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5%+ stakes · Schedule 13D and 13G

Apellis Pharmaceuticals, Inc.: 5%+ holders

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Who has reported owning 5% or more of Apellis Pharmaceuticals, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Apellis Pharmaceuticals, Inc. The largest reported stake is BlackRock, Inc.'s, at 10.5%. 13 filings are on record since August 12, 2025 (Schedule 13G, February 6, 2026).

Biogen Inc. also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-06-05
  • · Holder: Deep Track Capital, LP · Percent: 3.55% · SCHEDULE 13G/A
  • · Holder: RTW Investments, LP · Percent: 2.9% · SCHEDULE 13G/A
  • · Holder: Biogen Inc. · Percent: 0% · Shares: 0 · SCHEDULE 13D/A
  • · Holder: State Street Corporation · Percent: 5.4% · SCHEDULE 13G
At 5% or more2
Filings13
Latest filing2026-06-05

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

HolderPercentSharesLatestEvent date
BlackRock, Inc.10.5%13,228,073SCHEDULE 13G, 2026-02-062026-01-31
State Street Corporation5.4%6,845,031SCHEDULE 13G, 2026-05-122026-03-31
Deep Track Capital, LP3.55%4,532,374SCHEDULE 13G/A, 2026-05-152026-03-31
RTW Investments, LP2.9%3,685,045SCHEDULE 13G/A, 2026-05-152026-03-31
EcoR1 Capital, LLC2.7%3,447,156SCHEDULE 13G/A, 2025-11-142025-09-30
Wellington Management Group LLP0.2%249,635SCHEDULE 13G/A, 2026-04-072026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Biogen Inc.0%0SCHEDULE 13D/A, 2026-05-142026-05-14
0%0SCHEDULE 13G/A, 2026-06-052026-05-31

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More on Apellis Pharmaceuticals, Inc. and the records around it.

Companies that share a holder

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What the Full Report on Apellis Pharmaceuticals, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Morgan Stanley0000SCHEDULE 13G/A, 2026-06-05
Morgan Stanley Capital Services LLC0000SCHEDULE 13G/A, 2026-06-05

The latest filing identifies Apellis Pharmaceuticals, Inc. by CUSIP 03753U106 and gives its principal executive office as 100 FIFTH AVENUE, WALTHAM, MA 02451 (SCHEDULE 13G/A, 2026-06-05).

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

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP7.2%SCHEDULE 13G/A
2025-11-07Wellington Management Group LLP10.9%SCHEDULE 13G/A
2025-11-14EcoR1 Capital, LLC2.7%SCHEDULE 13G/A
2026-02-06BlackRock, Inc.10.5%SCHEDULE 13G
2026-02-17RTW Investments, LP6.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-06Biogen Inc.14.2%SCHEDULE 13D
2026-04-07Wellington Management Group LLP0.2%SCHEDULE 13G/A
2026-05-12State Street Corporation5.4%SCHEDULE 13G
2026-05-14Biogen Inc.0%SCHEDULE 13D/A
2026-05-15Deep Track Capital, LP3.55%SCHEDULE 13G/A
2026-05-15RTW Investments, LP2.9%SCHEDULE 13G/A
2026-06-05Morgan Stanley0%SCHEDULE 13G/A

Questions about who owns Apellis Pharmaceuticals, Inc.

Who owns Apellis Pharmaceuticals, Inc.?

On this page, 2 holders' latest ownership filings report 5% or more of Apellis Pharmaceuticals, Inc.: BlackRock, Inc. (10.5%, Schedule 13G, filed 2026-02-06) and State Street Corporation (5.4%, Schedule 13G, filed 2026-05-12).

Who are the largest shareholders of Apellis Pharmaceuticals, Inc.?

By the share each holder's latest filing reports, the largest holders of Apellis Pharmaceuticals, Inc. on this page are BlackRock, Inc. (10.5%) and State Street Corporation (5.4%).

When did BlackRock, Inc. buy into Apellis Pharmaceuticals, Inc.?

The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G, filed 2026-02-06, reporting 10.5%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 13 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Apellis Pharmaceuticals, Inc.

DateRecordFigureOur pageSource
May 14, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
March 31, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/apellis-pharmaceuticals
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Apellis Pharmaceuticals, Inc.? 2 holders at 5% or more, largest BlackRock, Inc. 10.5%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/apellis-pharmaceuticals