APELLIS PHARMACEUTICALS INC - NOTE 3.500% 9/1

Historical Holders from Q3 2020 to Q3 2025

Type / Class
Debt / NOTE 3.500% 9/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
93,840,000
Holdings value
$96,878,614
% of all portfolios
0%
Number of holders
8
Number of buys
1
Number of sells
-1
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Period Principal Value Change Price Investors
2025 Q3 93,840,000 $96,878,614 +$571 $1.03 8
2025 Q2 93,840,000 $93,783,959 -$35,697 $0.9967 8
2025 Q1 93,840,000 $98,123,513 -$3,650 $1.04 9
2024 Q4 93,840,000 $108,788,109 -$12,067,908 $1.16 9
2024 Q3 105,678,000 $116,622,644 -$335,591 $1.10 9
2024 Q2 105,978,000 $134,815,813 +$14,470,332 $1.28 9
2024 Q1 92,385,000 $150,593,192 -$2,230,226 $1.63 13
2023 Q4 93,849,769 $152,855,058 +$2,170,617 $1.63 11
2023 Q3 93,849,454 $118,114,618 -$56,841,055 $1.26 12
2023 Q2 105,572,796 $252,922,195 +$25,158,974 $2.40 15
2023 Q1 106,821,000 $198,647,115 +$15,253,734 $1.86 10
2022 Q4 98,703,000 $151,622,681 +$1,877,380 $1.54 12
2022 Q3 93,864,000 $181,014,357 -$78,666,463 $1.95 12
2022 Q2 138,949,000 $205,684,098 -$92,889,077 $1.49 13
2022 Q1 199,820,000 $315,544,975 +$5,454,309 $1.58 17
2021 Q4 197,907,000 $299,084,574 +$5,431,421 $1.51 23
2021 Q3 197,218,000 $242,364,333 -$365,841,054 $1.23 23
2021 Q2 401,095,000 $746,370,187 +$577,634,645 $1.86 38
2021 Q1 96,675,000 $135,757,022 -$192,335,574 $1.40 21
2020 Q4 211,550,000 $356,794,918 +$38,081,464 $1.68 29
2020 Q3 215,022,000 $232,250,866 +$232,250,866 $1.08 27