Latest Period
Q1 2026
Security Snapshot
Avalo Therapeutics, Inc. - COMMON STOCK (AVTX) Institutional Ownership
CUSIP: 05338F306
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
97
Shares (Excl. Options)
31,104,392
Price
$14.93
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- AVTX on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 31,104,392
- Total 13F value
- $464,193,070
- Portfolio coverage rank
- 0%
- Share change
- +10,986,192
- Value change
- +$156,968,183
- Number of holders
- 97
- Shares outstanding
- 52,268,869
- SEC-reported price per share
- $19.85
- Insider filing price
- $19.85
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
Key facts
- AVTX - Avalo Therapeutics, Inc. - COMMON STOCK is tracked under CUSIP 05338F306.
- 97 institutions reported positions in Q1 2026.
- 19 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 84 to 97 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $361,121,251 to $464,193,070.
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 97 institutions filings for Q1 2026.
Security key
05338F306
Latest holder period
Q1 2026
13F holders
97
13D/G owners
19
CIK / CUSIP context first
Open Q1 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
19
Security
AVTX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 6.1% | -50% | $63,289,760 | +$6,132,062 | 3,188,401 | +11% | FMR LLC | 29 May 2026 |
| Deep Track Capital, LP | 5.8% | $60,642,286 | +$60,642,286 | 3,055,027 | Deep Track Capital, LP | 22 May 2026 | ||
| TCG Crossover GP II, LLC | 7.9% | $43,476,699 | 3,017,120 | TCG Crossover GP II, LLC | 05 May 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 |
| RA CAPITAL MANAGEMENT, L.P. | 9.9% | 0% | $35,385,989 | +$7,444,062 | 2,455,655 | +27% | RA Capital Management, L.P. | 31 Mar 2026 |
| BIOTECHNOLOGY VALUE FUND L P | 10% | 0% | $33,832,446 | +$6,392,103 | 2,347,845 | +23% | BVF PARTNERS L P/IL | 31 Mar 2026 |
| T. Rowe Price Investment Management, Inc. | 9.5% | $31,164,276 | 2,162,684 | T. Rowe Price Investment Management, Inc. | 31 Mar 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 |
| Caligan Partners LP | 7.2% | +46% | $23,560,681 | +$10,857,791 | 1,635,023 | +85% | Caligan Partners LP | 31 Mar 2026 |
| Avoro Capital Advisors LLC | 5.8% | $20,318,100 | 1,410,000 | Avoro Capital Advisors LLC | 31 Mar 2026 | |||
| Affinity Asset Advisors, LLC | 5.5% | -3.3% | $19,321,504 | +$4,175,816 | 1,340,840 | +28% | Affinity Asset Advisors, LLC | 31 Mar 2026 |
| Nantahala Capital Management, LLC | 9.4% | +12% | $15,696,850 | +$4,257,850 | 1,235,000 | +37% | Nantahala Capital Management, LLC | 30 Sep 2025 |
| MILLENNIUM MANAGEMENT LLC | 5% | +4% | $14,726,601 | +$743,163 | 934,429 | +5.3% | Millennium Management LLC | 17 Feb 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 |
| 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 |
As of 31 Mar 2026, 97 institutional investors reported holding 31,104,392 shares of Avalo Therapeutics, Inc. - COMMON STOCK (AVTX). This represents 60% of the company’s total 52,268,869 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 5.5% | 2,879,481 | +1207% | 0% | $42,990,651 |
| T. Rowe Price Investment Management, Inc. | 4.1% | 2,162,684 | 0.02% | $32,289,000 | |
| Caligan Partners LP | 3.1% | 1,635,023 | +85% | 1.7% | $24,410,893 |
| BVF INC/IL | 3.1% | 1,632,845 | +20% | 0.78% | $24,378,376 |
| Avoro Capital Advisors LLC | 2.7% | 1,410,000 | 0.21% | $21,051,300 | |
| Affinity Asset Advisors, LLC | 2.6% | 1,340,840 | +28% | 1.2% | $20,018,741 |
| Nantahala Capital Management, LLC | 2.4% | 1,235,000 | 0% | 1.2% | $18,438,550 |
| UBS Group AG | 2.2% | 1,141,980 | +139% | 0% | $17,049,761 |
| Point72 Asset Management, L.P. | 1.8% | 916,142 | +46% | 0.02% | $13,678,000 |
| FARALLON CAPITAL MANAGEMENT LLC | 1.8% | 916,000 | 0.09% | $13,675,880 | |
| RTW INVESTMENTS, LP | 1.6% | 856,962 | 0.13% | $12,794,443 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.6% | 854,000 | +55% | 0.02% | $12,750,220 |
| MILLENNIUM MANAGEMENT LLC | 1.6% | 835,484 | +27% | 0.01% | $12,473,776 |
| TCG Crossover Management, LLC | 1.4% | 738,383 | +53% | 0.32% | $11,024,058 |
| Balyasny Asset Management L.P. | 1.4% | 731,586 | +67% | 0.02% | $10,922,579 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4% | 719,694 | 0% | 0% | $10,745,031 |
| RA CAPITAL MANAGEMENT, L.P. | 1.3% | 662,968 | 0% | 0.1% | $9,898,112 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 643,000 | +3.5% | 0% | $9,599,990 |
| Commodore Capital LP | 0.92% | 483,000 | 0% | 0.42% | $7,211,190 |
| ORBIMED ADVISORS LLC | 0.91% | 475,165 | -60% | 0.16% | $7,094,213 |
| JENNISON ASSOCIATES LLC | 0.9% | 470,775 | -1% | 0% | $7,028,671 |
| Caption Management, LLC | 0.87% | 455,000 | +764% | 0.32% | $6,793,150 |
| Soleus Capital Management, L.P. | 0.85% | 441,978 | 0% | 0.27% | $6,598,732 |
| BNP PARIBAS FINANCIAL MARKETS | 0.81% | 422,781 | 0% | 0% | $6,312,120 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.74% | 387,982 | 0.12% | $5,792,571 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |