Avalo Therapeutics, Inc.
AVTX- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001534120
In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Avalo Therapeutics, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- +14 vs. Q4 2025
- Shares held
- 31.5M
- +12.4M (+64.9%) vs. Q4 2025
- Total value
- $469.6M
- +$123.0M (+35.5%) vs. Q4 2025
- New holders
- 33
- 30 more added
- Sold out
- 19
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.31B |
| Q1 2026 | 97 | $469.6M |
| Q4 2025 | 84 | $361.1M |
| Q3 2025 | 66 | $194.7M |
| Q2 2025 | 36 | $39.1M |
| Q1 2025 | 34 | $66.1M |
| Q4 2024 | 33 | $56.0M |
| Q3 2024 | 29 | $63.2M |
| Q2 2024 | 21 | $9.62M |
| Q1 2024 | 18 | $1.90M |
| Q4 2023 | 12 | $209.4K |
| Q3 2023 | 28 | $158.9K |
| Q2 2023 | 26 | $862.7K |
| Q1 2023 | 32 | $16.0M |
| Q4 2022 | 28 | $28.0M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 54 | $34.7M |
| Q1 2022 | 71 | $56.2M |
| Q4 2021 | 75 | $136.0M |
| Q3 2021 | 77 | $175.5M |
| Q2 2021 | 71 | $218.1M |
| Q1 2021 | 70 | $180.4M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,879,481 | $43.0M | 0.00% | +2,659,181+1,207.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,162,684 | $32.3M | 0.02% | +2,162,684 | New |
| Caligan Partners LP | 1,635,023 | $24.4M | 1.73% | +753,490+85.5% | Added |
| BVF Inc | 1,632,845 | $24.4M | 0.78% | +277,588+20.5% | Added |
| Avoro Capital Advisors LLC | 1,410,000 | $21.1M | 0.21% | +1,410,000 | New |
| Affinity Asset Advisors, LLC | 1,340,840 | $20.0M | 1.17% | +289,786+27.6% | Added |
| Nantahala Capital Management, LLC | 1,235,000 | $18.4M | 1.15% | 00.0% | Unchanged |
| UBS Group AG | 1,141,980 | $17.0M | 0.00% | +664,164+139.0% | Added |
| Point72 Asset Management, L.P. | 916,142 | $13.7M | 0.02% | +288,640+46.0% | Added |
| Farallon Capital Management, L.L.C. | 916,000 | $13.7M | 0.08% | +916,000 | New |
| RTW Investments, LP | 856,962 | $12.8M | 0.13% | +856,962 | New |
| Adage Capital Partners GP, L.L.C. | 854,000 | $12.8M | 0.02% | +304,000+55.3% | Added |
| Millennium Management LLC | 835,484 | $12.5M | 0.01% | +175,505+26.6% | Added |
| TCG Crossover Management, LLC | 738,383 | $11.0M | 0.32% | +255,383+52.9% | Added |
| Balyasny Asset Management LLC | 731,586 | $10.9M | 0.02% | +292,274+66.5% | Added |
| Vanguard Capital Management LLC | 719,694 | $10.7M | 0.00% | +719,694 | New |
| Ra Capital Management, L.P. | 662,968 | $9.90M | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 643,000 | $9.60M | 0.00% | +21,650+3.5% | Added |
| Seven Fleet Capital Management LP | 573,883 | $8.57M | 2.69% | +510,540+806.0% | Added |
| Commodore Capital LP | 483,000 | $7.21M | 0.42% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 475,165 | $7.09M | 0.16% | −712,135−60.0% | Reduced |
| Jennison Associates LLC | 470,775 | $7.03M | 0.00% | −4,850−1.0% | Reduced |
| Caption Management, LLC | 455,000 | $6.79M | 0.32% | +402,359+764.3% | Added |
| Soleus Capital Management, L.P. | 441,978 | $6.60M | 0.27% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 422,781 | $6.31M | 0.00% | +225,034+113.8% | Added |
| Kennedy Capital Management, Inc. | 387,982 | $5.79M | 0.12% | +387,982 | New |
| DV Trading LLC | 360,064 | $5.38M | 0.49% | +360,064 | New |
| BlackRock, Inc. | 327,082 | $4.88M | 0.00% | +37,511+13.0% | Added |
| Boothbay Fund Management, LLC | 324,258 | $4.84M | 0.11% | +122,131+60.4% | Added |
| Boxer Capital Management, LLC | 300,000 | $4.48M | 0.59% | +25,000+9.1% | Added |
| Logos Global Management LP | 300,000 | $4.48M | 0.23% | +300,000 | New |
| Pivotal bioVenture Partners Investment Advisor LLC | 295,933 | $4.42M | 1.58% | +295,933 | New |
| Citadel Advisors LLC | 193,735 | $2.89M | 0.00% | −225,756−53.8% | Reduced |
| Nan Fung Trinity (HK) Ltd | 189,000 | $2.82M | 0.31% | 00.0% | Unchanged |
| Velan Capital Investment Management LP | 185,122 | $2.76M | 1.73% | −78,520−29.8% | Reduced |
| JPMorgan Chase & Co | 194,391 | $2.71M | 0.00% | +149,960+337.5% | Added |
| Qube Research & Technologies Ltd | 174,506 | $2.61M | 0.00% | +110,043+170.7% | Added |
| Jane Street Group, LLC | 173,320 | $2.59M | 0.00% | −5,535−3.1% | Reduced |
| Ameriprise Financial Inc | 172,149 | $2.57M | 0.00% | −45,825−21.0% | Reduced |
| Standard Life Aberdeen plc | 171,679 | $2.56M | 0.00% | +76,253+79.9% | Added |
| Geode Capital Management, LLC | 169,889 | $2.54M | 0.00% | +3,737+2.2% | Added |
| Morgan Stanley | 161,392 | $2.41M | 0.00% | −103,515−39.1% | Reduced |
| Hudson Bay Capital Management LP | 161,087 | $2.41M | 0.01% | +144,316+860.5% | Added |
| Exome Asset Management LLC | 159,341 | $2.38M | 1.40% | +159,341 | New |
| Moody Aldrich Partners LLC | 159,324 | $2.38M | 0.43% | +26,093+19.6% | Added |
| Deutsche Bank AG | 150,000 | $2.24M | 0.00% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 139,667 | $2.09M | 0.04% | 00.0% | Unchanged |
| StemPoint Capital LP | 134,742 | $2.01M | 0.39% | −810−0.6% | Reduced |
| Marshall Wace, LLP | 129,136 | $1.93M | 0.00% | −378,414−74.6% | Reduced |
| XTX Topco Ltd | 126,732 | $1.89M | 0.03% | +86,274+213.2% | Added |
| Quadrature Capital Ltd | 125,195 | $1.87M | 0.02% | +72,151+136.0% | Added |
| Great Point Partners LLC | 124,666 | $1.86M | 0.46% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 120,114 | $1.79M | 0.00% | +101,814+556.4% | Added |
| Vanguard Fiduciary Trust Co | 86,434 | $1.29M | 0.00% | +86,434 | New |
| Squarepoint Ops LLC | 81,285 | $1.21M | 0.00% | +40,431+99.0% | Added |
| Rosalind Advisors, Inc. | 75,000 | $1.12M | 0.46% | +75,000 | New |
| State Street Corp | 71,654 | $1.07M | 0.00% | −7,600−9.6% | Reduced |
| Two Sigma Investments, LP | 64,425 | $961.9K | 0.00% | −83,812−56.5% | Reduced |
| Acuta Capital Partners, LLC | 60,808 | $907.9K | 0.65% | +60,808 | New |
| Goldman Sachs Group Inc | 60,106 | $897.4K | 0.00% | −5,207−8.0% | Reduced |
| HighVista Strategies LLC | 58,622 | $875.2K | 0.24% | −37,009−38.7% | Reduced |
| SEI Investments Co | 56,854 | $848.8K | 0.00% | +56,854 | New |
| 683 Capital Management, LLC | 56,850 | $848.8K | 0.08% | 00.0% | Unchanged |
| TD Asset Management Inc | 51,408 | $767.5K | 0.00% | +51,408 | New |
| HRT Financial LP | 48,105 | $718.0K | 0.00% | +48,105 | New |
| Man Group plc | 46,553 | $695.0K | 0.00% | +46,553 | New |
| Dimensional Fund Advisors LP | 40,821 | $607.3K | 0.00% | +40,821 | New |
| Prelude Capital Management, LLC | 35,096 | $524.0K | 0.04% | +35,096 | New |
| Northern Trust Corp | 30,556 | $456.2K | 0.00% | −1,648−5.1% | Reduced |
| EntryPoint Capital, LLC | 30,041 | $448.5K | 0.13% | +30,041 | New |
| Aquatic Capital Management LLC | 29,712 | $443.6K | 0.01% | +29,712 | New |
| Artia Global Partners LP | 28,970 | $432.5K | 0.10% | −12,600−30.3% | Reduced |
| Glenmede Trust Co NA | 25,730 | $384.1K | 0.00% | +5,280+25.8% | Added |
| Envestnet Asset Management Inc | 19,996 | $298.5K | 0.00% | +3,957+24.7% | Added |
| Brevan Howard Capital Management LP | 19,321 | $288.5K | 0.00% | +19,321 | New |
| ExodusPoint Capital Management, LP | 17,751 | $265.0K | 0.00% | −14,516−45.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 17,227 | $257.2K | 0.00% | +17,227 | New |
| Westfield Capital Management Co LP | 15,639 | $233.5K | 0.00% | +15,639 | New |
| Barclays PLC | 14,642 | $218.6K | 0.00% | −91,172−86.2% | Reduced |
| Jump Financial, LLC | 12,810 | $191.3K | 0.00% | −282−2.2% | Reduced |
| Omers Administration Corp | 11,800 | $176.2K | 0.00% | −7,800−39.8% | Reduced |
| AlphaCentric Advisors LLC | 11,668 | $174.2K | 0.17% | +11,668 | New |
| Shay Capital LLC | 10,166 | $151.8K | 0.02% | +10,166 | New |
| Charles Schwab Investment Management Inc | 10,000 | $149.3K | 0.00% | +10,000 | New |
| Persistent Asset Partners Ltd | 7,918 | $118.2K | 0.05% | −7,169−47.5% | Reduced |
| Vanguard Global Advisers, LLC | 5,605 | $83.7K | 0.00% | +5,605 | New |
| US Bancorp | 3,387 | $50.6K | 0.00% | +654+23.9% | Added |
| PFS Partners, LLC | 2,000 | $29.9K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 216 | $2.00K | 0.00% | +216 | New |
| Farther Finance Advisors, LLC | 75 | $1.25K | 0.00% | +75 | New |
| Fortitude Family Office, LLC | 63 | $941 | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 35 | $523 | 0.00% | +35 | New |
| Parallel Advisors, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1 | $15 | 0.00% | +1 | New |
| Advisor Group Holdings, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −524,436−100.0% | Sold out |
| Patient Square Capital LP | 0 | $0 | 0.00% | −311,966−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −217,292−100.0% | Sold out |