Apellis Pharmaceuticals, Inc. has 13 Schedule 13D or 13G filings on record since 2025-08-12. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 10.5% | 13,228,073 | SCHEDULE 13G, 2026-02-06 | 2026-01-31 |
| State Street Corporation | 5.4% | 6,845,031 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| Deep Track Capital, LP | 3.55% | 4,532,374 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| RTW Investments, LP | 2.9% | 3,685,045 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| EcoR1 Capital, LLC | 2.7% | 3,447,156 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Wellington Management Group LLP | 0.2% | 249,635 | SCHEDULE 13G/A, 2026-04-07 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Biogen Inc. | 0% | 0 | SCHEDULE 13D/A, 2026-05-14 | 2026-05-14 |
| Morgan Stanley | 0% | 0 | SCHEDULE 13G/A, 2026-06-05 | 2026-05-31 |
Purpose of Transaction (Item 4)
Biogen Inc.
Item 4 of the Prior Schedule 13D is hereby amended and supplemented by adding the following at the end thereof: As previously disclosed, on March 31, 2026, Biogen entered into an Agreement and Plan of Merger (the "Merger Agreement") with Apellis and Aspen Purchaser Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Biogen ("Purchaser"). Pursuant to the Merger Agreement, on April 14, 2026, Purchaser commenced a tender offer (the "Offer") to acquire any and all outstanding Shares, in exchange for (i) $41.00 per Share, net to the seller in cash, without interest and subject to reduction for any applicable tax withholding (the "Cash Amount"), plus (ii) one contractual, non-transferable contingent value right per Share (each, a "CVR") representing the right to receive contingent cash payments of up to an aggregate of $4.00 in cash, without interest and subject to reduction for any applicable tax withholding, upon the achievement of certain specified milestones, in each case upon the terms and subject to the conditions set forth in the Offer to Purchase, dated April 14, 2026 (as amended or supplemented from time to time, the "Offer to Purchase") and in the related Letter of Transmittal. As a result of the satisfaction of the Minimum Condition (as defined in the Offer) and each of the other conditions to the Offer, on May 14, 2026, Purchaser irrevocably accepted for payment all Shares that were validly tendered (and not validly withdrawn) pursuant to the Offer. …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-05-14; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-12 | Wellington Management Group LLP | 7.2% | SCHEDULE 13G/A |
| 2025-11-07 | Wellington Management Group LLP | 10.9% | SCHEDULE 13G/A |
| 2025-11-14 | EcoR1 Capital, LLC | 2.7% | SCHEDULE 13G/A |
| 2026-02-06 | BlackRock, Inc. | 10.5% | SCHEDULE 13G |
| 2026-02-17 | RTW Investments, LP | 6.1% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-06 | Biogen Inc. | 14.2% | SCHEDULE 13D |
| 2026-04-07 | Wellington Management Group LLP | 0.2% | SCHEDULE 13G/A |
| 2026-05-12 | State Street Corporation | 5.4% | SCHEDULE 13G |
| 2026-05-14 | Biogen Inc. | 0% | SCHEDULE 13D/A |
| 2026-05-15 | Deep Track Capital, LP | 3.55% | SCHEDULE 13G/A |
| 2026-05-15 | RTW Investments, LP | 2.9% | SCHEDULE 13G/A |
| 2026-06-05 | Morgan Stanley | 0% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.