JFG
APLS

Jefferies Financial Group’s Apellis Pharmaceuticals APLS Stock Holding History

Jefferies Financial Group’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 		$8.81M Buy
219,000
+210,282
+2,412% +$4.53M 0.06% 226
2025
Q4 		$219K Sell
8,718
-242,837
-97% -$5.7M ﹤0.01% 1591
2025
Q3 		$5.69M Sell
251,555
-326,650
-56% -$7.62M 0.03% 336
2025
Q2 		$10M Sell
578,205
-21,050
-4% -$390K 0.08% 175
2025
Q1 		$13.1M Buy
599,255
+257,894
+76% +$7.12M 0.12% 119
2024
Q4 		$10.9M Buy
341,361
+292,850
+604% +$8.81M 0.07% 210
2024
Q3 		$1.4M Buy
48,511
+47,875
+7,528% +$1.77M 0.01% 690
2024
Q2 		$24.4K Hold
636
– – ﹤0.01% 1343
2024
Q1 		$37.4K Sell
636
-21,908
-97% -$1.4M ﹤0.01% 1502
2023
Q4 		$1.35M Buy
22,544
+18,236
+423% +$925K 0.01% 849
2023
Q3 		$164K Sell
4,308
-12,892
-75% -$566K ﹤0.01% 1379
2023
Q2 		$1.57M Buy
17,200
+14,725
+595% +$1.27M 0.01% 748
2023
Q1 		$163K Buy
+2,475
New +$143K ﹤0.01% 1383

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

Jefferies Financial Group's APLS Position: Q1 2026 in Review

Jefferies Financial Group increased its Apellis Pharmaceuticals (APLS) stake by 2,412% in Q1 2026, buying an estimated $4.53M and bringing the position to 219,000 shares worth $8.81M. The position accounts for 0.06% of the portfolio, ranked #226.

Jefferies Financial Group first reported a position in APLS in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.1M in Q1 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Jefferies Financial Group held 219,000 shares of Apellis Pharmaceuticals worth $8.81M as of Q1 2026.
  • Jefferies Financial Group bought 210,282 Apellis Pharmaceuticals shares in Q1 2026, an estimated $4.53M.
  • Apellis Pharmaceuticals made up 0.06% of Jefferies Financial Group's portfolio in Q1 2026, its #226 holding.
  • Jefferies Financial Group first reported a position in Apellis Pharmaceuticals in Q1 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's Apellis Pharmaceuticals position peaked at $13.1M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.