Apellis Pharmaceuticals, Inc.
US ˙ NasdaqGS ˙ US03753U1060
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityAPLS / Apellis Pharmaceuticals, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership9,592,751 shares
Ownership 7.70%
Morgan Stanley ownership in APLS / Apellis Pharmaceuticals, Inc.

2025-02-03 - Morgan Stanley has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,592,751 shares of Apellis Pharmaceuticals, Inc. (US:APLS). This represents 7.7 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-02-03 2025-02-03 13G 9,592,751 7.70

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 10,042,399 869,395 9.48 404,006 75.33 0.0243
2026-05-27 2025-12-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 9,173,004 -470,244 -4.88 230,426 5.59 0.0138
2026-02-13 2025-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 9,173,004 -470,244 230,426 0.0138
2026-05-27 2025-09-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 9,643,248 -108,953 -1.12 218,227 29.27 0.0132
2025-11-14 2025-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 9,643,248 -108,953 218,227 0.0132
2025-08-15 2025-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 9,752,201 126,078 1.31 168,811 -19.81 0.0110
2025-05-15 2025-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 9,626,123 -1,104 -0.01 210,523 -31.47 0.0151
2025-05-15 2024-12-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 9,627,227 6,237,442 184.01 307,205 214.24 0.0215
2025-02-14 2024-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 9,627,227 6,237,442 307,205 0.0215
2025-05-14 2024-09-30 13F/A-2 APELLIS PHARMACEUTICALS COM 03753U106 3,389,785 1,270,888 59.98 97,761 20.28 0.0071
2025-02-14 2024-09-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 3,389,785 1,270,888 97,761 0.0071
2024-11-14 2024-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 3,389,785 1,270,888 97,761 0.0071
2025-05-14 2024-06-30 13F/A-2 APELLIS PHARMACEUTICALS COM 03753U106 2,118,897 481,279 29.39 81,281 -15.56 0.0063
2024-10-17 2024-06-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 2,118,897 481,279 81,281 0.0063
2024-08-14 2024-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 2,118,897 481,279 81,281 0.0063
2024-10-17 2024-03-31 13F/A-2 APELLIS PHARMACEUTICALS COM 03753U106 1,637,618 -1,459,523 -47.12 96,259 -48.08 0.0077
2024-08-16 2024-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 1,637,618 -1,459,523 96,259 0.0009
2024-05-15 2024-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 1,637,618 -1,459,523 96,259 0.0077
2024-08-16 2023-12-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 3,097,141 1,488,145 92.49 185,395 202.90 0.0163
2024-02-13 2023-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 3,097,141 1,488,145 185,395 0.0163
2023-11-15 2023-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 1,608,996 852,331 112.64 61,206 -11.21 0.0062
2023-08-14 2023-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 756,665 3,803 0.51 68,932 38.81 0.0068
2023-05-15 2023-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 752,862 452,979 151.05 49,659 220.25 0.0053
2023-02-14 2022-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 299,883 76,607 34.31 15,507 1.68 0.0018
2022-11-14 2022-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 223,276 -229,744 -50.71 15,250 -25.56 0.0021
2022-10-27 2022-06-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 453,020 199,631 78.78 20,485 59.11 0.0027
2022-08-15 2022-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 453,020 199,631 20,485 0.0005
2022-10-27 2022-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 253,389 185,730 274.51 12,875 302.47 0.0017
2022-05-13 2022-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 253,389 185,730 12,875 0.0017
2022-02-14 2021-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 67,659 -109,637 -61.84 3,199 -45.25 0.0004
2021-11-15 2021-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 177,296 -52,045 -22.69 5,843 -59.69 0.0008
2021-08-23 2021-06-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 229,341 77,317 50.86 14,494 122.20 0.0019
2021-08-16 2021-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 229,341 77,317 14,494 0.0004
2021-05-17 2021-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 152,024 51,679 51.50 6,523 13.66 0.0010
2021-02-16 2020-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 100,345 60,546 152.13 5,739 377.85 0.0009
2020-11-13 2020-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 39,799 -16,591 -29.42 1,201 -34.76 0.0002
2020-08-14 2020-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 56,390 6,730 13.55 1,841 38.32 0.0004
2020-05-26 2020-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 49,660 -72,887 -59.48 1,331 -64.53 0.0004
2020-05-15 2020-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 49,660 -72,887 1,331 102.2485
2020-02-14 2019-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 122,547 -289,557 -70.26 3,752 -62.21 0.0009
2019-11-14 2019-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 412,104 400,191 3,359.28 9,928 3,176.57 0.0026
2019-08-14 2019-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 11,913 -1,236,481 -99.05 303 -98.76 0.0001
2019-05-15 2019-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 1,248,394 1,191,729 2,103.11 24,344 3,158.90 0.0069
2019-02-14 2018-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 56,665 -3,647 -6.05 747 -30.32 0.0002
2019-04-23 2018-09-30 13F/A-2 APELLIS PHARMACEUTICALS COM 03753U106 60,312 -19,315 -24.26 1,072 -38.81 0.0003
2018-11-20 2018-09-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 60,312 0 1,072 0.0003
2018-11-14 2018-09-30 13F APELLIS PHARMACEUTICALS COM 03753U106 60,312 -19,315 1,072
2019-04-23 2018-06-30 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 79,627 59,125 288.39 1,752 286.75 0.0005
2018-08-14 2018-06-30 13F APELLIS PHARMACEUTICALS COM 03753U106 79,627 59,125 1,752
2019-04-23 2018-03-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 20,502 1,594 8.43 453 10.49 0.0001
2018-05-14 2018-03-31 13F APELLIS PHARMACEUTICALS COM 03753U106 20,502 1,594 453
2019-04-23 2017-12-31 13F/A-1 APELLIS PHARMACEUTICALS COM 03753U106 18,908 18,908 410 0.0001
2018-02-14 2017-12-31 13F APELLIS PHARMACEUTICALS COM 03753U106 18,908 410 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.