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

SecurityAPLS / Apellis Pharmaceuticals, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership437,868 shares
Latest Disclosed Value $ 17,615,430
Invesco Ltd. reports 93.77% increase in ownership of APLS / Apellis Pharmaceuticals, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 437,868 shares of Apellis Pharmaceuticals, Inc. (US:APLS) valued at $17,615,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 225,976 shares of Apellis Pharmaceuticals, Inc.. This represents a change in shares of 93.77% during the quarter. The current value of the position is $17,965,724 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)
2026-05-12 2026-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 437,868 211,892 93.77 17,615 210.34 0.0003
2026-02-19 2025-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 225,976 42,960 23.47 5,677 37.07 0.0009
2025-11-13 2025-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 183,016 16,881 10.16 4,142 44.03 0.0007
2025-08-13 2025-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 166,135 -475,262 -74.10 2,876 -79.50 0.0005
2025-05-12 2025-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 641,397 37,741 6.25 14,027 -27.18 0.0027
2025-02-13 2024-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 603,656 -457 -0.08 19,263 10.56 0.0036
2024-11-12 2024-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 604,113 -498,720 -45.22 17,423 -58.82 0.0034
2024-08-13 2024-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,102,833 340,718 44.71 42,305 -5.57 0.0089
2024-05-14 2024-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 762,115 243,278 46.89 44,797 44.24 0.0096
2024-02-13 2023-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 518,837 -21,839 -4.04 31,058 51.00 0.0074
2023-11-13 2023-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 540,676 -611,720 -53.08 20,567 -80.41 0.0055
2023-08-11 2023-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,152,396 111,415 10.70 104,983 52.90 0.0275
2023-05-12 2023-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 1,040,981 540,194 107.87 68,663 165.16 0.0192
2023-02-13 2022-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 500,787 -102,466 -16.99 25,896 -37.15 0.0076
2022-11-14 2022-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 603,253 429,625 247.44 41,202 424.80 0.0133
2022-08-15 2022-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 173,628 40,445 30.37 7,851 16.00 0.0024
2022-05-16 2022-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 133,183 84,634 174.33 6,768 194.90 0.0017
2022-02-14 2021-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 48,549 -6,189 -11.31 2,295 27.22 0.0006
2021-11-15 2021-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 54,738 -542,178 -90.83 1,804 -95.22 0.0005
2021-08-17 2021-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 596,916 56,809 10.52 37,725 62.78 0.0093
2021-05-17 2021-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 540,107 -20,985 -3.74 23,176 -27.79 0.0062
2021-02-16 2020-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 561,092 -165,685 -22.80 32,094 46.37 0.0093
2020-11-16 2020-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 726,777 154,664 27.03 21,927 17.35 0.0074
2020-08-14 2020-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 572,113 214,437 59.95 18,685 95.00 0.0067
2020-05-15 2020-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 357,676 357,676 9,582 0.0040
2019-11-14 2019-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 0 -40,779 -100.00 0 -100.00
2019-08-14 2019-06-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 40,779 40,779 1,033 0.0003
2019-08-14 2019-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 40,779 1,033 0.0002
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.