Vault-13

APELLIS PHARMACEUTICALS INC APLS

COM · Common Stock · CUSIP 03753U106 · ISIN US03753U1060

1 institutional holders -324 vs Q1 2026
248248 shares reported held*
$10.2kreported value*
0 new 0 added 1 reduced 310 sold out net sold ≈ $5.6bn (-138.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $41.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 251Q4 22: 245Q1 23: 284Q2 23: 319Q3 23: 257Q4 23: 284Q1 24: 304Q2 24: 264Q3 24: 267Q4 24: 262Q1 25: 258Q2 25: 248Q3 25: 273Q4 25: 280Q1 26: 325Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022251
Q4 2022245
Q1 2023284
Q2 2023319
Q3 2023257
Q4 2023284
Q1 2024304
Q2 2024264
Q3 2024267
Q4 2024262
Q1 2025258
Q2 2025248
Q3 2025273
Q4 2025280
Q1 2026325
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 135 bought or addedQ3 24: 132 cut or sold outQ4 24: 146 bought or addedQ4 24: 134 cut or sold outQ4 24Q1 25: 134 bought or addedQ1 25: 130 cut or sold outQ2 25: 147 bought or addedQ2 25: 118 cut or sold outQ2 25Q3 25: 151 bought or addedQ3 25: 119 cut or sold outQ4 25: 137 bought or addedQ4 25: 149 cut or sold outQ4 25Q1 26: 201 bought or addedQ1 26: 150 cut or sold outQ2 26: 0 bought or addedQ2 26: 311 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024135132
Q4 2024146134
Q1 2025134130
Q2 2025147118
Q3 2025151119
Q4 2025137149
Q1 2026201150
Q2 20260311

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 25 calls: $102.3mQ3 25 puts: $21.1mQ3 25P/C 0.21Q4 25 calls: $105.5mQ4 25 puts: $27.7mQ4 25P/C 0.26Q1 26 calls: $52.1mQ1 26 puts: $36.5mQ1 26P/C 0.70Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$102.3m$21.1m0.21
Q4 2025$105.5m$27.7m0.26
Q1 2026$52.1m$36.5m0.70
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -13,536,964-13.5m
Avoro Capital Advisors LLC Sold out -12,222,222-12.2m
MORGAN STANLEY Sold out -10,042,399-10.0m
STATE STREET CORP Sold out -6,844,990-6.8m
UBS Group AG Sold out -6,206,681-6.2m
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -5,404,559-5.4m
Pentwater Capital Management LP Sold out -5,250,000-5.2m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -4,768,944-4.8m
Deep Track Capital, LP Sold out -4,532,374-4.5m
Point72 Asset Management, L.P. Sold out -4,183,918-4.2m

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +6.0 pts · filed 2026-02-06 10.5% +6.0 pts 13.2m 2026-02-06
STATE STREET CORP 13G · institution new · filed 2026-05-12 5.4% new 6.8m 2026-05-12

Fell to 5% or below in the last year: MORGAN STANLEY (0.0%, 2026-06-05), RTW INVESTMENTS, LP (2.9%, 2026-05-15), Deep Track Capital, LP (3.5%, 2026-05-15), BIOGEN INC. (0.0%, 2026-05-14), WELLINGTON MANAGEMENT GROUP LLP (0.2%, 2026-04-07), VANGUARD GROUP INC (0.0%, 2026-03-26)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 248248 $10.2k $10.2k 0.00% Reduced -223 -223