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	–	Sell	-700	Closed	-$17.6K	–	1718
2025 Q4	$17.6K	Hold	700	–	–	﹤0.01%	1802
2025 Q3	$15.8K	Hold	700	–	–	﹤0.01%	1415
2025 Q2	$12.1K	Hold	700	–	–	﹤0.01%	1236
2025 Q1	$15.3K	Hold	700	–	–	﹤0.01%	1546
2024 Q4	$22.3K	Sell	700 -9,500	-93%	-$286K	﹤0.01%	1526
2024 Q3	$294K	Hold	10,200	–	–	﹤0.01%	1120
2024 Q2	$391K	Hold	10,200	–	–	﹤0.01%	1034
2024 Q1	$600K	Buy	10,200 +8,200	+410%	+$523K	0.01%	999
2023 Q4	$120K	Hold	2,000	–	–	﹤0.01%	1527
2023 Q3	$76.1K	Sell	2,000 -130,000	-98%	-$5.71M	﹤0.01%	1482
2023 Q2	$12M	Buy	132,000 +2,000	+2%	+$173K	0.11%	171
2023 Q1	$8.57M	Buy	+130,000	New	+$7.5M	0.07%	244

Other funds holding APLS

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

ACA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DTC

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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. 321 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.
321 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.