Gotham Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Gotham 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
2026 Q1	$3.17M	Sell	78,750 -89,705	-53%	-$1.93M	0.01%	983
2025 Q4	$4.23M	Buy	168,455 +41,297	+32%	+$969K	0.02%	851
2025 Q3	$2.88M	Buy	127,158 +7,929	+7%	+$185K	0.01%	909
2025 Q2	$2.06M	Buy	119,229 +84,944	+248%	+$1.57M	0.01%	922
2025 Q1	$750K	Buy	34,285 +9,986	+41%	+$276K	0.01%	1092
2024 Q4	$775K	Buy	+24,299	New	+$731K	0.01%	991
2024 Q2	–	Sell	-3,513	Closed	-$206K	–	1415
2024 Q1	$206K	Hold	3,513	–	–	﹤0.01%	1285
2023 Q4	$210K	Buy	+3,513	New	+$178K	﹤0.01%	1236
2023 Q3	–	Sell	-2,720	Closed	-$248K	–	1319
2023 Q2	$248K	Sell	2,720 -1,132	-29%	-$97.7K	0.01%	1176
2023 Q1	$254K	Buy	+3,852	New	+$222K	0.01%	1184
2022 Q4	–	Sell	-4,458	Closed	-$304K	–	1207
2022 Q3	$304K	Buy	+4,458	New	+$264K	0.01%	973

Other funds holding APLS

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Gotham Asset Management's APLS Position: Q1 2026 in Review

Gotham Asset Management reduced its Apellis Pharmaceuticals (APLS) stake by 53% in Q1 2026, selling an estimated $1.93M and leaving 78,750 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #983.

Gotham Asset Management first reported a position in APLS in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.23M in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

Gotham Asset Management held 78,750 shares of Apellis Pharmaceuticals worth $3.17M as of Q1 2026.
Gotham Asset Management sold 89,705 Apellis Pharmaceuticals shares in Q1 2026, an estimated $1.93M.
Apellis Pharmaceuticals made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #983 holding.
Gotham Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2022 and has held it in 11 quarters since.
Gotham Asset Management's Apellis Pharmaceuticals position peaked at $4.23M in Q4 2025.
323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.