Apellis Pharmaceuticals, Inc.
US ˙ NasdaqGS ˙ US03753U1060
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

SecurityAPLS / Apellis Pharmaceuticals, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership34,726 shares
Latest Disclosed Value $ 1,397
Amalgamated Bank reports 297.50% increase in ownership of APLS / Apellis Pharmaceuticals, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 34,726 shares of Apellis Pharmaceuticals, Inc. (US:APLS) valued at $1,397,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,736 shares of Apellis Pharmaceuticals, Inc.. The current value of the position is $1,424,808 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 34,726 25,990 297.50 1 0.0107
2026-02-05 2025-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 8,736 62 0.71 0 0.0016
2025-10-29 2025-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 8,674 563 6.94 0 0.0014
2025-08-04 2025-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 8,111 866 11.95 0 0.0011
2025-04-25 2025-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 7,245 291 4.18 0 0.0014
2025-02-04 2024-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 6,954 -41 -0.59 0 0.0018
2024-10-30 2024-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 6,995 0 0.00 0 0.0017
2024-08-12 2024-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 6,995 359 5.41 0 0.0023
2024-04-23 2024-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 6,636 -13,821 -67.56 0 -100.00 0.0033
2024-02-06 2023-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 20,457 -1,728 -7.79 1 0.0098
2023-11-08 2023-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 22,185 763 3.56 1 -100.00 0.0072
2023-08-11 2023-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 21,422 8,128 61.14 2 0.0158
2023-05-02 2023-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 13,294 -2,109 -13.69 1 0.0075
2023-02-10 2022-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 15,403 231 1.52 1 -100.00 0.0071
2022-11-09 2022-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 15,172 772 5.36 1,036 59.14 0.0100
2022-08-15 2022-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 14,400 1,936 15.53 651 2.84 0.0061
2022-08-25 2022-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 12,464 -87 -0.69 633 6.75 0.0049
2022-06-30 2022-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 12,464 -87 633 0.0050
2022-02-15 2021-12-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 12,551 997 8.63 593 55.64 0.0044
2022-02-15 2021-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 12,551 997 593 0.0044
2021-10-29 2021-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 11,554 -711 -5.80 381 -50.84 0.0032
2021-08-16 2021-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 12,265 3,715 43.45 775 111.17 0.0062
2021-05-13 2021-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 8,550 -833 -8.88 367 -31.66 0.0138
2021-02-12 2020-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 9,383 51 0.55 537 90.43 0.0204
2020-10-30 2020-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 9,332 -282 -2.93 282 -10.19 0.0123
2020-08-10 2020-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 9,614 127 1.34 314 23.62 0.0145
2020-05-13 2020-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 9,487 748 8.56 254 -5.22 0.0062
2020-02-13 2019-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 8,739 162 1.89 268 29.47 0.0049
2019-11-13 2019-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 8,577 -80 -0.92 207 -5.48 0.0044
2019-08-14 2019-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 8,657 8,657 219 0.0051
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.