EFG Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

EFG Asset Management’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
2025 Q3	$3.52M	Buy	155,399 +50,375	+48%	+$1.17M	0.45%	98
2025 Q2	$1.82M	Buy	105,024 +65,661	+167%	+$1.22M	0.26%	146
2025 Q1	$861K	Sell	39,363 -3,794	-9%	-$105K	0.14%	175
2024 Q4	$1.38M	Buy	43,157 +10,087	+31%	+$303K	0.19%	171
2024 Q3	$953K	Buy	+33,070	New	+$1.22M	0.16%	185
2023 Q2	–	Sell	-24,031	Closed	-$1.58M	–	193
2023 Q1	$1.58M	Sell	24,031 -1,346	-5%	-$77.7K	0.35%	99
2022 Q4	$1.31M	Sell	25,377 -1,955	-7%	-$104K	0.29%	120
2022 Q3	$1.86M	Sell	27,332 -16,320	-37%	-$966K	0.43%	79
2022 Q2	$1.97M	Sell	43,652 -12,898	-23%	-$588K	0.42%	76
2022 Q1	$2.87M	Sell	56,550 -505	-0.9%	-$22.3K	0.43%	67
2021 Q4	$2.7M	Buy	+57,055	New	+$2.25M	0.35%	83

Other funds holding APLS

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

EFG Asset Management's APLS Position: Q3 2025 in Review

EFG Asset Management increased its Apellis Pharmaceuticals (APLS) stake by 48% in Q3 2025, buying an estimated $1.17M and bringing the position to 155,399 shares worth $3.52M. The position accounts for 0.45% of the portfolio, ranked #98.

EFG Asset Management first reported a position in APLS in Q4 2021 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold APLS as of Q3 2025.

EFG Asset Management held 155,399 shares of Apellis Pharmaceuticals worth $3.52M as of Q3 2025.
EFG Asset Management bought 50,375 Apellis Pharmaceuticals shares in Q3 2025, an estimated $1.17M.
Apellis Pharmaceuticals made up 0.45% of EFG Asset Management's portfolio in Q3 2025, its #98 holding.
EFG Asset Management first reported a position in Apellis Pharmaceuticals in Q4 2021 and has held it in 11 quarters since.
273 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.