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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 35 | $523 | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 63 | $941 | 0.00% | +63 | New |
| Farther Finance Advisors, LLC | 75 | $1.25K | 0.00% | +75 | New |
| Royal Bank of Canada | 216 | $2.00K | 0.00% | +216 | New |
| PFS Partners, LLC | 2,000 | $29.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,387 | $50.6K | 0.00% | +654+23.9% | Added |
| Vanguard Global Advisers, LLC | 5,605 | $83.7K | 0.00% | +5,605 | New |
| Persistent Asset Partners Ltd | 7,918 | $118.2K | 0.05% | −7,169−47.5% | Reduced |
| Charles Schwab Investment Management Inc | 10,000 | $149.3K | 0.00% | +10,000 | New |
| Shay Capital LLC | 10,166 | $151.8K | 0.02% | +10,166 | New |
| AlphaCentric Advisors LLC | 11,668 | $174.2K | 0.17% | +11,668 | New |
| Omers Administration Corp | 11,800 | $176.2K | 0.00% | −7,800−39.8% | Reduced |
| Jump Financial, LLC | 12,810 | $191.3K | 0.00% | −282−2.2% | Reduced |
| Barclays PLC | 14,642 | $218.6K | 0.00% | −91,172−86.2% | Reduced |
| Westfield Capital Management Co LP | 15,639 | $233.5K | 0.00% | +15,639 | New |
| Susquehanna Portfolio Strategies, LLC | 17,227 | $257.2K | 0.00% | +17,227 | New |
| ExodusPoint Capital Management, LP | 17,751 | $265.0K | 0.00% | −14,516−45.0% | Reduced |
| Brevan Howard Capital Management LP | 19,321 | $288.5K | 0.00% | +19,321 | New |
| Envestnet Asset Management Inc | 19,996 | $298.5K | 0.00% | +3,957+24.7% | Added |
| Glenmede Trust Co NA | 25,730 | $384.1K | 0.00% | +5,280+25.8% | Added |
| Artia Global Partners LP | 28,970 | $432.5K | 0.10% | −12,600−30.3% | Reduced |
| Aquatic Capital Management LLC | 29,712 | $443.6K | 0.01% | +29,712 | New |
| EntryPoint Capital, LLC | 30,041 | $448.5K | 0.13% | +30,041 | New |
| Northern Trust Corp | 30,556 | $456.2K | 0.00% | −1,648−5.1% | Reduced |
| Prelude Capital Management, LLC | 35,096 | $524.0K | 0.04% | +35,096 | New |
| Dimensional Fund Advisors LP | 40,821 | $607.3K | 0.00% | +40,821 | New |
| Man Group plc | 46,553 | $695.0K | 0.00% | +46,553 | New |
| HRT Financial LP | 48,105 | $718.0K | 0.00% | +48,105 | New |
| TD Asset Management Inc | 51,408 | $767.5K | 0.00% | +51,408 | New |
| 683 Capital Management, LLC | 56,850 | $848.8K | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 56,854 | $848.8K | 0.00% | +56,854 | New |
| HighVista Strategies LLC | 58,622 | $875.2K | 0.24% | −37,009−38.7% | Reduced |
| Goldman Sachs Group Inc | 60,106 | $897.4K | 0.00% | −5,207−8.0% | Reduced |
| Acuta Capital Partners, LLC | 60,808 | $907.9K | 0.65% | +60,808 | New |
| Two Sigma Investments, LP | 64,425 | $961.9K | 0.00% | −83,812−56.5% | Reduced |
| State Street Corp | 71,654 | $1.07M | 0.00% | −7,600−9.6% | Reduced |
| Rosalind Advisors, Inc. | 75,000 | $1.12M | 0.46% | +75,000 | New |
| Squarepoint Ops LLC | 81,285 | $1.21M | 0.00% | +40,431+99.0% | Added |
| Vanguard Fiduciary Trust Co | 86,434 | $1.29M | 0.00% | +86,434 | New |
| Renaissance Technologies LLC | 120,114 | $1.79M | 0.00% | +101,814+556.4% | Added |
| Great Point Partners LLC | 124,666 | $1.86M | 0.46% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 125,195 | $1.87M | 0.02% | +72,151+136.0% | Added |
| XTX Topco Ltd | 126,732 | $1.89M | 0.03% | +86,274+213.2% | Added |
| Marshall Wace, LLP | 129,136 | $1.93M | 0.00% | −378,414−74.6% | Reduced |
| StemPoint Capital LP | 134,742 | $2.01M | 0.39% | −810−0.6% | Reduced |
| Perceptive Advisors LLC | 139,667 | $2.09M | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 150,000 | $2.24M | 0.00% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 159,324 | $2.38M | 0.43% | +26,093+19.6% | Added |
| Exome Asset Management LLC | 159,341 | $2.38M | 1.40% | +159,341 | New |
| Hudson Bay Capital Management LP | 161,087 | $2.41M | 0.01% | +144,316+860.5% | Added |
| Morgan Stanley | 161,392 | $2.41M | 0.00% | −103,515−39.1% | Reduced |
| Geode Capital Management, LLC | 169,889 | $2.54M | 0.00% | +3,737+2.2% | Added |
| Standard Life Aberdeen plc | 171,679 | $2.56M | 0.00% | +76,253+79.9% | Added |
| Ameriprise Financial Inc | 172,149 | $2.57M | 0.00% | −45,825−21.0% | Reduced |
| Jane Street Group, LLC | 173,320 | $2.59M | 0.00% | −5,535−3.1% | Reduced |
| Qube Research & Technologies Ltd | 174,506 | $2.61M | 0.00% | +110,043+170.7% | Added |
| JPMorgan Chase & Co | 194,391 | $2.71M | 0.00% | +149,960+337.5% | Added |
| Velan Capital Investment Management LP | 185,122 | $2.76M | 1.73% | −78,520−29.8% | Reduced |
| Nan Fung Trinity (HK) Ltd | 189,000 | $2.82M | 0.31% | 00.0% | Unchanged |
| Citadel Advisors LLC | 193,735 | $2.89M | 0.00% | −225,756−53.8% | Reduced |
| Pivotal bioVenture Partners Investment Advisor LLC | 295,933 | $4.42M | 1.58% | +295,933 | New |
| 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 |
| Boothbay Fund Management, LLC | 324,258 | $4.84M | 0.11% | +122,131+60.4% | Added |
| BlackRock, Inc. | 327,082 | $4.88M | 0.00% | +37,511+13.0% | Added |
| DV Trading LLC | 360,064 | $5.38M | 0.49% | +360,064 | New |
| Kennedy Capital Management, Inc. | 387,982 | $5.79M | 0.12% | +387,982 | New |
| BNP Paribas Arbitrage, SA | 422,781 | $6.31M | 0.00% | +225,034+113.8% | Added |
| Soleus Capital Management, L.P. | 441,978 | $6.60M | 0.27% | 00.0% | Unchanged |
| Caption Management, LLC | 455,000 | $6.79M | 0.32% | +402,359+764.3% | Added |
| Jennison Associates LLC | 470,775 | $7.03M | 0.00% | −4,850−1.0% | Reduced |
| OrbiMed Advisors LLC | 475,165 | $7.09M | 0.16% | −712,135−60.0% | Reduced |
| Commodore Capital LP | 483,000 | $7.21M | 0.42% | 00.0% | Unchanged |
| Seven Fleet Capital Management LP | 573,883 | $8.57M | 2.69% | +510,540+806.0% | Added |
| Bank of America Corp | 643,000 | $9.60M | 0.00% | +21,650+3.5% | Added |
| Ra Capital Management, L.P. | 662,968 | $9.90M | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 719,694 | $10.7M | 0.00% | +719,694 | New |
| Balyasny Asset Management LLC | 731,586 | $10.9M | 0.02% | +292,274+66.5% | Added |
| TCG Crossover Management, LLC | 738,383 | $11.0M | 0.32% | +255,383+52.9% | Added |
| Millennium Management LLC | 835,484 | $12.5M | 0.01% | +175,505+26.6% | Added |
| Adage Capital Partners GP, L.L.C. | 854,000 | $12.8M | 0.02% | +304,000+55.3% | Added |
| RTW Investments, LP | 856,962 | $12.8M | 0.13% | +856,962 | New |
| Farallon Capital Management, L.L.C. | 916,000 | $13.7M | 0.08% | +916,000 | New |
| Point72 Asset Management, L.P. | 916,142 | $13.7M | 0.02% | +288,640+46.0% | Added |
| UBS Group AG | 1,141,980 | $17.0M | 0.00% | +664,164+139.0% | Added |
| Nantahala Capital Management, LLC | 1,235,000 | $18.4M | 1.15% | 00.0% | Unchanged |
| Affinity Asset Advisors, LLC | 1,340,840 | $20.0M | 1.17% | +289,786+27.6% | Added |
| Avoro Capital Advisors LLC | 1,410,000 | $21.1M | 0.21% | +1,410,000 | New |
| BVF Inc | 1,632,845 | $24.4M | 0.78% | +277,588+20.5% | Added |
| Caligan Partners LP | 1,635,023 | $24.4M | 1.73% | +753,490+85.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,162,684 | $32.3M | 0.02% | +2,162,684 | New |
| FMR LLC | 2,879,481 | $43.0M | 0.00% | +2,659,181+1,207.1% | Added |
| 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 |