Joel Greenblatt's APLS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 168,455 shares of Apellis Pharmaceuticals, Inc. (APLS) worth $4.23 M, representing 0.02% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in APLS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 84,944 shares. Largest reduction occurred in Q4 2022, reducing 4,458 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Apellis Pharmaceuticals (APLS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apellis Pharmaceuticals (APLS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +41,297 | Add 32.48% | 168,455 | $25.12 |
| Q3 2025 | +7,929 | Add 6.65% | 127,158 | $22.63 |
| Q2 2025 | +84,944 | Add 247.76% | 119,229 | $17.31 |
| Q1 2025 | +9,986 | Add 41.10% | 34,285 | $21.87 |
| Q4 2024 | +24,299 | New Buy | 24,299 | $31.91 |
| Q2 2024 | -3,513 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,513 | New Buy | 3,513 | $59.86 |
| Q3 2023 | -2,720 | Sold Out | 0 | $0.00 |
| Q2 2023 | -1,132 | Reduce 29.39% | 2,720 | $91.10 |
| Q1 2023 | +3,852 | New Buy | 3,852 | $65.96 |
| Q4 2022 | -4,458 | Sold Out | 0 | $0.00 |
| Q3 2022 | +4,458 | New Buy | 4,458 | $68.19 |
Joel Greenblatt's Apellis Pharmaceuticals Investment FAQs
Joel Greenblatt first purchased Apellis Pharmaceuticals, Inc. (APLS) in Q3 2022, acquiring 4,458 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Apellis Pharmaceuticals, Inc. (APLS) for 13 quarters since Q3 2022.
Joel Greenblatt's largest addition to Apellis Pharmaceuticals, Inc. (APLS) was in Q2 2025, adding 119,229 shares worth $2.06 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 168,455 shares of Apellis Pharmaceuticals, Inc. (APLS), valued at approximately $4.23 M.
As of the Q4 2025 filing, Apellis Pharmaceuticals, Inc. (APLS) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Apellis Pharmaceuticals, Inc. (APLS) was 168,455 shares, as reported at the end of Q4 2025.