OCA
APLS

Octagon Capital Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Octagon Capital Advisors’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
Q4 		– Sell
-903,500
Closed -$20.4M – 28
2025
Q3 		$20.4M Hold
903,500
– – 3.1% 11
2025
Q2 		$15.6M Sell
903,500
-1,190,500
-57% -$22M 3.43% 12
2025
Q1 		$45.8M Sell
2,094,000
-912,980
-30% -$25.2M 8.86% 2
2024
Q4 		$96M Hold
3,006,980
– – 15.79% 1
2024
Q3 		$86.7M Buy
3,006,980
+126,100
+4% +$4.67M 13.49% 1
2024
Q2 		$111M Buy
2,880,880
+73,900
+3% +$3.35M 17.37% 1
2024
Q1 		$165M Hold
2,806,980
– – 19.77% 1
2023
Q4 		$168M Sell
2,806,980
-323,020
-10% -$16.4M 26.88% 1
2023
Q3 		$119M Buy
3,130,000
+511,700
+20% +$22.5M 18.29% 1
2023
Q2 		$239M Sell
2,618,300
-631,700
-19% -$54.5M 33.19% 1
2023
Q1 		$214M Buy
3,250,000
+90,000
+3% +$5.19M 30.84% 1
2022
Q4 		$163M Buy
3,160,000
+656,941
+26% +$34.8M 25.44% 1
2022
Q3 		$171M Sell
2,503,059
-80,000
-3% -$4.73M 29.5% 1
2022
Q2 		$117M Buy
2,583,059
+243,000
+10% +$11.1M 31.17% 1
2022
Q1 		$119M Buy
2,340,059
+319,148
+16% +$14.1M 25.7% 1
2021
Q4 		$95.5M Buy
2,020,911
+425,000
+27% +$16.7M 18.59% 1
2021
Q3 		$52.6M Buy
1,595,911
+339,646
+27% +$19.1M 12.95% 2
2021
Q2 		$79.4M Buy
1,256,265
+707,891
+129% +$36.5M 16.44% 1
2021
Q1 		$23.5M Hold
548,374
– – 8.86% 3
2020
Q4 		$31.4M Buy
+548,374
New +$23.2M 10.87% 1

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Octagon Capital Advisors's APLS Position: Q4 2025 in Review

Octagon Capital Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 903,500 shares — an estimated $20.4M sold.

Octagon Capital Advisors first reported a position in APLS in Q4 2020 and held it in 20 quarters. The position peaked at $239M in Q2 2023. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Octagon Capital Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Octagon Capital Advisors sold 903,500 Apellis Pharmaceuticals shares in Q4 2025, an estimated $20.4M.
  • Octagon Capital Advisors first reported a position in Apellis Pharmaceuticals in Q4 2020 and held it in 20 quarters.
  • Octagon Capital Advisors's Apellis Pharmaceuticals position peaked at $239M in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Octagon Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.