Wellington files 13G/A owning 249,635 shares of Apellis (APLS)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Apellis Pharmaceuticals ownership filing: Wellington Management Group LLP and related Wellington entities report beneficial ownership of 249,635 shares of Apellis common stock, representing 0.20% of the class as of 03/31/2026. The filing states shared voting power of 239,469 and shared dispositive power of 249,635.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 249,635 shares
Percent of class: 0.20%
Reporting date: 03/31/2026
3 metrics
Beneficial ownership
249,635 shares
Amount beneficially owned reported on cover pages
Percent of class
0.20%
Percent of class reported in Item 4(b)
Reporting date
03/31/2026
Date shown on cover page of the Schedule 13G/A amendment
Key Terms
beneficially owned, shared dispositive power, parent holding company
3 terms
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company corporate
"Wellington Management Group LLP, as parent holding company"
FAQ
What stake does Wellington Management report in Apellis (APLS)?
Wellington reports beneficial ownership of 249,635 shares, equal to 0.20% of Apellis common stock as of 03/31/2026. The filing lists shared voting power of 239,469 and shared dispositive power of 249,635 across Wellington entities.
Which Wellington entities are named on the Schedule 13G/A for APLS?
The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. It also lists affiliated investment advisers and holding companies that collectively report the ownership interests in Apellis common stock.
Does the Schedule 13G/A indicate sole voting or dispositive power?
No sole powers are reported. The filing shows 0 shares as sole voting power and 0 as sole dispositive power, while disclosing shared voting power 239,469 and shared dispositive power 249,635 across the Wellington filers.
Is Wellington reporting ownership over 5% of Apellis in this amendment?
No. The Schedule 13G/A is filed under the heading for ownership of 5 percent or less; the reported stake is 0.20%, and the filing states no client is known to hold more than 5% of the class.