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Security record · archived quarter

APLS

Apellis Pharmaceuticals, Inc. · Healthcare · Biotechnology

41.03 0.0% mkt cap $5.25B quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
97Tracked holders
+1Δ holders
73.39MShares held
$1.84BReported value
+2New positions
−0Exits
Rising Conviction score 57/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.0% · share flow +4.4% · net new positions +2.1% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management ✦ 12.72M +36.9% $319.56M 0.1% ▲ Add 7 SEC ↗ ×7
2 The Vanguard Group ✦ (passive) 10.67M +6.9% $268.15M 0.0% ▲ Add 3 SEC ↗ ×5
3 Morgan Stanley ✦ 9.17M -4.9% $230.43M 0.0% ▼ Trim 2 SEC ↗ ×8
4 BlackRock ✦ (passive) 6.26M -0.1% $157.25M 0.0% ▼ Trim 3 SEC ↗ ×17
5 State Street Global Advisors ✦ (passive) 4.61M +14.3% $115.89M 0.0% ▲ Add 5 SEC ↗
6 UBS Group AG 4.19M — $105.16M 0.0% n/c 1 SEC ↗ ×4
7 AQR Capital Management ✦ 2.28M -49.3% $57.19M 0.0% ▼ Trim 7 SEC ↗ ×6
8 Geode Capital Management ✦ (passive) 2.03M -2.3% $50.90M 0.0% ▼ Trim 7 SEC ↗ ×2
9 Jennison Associates Llc 1.50M — $37.79M 0.0% n/c 1 SEC ↗
10 Deutsche Bank Ag\ 1.39M — $34.80M 0.0% n/c 1 SEC ↗ ×5
11 Norges Bank ✦ (passive) 1.20M New $30.10M 0.0% New 1 SEC ↗
12 Bank Of Nova Scotia 1.07M — $26.88M 0.0% n/c 1 SEC ↗
13 Marshall Wace ✦ 990.85K +149.8% $24.89M 0.0% ▲ Add 6 SEC ↗ ×2
14 Bank Of America Corp /De/ 956.77K — $24.03M 0.0% n/c 1 SEC ↗ ×6
15 Millennium Management ✦ 946.46K -29.6% $23.78M 0.0% ▼ Trim 7 SEC ↗
16 Northern Trust Corp 696.52K — $17.50M 0.0% n/c 1 SEC ↗ ×5
17 Nuveen, LLC 681.82K — $17.13M 0.0% n/c 1 SEC ↗ ×3
18 Citadel Advisors ✦ 648.23K +10.5% $16.28M 0.0% ▲ Add 7 SEC ↗ ×2
19 Charles Schwab Investment… 644.45K — $16.19M 0.0% n/c 1 SEC ↗
20 Renaissance Technologies ✦ 633.06K -12.4% $15.90M 0.0% ▼ Trim 3 SEC ↗
21 Citigroup Inc 622.16K — $15.63M 0.0% n/c 1 SEC ↗
22 Point72 Asset Management ✦ 597.67K +175.3% $15.01M 0.0% ▲ Add 2 SEC ↗
23 Ameriprise Financial Inc 589.60K — $14.81M 0.0% n/c 1 SEC ↗ ×2
24 Two Sigma Investments ✦ 562.36K +123.1% $14.13M 0.0% ▲ Add 4 SEC ↗
25 Bnp Paribas Financial Markets 557.59K — $14.01M 0.0% n/c 1 SEC ↗
26 Susquehanna International Group, Llp 533.91K — $13.41M 0.0% n/c 1 SEC ↗
27 First Trust Advisors Lp 495.95K — $12.46M 0.0% n/c 1 SEC ↗
28 D. E. Shaw & Co. ✦ 449.68K -1.6% $11.30M 0.0% ▼ Trim 3 SEC ↗ ×2
29 Pictet Asset Management Holding SA 390.88K — $9.84M 0.0% n/c 1 SEC ↗
30 Bank of New York Mellon Corp 271.93K — $6.83M 0.0% n/c 1 SEC ↗ ×8
31 Janus Henderson Group Plc 230.32K — $5.79M 0.0% n/c 1 SEC ↗ ×2
32 Invesco Ltd. 225.98K — $5.68M 0.0% n/c 1 SEC ↗ ×4
33 Canada Pension Plan Investment Board 222.20K — $5.58M 0.0% n/c 1 SEC ↗
34 Tudor Investment Corp Et Al 215.00K — $5.40M 0.0% n/c 1 SEC ↗
35 Hrt Financial Lp 192.49K — $4.83M 0.0% n/c 1 SEC ↗
36 Squarepoint Ops LLC 192.16K — $4.83M 0.0% n/c 1 SEC ↗
37 Goldman Sachs Group ✦ 189.21K +52.1% $4.75M 0.0% ▲ Add 2 SEC ↗ ×2
38 Barclays Plc 187.71K — $4.72M 0.0% n/c 1 SEC ↗ ×2
39 California Public Employees… 186.33K — $4.68M 0.0% n/c 1 SEC ↗
40 Dimensional Fund Advisors Lp 180.93K — $4.54M 0.0% n/c 1 SEC ↗ ×4
41 UBS AM, a distinct business unit of… 178.89K — $4.49M 0.0% n/c 1 SEC ↗ ×7
42 Bank Of Montreal /Can/ 176.57K — $4.44M 0.0% n/c 1 SEC ↗ ×4
43 Gotham Asset Management ✦ 168.46K +32.5% $4.23M 0.0% ▲ Add 5 SEC ↗
44 JPMorgan Chase ✦ 157.75K +47.4% $3.96M 0.0% ▲ Add 2 SEC ↗ ×4
45 Swiss National Bank 149.50K — $3.76M 0.0% n/c 1 SEC ↗
46 Man Group plc 144.27K — $3.62M 0.0% n/c 1 SEC ↗ ×2
47 Bridgewater Associates ✦ 143.81K New $3.61M 0.0% New 1 SEC ↗
48 Rhumbline Advisers 116.92K — $2.94M 0.0% n/c 1 SEC ↗
49 New York State Common Retirement… 104.02K — $2.61M 0.0% n/c 1 SEC ↗
50 Wells Fargo & Company/Mn 103.81K — $2.61M 0.0% n/c 1 SEC ↗ ×2
51 Mackenzie Financial Corp 96.21K — $2.42M 0.0% n/c 1 SEC ↗
52 State Board Of Administration Of… 96.12K — $2.41M 0.0% n/c 1 SEC ↗
53 Universal- Beteiligungs- und… 95.75K — $2.41M 0.0% n/c 1 SEC ↗
54 T. Rowe Price ✦ 95.03K -3.0% $2.39M 0.0% ▼ Trim 7 SEC ↗
55 Royal Bank Of Canada 88.69K — $2.23M 0.0% n/c 1 SEC ↗ ×5
56 Legal & General Group Plc 85.49K — $2.15M 0.0% n/c 1 SEC ↗ ×3
57 California State Teachers… 73.20K — $1.84M 0.0% n/c 1 SEC ↗
58 Raymond James Financial Inc 67.00K — $1.68M 0.0% n/c 1 SEC ↗ ×2
59 State Of Wisconsin Investment Board 66.92K — $1.68M 0.0% n/c 1 SEC ↗
60 Balyasny Asset Management L.P. 65.13K — $1.64M 0.0% n/c 1 SEC ↗
61 Sei Investments Co 60.29K — $1.51M 0.0% n/c 1 SEC ↗ ×2
62 Pnc Financial Services Group, Inc. 53.53K — $1.34M 0.0% n/c 1 SEC ↗ ×3
63 Jane Street Group, Llc 50.11K — $1.26M 0.0% n/c 1 SEC ↗
64 Voya Investment Management Llc 43.66K — $1.10M 0.0% n/c 1 SEC ↗ ×2
65 Cwm, Llc 41.88K — $1.05M 0.0% n/c 1 SEC ↗
66 Stifel Financial Corp 36.66K — $920,925 0.0% n/c 1 SEC ↗
67 Alliancebernstein L.P. 34.53K — $867,394 0.0% n/c 1 SEC ↗
68 Fidelity (FMR) ✦ 32.16K +73.8% $807,941 0.0% ▲ Add 3 SEC ↗ ×2
69 Quantinno Capital Management LP 31.76K — $797,887 0.0% n/c 1 SEC ↗
70 Amundi 30.72K — $771,712 0.0% n/c 1 SEC ↗
71 Wealth Enhancement Advisory… 30.18K — $722,390 0.0% n/c 1 SEC ↗
72 Simplex Trading, Llc 27.19K — $682,937 0.0% n/c 1 SEC ↗
73 Zurcher Kantonalbank (Zurich… 25.36K — $637,144 0.0% n/c 1 SEC ↗
74 Cerity Partners LLC 23.97K — $602,152 0.0% n/c 1 SEC ↗ ×2
75 Manufacturers Life Insurance… 22.85K — $574,042 0.0% n/c 1 SEC ↗
76 IMC-Chicago, LLC 21.32K — $535,659 0.0% n/c 1 SEC ↗
77 Qube Research & Technologies Ltd 18.84K — $473,336 0.0% n/c 1 SEC ↗
78 Mercer Global Advisors Inc /Adv 17.67K — $443,818 0.0% n/c 1 SEC ↗
79 Allianz Asset Management GmbH 17.00K — $427,040 0.0% n/c 1 SEC ↗
80 Creative Planning 16.44K — $412,948 0.0% n/c 1 SEC ↗
81 Victory Capital Management Inc 15.20K — $381,749 0.0% n/c 1 SEC ↗
82 Nomura Holdings Inc 14.20K — $356,704 0.0% n/c 1 SEC ↗
83 Walleye Trading LLC 12.70K — $318,999 0.0% n/c 1 SEC ↗
84 Franklin Resources Inc 11.30K — $283,956 0.0% n/c 1 SEC ↗ ×2
85 MIRAE ASSET GLOBAL ETFS HOLDINGS… 10.04K — $253,511 0.0% n/c 1 SEC ↗
86 Russell Investments Group, Ltd. 10.00K — $251,166 0.0% n/c 1 SEC ↗ ×3
87 Mirae Asset Global Investments Co.… 6.15K — $154,438 0.0% n/c 1 SEC ↗
88 Ensign Peak Advisors, Inc 4.75K — $119,245 0.0% n/c 1 SEC ↗
89 Us Bancorp \De\ 3.04K — $76,415 0.0% n/c 1 SEC ↗ ×2
90 Osaic Holdings, Inc. 2.73K — $68,576 0.0% n/c 1 SEC ↗
91 Jones Financial Companies Lllp 2.04K — $51,169 0.0% n/c 1 SEC ↗
92 BNP Paribas Asset Management… 840 — $21,000 0.0% n/c 1 SEC ↗
93 Northwestern Mutual Wealth… 600 — $15,072 0.0% n/c 1 SEC ↗
94 Rockefeller Capital Management L.P. 503 — $12,635 0.0% n/c 1 SEC ↗
95 Daiwa Securities Group Inc. 369 — $9,000 0.0% n/c 1 SEC ↗
96 Mitsubishi UFJ Asset Management… 97 — $2,508 0.0% n/c 1 SEC ↗
97 Assetmark, Inc 10 — $251 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $30.10M 0.0%
Bridgewater Associates $3.61M 0.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API