reduce -69.7% 548 $17K
GAMMA Investing LLC 0.00% Add +34.0% 540 $17K
Future Financial Wealth Managment LLC 0.01% No change 500 $16K
Archer Investment Corp 0.00% No change 500 $16K
Spire Wealth Management 0.00% Add +7.8% 482 $15K
AdvisorNet Financial, Inc 0.00% Add +194.0% 441 $14K
Daiwa Securities Group Inc. 0.00% No change 447 $14K
Blue Trust, Inc. 0.00% Reduce -52.8% 332 $11K
Versant Capital Management, Inc 0.00% New 269 $9K
Quadrant Capital Group LLC 0.00% Add +569.2% 261 $8K
Colonial Trust Co / SC 0.00% New 258 $8K
Brooklyn Investment Group 0.00% Add +792.6% 241 $8K
Avior Wealth Management, LLC 0.00% New 220 $7K
Harbor Investment Advisory, LLC 0.00% New 200 $6K
Allworth Financial LP 0.00% Add +88.8% 202 $6K
Farther Finance Advisors, LLC 0.00% Add +340.0% 176 $6K
Evelyn Partners Investment Management LLP 0.00% — 150 $5K
Bell Investment Advisors, Inc 0.00% Add +34.6% 140 $4K
Principal Securities, Inc. 0.00% Reduce -83.0% 130 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 97 $3K
Financial Gravity Companies, Inc. 0.00% No change 100 $3K
SBI Securities Co., Ltd. 0.00% — 85 $3K
Sachetta, LLC 0.00% Add +192.9% 82 $3K
Coppell Advisory Solutions LLC 0.00% No change 79 $3K
Sherman Asset Management, Inc. 0.00% — 63 $2K
TD Private Client Wealth LLC 0.00% New 58 $2K
Nisa Investment Advisors, LLC 0.00% Reduce -99.7% 50 $2K
NewEdge Advisors, LLC 0.00% No change 50 $2K
Quent Capital, LLC 0.00% Reduce -65.7% 49 $2K
Carolinas Wealth Consulting LLC 0.00% No change 39 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 34 $1K
Jones Financial Companies LLLP 0.00% New 33 $1K
Assetmark, Inc. 0.00% Reduce -99.9% 31 $989
Parkside Financial Bank & Trust 0.00% Reduce -3.3% 29 $926
MV Capital Management, Inc. 0.00% Add +625.0% 29 $926
CENTRAL TRUST Co 0.00% No change 27 $862
Global Retirement Partners, LLC 0.00% Reduce -22.6% 24 $766
Bokf, NA 0.00% New 16 $439
WealthTrak Capital Management LLC 0.00% — 10 $320
WPG Advisers, LLC 0.00% — 5 $160
Manchester Capital Management LLC 0.00% No change 3 $96
Activest Wealth Management 0.00% New 1 $32
Capital Advisors, Ltd. LLC 0.00% New 6 $0

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