Avalo TherapeuticsAVTX

13F holders, Q1 2026 (March 31)
97holders +13
30new positions
18sold out
4famous investors
$14.92avg. 13F price*

At the end of Q1 2026, 97 institutions reported holding Avalo Therapeutics Inc. (AVTX) in their 13F filings, up 13 from Q4 2025. 30 opened new positions and 18 sold out. The largest holders were FMR LLC ($43.0M), T. Rowe Price Investment Management, Inc. ($32.3M) and Caligan Partners LP ($24.4M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avalo Therapeutics Inc.
CUSIP
05338F306
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 18Q1 2024Q2 2024: 21Q2 2024Q3 2024: 29Q3 2024Q4 2024: 33Q4 2024Q1 2025: 34Q1 2025Q2 2025: 36Q2 2025Q3 2025: 66Q3 2025Q4 2025: 84Q4 2025Q1 2026: 97Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions30$110.6M
Exits18$37.9M

All 13F filers, Q4 2025 → Q1 2026: 15,172,910 shares bought and 3,912,226 shares sold, net +11,260,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

FMR LLC 0.00% Add +1207.1% 2,879,481 $43.0M
T. Rowe Price Investment Management, Inc. 0.02% New 2,162,684 $32.3M
Caligan Partners LP 1.73% Add +85.5% 1,635,023 $24.4M
BVF Inc. 0.78% Add +20.5% 1,632,845 $24.4M
Avoro Capital Advisors LLC 0.21% New 1,410,000 $21.1M
Affinity Asset Advisors, LLC 1.20% Add +27.6% 1,340,840 $20.0M
Nantahala Capital Management, LLC 1.16% No change 1,235,000 $18.4M
UBS Group AG 0.00% Add +139.0% 1,141,980 $17.0M
Point72 Asset Management 0.03% Add +46.0% 916,142 $13.7M
Farallon Capital Management, L.L.C. 0.08% New 916,000 $13.7M
RTW Investments, LP 0.13% New 856,962 $12.8M
Adage Capital Partners Gp, L.L.C. 0.02% Add +55.3% 854,000 $12.8M
Millennium Management 0.01% Add +26.6% 835,484 $12.5M
TCG Crossover Management, LLC 0.32% Add +52.9% 738,383 $11.0M
Balyasny Asset Management L.P. 0.02% Add +66.5% 731,586 $10.9M
Vanguard Capital Management LLC 0.00% — 719,694 $10.7M
Ra Capital Management, L.P. 0.10% No change 662,968 $9.9M
Bank of America Corp. 0.00% Add +3.5% 643,000 $9.6M
Commodore Capital LP 0.42% No change 483,000 $7.2M
Orbimed Advisors LLC 0.16% Reduce -60.0% 475,165 $7.1M
Jennison Associates LLC 0.00% Reduce -1.0% 470,775 $7.0M
Caption Management, LLC 0.34% Add +764.4% 455,000 $6.8M
Soleus Capital Management, L.P. 0.27% No change 441,978 $6.6M
BNP Paribas Financial Markets 0.00% Add +113.8% 422,781 $6.3M
Kennedy Capital Management LLC 0.12% New 387,982 $5.8M
DV Trading LLC 0.49% New 360,064 $5.4M
BlackRock, Inc. 0.00% Add +12.9% 327,082 $4.9M
Boothbay Fund Management, LLC 0.12% Add +60.4% 324,258 $4.8M
Boxer Capital Management, LLC 0.59% Add +9.1% 300,000 $4.5M
Logos Global Management LP 0.23% New 300,000 $4.5M
Pivotal bioVenture Partners Investment Advisor LLC 1.58% New 295,933 $4.4M
Seven Fleet Capital Management LP 1.00% Add +237.6% 213,819 $3.2M
Citadel Advisors 0.00% Reduce -53.8% 193,735 $2.9M
Nan Fung Trinity (hk) Ltd. 0.31% No change 189,000 $2.8M
Velan Capital Investment Management LP 1.73% Reduce -29.8% 185,122 $2.8M
JPMorgan Chase & Co. 0.00% Add +337.5% 194,391 $2.7M
Qube Research & Technologies Ltd 0.00% Add +170.7% 174,506 $2.6M
Jane Street Group, LLC 0.00% Reduce -3.1% 173,320 $2.6M
Ameriprise Financial Inc. 0.00% Reduce -21.0% 172,149 $2.6M
Aberdeen Group plc 0.00% Add +79.9% 171,679 $2.6M
Geode Capital Management, LLC 0.00% Add +2.3% 169,889 $2.5M
Morgan Stanley 0.00% Reduce -39.1% 161,392 $2.4M
Hudson Bay Capital Management LP 0.02% Add +860.5% 161,087 $2.4M
Exome Asset Management LLC 1.40% New 159,341 $2.4M
Moody Aldrich Partners LLC 0.43% Add +19.6% 159,324 $2.4M
Deutsche Bank AG 0.00% No change 150,000 $2.2M
Perceptive Advisors LLC 0.04% No change 139,667 $2.1M
Stempoint Capital LP 0.39% Reduce -0.6% 134,742 $2.0M
Marshall Wace, LLP 0.00% Reduce -74.6% 129,136 $1.9M
XTX Topco Ltd 0.03% Add +213.2% 126,732 $1.9M
Quadrature Capital Ltd 0.02% Add +136.0% 125,195 $1.9M
Great Point Partners LLC 0.46% No change 124,666 $1.9M
Renaissance Technologies 0.00% Add +556.4% 120,114 $1.8M
Vanguard Fiduciary Trust Co. 0.00% — 86,434 $1.3M
Squarepoint Ops LLC 0.00% Add +99.0% 81,285 $1.2M
Rosalind Advisors, Inc. 0.46% New 75,000 $1.1M
State Street Corp. 0.00% Reduce -9.6% 71,654 $1.1M
Two Sigma Investments, LP 0.00% Reduce -56.5% 64,425 $962K
Acuta Capital Partners, LLC 0.65% New 60,808 $908K
Goldman Sachs Group Inc. 0.00% Reduce -8.0% 60,106 $897K
HighVista Strategies LLC 0.24% Reduce -38.7% 58,622 $875K
Sei Investments Co. 0.00% New 56,854 $849K
683 Capital Management, LLC 0.08% No change 56,850 $849K
TD Asset Management Inc 0.00% New 51,408 $768K
HRT Financial LP 0.00% New 48,105 $718K
Man Group plc 0.00% New 46,553 $695K
Dimensional Fund Advisors LP 0.00% New 40,821 $607K
Prelude Capital Management, LLC 0.04% New 35,096 $524K
Northern Trust Corp. 0.00% Reduce -5.1% 30,556 $456K
EntryPoint Capital, LLC 0.13% New 30,041 $449K
Aquatic Capital Management LLC 0.01% New 29,712 $444K
Artia Global Partners LP 0.10% Reduce -30.3% 28,970 $433K
Glenmede Trust Co. NA 0.00% Add +25.8% 25,730 $384K
Envestnet Asset Management Inc. 0.00% Add +24.7% 19,996 $299K
Brevan Howard Capital Management LP 0.00% New 19,321 $288K
ExodusPoint Capital Management, LP 0.00% Reduce -45.0% 17,751 $265K
Susquehanna Portfolio Strategies, LLC 0.00% New 17,227 $257K
Westfield Capital Management Co. LP 0.00% New 15,639 $233K
Barclays PLC 0.00% Reduce -86.2% 14,642 $219K
Jump Financial, LLC 0.00% Reduce -2.1% 12,810 $191K
OMERS ADMINISTRATION Corp 0.00% Reduce -39.8% 11,800 $176K
AlphaCentric Advisors LLC 0.17% New 11,668 $174K
Shay Capital LLC 0.02% New 10,166 $152K
Charles Schwab Investment Management Inc. 0.00% New 10,000 $149K
Persistent Asset Partners Ltd 0.05% Reduce -47.5% 7,918 $118K
Vanguard Global Advisers, LLC 0.00% — 5,605 $84K
US Bancorp \de 0.00% Add +23.9% 3,387 $51K
PFS Partners, LLC 0.01% No change 2,000 $30K
Royal Bank of Canada 0.00% New 216 $2K
Farther Finance Advisors, LLC 0.00% New 75 $1K
Fortitude Family Office, LLC 0.00% New 63 $941
EverSource Wealth Advisors, LLC 0.00% New 35 $523
Parallel Advisors, LLC 0.00% No change 1 $15
Key Financial Inc 0.00% No change 1 $15
Activest Wealth Management 0.00% No change 1 $15
Silver Grove Financial Group, Inc. 0.00% New 1 $15
Osaic Holdings, Inc. 0.00% No change 1 $14

"% of holder's portfolio" is AVTX's weight in each manager's 13F, not the share of Avalo Therapeutics Inc. the manager owns.