STOCK TITAN

State Street (APLS) discloses 6.85M shares, 5.4% holding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation reported passive ownership of Apellis Pharmaceuticals common stock. On 03/31/2026 State Street disclosed 6,845,031 shares beneficially owned, representing 5.4% of the class. The filing shows shared voting power of 6,603,712 and shared dispositive power of 6,845,031. The report lists multiple State Street-related entities that hold the position and was signed on 05/12/2026 by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer.

Positive

  • None.

Negative

  • None.

Insights

State Street holds a passive >5% stake in Apellis as of 03/31/2026.

State Street Corporation reports beneficial ownership of 6,845,031 shares (5.4%) with shared voting power of 6,603,712. The position is held through multiple State Street affiliates named in the schedule.

The ownership is typical of asset managers and is presented as passive; governance influence depends on how voting power is exercised by the listed entities in future disclosures.

Filing clarifies power allocation across State Street entities; investors should note the allocation.

The schedule specifies no sole voting or dispositive power and lists affiliates such as SSGA Funds Management and State Street Bank and Trust Company. This indicates collective control via institutional vehicles rather than individual discretion.

Subsequent 13D/13G or Form 4 filings could show changes; this schedule is a snapshot as of 03/31/2026.

Filing date reference 03/31/2026 ownership reported as of this date
Beneficially owned shares 6,845,031 shares Amount beneficially owned reported on Schedule 13G
Percent of class 5.4% Percent of common stock beneficially owned
Shared voting power 6,603,712 shares Number with shared power to vote
Shared dispositive power 6,845,031 shares Number with shared power to dispose
Signees and attestation date 05/12/2026 Signature date by Elizabeth Schaefer, SVP and CAO
Schedule 13G regulatory
"Item 1. (a) Name of issuer: APELLIS PHARMACEUTICALS INC"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Shared dispositive power regulatory
"Item 4. (c)(iv) Shared power to dispose or to direct the disposition of: 6,845,031"
Investment Adviser (IA) financial
"SSGA FUNDS MANAGEMENT, INC. (IA); STATE STREET GLOBAL ADVISORS LIMITED (IA)"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.
Sole voting power regulatory
"Item 4. (c)(i) Sole power to vote or to direct the vote: 0"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.





03753U106

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:05/12/2026

FAQ

What stake does State Street (APLS) report owning?

State Street reports beneficial ownership of 6,845,031 shares, equal to 5.4% of Apellis common stock as of 03/31/2026. The schedule lists shared voting and dispositive power across State Street affiliates.

Does State Street have sole voting control over APLS shares?

No. The filing shows 0 shares with sole voting power and 6,603,712 shares with shared voting power, indicating voting is exercised collectively by State Street entities.

Which State Street entities are named in the 13G for APLS?

The schedule names affiliates including SSGA Funds Management, Inc., State Street Bank and Trust Company, and multiple State Street Global Advisors entities as holders of the reported position.

What is the reporting date and signature date on the Schedule 13G?

The ownership position is stated as of 03/31/2026 and the filing is signed by Elizabeth Schaefer on 05/12/2026, providing the official attestation date for the disclosed information.

Is the reported ownership classified as passive or active?

The filing is a Schedule 13G, which is used for certain passive or qualifying institutional investors; the schedule lists shared powers and does not assert activist or control intent in the provided excerpt.