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Apella Capital’s Celldex Therapeutics CLDX Stock Holding History

Apella Capital’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
26,658
+9,634
+57% +$311K 0.02% 363
2026
Q1 		$588K Hold
17,024
– – 0.01% 431
2025
Q4 		$462K Hold
17,024
– – 0.01% 371
2025
Q3 		$452K Buy
17,024
+24
+0.1% +$556 0.01% 340
2025
Q2 		$357K Hold
17,000
– – 0.01% 328
2025
Q1 		$279K Buy
+17,000
New +$380K 0.01% 316

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Apella Capital's CLDX Position: Q2 2026 in Review

Apella Capital increased its Celldex Therapeutics (CLDX) stake by 57% in Q2 2026, buying an estimated $311K and bringing the position to 26,658 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #363.

Apella Capital first reported a position in CLDX in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold CLDX as of Q2 2026.

  • Apella Capital held 26,658 shares of Celldex Therapeutics worth $1.06M as of Q2 2026.
  • Apella Capital bought 9,634 Celldex Therapeutics shares in Q2 2026, an estimated $311K.
  • Celldex Therapeutics made up 0.02% of Apella Capital's portfolio in Q2 2026, its #363 holding.
  • Apella Capital first reported a position in Celldex Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 254 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.