EP
APLS

Edgestream Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Edgestream Partners’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 		– Sell
-97,443
Closed -$2.45M – 878
2025
Q4 		$2.45M Sell
97,443
-32,308
-25% -$758K 0.07% 475
2025
Q3 		$2.94M Sell
129,751
-88,641
-41% -$2.07M 0.09% 421
2025
Q2 		$3.78M Sell
218,392
-22,895
-9% -$424K 0.11% 368
2025
Q1 		$5.28M Buy
241,287
+131,404
+120% +$3.63M 0.18% 215
2024
Q4 		$3.51M Buy
109,883
+10,482
+11% +$315K 0.15% 264
2024
Q3 		$2.87M Buy
99,401
+44,829
+82% +$1.66M 0.13% 295
2024
Q2 		$2.09M Buy
54,572
+38,541
+240% +$1.75M 0.1% 318
2024
Q1 		$942K Buy
+16,031
New +$1.02M 0.05% 514

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

Edgestream Partners's APLS Position: Q1 2026 in Review

Edgestream Partners sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 97,443 shares — an estimated $2.45M sold.

Edgestream Partners first reported a position in APLS in Q1 2024 and held it in 8 quarters. The position peaked at $5.28M in Q1 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Edgestream Partners reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 97,443 Apellis Pharmaceuticals shares in Q1 2026, an estimated $2.45M.
  • Edgestream Partners first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 8 quarters.
  • Edgestream Partners's Apellis Pharmaceuticals position peaked at $5.28M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.