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

SecurityAPLS / Apellis Pharmaceuticals, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership6,845,031 shares
Ownership 5.40%
State Street Corp ownership in APLS / Apellis Pharmaceuticals, Inc.

2026-05-12 - State Street Corp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,845,031 shares of Apellis Pharmaceuticals, Inc. (US:APLS). This represents 5.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-12 2026-05-12 13G 6,845,031 5.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 6,844,990 2,231,544 48.37 275,374 137.62 0.0095
2026-02-13 2025-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 4,613,446 575,802 14.26 115,890 26.83 0.0039
2025-11-14 2025-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 4,037,644 474,923 13.33 91,372 48.16 0.0032
2025-08-14 2025-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 3,562,721 -378,684 -9.61 61,671 -28.46 0.0023
2025-05-15 2025-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 3,941,405 -583,750 -12.90 86,199 -40.30 0.0036
2025-02-14 2024-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 4,525,155 484,294 11.98 144,398 23.91 0.0057
2024-11-14 2024-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 4,040,861 -105,833 -2.55 116,538 -26.74 0.0047
2024-08-14 2024-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 4,146,694 1,237,166 42.52 159,067 -6.99 0.0070
2024-05-15 2024-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,909,528 -5,894 -0.20 171,022 -2.00 0.0076
2024-02-14 2023-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,915,422 -322,692 -9.97 174,517 41.68 0.0085
2023-11-14 2023-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 3,238,114 955,029 41.83 123,178 -40.78 0.0068
2023-08-14 2023-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,283,085 -696,777 -23.38 207,989 5.82 0.0109
2023-05-15 2023-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,979,862 -492,052 -14.17 196,552 9.48 0.0111
2023-05-15 2022-12-31 13F/A-99 APELLIS PHARMACEUTICALS COM 03753U106 3,471,914 514,641 17.40 179,533 -11.11 0.0105
2023-05-15 2022-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 3,471,914 514,641 179,533 0.0105
2022-11-15 2022-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,957,273 -539,652 -15.43 201,982 27.73 0.0128
2022-08-15 2022-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 3,496,925 590,469 20.32 158,131 7.08 0.0095
2022-05-16 2022-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,906,456 187,088 6.88 147,677 14.86 0.0073
2022-02-14 2021-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,719,368 -106,827 -3.78 128,572 38.03 0.0061
2021-11-15 2021-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,826,195 879,227 45.16 93,151 -24.30 0.0049
2021-08-16 2021-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,946,968 -251,605 -11.44 123,048 30.43 0.0065
2021-07-09 2021-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 2,198,573 -232,180 -9.55 94,341 -32.15 0.0054
2021-05-17 2021-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,198,573 -232,180 94,341 0.0054
2021-02-16 2020-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,430,753 -433,406 -15.13 139,039 60.90 0.0085
2020-11-10 2020-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,864,159 -82,655 -2.80 86,412 -10.21 0.0059
2020-08-14 2020-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,946,814 448,050 17.93 96,243 43.77 0.0070
2020-06-19 2020-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 2,498,764 199,529 8.68 66,942 -4.92 0.0059
2020-05-11 2020-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,498,764 199,529 66,942 5,878.8555
2020-02-06 2019-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 2,299,235 746,678 48.09 70,403 88.24 0.0048
2019-11-14 2019-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,552,557 -142,765 -8.42 37,401 -12.94 0.0028
2019-08-14 2019-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,695,322 625,979 58.54 42,959 106.02 0.0032
2019-05-15 2019-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 1,069,343 4,316 0.41 20,852 48.43 0.0016
2019-02-12 2018-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 1,065,027 -299,238 -21.93 14,048 -42.09 0.0013
2018-11-09 2018-09-30 13F APELLIS PHARMACEUTICALS Common equity shares 03753U106 1,364,265 156,061 12.92 24,258 -8.74 0.0019
2018-08-14 2018-06-30 13F APELLIS PHARMACEUTICALS Common equity shares 03753U106 1,208,204 1,037,258 606.78 26,581 603.57 0.0022
2018-05-15 2018-03-31 13F APELLIS PHARMACEUTICALS Common equity shares 03753U106 170,946 75,000 78.17 3,778 81.46 0.0003
2018-02-14 2017-12-31 13F APELLIS PHARMACEUTICALS Common equity shares 03753U106 95,946 95,946 2,082 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.