InceptionR’s Apellis Pharmaceuticals APLS Stock Holding History

InceptionR’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 Q1	–	Sell	-9,217	Closed	-$294K	–	539
2024 Q4	$294K	Sell	9,217 -5,521	-37%	-$166K	0.07%	467
2024 Q3	$425K	Buy	14,738 +4,162	+39%	+$154K	0.1%	365
2024 Q2	$406K	Buy	10,576 +2,923	+38%	+$132K	0.11%	341
2024 Q1	$450K	Buy	+7,653	New	+$488K	0.12%	317
2023 Q3	–	Sell	-4,277	Closed	-$390K	–	394
2023 Q2	$390K	Buy	+4,277	New	+$369K	0.21%	203

Other funds holding APLS

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

ACA

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

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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

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

DTC

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

InceptionR's APLS Position: Q1 2025 in Review

InceptionR sold out of Apellis Pharmaceuticals (APLS) in Q1 2025, closing a stake of 9,217 shares — an estimated $294K sold.

InceptionR first reported a position in APLS in Q2 2023 and held it in 5 quarters. The position peaked at $450K in Q1 2024. 255 funds tracked by Wall St. Rank hold APLS as of Q1 2025.

InceptionR reported no remaining Apellis Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
InceptionR sold 9,217 Apellis Pharmaceuticals shares in Q1 2025, an estimated $294K.
InceptionR first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 5 quarters.
InceptionR's Apellis Pharmaceuticals position peaked at $450K in Q1 2024.
255 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.