APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1

Historical Holders 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
+$571
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
8 filings reported holding 03753UAB2 - APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1.
APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1 has 8 institutional bondholders. These institutions hold $93,840,000 principal (par value) of the bond.

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

Period Principal Value Change Price (% of par) Investors
2025 Q3 $93,840,000 $96,878,614 +$571 102.94% 8
2025 Q2 $93,840,000 $93,783,959 -$35,697 99.67% 8
2025 Q1 $93,840,000 $98,123,513 -$3,650 104.45% 9
2024 Q4 $93,840,000 $108,788,109 -$12,067,908 115.78% 9
2024 Q3 $105,678,000 $116,622,644 -$335,591 109.6% 9
2024 Q2 $105,978,000 $134,815,813 +$14,470,332 127.96% 9
2024 Q1 $92,385,000 $150,593,192 -$2,230,226 163.14% 13
2023 Q4 $93,849,769 $152,855,058 +$2,170,617 163.36% 11
2023 Q3 $93,849,454 $118,114,618 -$56,841,055 125.53% 12
2023 Q2 $105,572,796 $252,922,195 +$25,158,974 239.52% 15
2023 Q1 $106,821,000 $198,647,115 +$15,253,734 186.11% 10
2022 Q4 $98,703,000 $151,622,681 +$1,877,380 153.88% 12
2022 Q3 $93,864,000 $181,014,357 -$78,666,463 194.85% 12
2022 Q2 $138,949,000 $205,684,098 -$92,889,077 149.26% 13
2022 Q1 $199,820,000 $315,544,975 +$5,454,309 158.27% 17
2021 Q4 $197,907,000 $299,084,574 +$5,431,421 151.26% 23
2021 Q3 $197,218,000 $242,364,333 -$365,841,054 122.85% 23
2021 Q2 $401,095,000 $746,370,187 +$577,634,645 185.97% 38
2021 Q1 $96,675,000 $135,757,022 -$192,335,574 140.39% 21
2020 Q4 $211,550,000 $356,794,918 +$38,081,464 168.06% 29
2020 Q3 $215,022,000 $232,250,866 +$232,250,866 107.56% 27