Fund shareholders of Apellis Pharmaceuticals Inc
ISIN US03753U1060 · United States · LEI 254900HS0ZFRXXSB9D42
- Fund shareholders
- 224
- Of which ETFs
- 55 169 other funds
- Value held
- 1.3B $ 320.7K € · 13.6M SEK
- Share of capital
- 26.4 % of 128M shares on Apr 21, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 1,040 | 41.8K $ | 0.84 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 992 | 20.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 753 | 30.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 667 | 26.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 634 | 25.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 606 | 24.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 600 | 24.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 585 | 12.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 555 | 22.7K $ | 0.50 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 543 | 21.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 516 | 20.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 513 | 21K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 490 | 19.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 443 | 17.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 330 | 13.5K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 329 | 13.5K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 189 | 4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 127 | 5.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 80 | 3.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 24 | 965.5 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 6 | 125.8 $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2 | 81.9 $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| VIFAG 2002, SICAV S.A. GESALCALA, S.A., S.G.I.I.C. | 320.7K € | 0.39 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus Biotech Etf ETFis Series Trust I | 2.59 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR SERIES TRUST | 1.83 % | as of Mar 31, 2026 ↗ |
| NYLI Merger Arbitrage ETF New York Life Investments ETF Trust | 1.82 % | as of Apr 30, 2026 ↗ |
| PROFUND VP BIOTECHNOLOGY ProFunds | 1.79 % | as of Mar 31, 2026 ↗ |
| ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 1.71 % | as of Feb 28, 2026 ↗ |
| Direxion Daily S&P Biotech Bull 3X Shares Direxion Shares ETF Trust | 1.53 % | as of Apr 30, 2026 ↗ |
| Comstock Capital Value Fund Comstock Funds, Inc. | 1.37 % | as of Mar 31, 2026 ↗ |
| BIOTECHNOLOGY ULTRASECTOR PROFUND ProFunds | 1.35 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II | 1.28 % | as of Feb 28, 2026 ↗ |
| Biotechnology Fund Rydex Variable Trust | 1.24 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 222 | +41 | 33,782,707 | +6.8 % |
| 2026Q1 | 181 | -10 | 31,643,925 | -2.7 % |
| 2025Q4 | 191 | +15 | 32,520,512 | +14.4 % |
| 2025Q3 | 176 | -27 | 28,418,186 | -14.6 % |
| 2025Q2 | 203 | -8 | 33,263,574 | -2.6 % |
| 2025Q1 | 211 | -45 | 34,151,298 | -19.0 % |
| 2024Q4 | 256 | -25 | 42,187,393 | -9.7 % |
| 2024Q3 | 281 | -22 | 46,717,562 | +5.2 % |
| 2024Q2 | 303 | +4 | 44,404,342 | +24.2 % |
| 2024Q1 | 299 | +15 | 35,757,319 | -19.7 % |
| 2023Q4 | 284 | 44,540,602 |
Institutional managers
311 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 13,536,964 | 544.6M $ | as of Mar 31, 2026 |
| Avoro Capital Advisors LLC | 12,222,222 | 491.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,042,399 | 404M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,844,990 | 275.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 6,206,681 | 249.7M $ | as of Mar 31, 2026 |
| Pentwater Capital Management LP | 5,250,000 | 211.2M $ | as of Mar 31, 2026 |
| Deep Track Capital, LP | 4,532,374 | 182.3M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 4,183,918 | 168.3M $ | as of Mar 31, 2026 |
| RTW INVESTMENTS, LP | 3,685,045 | 148.2M $ | as of Mar 31, 2026 |
| HBK INVESTMENTS L P | 3,550,000 | 142.8M $ | as of Mar 31, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | 3,518,471 | 141.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,256,802 | 90.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,075,075 | 83.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,047,927 | 35M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,980,144 | 79.7M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,917,501 | 77.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,338,995 | 53.7M $ | as of Mar 31, 2026 |
| GLAZER CAPITAL, LLC | 1,294,196 | 52.1K $ | as of Mar 31, 2026 |
| TIG Advisors, LLC | 1,252,986 | 50.4M $ | as of Mar 31, 2026 |
| TORONTO DOMINION BANK | 1,236,436 | 49.7M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,202,100 | 48.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,190,864 | 47.9M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 1,190,416 | 47.9M $ | as of Mar 31, 2026 |
| FIL Ltd | 1,140,000 | 45.9M $ | as of Mar 31, 2026 |
| Kryger Capital LLC | 1,100,000 | 44.3M $ | as of Mar 31, 2026 |
Declared shareholders of Apellis Pharmaceuticals Inc
There are 7 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BIOGEN INC. | 14.20 % | 18,469,475 | as of Mar 31, 2026 · SCHEDULE 13D |
| STATE STREET CORPORATION | 5.40 % | 6,845,031 | as of Mar 31, 2026 · SCHEDULE 13G |
| Deep Track Capital, LP and 2 others | 3.55 % | 4,532,374 | as of Mar 31, 2026 · SCHEDULE 13G |
| RTW Investments, LP and 1 other | 2.90 % | 3,685,045 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wellington Management Group LLP and 2 others | 0.20 % | 249,635 | as of Mar 31, 2026 · SCHEDULE 13G |
| Biogen Inc. | 0.00 % | 0 | as of May 14, 2026 · SCHEDULE 13D |
| Morgan Stanley and 1 other | 0.00 % | 0 | as of May 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Apellis Pharmaceuticals Inc". https://titelia.com/en/stocks/apellis-pharmaceuticals-inc-US03753U1060