APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q3 2025

Type / Class
Debt / NOTE 3.500% 9/1
Market price (% of par)
102.94%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$93,840,000
Total reported market value
$96,878,614
Principal change
$0
Market value change
+$573
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 8 institutional investors reported holding $93,840,000 in principal (par value) of APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1.

Institutional Holders of APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $93,840,000 $96,878,614 +$573 102.94% 8
2025 Q2 $93,840,000 $93,783,959 -$35,700 99.67% 8
2025 Q1 $93,840,000 $98,123,513 -$3,660 104.45% 9
2024 Q4 $93,840,000 $108,788,109 -$12,068,348 115.78% 9
2024 Q3 $105,678,000 $116,622,644 -$335,580 109.6% 9
2024 Q2 $105,978,000 $134,815,813 +$14,469,718 127.96% 9
2024 Q1 $92,385,000 $150,593,192 +$20,888,181 163.14% 13
2023 Q4 $0 $0 -$7,451,400 102.94% 0
2023 Q3 $87,849,454 $126,292,911 -$48,933,368 125.62% 11
2023 Q2 $86,860,796 $219,587,570 -$13,926,028 239.58% 14
2023 Q1 $94,209,000 $175,106,740 +$774,017 185.97% 9
2022 Q4 $93,834,000 $144,102,071 -$5,747,612 153.61% 11
2022 Q3 $93,802,316 $178,601,148 -$79,412,063 194.55% 12
2022 Q2 $138,870,000 $205,568,000 -$92,786,573 149.3% 12
2022 Q1 $199,741,000 $315,318,373 +$5,808,493 158.3% 16
2021 Q4 $197,728,000 $298,513,297 +$5,674,200 151.23% 22
2021 Q3 $196,958,000 $242,044,000 -$336,407,635 122.79% 22
2021 Q2 $400,835,000 $745,876,060 +$577,341,623 185.94% 37
2021 Q1 $96,569,000 $135,608,000 -$99,945,335 140.39% 20
2020 Q4 $211,444,000 $222,114,636 -$60,381,047 167.78% 28
2020 Q3 $214,916,000 $209,071,088 +$209,070,345 107.39% 26