Capstone Investment Advisors
APLS

Capstone Investment Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Capstone Investment Advisors’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
+250,000
New +$5.39M 0.02% 281
2025
Q4 		– Sell
-21,371
Closed -$484K – 1572
2025
Q3 		$484K Buy
21,371
+9,671
+83% +$226K ﹤0.01% 1397
2025
Q2 		$203K Buy
+11,700
New +$217K ﹤0.01% 1531

Other funds holding APLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capstone Investment Advisors's APLS Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Apellis Pharmaceuticals (APLS) in Q1 2026: 250,000 shares worth $10.1M. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in APLS as recently as Q3 2025.

Capstone Investment Advisors first reported a position in APLS in Q2 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Capstone Investment Advisors held 250,000 shares of Apellis Pharmaceuticals worth $10.1M as of Q1 2026.
  • Apellis Pharmaceuticals was a new Capstone Investment Advisors position in Q1 2026.
  • Apellis Pharmaceuticals made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #281 holding.
  • Capstone Investment Advisors first reported a position in Apellis Pharmaceuticals in Q2 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.