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APLS
Apellis Pharmaceuticals, Inc. · Healthcare · Biotechnology
99Отслеживаемые держатели
+3Δ держателей
79.10MАкций в держании
$3.12BОтчётная стоимость
+14Новые позиции
−12Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.1% ·
поток акций +19.3% ·
новые чистые позиции +2.0%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 13.54M | +116.2% | $544.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Morgan Stanley ✦ | 10.04M | +9.5% | $404.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | State Street Global Advisors ✦ (пассивный) | 6.84M | +48.4% | $275.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | UBS Group AG | 6.21M | +48.3% | $249.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 4.77M | — | $191.85M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 4.18M | +600.0% | $168.32M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 2.26M | +138.4% | $90.79M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 8 | Geode Capital Management ✦ (пассивный) | 2.08M | +2.4% | $83.50M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 1.98M | +946.6% | $79.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Balyasny Asset Management L.P. | 1.92M | +2844.0% | $77.14M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 1.34M | +640.1% | $53.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Toronto Dominion Bank | 1.24M | Новый | $49.74M | 0.1% | New | 1 | SEC ↗ ×3 |
| 13 | Healthcare Of Ontario Pension Plan… | 1.20M | Новый | $48.36M | 0.1% | New | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.19M | +24.5% | $47.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | FIL Ltd | 1.14M | Новый | $45.86M | 0.0% | New | 1 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 1.06M | Новый | $42.48M | 0.8% | New | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 935.96K | +47.9% | $37.65M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 929.02K | -6.2% | $37.37M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 19 | Man Group plc | 915.69K | +534.7% | $36.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | First Trust Advisors Lp | 903.64K | +82.2% | $36.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 2.05M | +1198.2% | $35.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Northern Trust Corp | 738.44K | +6.0% | $29.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 23 | Charles Schwab Investment… | 675.86K | +4.9% | $27.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citigroup Inc | 657.22K | +5.6% | $26.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 650.00K | +202.3% | $26.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 584.19K | +4.8% | $23.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 524.79K | +93.0% | $21.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 28 | Two Sigma Investments ✦ | 521.97K | -7.2% | $21.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Principal Financial Group Inc | 499.05K | Новый | $20.08M | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Squarepoint Ops LLC | 449.80K | +134.1% | $18.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 437.87K | +93.8% | $17.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | AQR Capital Management ✦ | 427.97K | -81.2% | $17.22M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 33 | LMR Partners LLP | 403.62K | Новый | $16.24M | 0.2% | New | 1 | SEC ↗ ×2 |
| 34 | Alliancebernstein L.P. | 638.29K | +1748.5% | $16.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 340.09K | -36.3% | $13.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rhumbline Advisers | 275.54K | +135.7% | $11.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Janus Henderson Group Plc | 252.13K | +9.5% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Capstone Investment Advisors, Llc | 250.00K | Новый | $10.06M | 0.1% | New | 1 | SEC ↗ |
| 39 | Wellington Management ✦ | 249.63K | -98.0% | $10.04M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 40 | Legal & General Group Plc | 228.25K | +167.0% | $9.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Nuveen, LLC | 220.11K | -67.7% | $8.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Bank Of Montreal /Can/ | 215.04K | +21.8% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 43 | Pictet Asset Management Holding SA | 426.82K | +9.2% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 186.85K | -58.5% | $7.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 183.58K | -68.9% | $7.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 179.95K | +0.6% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 47 | Mackenzie Financial Corp | 153.33K | +59.4% | $6.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Swiss National Bank | 149.50K | 0.0% | $6.01M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 126.70K | +42.9% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 50 | Quantinno Capital Management LP | 121.27K | +281.8% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 106.91K | +12.5% | $4.30M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | Barclays Plc | 98.33K | -47.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | State Board Of Administration Of… | 96.12K | 0.0% | $3.87M | 0.0% | Held | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 95.36K | -93.1% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 55 | California State Teachers… | 94.83K | +29.6% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Prudential Financial Inc | 92.51K | Новый | $3.72M | 0.0% | New | 1 | SEC ↗ |
| 57 | Corient Private Wealth LP | 84.57K | Новый | $3.40M | 0.0% | New | 1 | SEC ↗ |
| 58 | New York State Common Retirement… | 84.45K | -18.8% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 79.68K | +19.1% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 78.75K | -53.2% | $3.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 61 | Raymond James Financial Inc | 62.63K | -6.5% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | IMC-Chicago, LLC | 59.23K | +177.8% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 54.47K | +1.8% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 64 | Russell Investments Group, Ltd. | 44.76K | +347.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 65 | Voya Investment Management Llc | 43.67K | 0.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Citadel Advisors ✦ | 38.89K | -94.0% | $1.56M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Bridgewater Associates ✦ | 34.91K | -75.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Amundi | 30.72K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 69 | Stifel Financial Corp | 28.22K | -23.0% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 27.92K | +10.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 24.77K | +8.4% | $996,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fifth Third Bancorp | 22.10K | Новый | $889,164 | 0.0% | New | 1 | SEC ↗ |
| 73 | GAMCO Investors ✦ | 21.00K | Новый | $844,830 | 0.0% | New | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 20.63K | +4002.2% | $830,106 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 75 | Victory Capital Management Inc | 19.82K | +30.4% | $797,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Canada Pension Plan Investment Board | 19.60K | -91.2% | $788,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Sei Investments Co | 11.75K | -80.5% | $472,562 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Cwm, Llc | 11.40K | -72.8% | $458,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 11.38K | +0.7% | $457,818 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Mercer Global Advisors Inc /Adv | 10.66K | -39.6% | $428,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 10.28K | +1613.5% | $413,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Creative Planning | 9.52K | -42.1% | $383,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Mml Investors Services, Llc | 9.50K | Новый | $382,346 | 0.0% | New | 1 | SEC ↗ |
| 84 | Wells Fargo & Company/Mn | 8.59K | -91.7% | $345,649 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 85 | Wealth Enhancement Advisory… | 7.21K | -76.1% | $291,275 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Universal- Beteiligungs- und… | 6.98K | -92.7% | $280,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 6.81K | Новый | $273,926 | 0.0% | New | 1 | SEC ↗ |
| 88 | Mirae Asset Global Investments Co.… | 6.67K | +8.5% | $268,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Walleye Trading LLC | 6.60K | -48.0% | $265,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Hsbc Holdings Plc | 5.94K | Новый | $239,276 | 0.0% | New | 1 | SEC ↗ |
| 91 | Fidelity (FMR) ✦ | 5.56K | -82.7% | $223,797 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 92 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.79K | +27.3% | $218,547 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 4.75K | 0.0% | $190,972 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Simplex Trading, Llc | 2.73K | -89.9% | $110,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 2.62K | -4.2% | $105,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 1.38K | -54.6% | $55,517 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Jones Financial Companies Lllp | 2.98K | +46.5% | $50,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 1.10K | +30.9% | $44,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Mitsubishi UFJ Asset Management… | 97 | 0.0% | $3,902 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Toronto Dominion Bank | $49.74M | 0.1% |
| Healthcare Of Ontario Pension… | $48.36M | 0.1% |
| FIL Ltd | $45.86M | 0.0% |
| Soros Fund Management | $42.48M | 0.8% |
| Principal Financial Group Inc | $20.08M | 0.0% |
| LMR Partners LLP | $16.24M | 0.2% |
| Capstone Investment Advisors… | $10.06M | 0.1% |
| Prudential Financial Inc | $3.72M | 0.0% |
| Corient Private Wealth LP | $3.40M | 0.0% |
| Fifth Third Bancorp | $889,164 | 0.0% |
| GAMCO Investors | $844,830 | 0.0% |
| Mml Investors Services, Llc | $382,346 | 0.0% |
Закрыто
| Jennison Associates Llc | $37.79M | составлял 0.0% |
| Norges Bank | $30.10M | составлял 0.0% |
| Bank Of Nova Scotia | $26.88M | составлял 0.0% |
| Hrt Financial Lp | $4.83M | составлял 0.0% |
| California Public Employees… | $4.68M | составлял 0.0% |
| Jane Street Group, Llc | $1.26M | составлял 0.0% |
| Cerity Partners LLC | $602,152 | составлял 0.0% |
| Qube Research & Technologies… | $473,336 | составлял 0.0% |
| Allianz Asset Management GmbH | $427,040 | составлял 0.0% |
| Nomura Holdings Inc | $356,704 | составлял 0.0% |
| Daiwa Securities Group Inc. | $9,000 | составлял 0.0% |
| Assetmark, Inc | $251 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 320 держатели, 137.95M акции, $5.43B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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