Security record · archived quarter
APLS
Apellis Pharmaceuticals, Inc. · Healthcare · Biotechnology
19Tracked holders
+1Δ holders
50.24MShares held
$1.14BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -1.9% ·
net new positions 0.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 99 | +3 | 79.10M | $3.12B | +14 | −12 |
| Q4 2025 | 97 | +1 | 73.39M | $1.84B | +2 | — |
| Q3 2025 | 19 | +1 | 50.24M | $1.14B | +1 | −1 |
| Q2 2025 | 16 | +2 | 43.69M | $756.24M | +2 | — |
| Q1 2025 | 11 | -2 | 24.93M | $545.30M | +1 | −3 |
| Q4 2024 | 13 | +2 | 23.82M | $760.24M | +3 | −1 |
| Q3 2024 | 10 | +2 | 20.37M | $587.46M | +2 | — |
| Q2 2024 | 8 | — | 21.17M | $811.69M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 9.99M | -1.6% | $226.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 9.99M | -1.6% | $226.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.99M | -1.6% | $226.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 9.99M | -1.6% | $226.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 9.99M | -1.6% | $226.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 9.64M | — | $218.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 9.29M | +3.5% | $210.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Wellington Management ✦ | 9.29M | +3.5% | $210.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Wellington Management ✦ | 9.29M | +3.5% | $210.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Wellington Management ✦ | 9.29M | +3.5% | $210.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Wellington Management ✦ | 9.29M | +3.5% | $210.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 6.27M | -2.1% | $141.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 4.49M | -24.9% | $101.55M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.49M | -24.9% | $101.55M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.49M | -24.9% | $101.55M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.49M | -24.9% | $101.55M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 4.49M | -24.9% | $101.55M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (passive) | 4.04M | +13.3% | $91.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Geode Capital Management ✦ (passive) | 2.07M | +3.9% | $46.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passive) | 2.07M | +3.9% | $46.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | Millennium Management ✦ | 1.34M | +563.7% | $30.41M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 722.89K | +6478.9% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 586.45K | +32.5% | $13.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 586.45K | +32.5% | $13.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 456.79K | +81.9% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 456.79K | +81.9% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Marshall Wace ✦ | 396.74K | -85.3% | $8.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Marshall Wace ✦ | 396.74K | -85.3% | $8.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Two Sigma Investments ✦ | 252.07K | -38.0% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Point72 Asset Management ✦ | 217.07K | New | $4.91M | 0.0% | New | 1 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 127.16K | +6.7% | $2.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 124.37K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 124.37K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 107.03K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 97.94K | +6.3% | $2.22M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 18.50K | -4.1% | $418,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 18.50K | -4.1% | $418,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $4.91M | 0.0% |
Exited
| Norges Bank | $40.98M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 320 holders, 137.95M shares, $5.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
Get this via the API