Apellis PharmaceuticalsAPLS

13F holders, Q1 2025 (March 31)
255holders −5
47new positions
51sold out
5famous investors
$21.89avg. 13F price*

At the end of Q1 2025, 255 institutions reported holding Apellis Pharmaceuticals Inc. (APLS) in their 13F filings, down 5 from Q4 2024. 47 opened new positions and 51 sold out. The largest holders were Wellington Management Group LLP ($269.1M), Avoro Capital Advisors LLC ($267.3M) and EcoR1 Capital, LLC ($260.2M). 5 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions47$75.5M
Exits51$176.9M

All 13F filers, Q4 2024 → Q1 2025: 16,142,389 shares bought and 14,889,447 shares sold, net +1,252,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

Wellington Management Group LLP 0.05% Add +4.3% 12,303,252 $269.1M
Avoro Capital Advisors LLC 4.17% No change 12,222,222 $267.3M
EcoR1 Capital, LLC 15.47% Add +0.0% 11,895,808 $260.2M
Vanguard Group Inc. 0.00% Add +0.8% 10,130,356 $221.6M
Morgan Stanley 0.02% Reduce -0.0% 9,626,123 $210.5M
BlackRock, Inc. 0.00% Reduce -2.3% 6,329,598 $138.4M
Deep Track Capital, LP 3.54% Add +17.0% 5,000,000 $109.3M
AQR Capital Management 0.09% Add +119.6% 4,077,419 $89.2M
State Street Corp. 0.00% Reduce -12.9% 3,941,405 $86.2M
UBS Group AG 0.02% Add +26.5% 3,272,194 $71.6M
Bank of America Corp. 0.01% Add +86.4% 3,131,436 $68.5M
Siren, L.L.C. 3.18% Reduce -8.4% 2,578,396 $56.4M
Jennison Associates LLC 0.04% Reduce -10.3% 2,477,531 $54.2M
Octagon Capital Advisors LP 9.95% Reduce -30.4% 2,094,000 $45.8M
Geode Capital Management, LLC 0.00% Add +6.0% 1,950,046 $42.7M
Deutsche Bank AG 0.02% Reduce -0.1% 1,776,576 $38.9M
Braidwell LP 1.88% Reduce -21.3% 1,652,334 $36.1M
Montanova Capital, LLC 1.46% Add +107.6% 1,646,615 $36.0M
Polar Capital Holdings Plc 0.21% No change 1,577,175 $34.5M
Norges Bank 0.00% Add +44.9% 1,573,601 $34.4M
FMR LLC 0.00% Reduce -29.4% 1,503,209 $32.9M
Orbimed Advisors LLC 0.75% New 1,432,300 $31.3M
BNP Paribas Financial Markets 0.02% Add +30.6% 1,110,709 $24.3M
Canada Pension Plan Investment Board 0.02% Add +2879.3% 1,048,700 $22.9M
Man Group plc 0.07% Add +1985.1% 1,027,792 $22.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.2% 964,499 $21.1M
Royal Bank of Canada 0.00% Reduce -47.7% 794,935 $17.4M
National Bank of Canada 0.02% Reduce -43.5% 782,701 $17.1M
Boxer Capital Management, LLC 4.69% Reduce -50.0% 713,000 $15.6M
Natixis 0.09% Reduce -24.8% 655,027 $14.8M
Invesco Ltd. 0.00% Add +6.3% 641,397 $14.0M
Jefferies Financial Group Inc. 0.24% Add +75.5% 599,255 $13.1M
Northern Trust Corp. 0.00% Reduce -5.2% 518,694 $11.3M
Nuveen, LLC 0.00% — 492,238 $10.8M
Ameriprise Financial Inc. 0.00% Reduce -47.1% 466,661 $10.2M
Millennium Management 0.01% Reduce -21.5% 451,973 $9.9M
Squarepoint Ops LLC 0.02% Add +165.2% 442,793 $9.7M
JPMorgan Chase & Co. 0.00% Add +3.0% 423,800 $9.3M
Citigroup Inc. 0.01% Add +116.8% 416,619 $9.1M
Trexquant Investment LP 0.10% Add +89.6% 384,922 $8.4M
SG Americas Securities, LLC 0.03% Add +598.7% 366,144 $8.0M
Pictet Asset Management Holding SA 0.01% Reduce -9.5% 314,842 $7.6M
Amundi 0.00% No change 329,582 $7.4M
Algert Global LLC 0.18% Add +19.9% 338,613 $7.4M
683 Capital Management, LLC 0.81% Reduce -7.5% 333,000 $7.3M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 329,173 $7.2M
Balyasny Asset Management L.P. 0.02% Reduce -56.4% 324,487 $7.1M
Walleye Capital LLC 0.09% Reduce -19.6% 317,442 $6.9M
Hudson Bay Capital Management LP 0.05% Reduce -9.9% 310,700 $6.8M
Goldman Sachs Group Inc. 0.00% Add +26.6% 307,709 $6.7M
Ieq Capital, LLC 0.05% Add +130.3% 291,858 $6.4M
Schroder Investment Management Group 0.01% Add +15.4% 253,109 $6.1M
Jump Financial, LLC 0.09% New 265,593 $5.8M
Two Sigma Investments, LP 0.01% New 262,904 $5.7M
Jane Street Group, LLC 0.01% Add +166.8% 256,092 $5.6M
Voloridge Investment Management, LLC 0.02% Reduce -26.6% 253,790 $5.6M
ExodusPoint Capital Management, LP 0.07% New 250,414 $5.5M
Edgestream Partners, L.P. 0.18% Add +119.6% 241,287 $5.3M
Citadel Advisors 0.00% Add +99.3% 224,096 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.6% 222,634 $4.9M
Woodline Partners LP 0.03% Add +15.5% 218,850 $4.8M
Prudential Financial Inc. 0.01% Add +10.0% 217,880 $4.8M
Aquatic Capital Management LLC 0.12% Add +67.1% 215,876 $4.7M
Victory Capital Management Inc. 0.00% Reduce -61.7% 215,152 $4.7M
Macquarie Group Ltd. 0.01% Add +1.9% 204,803 $4.5M
Fiduciary Trust Co 0.06% Reduce -11.5% 203,336 $4.4M
First Trust Advisors LP 0.00% Add +676.8% 199,209 $4.4M
PDT Partners, LLC 0.30% Add +41.7% 195,165 $4.3M
Two Sigma Advisers, LP 0.01% New 191,800 $4.2M
Barclays PLC 0.00% Add +19.9% 191,237 $4.2M
ING Groep NV 0.03% New 184,200 $4.0M
Schonfeld Strategic Advisors LLC 0.03% New 181,400 $4.0M
Sphera Funds Management LTD. 0.98% Reduce -12.1% 181,346 $4.0M
Rafferty Asset Management, LLC 0.02% Reduce -25.4% 180,134 $3.9M
Granahan Investment Management, LLC 0.19% Add +13.8% 175,696 $3.8M
Toronto Dominion Bank 0.01% Reduce -83.7% 162,190 $3.5M
Candriam S.C.A. 0.02% Reduce -70.5% 159,054 $3.5M
Bank of Montreal 0.00% Add +95.8% 158,573 $3.5M
Alyeska Investment Group, L.P. 0.01% New 150,000 $3.3M
Swiss National Bank 0.00% Reduce -7.7% 132,600 $2.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +878.6% 131,895 $2.9M
Old West Investment Management, LLC 1.01% Add +12.8% 128,192 $2.8M
California Public Employees Retirement System 0.00% Add +0.0% 126,706 $2.8M
Voya Investment Management LLC 0.00% Add +1.8% 125,401 $2.7M
Rhumbline Advisers 0.00% Reduce -0.9% 124,454 $2.7M
Steward Partners Investment Advisory, LLC 0.02% Add +6.2% 122,175 $2.7M
Verition Fund Management LLC 0.01% Add +119.2% 110,510 $2.4M
HighVista Strategies LLC 0.92% No change 108,714 $2.4M
Cwm, LLC 0.01% Add +120.3% 98,258 $2.1M
State Board of Administration of Florida Retirement System 0.00% No change 91,818 $2.0M
T. Rowe Price Associates Inc. 0.00% Reduce -74.7% 90,700 $2.0M
State of Wisconsin Investment Board 0.00% Add +5.3% 84,615 $1.9M
Rock Springs Capital Management LP 0.10% No change 80,000 $1.7M
Legal & General Group Plc 0.00% Reduce -8.9% 79,070 $1.7M
Ikarian Capital, LLC 0.53% Add +1986.8% 75,000 $1.6M
Assenagon Asset Management S.A. 0.00% Add +147.8% 74,325 $1.6M
Bleakley Financial Group, LLC 0.05% Reduce -0.5% 73,137 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +108.8% 70,159 $1.5M
California State Teachers Retirement System 0.00% Reduce -15.4% 59,778 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 55,000 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 58,391 $1.3M
AlphaQuest LLC 0.13% Add +226.4% 56,104 $1.2M
Baird Financial Group, Inc. 0.00% Add +1.6% 55,529 $1.2M
Cerity Partners LLC 0.00% Add +16.7% 54,444 $1.2M
Tudor Investment Corporation 0.01% New 52,980 $1.2M
Bayforest Capital Ltd 0.50% Add +431.9% 52,338 $1.1M
Raymond James Financial Inc. 0.00% Add +6.0% 51,978 $1.1M
Treasurer of the State of North Carolina 0.00% Add +6.7% 49,005 $1.1M
New York State Common Retirement Fund 0.00% No change 48,837 $1.1M
T. Rowe Price Investment Management, Inc. 0.00% No change 47,713 $1.0M
J. Safra Sarasin Holding AG 0.02% Reduce -22.0% 47,096 $1.0M
Erste Asset Management GmbH 0.01% No change 42,000 $1.0M
Alliancebernstein L.P. 0.00% Add +43.3% 44,912 $982K
Hennion & Walsh Asset Management, Inc. 0.04% Add +48.5% 44,166 $966K
Envestnet Asset Management Inc. 0.00% Add +56.4% 43,717 $956K
Pallas Capital Advisors LLC 0.04% Add +218.2% 42,534 $930K
Engineers Gate Manager LP 0.02% New 42,172 $922K
Mackenzie Financial Corp. 0.00% Add +14.2% 41,533 $908K
EFG Asset Management (North America) Corp. 0.14% Reduce -8.8% 39,363 $861K
Landscape Capital Management, L.L.C. 0.08% Reduce -22.0% 38,988 $853K
Russell Investments Group, Ltd. 0.00% Add +537.0% 38,903 $851K
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.7% 38,569 $844K
Janus Henderson Group PLC 0.00% No change 34,412 $836K
Bayesian Capital Management, LP 0.14% New 37,900 $829K
Profund Advisors LLC 0.03% Reduce -19.5% 35,657 $780K
Guggenheim Capital LLC 0.01% Add +8.4% 35,348 $773K
Gotham Asset Management 0.01% Add +41.1% 34,285 $750K
Merit Financial Group, LLC 0.01% Add +324.4% 33,762 $738K
Public Employees Retirement System of Ohio 0.00% Reduce -8.1% 32,975 $721K
Handelsbanken Fonder AB 0.00% No change 30,600 $669K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +207.4% 29,559 $667K
Voleon Capital Management LP 0.05% New 30,191 $660K
Group One Trading LLC 0.03% New 30,041 $657K
Y-Intercept (Hong Kong) Ltd 0.04% New 29,577 $647K
Susquehanna International Group, LLP 0.00% Add +12.5% 29,505 $645K
Ensign Peak Advisors, Inc 0.00% Reduce -62.8% 29,397 $643K
Captrust Financial Advisors 0.00% Add +131.8% 29,280 $640K
Bridgefront Capital, LLC 0.18% New 29,070 $636K
Parallax Volatility Advisers, L.P. 0.02% New 28,350 $620K
Rhenman & Partners Asset Management AB 0.07% Reduce -85.6% 28,250 $618K
Graham Capital Management, L.P. 0.03% New 28,136 $615K
HSBC Holdings PLC 0.00% Reduce -80.4% 24,999 $552K
China Universal Asset Management Co., Ltd. 0.05% Reduce -4.5% 25,176 $551K
Manufacturers Life Insurance Company, The 0.00% Reduce -52.9% 24,937 $545K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 24,665 $539K
Acadian Asset Management LLC 0.00% Add +1146.2% 23,976 $522K
Marshall Wace, LLP 0.00% Reduce -72.4% 23,574 $516K
Scientech Research LLC 0.14% Add +63.2% 23,395 $512K
Boothbay Fund Management, LLC 0.02% New 22,997 $503K
Focus Partners Wealth 0.00% Add +118.4% 21,883 $479K
Mercer Global Advisors Inc. 0.00% Add +72.3% 21,762 $476K
Eastern Bank 0.01% No change 21,500 $470K
Duncan Williams Asset Management, LLC 0.17% No change 21,125 $462K
GWN Securities Inc. 0.03% New 27,190 $454K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.3% 19,891 $435K
Arizona State Retirement System 0.00% Reduce -7.8% 19,539 $427K
Teachers Retirement System of the State of Kentucky 0.00% No change 18,912 $414K
Allianz Asset Management GmbH 0.00% No change 18,800 $411K
Teacher Retirement System of Texas 0.00% Reduce -14.7% 18,459 $404K
ADAR1 Capital Management, LLC 0.07% Add +13.3% 17,000 $372K
111 Capital 0.07% New 16,836 $368K
E Fund Management Co., Ltd. 0.02% Reduce -1.9% 16,835 $368K
Panagora Asset Management Inc. 0.00% No change 16,701 $365K
Focus Partners Advisor Solutions, LLC 0.01% New 16,567 $363K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 16,159 $353K
CIBC Private Wealth Group LLC 0.00% No change 18,864 $353K
Xponance LLC 0.00% Add +14.4% 16,097 $352K
Fox Run Management, L.L.C. 0.05% New 15,712 $344K
Aigen Investment Management, LP 0.05% New 15,621 $342K
Wolverine Trading, LLC 0.01% Add +27.0% 13,428 $326K
Birchview Capital, LP 0.27% No change 14,000 $306K
Mariner, LLC 0.00% New 13,004 $284K
KLP Kapitalforvaltning As 0.00% Reduce -17.7% 13,000 $284K
Diversified Trust Co. 0.01% New 12,878 $282K
Caption Management, LLC 0.01% New 12,000 $262K
Teza Capital Management LLC 0.12% New 11,855 $259K
Jain Global LLC 0.01% New 11,719 $256K
Compagnie Lombard Odier SCmA 0.00% No change 11,000 $241K
Virtus Investment Advisers, LLC 0.07% New 10,967 $240K
Lecap Asset Management Ltd. 0.05% New 10,759 $235K
Qsemble Capital Management, LP 0.02% Add +52.9% 9,670 $211K
Kaufman Rossin Wealth, LLC 0.15% New 9,577 $209K
Legacy Capital Group California, Inc. 0.07% Add +32.8% 9,554 $209K
Public Employees Retirement Association of Colorado 0.00% No change 8,362 $183K
Amalgamated Bank 0.00% Add +4.2% 7,245 $158K
MetLife Investment Management, LLC 0.00% Add +2.3% 6,586 $144K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.4% 6,500 $142K
CANADA LIFE ASSURANCE Co 0.00% No change 6,189 $136K
Stelac Advisory Services LLC 0.05% No change 5,520 $121K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.3% 4,200 $102K
Wells Fargo & Company 0.00% Reduce -17.7% 4,624 $101K
Covestor Ltd 0.06% Add +0.1% 3,995 $87K
KBC Group NV 0.00% Reduce -96.3% 3,850 $84K
Lazard Asset Management LLC 0.00% New 3,553 $77K
GF Fund Management Co. LTD. 0.00% Add +21.9% 3,185 $70K
US Bancorp \de 0.00% Reduce -27.2% 2,345 $51K
Corebridge Financial, Inc. 0.00% Reduce -1.3% 1,901 $42K
Clearstead Advisors, LLC 0.00% New 1,811 $40K
Assetmark, Inc. 0.00% Add +3938.7% 1,252 $27K
EverSource Wealth Advisors, LLC 0.00% Add +57.5% 1,238 $27K
Leonteq Securities AG 0.00% Reduce -39.1% 1,221 $27K
Osaic Holdings, Inc. 0.00% Reduce -17.3% 1,112 $24K
Parallel Advisors, LLC 0.00% Add +45.0% 1,069 $23K
Headlands Technologies LLC 0.00% New 812 $18K
Jones Financial Companies LLLP 0.00% Add +1718.2% 600 $15K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 606 $13K
Atlantic Private Wealth, LLC 0.01% No change 600 $13K
Coldstream Capital Management Inc. 0.00% New 591 $13K
Farther Finance Advisors, LLC 0.00% Add +186.9% 505 $11K
Lindbrook Capital, LLC 0.00% Reduce -23.3% 516 $11K
Future Financial Wealth Managment LLC 0.01% No change 500 $11K
Archer Investment Corp 0.00% No change 500 $11K
Spire Wealth Management 0.00% No change 482 $11K
GAMMA Investing LLC 0.00% Reduce -13.3% 468 $10K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -39.9% 452 $10K
AdvisorNet Financial, Inc 0.00% Reduce -5.9% 415 $9K
Daiwa Securities Group Inc. 0.00% Reduce -4.0% 429 $9K
Signaturefd, LLC 0.00% Reduce -66.5% 393 $9K
Sterling Capital Management LLC 0.00% Reduce -78.7% 359 $8K
Blue Trust, Inc. 0.00% Reduce -8.1% 305 $7K
Summit Securities Group LLC 0.00% New 278 $6K
Comerica Bank 0.00% Reduce -52.2% 262 $6K
True Wealth Design, LLC 0.00% Reduce -79.7% 237 $5K
Brooklyn Investment Group 0.00% Reduce -12.0% 212 $5K
Principal Securities, Inc. 0.00% No change 130 $4K
Allworth Financial LP 0.00% Add +6.9% 216 $4K
Versant Capital Management, Inc 0.00% Reduce -38.3% 166 $4K
Evelyn Partners Investment Management LLP 0.00% No change 150 $3K
IFP Advisors, Inc 0.00% Reduce -96.9% 126 $3K
Financial Gravity Asset Management, Inc. 0.00% — 100 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 97 $2K
SVB Wealth LLC 0.00% New 94 $2K
SBI Securities Co., Ltd. 0.00% Add +4.7% 89 $2K
Sherman Asset Management, Inc. 0.00% No change 63 $1K
TD Private Client Wealth LLC 0.00% No change 58 $1K
Clearstead Trust, LLC 0.00% New 51 $1K
Nisa Investment Advisors, LLC 0.00% No change 50 $1K
Quent Capital, LLC 0.00% No change 49 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.5% 48 $1K
Capital Analysts, LLC 0.00% New 57 $1K
Private Wealth Management Group, LLC 0.00% New 42 $919
Carolinas Wealth Consulting LLC 0.00% No change 39 $848
Bell Investment Advisors, Inc 0.00% Reduce -77.1% 32 $700
CENTRAL TRUST Co 0.00% No change 27 $591
SouthState Bank Corp 0.00% New 20 $438
CVA Family Office, LLC 0.00% New 20 $437
Bokf, NA 0.00% No change 16 $350
CoreCap Advisors, LLC 0.00% New 10 $219
MV Capital Management, Inc. 0.00% Reduce -79.3% 6 $132
Parkside Financial Bank & Trust 0.00% Reduce -82.8% 5 $110
WPG Advisers, LLC 0.00% No change 5 $109
Creative Financial Designs Inc. 0.00% New 5 $109
Manchester Capital Management LLC 0.00% No change 3 $66
Hantz Financial Services, Inc. 0.00% New 6 $0
Avion Wealth 0.00% New 15 $0

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