Apellis Pharmaceuticals, Inc. - Common Stock (APLS)

Historical Holders from Q4 2017 to Q4 2025

Symbol: APLS on Nasdaq
Type / Class: Equity / Common Stock
Shares outstanding: 127,672,444
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 122,353,461
Holdings value: $2,771,618,915
% of all portfolios: 0%
Number of holders: 269
Number of buys: 150
Number of sells: 120
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
WELLINGTON MANAGEMENT GROUP LLP	11%	+53%	$311,174,879	+$107,289,396	13,750,547	+53%	Wellington Management Group LLP	31 Oct 2025
MORGAN STANLEY	7.7%		$180,247,791		9,592,751		Morgan Stanley	31 Dec 2024
Deep Track Capital, LP	5.6%		$125,720,000		7,000,000		Deep Track Capital, LP	09 May 2025
BlackRock, Inc.	4.5%		$105,197,168		5,598,572		BlackRock, Inc.	31 Mar 2025
EcoR1 Capital, LLC	2.7%		$78,009,140		3,447,156		EcoR1 Capital, LLC	30 Sep 2025

As of 30 Sep 2025 Apellis Pharmaceuticals, Inc. - Common Stock (APLS) has 269 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 122,353,461 shares of 127,672,444 outstanding shares and own 96% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) own 78% of the company based on 13F filings as of 30 Sep 2025

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
Avoro Capital Advisors LLC	9.6%	12,222,222	0%	3.6%	$276,588,884
VANGUARD GROUP INC	7.8%	9,987,394	-1.6%	0%	$226,014,726
MORGAN STANLEY	7.6%	9,643,247	-1.1%	0.01%	$218,226,680
WELLINGTON MANAGEMENT GROUP LLP	7.3%	9,290,960	+3.5%	0.04%	$210,254,425
Deep Track Capital, LP	6.3%	8,000,382	+14%	5.1%	$181,048,645
BlackRock, Inc.	4.9%	6,268,465	-2.1%	0%	$141,855,364
AQR CAPITAL MANAGEMENT LLC	3.5%	4,487,354	-25%	0.07%	$101,548,820
JENNISON ASSOCIATES LLC	3.4%	4,348,055	+63%	0.06%	$98,396,482
STATE STREET CORP	3.2%	4,037,644	+13%	0%	$91,371,884
EcoR1 Capital, LLC	2.7%	3,447,156	-71%	3.7%	$78,009,140
UBS Group AG	2.7%	3,429,905	-28%	0.02%	$77,618,750
SUVRETTA CAPITAL MANAGEMENT, LLC	2.3%	2,878,000	0%	2%	$65,129,140
Polar Capital Holdings Plc	2.1%	2,650,230	+96%	0.29%	$59,974,705
Siren, L.L.C.	2%	2,578,396	0%	2.3%	$58,349,101
ORBIMED ADVISORS LLC	1.8%	2,323,368	+57%	1.3%	$52,577,818
GEODE CAPITAL MANAGEMENT, LLC	1.6%	2,072,913	+3.9%	0%	$46,919,472
DEUTSCHE BANK AG\	1.2%	1,504,457	+0.55%	0.01%	$34,045,862
Amundi	1.2%	1,493,678	-6.9%	0.01%	$36,385,996
BANK OF AMERICA CORP /DE/	1.2%	1,477,525	-39%	0%	$33,436,382
BANK OF NOVA SCOTIA	1.1%	1,456,225	+145%	0.06%	$32,954,369
MILLENNIUM MANAGEMENT LLC	1.1%	1,343,726	+564%	0.02%	$30,408,519
ING GROEP NV	0.92%	1,174,500	+281%	0.14%	$26,578,935
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.78%	992,269	+112%	0.08%	$22,455,047
BNP PARIBAS FINANCIAL MARKETS	0.76%	972,474	0%	0.02%	$22,007,087
Octagon Capital Advisors LP	0.71%	903,500	0%	3.2%	$20,446,205

Institutional Holders of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	479	$12,032	+$6,255			$25.12	1
2025 Q3	122,353,461	$2,771,618,915	-$154,804,629	$17,276,930	$92,843,010	$22.63	269
2025 Q2	131,608,289	$2,279,077,449	+$66,148,394	$10,697,634	$50,483,727	$17.31	246
2025 Q1	126,465,650	$2,767,956,233	-$78,248,336	$16,584,198	$20,020,131	$21.87	251
2024 Q4	126,715,697	$4,043,904,157	+$258,929,587	$26,788,232	$83,638,820	$31.91	257
2024 Q3	117,066,554	$3,376,401,016	-$73,979,566	$31,279,395	$110,070,555	$28.84	267
2024 Q2	115,402,352	$4,425,461,476	+$34,617,363	$26,288,108	$191,473,940	$38.36	261
2024 Q1	112,068,919	$6,585,673,364	-$5,915,933	$66,642,374	$73,453,586	$58.78	297
2023 Q4	326,333	$19,659,034	+$11,613,696			$59.86	4
2023 Q3	112,526,837	$4,283,982,113	-$264,998,829	$93,228,860	$256,501,589	$38.04	247
2023 Q2	105,373,378	$9,599,421,028	-$395,834,493	$120,015,982	$161,247,545	$91.10	308
2023 Q1	110,289,563	$7,273,045,963	+$675,184,726	$64,496,792	$98,985,556	$65.96	274
2022 Q4	98,499,636	$5,091,534,205	+$27,352,614	$37,024,360	$40,751,708	$51.71	235
2022 Q3	93,860,542	$6,407,131,881	+$1,203,428	$91,031,220	$42,702,000	$68.30	239
2022 Q2	91,611,954	$4,141,780,605	+$32,677,050	$10,817,000	$35,348,608	$45.22	203
2022 Q1	90,903,512	$4,619,011,944	+$517,630,049	$66,102,000	$58,713,284	$50.81	205
2021 Q4	80,984,271	$3,828,241,808	+$611,992,647	$19,044,000	$43,152,000	$47.28	182
2021 Q3	68,874,803	$2,270,930,799	-$120,437,383	$136,607,040	$119,452,528	$32.96	171
2021 Q2	64,568,091	$4,081,020,359	+$9,798,661	$89,211,720	$103,383,520	$63.20	200
2021 Q1	64,995,349	$2,795,313,666	+$19,912,057	$7,021,000	$17,726,000	$42.91	171
2020 Q4	63,856,405	$3,652,301,352	-$9,730,732	$6,612,000	$11,533,000	$57.20	164
2020 Q3	61,689,108	$1,861,171,231	+$25,458,282	$3,671,000	$7,655,000	$30.17	140
2020 Q2	61,052,732	$1,993,599,282	+$170,833,802	$5,987,000	$4,468,000	$32.66	138
2020 Q1	54,588,690	$1,463,729,889	+$292,919,170	$9,847,000	$3,151,000	$26.79	142
2019 Q4	43,306,511	$1,326,044,430	+$86,071,232	$31,146,000	$33,818,000	$30.62	131
2019 Q3	40,336,861	$971,808,791	+$45,890,785	$414,000	$9,002,000	$24.09	128
2019 Q2	40,440,010	$1,024,329,247	+$14,285,284	$1,901,000	$1,901,000	$25.34	97
2019 Q1	40,125,707	$782,326,949	+$160,532,731	$1,463,000	$1,463,000	$19.50	92
2018 Q4	32,047,625	$422,739,077	-$27,537,385			$13.19	93
2018 Q3	29,706,368	$528,177,019	+$9,559,113			$17.78	78
2018 Q2	29,058,514	$639,288,620	+$267,238,602			$22.00	72
2018 Q1	17,039,592	$375,355,107	+$8,764,813			$22.11	46
2017 Q4	15,746,683	$340,174,825	+$340,174,875			$21.70	46