13F reference period
Q3 2026
Security Snapshot
Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (the "Shares") (AVTX) Institutional Ownership
CUSIP: 05338F306
13F Institutional Holders and Ownership History from Q4 2023 to Q3 2026
Institutions Reporting
62
Shares (Excl. Options)
16.38M
Full value: 16,376,911 · shares · 30 Sep 2026Price
$15.33
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock, par value $0.001 per share (the "Shares")
- Symbol
- AVTX on Nasdaq
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 16,376,911
- Total 13F value
- $251,082,323
- Portfolio coverage rank
- 0%
- Share change
- +663,528
- Value change
- +$8,440,757
- Number of holders
- 62
- Shares outstanding
- 53,702,703
- SEC-reported price per share
- $14.95
- Insider filing price
- $14.95
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- AVTX - Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (the "Shares") is tracked under CUSIP 05338F306.
- 62 institutions reported positions in Q3 2026.
- 24 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 125 to 62 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$1.31B
Full value: $1,307,493,247 · USD · 30 Jun 2026.$251.08M
Full value: $251,082,323 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 62 institutions filings for Q3 2026.
Security key
05338F306
13F reference period
Q3 2026
13F holders
62
13D/G owners
24
CIK / CUSIP context first
Open Q3 2026 holders
AVTX full holder history
Avalo Therapeutics, Inc. SEC filings
Avalo Therapeutics, Inc. company facts
Avalo Therapeutics, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 05338F306:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
24
Security
AVTX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Commodore Capital LP | 9.9% | $90,336,311 | 5,721,109 | Commodore Capital LP | 11 Jun 2026 | |||
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 7.4% | $59,411,300 | 3,974,000 | Farallon Capital Management, L.L.C. | 30 Sep 2026 | |||
| Deep Track Capital, LP | 6.9% | +18% | $69,348,100 | +$10,661,031 | 3,610,000 | +18% | Deep Track Capital, LP | 30 Jun 2026 |
| RA CAPITAL MANAGEMENT, L.P. | 6.3% | -36% | $66,910,332 | +$19,737,199 | 3,483,099 | +42% | RA Capital Management, L.P. | 30 Jun 2026 |
| BlackRock, Inc. | 6.5% | $63,122,709 | 3,415,731 | BlackRock, Inc. | 30 Jun 2026 | |||
| Caligan Partners LP | 5.9% | -19% | $60,777,866 | +$29,369,074 | 3,163,866 | +94% | Caligan Partners LP | 30 Jun 2026 |
| TCG Crossover GP II, LLC | 7.9% | $43,476,699 | 3,017,120 | TCG Crossover GP II, LLC | 05 May 2026 | |||
| Affinity Asset Advisors, LLC | 5.5% | 0% | $55,709,000 | +$29,951,464 | 2,900,000 | +116% | Affinity Asset Advisors, LLC | 30 Jun 2026 |
| Trails Edge Capital Partners, LP | 5.2% | $42,981,376 | 2,803,761 | Trails Edge Capital Partners, LP | 22 Oct 2026 | |||
| BIOTECHNOLOGY VALUE FUND L P | 5.3% | -47% | $53,817,679 | +$8,715,577 | 2,801,545 | +19% | BVF PARTNERS L P/IL | 30 Jun 2026 |
| Point72 Asset Management, L.P. | 5.2% | +42% | $35,782,784 | +$27,499,758 | 2,710,817 | +332% | Point72 Asset Management, L.P. | 22 May 2026 |
| STATE STREET CORP | 4.8% | -12% | $38,320,229 | -$4,874,612 | 2,563,226 | -11% | STATE STREET CORPORATION | 30 Sep 2026 |
| Avoro Capital Advisors LLC | 4.4% | -22% | $44,823,327 | +$17,737,227 | 2,333,333 | +65% | Avoro Capital Advisors LLC | 30 Jun 2026 |
| Nantahala Capital Management, LLC | 3.5% | -65% | $35,773,822 | +$12,049,472 | 1,862,250 | +51% | Nantahala Capital Management, LLC | 30 Jun 2026 |
| Logos Global Management LP | 3.2% | -40% | $24,136,750 | +$5,619,900 | 1,675,000 | +30% | Logos Global Management LP | 31 Mar 2026 |
| VANGUARD GROUP INC | 4.4% | -17% | $14,602,165 | +$2,023,878 | 804,084 | +16% | The Vanguard Group | 31 Dec 2025 |
| Ikarian Capital, LLC | 3.8% | -62% | $9,049,101 | -$6,100,673 | 711,967 | -40% | Ikarian Capital, LLC | 30 Sep 2025 |
| Crutcher Patrick J | 4.2% | $3,593,514 | 549,467 | Patrick J. Crutcher | 06 Aug 2025 | |||
| SILVERARC CAPITAL MANAGEMENT, LLC | 2.8% | -53% | $8,889,190 | -$3,330,438 | 524,436 | -27% | SilverArc Capital Management, LLC | 31 Dec 2025 |
| ORBIMED ADVISORS LLC | 2.1% | -72% | $6,847,128 | -$10,261,865 | 475,165 | -60% | OrbiMed Advisors LLC | 31 Mar 2026 |
| FMR LLC | 0.9% | -89% | $7,091,667 | -$71,398,539 | 474,359 | -91% | FMR LLC | 30 Oct 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | 2.4% | -63% | $7,446,338 | -$6,409,202 | 439,312 | -46% | Balyasny Asset Management L.P. | 31 Dec 2025 |
| MILLENNIUM MANAGEMENT LLC | 0% | -100% | $125,578 | -$11,779,047 | 9,857 | -99% | Millennium Management LLC | 30 Jun 2026 |
| T. Rowe Price Investment Management, Inc. | 0% | -95% | $70,501 | -$41,474,659 | 3,670 | -100% | T. Rowe Price Investment Management, Inc. | 30 Jun 2026 |
As of 30 Sep 2026,
62
institutional investors reported holding
shares of
Avalo Therapeutics, Inc. - Common Stock, par value $0.001 per share (the "Shares") (AVTX).
This represents
30%
of the company’s total
outstanding shares.
16.38M
Full value: 16,376,911 · shares · 30 Sep 202653.7M
Full value: 53,702,703 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
30%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Affinity Asset Advisors, LLC | 6% | 3,244,861 | +12% | 2.8% | $49,743,719 |
| STATE STREET CORP | 4.8% | 2,563,226 | -11% | 0% | $39,294,255 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 2,256,245 | -0.35% | 0% | $34,588,236 |
| Nantahala Capital Management, LLC | 4% | 2,142,308 | +15% | 1.8% | $32,841,582 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 1,262,632 | +14% | 0% | $19,361,058 |
| Davern Capital Partners, LP | 1.1% | 564,441 | +20% | 1.7% | $8,652,881 |
| Pivotal bioVenture Partners Investment Advisor LLC | 0.81% | 434,033 | 0% | 2.6% | $6,653,726 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.81% | 432,674 | +52% | 0% | $6,632,892 |
| VANGUARD FIDUCIARY TRUST CO | 0.62% | 333,316 | +2.6% | 0% | $5,109,734 |
| Fisher Asset Management, LLC | 0.59% | 316,505 | 0% | $4,852,020 | |
| Vivo Capital, LLC | 0.51% | 275,000 | 0% | 0.46% | $4,215,750 |
| Eagle Health Investments LP | 0.44% | 235,093 | 0% | 0.62% | $3,603,976 |
| Aberdeen Group plc | 0.42% | 223,908 | +83% | 0% | $3,432,510 |
| BNP PARIBAS FINANCIAL MARKETS | 0.41% | 221,292 | 0% | $3,392,406 | |
| Verition Fund Management LLC | 0.39% | 210,332 | +450% | 0.02% | $3,224,390 |
| NAN FUNG TRINITY (HK) LTD | 0.35% | 189,000 | 0% | 0.28% | $2,897,370 |
| SECTORAL ASSET MANAGEMENT INC | 0.33% | 177,294 | +48% | 1.7% | $2,717,917 |
| HighVista Strategies LLC | 0.33% | 176,673 | +44% | 0.71% | $2,708,397 |
| CenterBook Partners LP | 0.29% | 153,344 | +15% | 0.11% | $2,350,764 |
| Swiss National Bank | 0.18% | 95,700 | 0% | $1,467,081 | |
| TD ASSET MANAGEMENT INC | 0.14% | 77,474 | 0% | 0% | $1,207,045 |
| Moody Aldrich Partners LLC | 0.14% | 76,532 | -39% | 0.22% | $1,173,236 |
| RENAISSANCE TECHNOLOGIES LLC | 0.13% | 71,979 | -80% | 0% | $1,103,438 |
| MORGAN STANLEY | 0.13% | 71,862 | -44% | 0% | $1,101,645 |
| Jump Financial, LLC | 0.13% | 70,864 | -65% | 0.01% | $1,086,345 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Headline period
Q3 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 16,376,911 | $251,082,323 | +$8,440,757 | $15.33 | 62 |
| 2026 Q2 | 70,750,282 | $1,307,493,247 | +$759,650,918 | $18.48 | 125 |
| 2026 Q1 | 31,104,392 | $464,193,070 | +$156,968,183 | $14.93 | 97 |
| 2025 Q4 | 19,885,517 | $361,121,251 | +$79,863,888 | $18.16 | 84 |
| 2025 Q3 | 15,317,685 | $194,685,792 | +$95,069,684 | $12.71 | 65 |
| 2025 Q2 | 7,843,040 | $39,137,186 | -$2,087,558 | $4.99 | 35 |
| 2025 Q1 | 8,255,057 | $66,123,710 | +$5,779,142 | $8.01 | 33 |
| 2024 Q4 | 7,530,521 | $55,951,612 | +$4,829,815 | $7.43 | 33 |
| 2024 Q3 | 6,656,933 | $63,199,568 | +$55,874,127 | $9.50 | 28 |
| 2024 Q2 | 771,102 | $9,615,066 | +$8,430,049 | $12.47 | 21 |
| 2024 Q1 | 87,507 | $1,897,924 | +$1,405,693 | $21.75 | 18 |
| 2023 Q4 | 22,966 | $209,366 | +$209,366 | $9.00 | 12 |