Jacobs Levy Equity Management’s Apellis Pharmaceuticals APLS Stock Holding History

Jacobs Levy Equity 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	$2.48M	Buy	+61,681	New	+$1.33M	0.01%	543
2024 Q2	–	Sell	-20,057	Closed	-$1.18M	–	956
2024 Q1	$1.18M	Buy	20,057 +903	+5%	+$57.6K	0.01%	689
2023 Q4	$1.15M	Sell	19,154 -90,354	-83%	-$4.58M	0.01%	693
2023 Q3	$4.17M	Buy	+109,508	New	+$4.81M	0.02%	411
2022 Q1	–	Sell	-310,594	Closed	-$14.7M	–	995
2021 Q4	$14.7M	Sell	310,594 -203,047	-40%	-$7.99M	0.1%	237
2021 Q3	$16.9M	Buy	513,641 +390,616	+318%	+$21.9M	0.11%	211
2021 Q2	$7.78M	Sell	123,025 -138,243	-53%	-$7.13M	0.05%	346
2021 Q1	$11.2M	Buy	261,268 +180,887	+225%	+$8.56M	0.09%	269
2020 Q4	$4.6M	Sell	80,381 -39,862	-33%	-$1.69M	0.04%	410
2020 Q3	$3.63M	Buy	120,243 +40,731	+51%	+$1.22M	0.04%	413
2020 Q2	$2.6M	Buy	+79,512	New	+$2.55M	0.03%	471

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

Jacobs Levy Equity Management's APLS Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Apellis Pharmaceuticals (APLS) in Q1 2026: 61,681 shares worth $2.48M. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in APLS as recently as Q1 2024.

Jacobs Levy Equity Management first reported a position in APLS in Q2 2020 and has held it in 11 quarters since. The position peaked at $16.9M in Q3 2021. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

Jacobs Levy Equity Management held 61,681 shares of Apellis Pharmaceuticals worth $2.48M as of Q1 2026.
Apellis Pharmaceuticals was a new Jacobs Levy Equity Management position in Q1 2026.
Apellis Pharmaceuticals made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #543 holding.
Jacobs Levy Equity Management first reported a position in Apellis Pharmaceuticals in Q2 2020 and has held it in 11 quarters since.
Jacobs Levy Equity Management's Apellis Pharmaceuticals position peaked at $16.9M in Q3 2021.
323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.