| 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% | $172,285,808 | 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% | $100,550,353 | 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, 270 institutional investors reported holding 122,355,774 shares of Apellis Pharmaceuticals, Inc. - Common Stock (APLS). This represents 96% of the company’s total 127,672,444 outstanding shares.
The largest institutional shareholders of Apellis Pharmaceuticals, Inc. - Common Stock (APLS) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 697,624 | $17,501,579 | +$882,088 | $25.12 | 16 |
| 2025 Q3 | 122,355,774 | $2,771,670,915 | -$154,804,544 | $22.63 | 270 |
| 2025 Q2 | 131,608,288 | $2,279,077,423 | +$66,148,357 | $17.31 | 246 |
| 2025 Q1 | 126,465,800 | $2,767,959,579 | -$78,248,319 | $21.87 | 252 |
| 2024 Q4 | 126,723,891 | $4,044,170,293 | +$224,206,429 | $31.91 | 259 |
| 2024 Q3 | 118,165,642 | $3,408,098,233 | -$32,772,311 | $28.84 | 261 |
| 2024 Q2 | 115,428,997 | $4,426,484,074 | -$4,063,210 | $38.36 | 259 |
| 2024 Q1 | 113,103,917 | $6,646,510,438 | -$27,789,991 | $58.78 | 296 |
| 2023 Q4 | 113,568,311 | $6,800,298,011 | +$75,955,536 | $59.86 | 278 |
| 2023 Q3 | 113,630,426 | $4,326,001,749 | -$249,890,323 | $38.04 | 250 |
| 2023 Q2 | 106,464,737 | $9,698,740,546 | -$322,780,479 | $91.10 | 311 |
| 2023 Q1 | 110,363,167 | $7,278,027,538 | +$671,099,429 | $65.96 | 277 |
| 2022 Q4 | 100,652,525 | $5,202,853,976 | +$66,260,972 | $51.71 | 239 |
| 2022 Q3 | 97,643,165 | $6,665,378,163 | +$32,228,664 | $68.30 | 245 |
| 2022 Q2 | 91,648,969 | $4,144,516,571 | +$31,626,482 | $45.22 | 205 |
| 2022 Q1 | 90,940,512 | $4,620,842,334 | +$520,061,489 | $50.81 | 206 |
| 2021 Q4 | 81,021,271 | $3,829,991,538 | +$612,446,955 | $47.28 | 183 |
| 2021 Q3 | 69,511,931 | $2,291,947,609 | -$95,194,645 | $32.96 | 174 |
| 2021 Q2 | 64,601,991 | $4,083,171,314 | +$13,404,010 | $63.20 | 201 |
| 2021 Q1 | 63,358,839 | $2,718,377,161 | +$19,912,136 | $42.91 | 168 |
| 2020 Q4 | 63,890,305 | $3,654,164,157 | -$7,921,158 | $57.20 | 165 |
| 2020 Q3 | 62,139,394 | $1,874,756,231 | +$24,663,304 | $30.17 | 143 |
| 2020 Q2 | 61,184,997 | $1,997,919,282 | +$197,934,910 | $32.66 | 141 |
| 2020 Q1 | 55,273,539 | $1,482,076,889 | +$294,686,642 | $26.79 | 143 |
| 2019 Q4 | 43,885,493 | $1,343,772,430 | +$85,692,286 | $30.62 | 132 |
| 2019 Q3 | 40,388,376 | $973,049,791 | +$46,440,436 | $24.09 | 129 |
| 2019 Q2 | 40,468,785 | $1,025,057,247 | +$17,474,333 | $25.34 | 99 |
| 2019 Q1 | 40,125,707 | $782,326,949 | +$160,534,739 | $19.50 | 92 |
| 2018 Q4 | 32,104,592 | $423,490,077 | -$27,345,727 | $13.19 | 95 |
| 2018 Q3 | 29,708,993 | $528,224,019 | +$9,616,309 | $17.78 | 79 |
| 2018 Q2 | 29,064,186 | $639,413,620 | +$265,705,567 | $22.00 | 73 |
| 2018 Q1 | 17,039,592 | $375,355,107 | +$8,764,830 | $22.11 | 46 |
| 2017 Q4 | 15,746,683 | $340,174,825 | +$340,174,825 | $21.70 | 46 |